How to Use the Clientify MCP in Windsurf

Q: Can I search for specific leads using Clientify and Windsurf?

Yes, Cascade can run listcontacts with email filters to find exact matches. It parses the returned JSON and displays the lead details directly in your chat sidebar.

Q: Can Cascade create new sales opportunities?

Yes, the agent calls createdeal to insert new opportunities directly into your pipelines. It reads your local code context or files to extract the deal size and contact details first.

Get Cascade to manage your sales pipeline and update contacts in Windsurf without leaving your editor.

See Vinkius in Action

Works with every AI agent you already use

…and any MCP-compatible client

MCP Servers - Free for Subscribers

Connect Clientify MCP to Windsurf

Create your Vinkius account to connect Clientify 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.

GDPR Free for Subscribers

Setup Clientify with Windsurf

Ask AI about this MCP

ChatGPT

Claude

Perplexity

Auto-pilot your CRM pipeline in Windsurf

Cascade uses `list_pipelines` and `list_deals` to map out your entire sales funnel on the fly. After reading your workspace context, the agent maps your open deals and flags stagnant leads. It then executes `update_contact` to move prospects to the next stage. You don't have to trigger each step manually because the IDE chains the entire sequence together.

Multi-step lead logging via Cascade MCP Server

This MCP Server exposes `create_contact` and `create_activity` directly to Cascade's reasoning engine. When you receive a fresh lead email, the agent parses the text, extracts the details, and writes them straight to your CRM. It immediately schedules a follow-up by calling `create_activity` right after. The entire chain runs autonomously, saving you from bouncing between your IDE and browser tabs.

Instantly check rep workloads inside Windsurf

The `list_users` and `list_activities` tools give Cascade direct visibility into your sales team's current tasks. The agent scans who is handling which prospect and identifies bottlenecks in your Spanish-market campaigns. If a team member is overloaded, Cascade reassigns the work. It runs these lookups in the background while you focus on writing code.

Setup guide

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

mcp_config.json

{
  "mcpServers": {
    "clientify-alternative-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 Clientify. 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.

Connect Clientify now

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 Clientify MCP in Windsurf

Cascade connects to the MCP server endpoint to run tools like `list_deals` and `create_contact` autonomously. You give Cascade a goal, and it chains the necessary API calls without asking for step-by-step confirmation.

Yes, Cascade can run `list_contacts` with email filters to find exact matches. It parses the returned JSON and displays the lead details directly in your chat sidebar.

Open your Windsurf settings, head to Cascade, and add the server URL under your MCP configuration. Once you click refresh, the IDE instantly auto-discovers all ten CRM tools.

Yes, the agent calls `create_deal` to insert new opportunities directly into your pipelines. It reads your local code context or files to extract the deal size and contact details first.

Your Clientify contact records, activities, and deal values stay completely isolated inside a sandboxed V8 execution environment. Vinkius handles the authentication tokens securely, ensuring no raw credentials ever leak to the LLM.

Use it with your favorite AI tools

Connect this server to Cursor, Claude, VS Code, and more.

OpenAI Agents SDK sdk-python

Google ADK sdk-python

Pydantic AI sdk-python

Vercel AI SDK sdk-typescript