How to Use the Clientify MCP in Windsurf

Q: Can I view my own CRM profile using this integration?

Yes, the agent uses getmyclientifyprofile to pull your user details. This helps Cascade verify your permissions before running updates.

Run multi-step CRM workflows on Clientify autonomously using Windsurf and Cascade.

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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.

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Setup Clientify with Windsurf

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Auto-update sales pipelines in Windsurf

Cascade looks at your open deals using `list_sales_deals` and updates their status without you prompting each step. You tell the agent to find stuck deals, and it pulls the pipeline stages with `list_sales_pipelines` to highlight bottlenecks. It writes the summary for your team right away. No manual clicking through CRM tabs is needed when Cascade handles the entire lookup flow.

Audit CRM activity history with this MCP Server

Let your agent investigate cold accounts by calling `list_crm_activities` and matching them against your Clientify contacts. Windsurf chains these lookups automatically to show you exactly when your team last spoke to a client. You get a clean timeline of emails and calls directly in your Cascade panel. It pulls the specific contact details through `get_contact_crm_details` to give you instant context before your next call.

Map deals to companies instantly

Windsurf handles the heavy lifting of linking newly discovered deals to existing accounts. Cascade calls `list_clientify_companies` and pairs them with deal values from `get_deal_details` in one continuous execution loop. This setup saves you from constant context switching. Your agent cross-references the CRM data and gives you a clear picture of your pipeline value.

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-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.

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Common questions about Clientify MCP in Windsurf

Open your Windsurf settings and navigate to Cascade. Add the server configuration under the mcpServers key in your JSON config file, or use the built-in MCP Marketplace for a one-click setup.

Yes, Cascade excels at this. It automatically executes sequential tools like `list_sales_deals` followed by `get_deal_details` to gather complete context without requiring individual prompts from you.

Vinkius manages the MCP connection securely. You only need to add your single endpoint token to the Windsurf configuration block, and the platform handles the CRM API handshakes.

Yes, the agent uses `get_my_clientify_profile` to pull your user details. This helps Cascade verify your permissions before running updates.

Vinkius runs this MCP Server inside an isolated V8 sandbox, ensuring your contacts and deal details never leak. No CRM data is stored on Vinkius servers; it merely passes through the ephemeral runtime directly to your local Windsurf client.

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