Clari MCP Server for Windsurf 8 tools — connect in under 2 minutes
Windsurf brings agentic AI coding to a purpose-built IDE. Connect Clari through Vinkius and Cascade will auto-discover every tool. ask questions, generate code, and act on live data without leaving your editor.
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Vinkius supports streamable HTTP and SSE.
Vinkius Desktop App
The modern way to manage MCP Servers — no config files, no terminal commands. Install Clari and 2,500+ MCP Servers from a single visual interface.
{
"mcpServers": {
"clari": {
"url": "https://edge.vinkius.com/[YOUR_TOKEN_HERE]/mcp"
}
}
}
* Every MCP server runs on Vinkius-managed infrastructure inside AWS - a purpose-built runtime with per-request V8 isolates, Ed25519 signed audit chains, and sub-40ms cold starts optimized for native MCP execution. See our infrastructure
About Clari MCP Server
Connect your Clari account to any AI agent and take full control of your revenue operations and forecasting through natural conversation. Streamline how you manage your sales pipeline and historical revenue data.
Windsurf's Cascade agent chains multiple Clari tool calls autonomously. query data, analyze results, and generate code in a single agentic session. Paste Vinkius Edge URL, reload, and all 8 tools are immediately available. Real-time tool feedback appears inline, so you see API responses directly in your editor.
What you can do
- Opportunity Oversight — List and retrieve details for all CRM opportunities tracked in Clari natively
- Forecast Intelligence — Access manual forecast submissions and historical data to understand trends flawlessly
- Pipeline Auditing — List and review platform events and audit trail records to track changes securely
- Account Visibility — Access CRM accounts associated with revenue data and monitor their status flawlessly
- User Logistics — List all users and organization hierarchies to understand team performance securely
- Export Intelligence — Monitor the status of asynchronous bulk data export jobs directly within your workspace
The Clari MCP Server exposes 8 tools through the Vinkius. Connect it to Windsurf in under two minutes — no API keys to rotate, no infrastructure to provision, no vendor lock-in. Your configuration, your data, your control.
How to Connect Clari to Windsurf via MCP
Follow these steps to integrate the Clari MCP Server with Windsurf.
Open MCP Settings
Go to Settings → MCP Configuration or press Cmd+Shift+P and search "MCP"
Add the server
Paste the JSON configuration above into mcp_config.json
Save and reload
Windsurf will detect the new server automatically
Start using Clari
Open Cascade and ask: "Using Clari, help me...". 8 tools available
Why Use Windsurf with the Clari MCP Server
Windsurf provides unique advantages when paired with Clari through the Model Context Protocol.
Windsurf's Cascade agent autonomously chains multiple tool calls in sequence, solving complex multi-step tasks without manual intervention
Purpose-built for agentic workflows. Cascade understands context across your entire codebase and integrates MCP tools natively
JSON-based configuration means zero code changes: paste a URL, reload, and all 8 tools are immediately available
Real-time tool feedback is displayed inline, so you see API responses directly in your editor without switching contexts
Clari + Windsurf Use Cases
Practical scenarios where Windsurf combined with the Clari MCP Server delivers measurable value.
Automated code generation: ask Cascade to fetch data from Clari and generate models, types, or handlers based on real API responses
Live debugging: query Clari tools mid-session to inspect production data while debugging without leaving the editor
Documentation generation: pull schema information from Clari and have Cascade generate comprehensive API docs automatically
Rapid prototyping: combine Clari data with Cascade's code generation to scaffold entire features in minutes
Clari MCP Tools for Windsurf (8)
These 8 tools become available when you connect Clari to Windsurf via MCP:
get_opportunity_revenue_details
Get detailed information for a specific opportunity
list_clari_audit_logs
List platform events and audit trail records
list_clari_export_jobs
List status of asynchronous bulk data export jobs
list_clari_forecasts
List manual forecast submissions and historical data
list_clari_time_periods
List active fiscal years, quarters, and months used in Clari
list_clari_users
List all users and hierarchy in the account
list_revenue_accounts
List CRM accounts associated with revenue data
list_revenue_opportunities
List CRM opportunities tracked in Clari
Example Prompts for Clari in Windsurf
Ready-to-use prompts you can give your Windsurf agent to start working with Clari immediately.
"Show me all opportunities worth over $50,000."
"What is our current manual forecast value?"
"Who are the account owners for the 'Top 10' pipeline accounts?"
Troubleshooting Clari MCP Server with Windsurf
Common issues when connecting Clari to Windsurf through the Vinkius, and how to resolve them.
Server not connecting
Clari + Windsurf FAQ
Common questions about integrating Clari MCP Server with Windsurf.
How does Windsurf discover MCP tools?
mcp_config.json file on startup and connects to each configured server via Streamable HTTP. Tools are listed in the MCP panel and available to Cascade automatically.Can Cascade chain multiple MCP tool calls?
Does Windsurf support multiple MCP servers?
mcp_config.json. Each server's tools appear in the MCP panel and Cascade can use tools from different servers in a single flow.Connect Clari with your favorite client
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Connect Clari to Windsurf
Get your token, paste the configuration, and start using 8 tools in under 2 minutes. No API key management needed.