ClientSuccess MCP Server for Windsurf 8 tools — connect in under 2 minutes
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.
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Vinkius supports streamable HTTP and SSE.
Vinkius Desktop App
The modern way to manage MCP Servers — no config files, no terminal commands. Install ClientSuccess and 2,500+ MCP Servers from a single visual interface.
{
"mcpServers": {
"clientsuccess": {
"url": "https://edge.vinkius.com/[YOUR_TOKEN_HERE]/mcp"
}
}
}
* 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 account to any AI agent and take full control of your customer success operations through natural conversation. Streamline how you manage account health and revenue retention natively.
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 8 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 and retrieve details for all clients, including health scores and status natively
- Subscription Intelligence — Access and monitor all subscriptions and contracts associated with specific clients flawlessly
- Success Cycle Tracking — Monitor onboarding and success cycles to ensure customer goals are met securely
- Interaction Auditing — List and review internal notes and tasks for any specific client flawlessly
- Contact Logistics — Access all contacts associated with your clients to maintain relationships securely
- integrated Visibility — Retrieve detailed client metadata and profile information directly within your workspace flawlessly
The ClientSuccess MCP Server exposes 8 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.
How to Connect ClientSuccess to Windsurf via MCP
Follow these steps to integrate the ClientSuccess MCP Server with Windsurf.
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...". 8 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 8 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
ClientSuccess MCP Tools for Windsurf (8)
These 8 tools become available when you connect ClientSuccess to Windsurf via MCP:
get_client_success_details
Get detailed information for a specific client
get_my_success_profile
Retrieve information about the authenticated success manager
list_client_subscriptions
List all subscriptions and contracts for a specific client
list_client_success_contacts
List all contacts associated with a specific client
list_client_success_cycles
List all onboarding or success cycles for a client
list_client_success_notes
List all internal notes for a specific client
list_client_success_tasks
List all tasks and to-dos for a specific client
list_success_clients
List all clients in ClientSuccess
Example Prompts for ClientSuccess in Windsurf
Ready-to-use prompts you can give your Windsurf agent to start working with ClientSuccess immediately.
"List all my clients with a 'Risk' health status."
"Show me the subscriptions for 'Acme Corp'."
"What are the pending tasks for the 'Global Tech' account?"
Troubleshooting ClientSuccess MCP Server with Windsurf
Common issues when connecting ClientSuccess to Windsurf through the Vinkius, and how to resolve them.
Server not connecting
ClientSuccess + Windsurf FAQ
Common questions about integrating ClientSuccess MCP Server with Windsurf.
How does Windsurf discover MCP tools?
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?
Does Windsurf support multiple MCP servers?
mcp_config.json. Each server's tools appear in the MCP panel and Cascade can use tools from different servers in a single flow.Connect ClientSuccess with your favorite client
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Connect ClientSuccess to Windsurf
Get your token, paste the configuration, and start using 8 tools in under 2 minutes. No API key management needed.