How to Use the Cloze MCP in Windsurf

Q: Does this tool work with custom fields?

It does. You can use the listcustomfields tool to see how your CRM stores specific data points. This helps the agent map your inputs correctly.

Stop switching tabs to manage your CRM. Let Windsurf manipulate your Cloze contacts and projects directly through the Cascade agent.

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Connect Cloze MCP to Windsurf

Create your Vinkius account to connect Cloze 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 Cloze with Windsurf

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Automate contact management in Windsurf

Cascade uses `create_person` and `update_person` to keep your CRM updated without you touching a keyboard. Just tell the agent who to add or how to change a contact's details. Windsurf reads your instructions and executes the necessary API calls in the background. You save time by letting the IDE handle the data entry while you stay in the code.

Query your Cloze data from Windsurf

Use `get_person` or `list_people` to pull specific contact data into your current file. The agent fetches the exact record based on the email address you provide. This MCP Server makes your CRM data available inside the chat window. You get the context you need to write better code without leaving the editor.

Sync projects within Windsurf

Run `list_projects` to see what is currently in your pipeline. Cascade organizes this info so you can reference active deals while working on related tasks. You can also run `create_project` to log new items as they appear in your specs. It keeps your CRM synced with your development progress automatically.

Setup guide

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

mcp_config.json

{
  "mcpServers": {
    "cloze-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 Cloze. 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

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Common questions about Cloze MCP in Windsurf

Open your MCP settings in Windsurf and add the server configuration. Once saved, Cascade will auto-discover the tools and let you interact with your CRM data immediately.

Yes. You just ask Cascade to update a record and it triggers the `update_person` tool. It handles the API handshake so you don't have to.

Vinkius runs everything in an ephemeral sandbox. Your CRM data, including names and email addresses, is never cached or stored by the server after the session ends.

It does. You can use the `list_custom_fields` tool to see how your CRM stores specific data points. This helps the agent map your inputs correctly.

Since you are in control, you can verify every action before the agent sends it. The tools provide direct feedback if an update fails or a record is missing.

Use it with your favorite AI tools

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