Clientify MCP Server for Windsurf 8 tools — connect in under 2 minutes
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.
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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 Clientify and 2,500+ MCP Servers from a single visual interface.
{
"mcpServers": {
"clientify": {
"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 Clientify MCP Server
Connect your Clientify CRM account to any AI agent and take full control of your sales and marketing automation through natural conversation. Streamline how you manage contacts, deals, and daily activities natively.
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 8 tools are immediately available. Real-time tool feedback appears inline, so you see API responses directly in your editor.
What you can do
- Contact Oversight — List and retrieve details for all contacts including tags and status natively
- Deal Intelligence — Access and monitor sales opportunities and deal values flawlessly
- Activity Auditing — List and review CRM activities such as calls, emails, and meetings securely
- Pipeline Logistics — Monitor sales pipelines to understand your revenue flow flawlessly
- Company Management — List all companies stored in your account to maintain B2B relationships securely
- User Visibility — Access your own profile and CRM metadata directly within your workspace flawlessly
The Clientify 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 Clientify to Windsurf via MCP
Follow these steps to integrate the Clientify 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 Clientify
Open Cascade and ask: "Using Clientify, help me...". 8 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 8 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
Clientify MCP Tools for Windsurf (8)
These 8 tools become available when you connect Clientify to Windsurf via MCP:
get_contact_crm_details
Get detailed information for a specific contact
get_deal_details
Get detailed information for a specific sales deal
get_my_clientify_profile
Retrieve information about the authenticated CRM user
list_clientify_companies
List all companies stored in Clientify
list_clientify_contacts
List all contacts in Clientify CRM
list_crm_activities
List CRM activities such as calls, emails, and meetings
list_sales_deals
List sales opportunities and deals
list_sales_pipelines
List sales pipelines configured in the account
Example Prompts for Clientify in Windsurf
Ready-to-use prompts you can give your Windsurf agent to start working with Clientify immediately.
"List my last 5 sales deals in Clientify."
"Show me the details for contact ID '12345'."
"List all active CRM pipelines."
Troubleshooting Clientify MCP Server with Windsurf
Common issues when connecting Clientify to Windsurf through the Vinkius, and how to resolve them.
Server not connecting
Clientify + Windsurf FAQ
Common questions about integrating Clientify 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 Clientify with your favorite client
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Connect Clientify to Windsurf
Get your token, paste the configuration, and start using 8 tools in under 2 minutes. No API key management needed.