Close MCP Server for Windsurf 8 tools — connect in under 2 minutes
Windsurf brings agentic AI coding to a purpose-built IDE. Connect Close 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 Close and 2,500+ MCP Servers from a single visual interface.
{
"mcpServers": {
"close": {
"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 Close MCP Server
Connect your Close CRM account to any AI agent and take full control of your sales automation through natural conversation. Streamline how you manage leads, deals, and daily to-dos natively.
Windsurf's Cascade agent chains multiple Close 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
- Lead Oversight — List and retrieve details for all leads (companies) including status and contact info natively
- Opportunity Intelligence — Access and monitor sales deals and their values across different pipelines flawlessly
- Task Management — List and review CRM tasks and reminders to stay on top of your follow-ups securely
- Pipeline Logistics — Monitor sales pipelines and understand where deals are in the funnel flawlessly
- Status Tracking — List available stages for leads and opportunities to maintain clean data flawlessly
- User Visibility — Access your own profile and core CRM metadata directly within your workspace flawlessly
The Close 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 Close to Windsurf via MCP
Follow these steps to integrate the Close 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 Close
Open Cascade and ask: "Using Close, help me...". 8 tools available
Why Use Windsurf with the Close MCP Server
Windsurf provides unique advantages when paired with Close 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
Close + Windsurf Use Cases
Practical scenarios where Windsurf combined with the Close MCP Server delivers measurable value.
Automated code generation: ask Cascade to fetch data from Close and generate models, types, or handlers based on real API responses
Live debugging: query Close tools mid-session to inspect production data while debugging without leaving the editor
Documentation generation: pull schema information from Close and have Cascade generate comprehensive API docs automatically
Rapid prototyping: combine Close data with Cascade's code generation to scaffold entire features in minutes
Close MCP Tools for Windsurf (8)
These 8 tools become available when you connect Close to Windsurf via MCP:
get_lead_details
Get detailed information for a specific lead
get_my_close_profile
Retrieve information about the authenticated user
get_opportunity_details
Get detailed information for a specific opportunity
list_close_leads
List all leads in Close CRM
list_close_opportunities
List all sales opportunities
list_close_pipelines
List sales pipelines configured in the account
list_close_tasks
List CRM tasks and reminders
list_lead_statuses
List available stages/statuses for leads
Example Prompts for Close in Windsurf
Ready-to-use prompts you can give your Windsurf agent to start working with Close immediately.
"List my last 5 leads in Close."
"Show me the value of my current sales pipeline."
"What are my pending tasks for this week?"
Troubleshooting Close MCP Server with Windsurf
Common issues when connecting Close to Windsurf through the Vinkius, and how to resolve them.
Server not connecting
Close + Windsurf FAQ
Common questions about integrating Close 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 Close with your favorite client
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Connect Close to Windsurf
Get your token, paste the configuration, and start using 8 tools in under 2 minutes. No API key management needed.