Can I search for a contact using only their email address?

Yes. Use the `list_contacts` tool and provide the email in the optional parameter. The agent will return the specific contact record associated with that email if it exists in your CRM.

How do I move a deal to a different stage in the pipeline?

You can update deal details using our action tools. Simply specify the Deal ID and the new Pipeline Stage ID to transition the opportunity instantly.

Does this integration support creating new tasks for follow-ups?

Absolutely. The `create_activity` tool allows you to schedule calls, meetings, or tasks, assign them to contacts, and set due dates directly from the AI agent.

INSTANT PLUG AND PLAY

Clientify MCP Server for WindsurfGive Windsurf instant access to 10 tools to Create Activity, Create Contact, Create Deal, and more

Name: Clientify
Availability: InStock
Author: Vinkius

Built by Vinkius GDPR 10 Tools IDE

Windsurf brings agentic AI coding to a purpose-built IDE. Connect Clientify through Vinkius and Cascade will auto-discover every tool. ask questions, generate code, and act on live data without leaving your editor.

Use with Your AI Agent

Ask AI about this App Connector for Windsurf

Open in ChatGPT Open in Claude Open in Perplexity

The Clientify app connector for Windsurf is a standout in the Marketing Automation category — giving your AI agent 10 tools to work with, ready to go from day one.

Vinkius delivers Streamable HTTP and SSE to any MCP client

RecommendedModern Approach — Zero Configuration

Vinkius Desktop App

The modern way to manage MCP Servers — no config files, no terminal commands. Install Clientify and 3,400+ MCP Servers from a single visual interface.

Download Free Open SourceNo signup required

Classic Setup·json

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

Fully ManagedVinkius Servers

60%Token savings

High SecurityEnterprise-grade

IAMAccess control

EU AI ActCompliant

DLPData protection

V8 IsolateSandboxed

Ed25519Audit chain

<40msKill switch

Stream every event to Splunk, Datadog, or your own webhook in real-time

* 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 Clientify MCP Server

Connect your Clientify CRM account to any AI agent and streamline your entire sales process through natural conversation.

Windsurf's Cascade agent chains multiple Clientify tool calls autonomously. query data, analyze results, and generate code in a single agentic session. Paste Vinkius Edge URL, reload, and all 10 tools are immediately available. Real-time tool feedback appears inline, so you see API responses directly in your editor.

What you can do

Contact Management — List, create, and update contacts with deep inspection of custom fields and social metadata.
Sales Pipelines — Track deals across different stages, update amounts, and assign opportunities to specific pipelines.
Task Scheduling — Create and manage activities like calls, meetings, and follow-ups to never miss a lead.
Team Visibility — List account users and collaborators to understand your organizational structure.
Automated Insights — Fetch real-time summaries of your sales activities and deal progress.

The Clientify MCP Server exposes 10 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.

All 10 Clientify tools available for Windsurf

When Windsurf connects to Clientify through Vinkius, your AI agent gets direct access to every tool listed below — spanning lead-capture, pipeline-management, email-marketing, and more. Every call is secured with network, filesystem, subprocess, and code evaluation entitlements inside a sandboxed runtime. Beyond a simple connection, you get a full AI Gateway with real-time visibility into agent activity, enterprise governance, and optimized token usage.

create_activity

Create a new activity or task

create_contact

Create a new contact in Clientify

create_deal

Create a new sales deal

get_contact

Get details for a specific contact

list_activities

List all tasks and activities

list_contacts

Supports filtering by email for precise lookups. List all contacts from Clientify

list_deals

List all deals/opportunities

list_pipelines

List all deal pipelines

list_users

List all account users

update_contact

Update an existing contact

Connect Clientify to Windsurf via MCP

Follow these steps to wire Clientify into Windsurf. The entire setup takes under two minutes — your credentials stay safe behind the Vinkius.

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 Clientify

Open Cascade and ask: "Using Clientify, help me...". 10 tools available

Why Use Windsurf with the Clientify MCP Server

Windsurf provides unique advantages when paired with Clientify 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 10 tools are immediately available

Real-time tool feedback is displayed inline, so you see API responses directly in your editor without switching contexts

Clientify + Windsurf Use Cases

Practical scenarios where Windsurf combined with the Clientify MCP Server delivers measurable value.

Automated code generation: ask Cascade to fetch data from Clientify and generate models, types, or handlers based on real API responses

Live debugging: query Clientify tools mid-session to inspect production data while debugging without leaving the editor

Documentation generation: pull schema information from Clientify and have Cascade generate comprehensive API docs automatically

Rapid prototyping: combine Clientify data with Cascade's code generation to scaffold entire features in minutes

Example Prompts for Clientify in Windsurf

Ready-to-use prompts you can give your Windsurf agent to start working with Clientify immediately.

"Show me all active deals in the main pipeline."

"Create a new contact for John Doe (john@example.com)."

"List all team members who have access to this account."

Troubleshooting Clientify MCP Server with Windsurf

Common issues when connecting Clientify to Windsurf through the Vinkius, and how to resolve them.

Server not connecting

Check Settings → MCP for the server status. Try toggling it off and on.

Clientify + Windsurf FAQ

Common questions about integrating Clientify MCP Server with Windsurf.

How does Windsurf discover MCP tools?

Windsurf reads the 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?

Yes. Cascade is an agentic system. it can plan and execute multi-step workflows, calling several tools in sequence to accomplish complex tasks without manual prompting between steps.

Does Windsurf support multiple MCP servers?

Yes. Add as many servers as needed in mcp_config.json. Each server's tools appear in the MCP panel and Cascade can use tools from different servers in a single flow.