How to Use the Clientjoy MCP in Windsurf

Q: How do I install the Clientjoy MCP Server in Windsurf?

Open your MCP panel and click Refresh, or edit /.codeium/windsurf/mcpconfig.json. Add the Vinkius endpoint under the mcpServers array. Cascade auto-discovers the CRM tools immediately.

Q: Can Windsurf read my Clientjoy workspace profile?

Yes, the agent calls getmyclientjoyprofile to verify your authenticated user details. It uses this information to filter projects and leads assigned specifically to you.

Let Windsurf's Cascade agent handle your agency CRM tasks via this MCP Server without leaving the editor.

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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.

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Setup Clientjoy with Windsurf

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Clientjoy MCP Server for agency contacts

The `list_clientjoy_contacts` tool gives Cascade immediate access to your entire client roster. You just ask Windsurf to pull up a specific account, and the agent reads the directory to find the right match. When you need deeper context, Cascade autonomously calls `get_contact_crm_details`. It builds a complete profile of the contact before you even start drafting that follow-up email.

Track quotes and leads autonomously

With `list_clientjoy_leads`, your IDE pulls active sales opportunities directly into your workspace. Cascade reviews the pipeline status without requiring you to open a browser tab. If a prospect needs a custom proposal, the agent checks `list_sales_quotes` to see past pricing. It then uses `get_lead_crm_details` to grab the exact requirements for the new pitch.

Connect code to billing status

Developers building client features can check payment status using the `list_agency_invoices` tool. Cascade reads the pending balances and warns you if an account is past due before you ship. You also keep tabs on active deliverables via `list_agency_projects`. The agent maps your local repository to the specific Clientjoy project, keeping your development work aligned with the client contract.

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-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.

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Common questions about Clientjoy MCP in Windsurf

Open your MCP panel and click Refresh, or edit ~/.codeium/windsurf/mcp_config.json. Add the Vinkius endpoint under the mcpServers array. Cascade auto-discovers the CRM tools immediately.

Yes, the agent calls get_my_clientjoy_profile to verify your authenticated user details. It uses this information to filter projects and leads assigned specifically to you.

No, Cascade chains actions autonomously. If you ask for a project summary, it will fetch the project details and immediately check the related invoices without stopping to ask you.

Context switching kills momentum. Pulling lead data directly into your editor means you write proposals and review client requirements right next to your code.

Vinkius runs the server in an ephemeral V8 Isolate Sandbox. Your quotes, contact details, and payment records never leak across sessions.

Use it with your favorite AI tools

Connect this server to Cursor, Claude, VS Code, and more.

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