How to Use the Close CRM (Inside Sales CRM & Automation API) MCP in Windsurf

Q: How do I configure this MCP Server inside the Windsurf environment?

You open your /.codeium/windsurf/mcpconfig.json file and add the server configuration under the mcpServers key. Once saved, click the Refresh icon in the Cascade MCP panel to let the agent auto-discover all 26 sales automation tools.

Q: Can I filter leads by custom fields using Cascade?

Yes. Cascade calls getcustomfieldschema to understand your specific CRM setup, then runs searchdata with the correct custom field keys to isolate the exact contacts you need.

Run your sales pipeline on autopilot inside Windsurf by letting Cascade update leads, create tasks, and send bulk emails.

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Create your Vinkius account to connect Close CRM (Inside Sales CRM & Automation API) 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 CRM (Inside Sales CRM & Automation API) with Windsurf

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Autopilot pipeline updates in Windsurf

The `update_lead` tool lets Cascade modify lead details and status values as it runs through your pipeline steps. When a lead changes stage, Cascade chains this tool with `create_task` to set up follow-up actions for your sales reps without waiting for you to prompt each step. Cascade scans your active pipeline context, grabs the relevant IDs, and runs the updates. It handles the JSON payloads behind the scenes, so your CRM data matches your actual sales conversations instantly.

Bulk outreach directly from Cascade

The `bulk_email` tool triggers mass email campaigns to targeted lead lists that match your exact search criteria. Instead of manually copying addresses, Cascade uses `search_data` to filter your target audience and then executes the mailing sequence in one go. You feed Cascade the criteria in natural language, and it builds the search query, verifies the recipient count, and fires the messages. It logs the entire event sequence in Close CRM so you can track delivery rates.

Run sales activity reports using this MCP Server

The `activity_report` tool pulls raw performance metrics of your sales team directly into your IDE workspace. Cascade reads this data to find bottlenecks, compare call volumes from `list_calls`, and check email response times. You get a clean breakdown of sales performance without leaving your editor. Cascade can analyze the output to suggest which leads need immediate follow-up based on their last logged activity.

Setup guide

Set up Close CRM (Inside Sales CRM & Automation API) 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 CRM (Inside Sales CRM & Automation API) 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 CRM (Inside Sales CRM & Automation API) payment history." If connected, Cascade will call the Close CRM (Inside Sales CRM & Automation API) tools directly. You will see a green dot next to the server name in the MCP panel.

mcp_config.json

{
  "mcpServers": {
    "close-crm-inside-sales-crm-automation-api-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 CRM. 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.

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Common questions about Close CRM (Inside Sales CRM & Automation API) MCP in Windsurf

Cascade reads your prompt, maps out the required tools like `list_leads` and `update_opportunity` through the MCP interface, and executes them in a chain. It doesn't stop to ask for confirmation at every step, meaning it can update a lead status and create a follow-up task in a single run.

Yes, you can launch automated outreach workflows. Cascade uses `list_sequences` to find your active campaigns and can add specific contacts to them based on your current workspace context.

You open your `~/.codeium/windsurf/mcp_config.json` file and add the server configuration under the `mcpServers` key. Once saved, click the Refresh icon in the Cascade MCP panel to let the agent auto-discover all 26 sales automation tools.

Yes. Cascade calls `get_custom_field_schema` to understand your specific CRM setup, then runs `search_data` with the correct custom field keys to isolate the exact contacts you need.

Your API keys and customer records stay within Vinkius's secure, zero-trust sandbox. The server only transmits the specific lead details, call logs, and email records requested by Cascade over an encrypted connection, never storing your CRM database.

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