How to Use the Clientjoy MCP in Windsurf

Q: Can Windsurf create new Clientjoy leads automatically?

Yes. Cascade uses the createnewlead tool to push contact data into your CRM. Just paste your meeting notes into the editor and tell the agent to extract and register the prospect.

Q: Does this integration support reading active proposals?

The server includes a listsalesproposals tool. Your agent uses this to check deal stages and read proposal metadata. It helps verify project scopes without opening a browser.

Give Windsurf direct access to your CRM data via this MCP Server. Let Cascade pull invoices, check leads, and draft proposals automatically.

See Vinkius in Action

Works with every AI agent you already use

…and any MCP-compatible client

MCP Servers - Free for Subscribers

Connect Clientjoy MCP to Windsurf

Create your Vinkius account to connect Clientjoy 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 Clientjoy with Windsurf

Ask AI about this MCP

ChatGPT

Claude

Perplexity

Windsurf MCP Server for Client Management

The `get_customer_details` tool feeds live CRM profiles directly into Cascade's context window. You ask for a client summary, and the agent reads their entire history. It pulls active projects, contact info, and recent interactions before writing a single line of code or drafting an email. Cascade chains this data with other actions automatically. Instead of prompting for each step, you tell the agent to audit a specific account. It triggers `list_billing_invoices` to check payment status, then parses the output to tell you exactly who owes money.

Lead Tracking and Registration

The `create_new_lead` tool lets your agent add pipeline entries straight from your workspace. When you finish a discovery call and drop the notes in your editor, Cascade extracts the contact details. It pushes the structured data to your CRM instantly. Reading the existing pipeline happens through the `list_leads` tool. You ask the agent to summarize pending deals for the week. It grabs the current list, filters out cold prospects, and formats the active opportunities into a clean markdown table right in your project files.

Proposal and Service Audits

Accessing your sales pipeline requires the `list_sales_proposals` tool. Your agent pulls active pitches to reference pricing or scope details while you work. If you need to verify what a client signed, Cascade fetches the exact document metadata. Checking your catalog relies on the `list_service_items` tool. You can ask Windsurf to generate a pricing sheet for a new project. The agent reads your standard offerings, calculates the totals, and writes the proposal draft using your actual service rates.

Setup guide

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

mcp_config.json

{
  "mcpServers": {
    "clientjoy-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 Clientjoy. 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 Clientjoy 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 Clientjoy MCP in Windsurf

Open your Windsurf settings and navigate to the Cascade MCP Servers UI. You can also edit your local configuration file directly. Add the server URL under the configuration block and click refresh in the panel.

Yes. Cascade uses the `create_new_lead` tool to push contact data into your CRM. Just paste your meeting notes into the editor and tell the agent to extract and register the prospect.

Switching tabs ruins your focus. Giving Cascade access means it can check invoice statuses or pull customer details while you write code. The agent handles the data fetching so you stay in the editor.

The server includes a `list_sales_proposals` tool. Your agent uses this to check deal stages and read proposal metadata. It helps verify project scopes without opening a browser.

Vinkius isolates every connection in a zero-trust V8 sandbox. The server only touches the specific customer names, billing invoices, and service items you request. Your session data disappears the moment you close the connection.

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