How to Use the Concord CLM MCP in Windsurf
Draft, sign, and track your legal documents directly in Windsurf without leaving your IDE.
Works with every AI agent you already use
…and any MCP-compatible client
Connect Concord CLM MCP to Windsurf
Create your Vinkius account to connect Concord CLM 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.
Manage contracts inside Windsurf
Cascade uses `create_agreement` and `list_templates` to spin up new contracts based on your existing library. You define the terms, and the agent handles the document creation process. This MCP Server lets you pull specific details via `get_agreement` so you can verify contract language without switching tabs.
Automate your signature workflow
Trigger the signature process by calling `send_for_signature` whenever a document is ready. You tell Cascade which file needs approval, and it initiates the request through the Concord CLM API. Tracking progress is just as easy. The agent checks `list_signed_agreements` to keep your project status updated in real-time.
Query your organization data
Search your entire repository using `search_agreements_by_name` to find specific files instantly. If you need a broad view, `list_agreements` provides the full context of your active deals. Managing user access is handled by `list_users` and `get_current_user`. You always know who has permission to view or edit specific contracts.
Set up Concord CLM 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 Concord CLM MCP
Paste the JSON snippet shown on the right into the
mcpServersobject. 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 Concord CLM payment history." If connected, Cascade will call the Concord CLM tools directly. You will see a green dot next to the server name in the MCP panel.
{
"mcpServers": {
"concord-clm-mcp": {
"url": "https://edge.vinkius.com/[YOUR_TOKEN_HERE]/mcp"
}
}
}Independent Platform Disclaimer: Vinkius is an independent platform and is not affiliated with, endorsed by, sponsored by, verified by, or otherwise authorized by Concord. 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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Real-time monitoring
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Single dashboard
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Every tool your AI connects to, managed from a single screen. One account, complete control.
Common questions about Concord CLM MCP in Windsurf
Use it with your favorite AI tools
Connect this server to Cursor, Claude, VS Code, and more.
Start using the Concord CLM MCP today
We host it, we monitor it, we maintain it. You just paste one token.
