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How to Use the ChurnZero MCP in Windsurf

Use Windsurf to pull ChurnZero account data into your active coding session without leaving the IDE.

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Windsurf

Connect ChurnZero MCP to Windsurf

Create your Vinkius account to connect ChurnZero 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 manages account data

Cascade reads your ChurnZero account list and success details directly. You just ask for a client summary, and the agent runs `list_churnzero_accounts` to grab the current roster. It handles the heavy lifting of parsing account health. Cascade then uses `get_account_success_details` to show you exactly why a specific account is flagging.

Track events inside your Windsurf workflow

You can log customer activity without context switching. The agent triggers `track_account_event` whenever your code logic hits a milestone you need to log. This keeps your customer records updated while you focus on building. Cascade ensures the event payload hits the server exactly as intended.

Monitor alerts through this MCP server

Stop checking the dashboard for customer fires. Cascade monitors `list_churnzero_alerts` to keep you informed of active churn risks while you work. When an alert pops, you can immediately pivot to `list_customer_journeys` to see the full path. It turns your IDE into a real-time support hub.

Setup guide

Set up ChurnZero 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 ChurnZero 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 ChurnZero payment history." If connected, Cascade will call the ChurnZero tools directly. You will see a green dot next to the server name in the MCP panel.

mcp_config.json
{
  "mcpServers": {
    "churnzero-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 ChurnZero. 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 ChurnZero MCP in Windsurf

Add the server details to your mcp_config.json file. Once saved, click refresh in the MCP panel to give Windsurf access to your tools.
Yes, use the `track_account_event` tool. It allows your agent to push activity logs to your account records automatically.
It does. The `list_churnzero_alerts` tool pulls active warnings directly into your chat window.
Your ChurnZero account identifiers and contact records are handled over an encrypted connection. Vinkius ensures these requests remain ephemeral and never stored.
Run `list_success_playbooks` to see what is currently active. The tool returns a list of your configured sequences.

Start using the ChurnZero MCP today

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

Built & Managed by Vinkius 30s setup 8 tools

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

No hosting. No infrastructure. No complex setup.
All 8 tools are live and waiting. You're up and running in seconds.

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