How to Use the Close MCP in Windsurf

Q: Can Windsurf and Close manage my sales pipeline together?

Yes. Cascade reads your active deals using the listopportunities tool. It formats that pipeline data directly into your editor so you never have to open a browser window.

Connect Close to Windsurf so Cascade can autonomously manage your sales pipeline and leads while you code via this MCP integration.

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Connect Close MCP to Windsurf

Create your Vinkius account to connect Close 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 Close with Windsurf

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Autonomous Lead Generation in Windsurf

The `create_lead` and `get_lead_details` tools allow Cascade to build and inspect CRM records without leaving your IDE. You just tell the agent to process a list of email addresses from a local CSV file. It parses the data and fires off creation requests to the Close API immediately. Because Cascade chains actions together automatically, you skip the manual data entry. Your agent verifies the new entries exist by pulling the details right back into your editor buffer.

Track Opportunities with this MCP Server

Calling `list_opportunities` gives your AI client direct read access to your active sales pipeline. When you ask for an update on Q3 deals, Cascade queries the CRM and formats the raw JSON response into a clean markdown table. Finding out who owns which deal happens fast. The agent correlates opportunity data with the `get_current_user` endpoint to show exactly what falls under your specific account.

Drive CRM Tasks from Your Editor

Using the `list_crm_tasks` and `list_leads` tools, Windsurf pulls your daily sales to-do list directly into your workspace. Developers building custom integrations can ask Cascade to fetch all pending calls and draft follow-up email templates in a new file. Nobody likes switching tabs to see who they need to contact next. Your agent reads the task queue and maps each item to the corresponding lead data automatically.

Setup guide

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

mcp_config.json

{
  "mcpServers": {
    "close-alternative-mcp": {
      "url": "https://edge.vinkius.com/[YOUR_TOKEN_HERE]/mcp"
    }
  }
}

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Independent Platform Disclaimer: Vinkius is an independent platform and is not affiliated with, endorsed by, sponsored by, verified by, or otherwise authorized by Close. 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 Close MCP in Windsurf

Open your MCP panel in the IDE and click the refresh icon. You can also edit your `~/.codeium/windsurf/mcp_config.json` file to add the Vinkius endpoint manually.

Yes. Cascade reads your active deals using the `list_opportunities` tool. It formats that pipeline data directly into your editor so you never have to open a browser window.

Cascade handles lead creation natively through the API. Just provide the raw contact data and tell your agent to execute the creation tool.

The agent reads the error response from the Close API. It will automatically retry the request or ask you to verify the lead ID format.

Your sales opportunities and contact details stay secure. Vinkius runs this integration inside an ephemeral V8 Isolate Sandbox that destroys itself the moment the connection drops.

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