How to Use the Clari MCP in Windsurf
Use Clari inside Windsurf to pull live revenue data and forecast numbers directly into your codebase.
Works with every AI agent you already use
…and any MCP-compatible client
Connect Clari MCP to Windsurf
Create your Vinkius account to connect Clari 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.
Windsurf agents monitor your sales pipeline
Cascade reads your `list_revenue_opportunities` and `list_revenue_accounts` to see exactly what is happening in your CRM. It parses the data so you don't have to manually check the dashboard. You can ask Cascade to summarize deal health based on these calls. It connects the dots between your code and your pipeline metrics.
Manage Clari forecast data with Cascade
Trigger `list_clari_forecasts` to compare current commits against historical performance. Cascade pulls the numbers and keeps your context fresh. It handles the heavy lifting of sorting through `list_clari_time_periods` so you know exactly which quarter you are targeting. This MCP server keeps your logic grounded in reality.
Track platform activity in Windsurf
Run `list_clari_audit_logs` to see who changed a deal status or moved a milestone. Cascade surfaces these events while you stay in your editor. You can cross-reference these logs with your code changes. It makes debugging sales logic a hell of a lot faster.
Set up Clari 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 Clari MCP
Paste the JSON snippet shown on the right into the
mcpServersobject. 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 Clari payment history." If connected, Cascade will call the Clari tools directly. You will see a green dot next to the server name in the MCP panel.
{
"mcpServers": {
"clari-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 Clari. 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 Clari MCP in Windsurf
Use it with your favorite AI tools
Connect this server to Cursor, Claude, VS Code, and more.
Start using the Clari MCP today
We host it, we monitor it, we maintain it. You just paste one token.
