Can I check a client's health score via AI?

Yes! Use the `get_client_details` tool and provide the Client ID. Your agent will retrieve the current health score, success status, and metadata.

How do I list all the contracts associated with my clients?

Run the `list_contracts` query. The agent will retrieve a history of active and previous service contracts recorded in your ClientSuccess account.

Is it possible to see the available customer segments via AI?

Absolutely. Use the `list_segments` query. The agent will retrieve the complete list of customer segments used to categorize your client base.

INSTANT PLUG AND PLAY

ClientSuccess MCP Server for WindsurfGive Windsurf instant access to 6 tools to Create Client, Get Client Details, List Clients, and more

Name: ClientSuccess
Availability: InStock
Author: Vinkius

Built by Vinkius GDPR 6 Tools IDE

Windsurf brings agentic AI coding to a purpose-built IDE. Connect ClientSuccess 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 ClientSuccess app connector for Windsurf is a standout in the Customer Support category — giving your AI agent 6 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 ClientSuccess and 3,400+ MCP Servers from a single visual interface.

Download Free Open SourceNo signup required

Classic Setup·json

{
  "mcpServers": {
    "clientsuccess-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 ClientSuccess MCP Server

Connect your ClientSuccess customer success platform to any AI agent and simplify how you manage your client relationships, track account health, and monitor service contracts through natural conversation.

Windsurf's Cascade agent chains multiple ClientSuccess tool calls autonomously. query data, analyze results, and generate code in a single agentic session. Paste Vinkius Edge URL, reload, and all 6 tools are immediately available. Real-time tool feedback appears inline, so you see API responses directly in your editor.

What you can do

Client Oversight — List all managed clients and retrieve detailed metadata, including health scores and success status.
Relationship Management — Manage client contacts, query individual profiles, and create new client records programmatically.
Contract Monitoring — List active and historic service contracts to ensure your renewals and agreements are on track.
Segmentation — Query customer segments to understand your client distribution and categorization.
Data Insights — Fetch complete account metadata and health metrics to identify at-risk customers via AI.
Operational Efficiency — Track your customer success ecosystem directly from Claude, Cursor, or any MCP client.

The ClientSuccess MCP Server exposes 6 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 6 ClientSuccess tools available for Windsurf

When Windsurf connects to ClientSuccess through Vinkius, your AI agent gets direct access to every tool listed below — spanning customer-success, churn-reduction, health-scoring, 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_client

Create a new client

get_client_details

Get details for a specific client

list_clients

List ClientSuccess clients

list_contacts

Optionally filter by client ID. List client contacts

list_contracts

List client contracts

list_segments

List client segments

Connect ClientSuccess to Windsurf via MCP

Follow these steps to wire ClientSuccess 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 ClientSuccess

Open Cascade and ask: "Using ClientSuccess, help me...". 6 tools available

Why Use Windsurf with the ClientSuccess MCP Server

Windsurf provides unique advantages when paired with ClientSuccess 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 6 tools are immediately available

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

ClientSuccess + Windsurf Use Cases

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

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

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

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

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

Example Prompts for ClientSuccess in Windsurf

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

"List all active clients in my ClientSuccess account."

"Show me the details and health score for client 'Acme Corp' (ID: 10293)."

"List all my customer segments."

Troubleshooting ClientSuccess MCP Server with Windsurf

Common issues when connecting ClientSuccess 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.

ClientSuccess + Windsurf FAQ

Common questions about integrating ClientSuccess 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.