How to Use the Cliengo MCP in Windsurf

Q: Can I manage my Cliengo team members with Windsurf?

You can list them for auditing purposes. The listcliengousers tool lets your agent pull a full list of your team members right from your IDE. You can't add or remove them, but it's perfect for checking who has access.

Q: What's the fastest way to check all conversations for a specific Cliengo website in Windsurf?

Just tell Cascade what you need. It will use listcliengowebsites to find the site ID, then listchatconversations to pull all the chats associated with it. It's a two-step process that Cascade handles in one shot.

Let Windsurf's Cascade agent dig through your Cliengo leads, conversations, and user data without you lifting a finger.

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Connect Cliengo MCP to Windsurf

Create your Vinkius account to connect Cliengo 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 Cliengo with Windsurf

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Audit Leads and Conversations Autonomously

Stop manually digging for customer info. Just tell Windsurf's Cascade agent what you need, and it figures out the steps. Ask it to find a specific lead and pull their entire history—Cascade chains together the right tools to get it done. For example, you could give it a high-level goal like, 'Find all leads from the marketing site in the last week and get their chat logs.' Cascade automatically uses `list_cliengo_websites` to identify the site, `list_cliengo_leads` to find the contacts, and `get_chat_history` to deliver the transcripts. You get a complete report without a single click.

Check Your Cliengo Setup From Your IDE

Instead of logging into the Cliengo dashboard, you can have Cascade run quick checks on your account's configuration. It's faster for confirming that your setup is correct. Ask it to list all your internal users or pull the configured webhooks to make sure data is flowing to the right place. This is great for quick sanity checks before a deployment. For instance: 'Confirm the new webhook for the sales team is active and pull the current agent list.' Cascade handles the lookup using `list_cliengo_webhooks` and `list_cliengo_users` and gives you the answer right in your editor.

Get Complete Customer Histories with This MCP Server

Windsurf's real power is connecting the dots for you. Your agent can start with just a contact's name, find their detailed lead profile, and then pull every single message they've ever sent across all conversations. You don't have to prompt it step-by-step. Cascade automatically sequences calls to `list_cliengo_leads`, `get_lead_details`, and `get_contact_messages` to build a complete profile. You get the full story of any customer interaction, not just isolated fragments. This MCP integration makes that process automatic.

Setup guide

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

mcp_config.json

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

Get your connection token →

Independent Platform Disclaimer: Vinkius is an independent platform and is not affiliated with, endorsed by, sponsored by, verified by, or otherwise authorized by Cliengo. 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 Cliengo MCP in Windsurf

You just give Windsurf a goal, and its Cascade agent plans the steps. It will use `list_cliengo_leads` to find the person, then `get_lead_details` and `get_chat_history` to get their data and conversations. You don't have to call each tool yourself.

You can list them for auditing purposes. The `list_cliengo_users` tool lets your agent pull a full list of your team members right from your IDE. You can't add or remove them, but it's perfect for checking who has access.

Just tell Cascade what you need. It will use `list_cliengo_websites` to find the site ID, then `list_chat_conversations` to pull all the chats associated with it. It's a two-step process that Cascade handles in one shot.

Use the built-in MCP Marketplace in Windsurf for a one-click install. You can also add the server URL to your `mcp_config.json` file and hit Refresh in the MCP panel. Cascade discovers the tools automatically.

Yes, your data is only in transit. This server processes your Cliengo lead details, chat histories, and user lists in an ephemeral, sandboxed environment. Vinkius never stores your data, and the connection is secured by your private endpoint token.

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