How to Use the CaptivateIQ MCP in Windsurf

Q: How do I install the CaptivateIQ MCP server in Windsurf?

Edit your /.codeium/windsurf/mcpconfig.json file to include the server endpoint. Cascade will auto-discover the tools once you hit refresh in the MCP panel.

Let Windsurf calculate and track your team's commission payouts directly from your IDE using the CaptivateIQ MCP Server.

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Connect CaptivateIQ MCP to Windsurf

Create your Vinkius account to connect CaptivateIQ to Windsurf and route execution through our secure gateway. The platform manages server hosting, runtime updates, and security layers. Configuration requires no manual server provisioning.

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Setup CaptivateIQ with Windsurf

Ask AI about this MCP

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Claude

Perplexity

Map employees to commission payouts in Windsurf.

The `list_employees` tool grabs your entire roster and their assigned compensation plans. Cascade takes that list and immediately feeds the IDs into `list_payout_statements` to pull individualized earnings records. You do not need to prompt for each step. Ask your agent to audit Q3 earnings for the sales engineering team. It runs the employee fetch, matches the names, and dumps the matched statements right into your editor window.

Track commission inquiries autonomously.

Running `list_commission_inquiries` pulls active disputes from reps questioning their numbers. Your AI client reads these tickets and cross-references them against `list_commission_payouts` to see what actually hit payroll. This cuts out the manual tab-switching between your code and the compensation portal. Cascade looks at the discrepancy, checks the underlying logic, and writes a summary of the variance before you even open a spreadsheet.

Inspect workbooks via the MCP Server.

The `list_workbooks` tool exposes the high-level calculation files driving your incentive plans. Windsurf chains this with `list_worksheets` to drill down into the specific formulas determining payout tiers. Engineers debugging quota logic can ask Cascade to trace a specific metric. The agent pulls the worksheet structure and displays the raw calculation steps alongside your internal compensation documentation.

Setup guide

Set up CaptivateIQ MCP in Windsurf

Prerequisites

Windsurf IDE installed (macOS, Windows, or Linux)
Active Vinkius subscription with a valid endpoint token

1

Open MCP configuration

Click the Cascade assistant icon in the sidebar, then click the hammer icon (🔨) at the top of the panel. Select "Configure" to open ~/.codeium/windsurf/mcp_config.json.
2

Add the CaptivateIQ MCP

Paste the JSON snippet shown on the right into the mcpServers object. Replace [YOUR_TOKEN_HERE] with your endpoint token from cloud.vinkius.com.
3

Refresh MCPs

Go back to the hammer icon (🔨) in Cascade and click "Refresh". Windsurf will detect the new server. No full restart is needed — the connection is hot-reloaded.
4

Verify in Cascade

Start a new Cascade conversation and ask something like "Show my CaptivateIQ payment history." If connected, Cascade will call the CaptivateIQ tools directly. You will see a green dot next to the server name in the MCP panel.

mcp_config.json

{
  "mcpServers": {
    "captivateiq-mcp": {
      "url": "https://edge.vinkius.com/[YOUR_TOKEN_HERE]/mcp"
    }
  }
}

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Independent Platform Disclaimer: Vinkius is an independent platform and is not affiliated with, endorsed by, sponsored by, verified by, or otherwise authorized by CaptivateIQ. All third-party trademarks, logos, and brand names are the property of their respective owners. Their use on this website is strictly for informational purposes to identify service compatibility and interoperability.

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Common questions about CaptivateIQ MCP in Windsurf

Edit your `~/.codeium/windsurf/mcp_config.json` file to include the server endpoint. Cascade will auto-discover the tools once you hit refresh in the MCP panel.

Yes. Cascade strings together employee data and payout statements without stopping to ask for permission. You give it a target quarter, and it fetches everything.

No data stays in the editor after the session ends. The MCP integration pulls live records via the API each time you run a query.

The agent reads the ticket and pulls the related payout statement automatically. It gives you the full context of the dispute in your sidebar.

Payout statements and employee plan details route through a V8 Isolate Sandbox. Vinkius drops the ephemeral container the moment your session disconnects, leaving zero trace of your payroll figures.

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