Can I check the payment status of an invoice via AI?

Yes! Use the `list_billing_invoices` tool. Your agent will retrieve the history of invoices, including whether they are Paid, Overdue, or Unpaid.

How do I add a new sales lead using the agent?

Use the `create_new_lead` action. Provide the lead's name and email address to register them instantly in your Clientjoy sales pipeline.

Is it possible to list all my active customers via AI?

Absolutely. Use the `list_customers` query. The agent will retrieve the complete directory of organizations and clients managed in your account.

INSTANT PLUG AND PLAY

Clientjoy MCP Server for WindsurfGive Windsurf instant access to 7 tools to Create New Lead, Get Customer Details, List Billing Invoices, and more

Name: Clientjoy
Availability: InStock
Author: Vinkius

Built by Vinkius GDPR 7 Tools IDE

Windsurf brings agentic AI coding to a purpose-built IDE. Connect Clientjoy 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 Clientjoy app connector for Windsurf is a standout in the Customer Relationship Management category — giving your AI agent 7 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 Clientjoy and 3,400+ MCP Servers from a single visual interface.

Download Free Open SourceNo signup required

Classic Setup·json

{
  "mcpServers": {
    "clientjoy-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 Clientjoy MCP Server

Connect your Clientjoy CRM and billing account to any AI agent and simplify how you coordinate your sales pipeline, client directory, and invoicing through natural conversation.

Windsurf's Cascade agent chains multiple Clientjoy tool calls autonomously. query data, analyze results, and generate code in a single agentic session. Paste Vinkius Edge URL, reload, and all 7 tools are immediately available. Real-time tool feedback appears inline, so you see API responses directly in your editor.

What you can do

Lead Management — List and query potential sales leads, and create new prospect profiles programmatically via AI.
Client CRM — List all customer organizations and retrieve detailed metadata, contact info, and transaction histories.
Billing Oversight — List and monitor generated invoices and their payment status to keep your finances organized.
Sales Proposals — Query your catalog of sent and drafted proposals to track your business development efforts.
Service Catalog — List available products and services defined in your account to verify pricing and offerings.
Lifecycle Control — Manage the entire journey from lead to paid customer directly from Claude, Cursor, or any MCP client.

The Clientjoy MCP Server exposes 7 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 7 Clientjoy tools available for Windsurf

When Windsurf connects to Clientjoy through Vinkius, your AI agent gets direct access to every tool listed below — spanning lead-management, invoicing, proposal-management, 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_new_lead

get_customer_details

Get details for a specific customer

list_billing_invoices

List invoices

list_customers

List Clientjoy customers

list_leads

List Clientjoy leads

list_sales_proposals

List proposals

list_service_items

List items and services

Connect Clientjoy to Windsurf via MCP

Follow these steps to wire Clientjoy 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 Clientjoy

Open Cascade and ask: "Using Clientjoy, help me...". 7 tools available

Why Use Windsurf with the Clientjoy MCP Server

Windsurf provides unique advantages when paired with Clientjoy 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 7 tools are immediately available

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

Clientjoy + Windsurf Use Cases

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

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

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

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

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

Example Prompts for Clientjoy in Windsurf

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

"List all active leads in my Clientjoy account."

"Show me the details for customer 'John Miller' (ID: 10293)."

"Are there any overdue invoices?"

Troubleshooting Clientjoy MCP Server with Windsurf

Common issues when connecting Clientjoy 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.

Clientjoy + Windsurf FAQ

Common questions about integrating Clientjoy 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.