How to Use the Close MCP in Windsurf

Use the Close MCP Server inside Windsurf to let Cascade pull lead data and track sales pipeline progress without leaving your IDE.

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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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Manage your CRM data in Windsurf

Cascade reads your sales activity directly from your CRM. It triggers `list_close_leads` or `list_close_opportunities` to bring live data into your editor context. You stop switching tabs. Cascade analyzes your records and builds plans based on actual deal status.

Automate task tracking with Close

Give Cascade a goal and let it call `list_close_tasks` to see what needs attention. It sorts your reminders and updates your focus based on the current workload. This MCP Server provides the raw data Cascade requires to manage your daily agenda. You get an agent that knows exactly what tasks are due.

Inspect pipelines inside Windsurf

Check your status definitions with `list_lead_statuses` and confirm your pipeline configuration using `list_close_pipelines`. It keeps the agent aligned with your actual sales process. Cascade uses these tools to verify where a lead sits in your funnel. It acts on the latest info without guessing your stages.

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-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 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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Connect your favorite tools to your AI and see exactly what's happening — every request, every response, in real time.

Built-in savings

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lower AI costs

Vinkius compresses data between your apps and your AI automatically. Lower bills every month — no configuration required.

Single dashboard

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place for every integration

Every tool your AI connects to, managed from a single screen. One account, complete control.

Common questions about Close MCP in Windsurf

Open your MCP settings in Windsurf and add the server details under the mcpServers key. Once you hit refresh, Cascade starts seeing the tools automatically.

It reads data, but you should check the available tools list. If a tool exists for the action, Cascade handles the execution for you.

We keep your CRM data ephemeral. Your information is processed in the V8 sandbox and never stored by the server itself.

No, it requires an active connection to the CRM API. It fetches live data as you work.

It touches your leads, tasks, and opportunity records. We restrict access to only the endpoints needed for these specific tools.

Use it with your favorite AI tools

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