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How to Use the CB Insights MCP in Windsurf

Use Windsurf to pull live venture data and funding trends directly into your codebase.

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…and any MCP-compatible client

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Windsurf

Connect CB Insights MCP to Windsurf

Create your Vinkius account to connect CB Insights 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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Windsurf agent automates market research

Cascade uses `get_organization` and `get_org_funding` to map out a company's financial history without leaving the editor. It pulls the raw numbers while you focus on the architecture. Stop switching windows to check burn rates. The agent runs these lookups in the background and drops the data right into your current file.

Track deal flow with Windsurf

Trigger `list_deals` to see the latest market movements as they happen. You get a real-time feed of who is raising money and which sectors are heating up. This MCP Server feeds the context directly to the agent's planning logic. It builds the strategy based on current market reality rather than stale docs.

Map competitors in Windsurf

Run `get_org_competitors` to identify who is fighting for the same market share. The tool returns the specific players so you can adjust your product strategy. Cascade parses these lists to suggest pivot points or feature gaps. It turns a static list of companies into a plan of action.

Setup guide

Set up CB Insights MCP in Windsurf

Prerequisites

  • Windsurf IDE installed (macOS, Windows, or Linux)
  • Active Vinkius subscription with a valid endpoint token
  1. 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. 2

    Add the CB Insights 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. 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. 4

    Verify in Cascade

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

mcp_config.json
{
  "mcpServers": {
    "cb-insights-mcp": {
      "url": "https://edge.vinkius.com/[YOUR_TOKEN_HERE]/mcp"
    }
  }
}

Independent Platform Disclaimer: Vinkius is an independent platform and is not affiliated with, endorsed by, sponsored by, verified by, or otherwise authorized by CB Insights. 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.

Why Choose Vinkius

Vinkius connects your tools to AI with real-time monitoring and automatic cost savings — all from one dashboard.

Real-time monitoring

Live

visibility into every interaction

Connect your favorite tools to your AI and see exactly what's happening — every request, every response, in real time.

Built-in savings

60%

lower AI costs

Vinkius compresses data between your apps and your AI automatically. Lower bills every month — no configuration required.

Single dashboard

One

place for every integration

Every tool your AI connects to, managed from a single screen. One account, complete control.

Common questions about CB Insights MCP in Windsurf

You connect the server in your settings and the agent gains access to the API. It uses the listed tools to execute queries on your behalf.
Yes, use the `list_deals` tool to fetch recent activity. The agent handles the formatting so you see the core details instantly.
Run `get_investor` to grab profiles. It keeps the data inside your IDE session for quick reference.
Vinkius manages the connection via an endpoint token. Your credentials never touch the client directly.
It accesses private venture capital records, funding rounds, and organization dossiers. The Vinkius sandbox ensures this sensitive financial info stays isolated from your other local processes.

Start using the CB Insights MCP today

We host it, we monitor it, we maintain it. You just paste one token.

Built & Managed by Vinkius 30s setup 13 tools

We've already built the connector for CB Insights. Just plug in your AI agents and start using Vinkius.

No hosting. No infrastructure. No complex setup.
All 13 tools are live and waiting. You're up and running in seconds.

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