How to Use the ClientSuccess MCP in Windsurf

Let Cascade pull live account health and contract data directly into your Windsurf workspace.

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Connect ClientSuccess MCP to Windsurf

Create your Vinkius account to connect ClientSuccess 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 ClientSuccess with Windsurf

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Fetch account data in Windsurf

Cascade pulls your account data using `get_client_success_details` and `list_success_clients`. You get the full picture of a customer without leaving your editor. Stop switching tabs to check health scores. This MCP Server lets your agent pull the numbers straight into your current coding session.

Track client tasks and notes

Use `list_client_success_notes` and `list_client_success_tasks` to see what your team is working on. Cascade reads these notes to understand the context behind a bug or a feature request. Your agent now knows exactly what the customer expects before you write a single line of code. It keeps you aligned with the latest client feedback.

Audit contract status

Call `list_client_subscriptions` to see which contracts are active or up for renewal. You can query this data while reviewing PRs or building new features. Windsurf uses this data to warn you if a client is in a high-risk period. You catch potential issues before they impact your development timeline.

Setup guide

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

mcp_config.json

{
  "mcpServers": {
    "clientsuccess-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 ClientSuccess. 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 ClientSuccess 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 ClientSuccess MCP in Windsurf

You configure the server in your MCP settings. Once connected, Cascade gains the ability to query your customer data via the tools provided.

No. This integration is read-only. It pulls information for your context but cannot modify your account records.

Your data stays local to your environment. Vinkius manages the connection, but your agent keeps the information within your own session.

Vinkius handles the auth flow. You use a single endpoint token, and the system keeps your keys out of your local config files.

Yes. This server only touches your subscription, task, and note records. All traffic is encrypted, and your sensitive customer info never leaves the secure sandbox.

Use it with your favorite AI tools

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

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