How to Use the ConnectAndSell MCP in Windsurf

Q: How do I connect the ConnectAndSell MCP Server to Windsurf?

Open your /.codeium/windsurf/mcpconfig.json file to add the ConnectAndSell configuration. Cascade automatically reads this MCP schema to expose all six dialer tools in your IDE panel.

Q: Can I query specific agents using ConnectAndSell inside Windsurf?

Yes, Cascade uses listcasusers to retrieve your ConnectAndSell roster and filter dialer metrics by individual user ID.

Let Windsurf and Cascade run deep post-mortem analysis on your ConnectAndSell calling sessions without you writing a line of code.

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Connect ConnectAndSell MCP to Windsurf

Create your Vinkius account to connect ConnectAndSell 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 ConnectAndSell with Windsurf

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Sync ConnectAndSell calls to your CRM via Windsurf

`sync_to_crm` triggers a direct push of ConnectAndSell outbound calling data to your CRM directly inside Windsurf. Cascade uses this tool to update your customer records right after your sales session ends. You do not need to copy ConnectAndSell session IDs into Windsurf manually. Cascade handles the database mapping in your IDE so you can focus on calling prospects.

Analyze sales performance with this MCP Server

`get_performance_summary` pulls complete dialer metrics from your ConnectAndSell account straight into your Windsurf workspace. Cascade reads these raw numbers to write markdown reports on your daily sales efficiency. Instead of exporting dialer spreadsheets, you ask Cascade in Windsurf to find bottlenecks in your call metrics. The IDE handles the API calls and renders your performance breakdown.

Cascade maps your ConnectAndSell lists instantly

`list_assigned_lists` fetches current ConnectAndSell lists assigned to your outbound agents directly inside Windsurf. Cascade chains this tool with list metadata to show you which sales campaigns are active. This integration lets you spot priority gaps in your ConnectAndSell pipeline using Windsurf. Your Cascade agent reads the queue status and flags which prospects need attention next.

Setup guide

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

mcp_config.json

{
  "mcpServers": {
    "connectandsell-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 ConnectAndSell. 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 ConnectAndSell MCP in Windsurf

Open your `~/.codeium/windsurf/mcp_config.json` file to add the ConnectAndSell configuration. Cascade automatically reads this MCP schema to expose all six dialer tools in your IDE panel.

Yes, Cascade can loop through your ConnectAndSell call history to execute `sync_to_crm` for multiple sessions. You only need to provide the target CRM type and the date range inside the Windsurf chat.

Cascade analyzes your natural language request in Windsurf, maps it to the ConnectAndSell schema, and executes the correct API calls. It might run `list_call_attempts` to check recent dials before pulling the summary.

Yes, Cascade uses `list_cas_users` to retrieve your ConnectAndSell roster and filter dialer metrics by individual user ID.

All retrieved ConnectAndSell prospect data stays inside your local Windsurf sandbox session. Vinkius isolates this MCP connection using secure V8 sandboxing, ensuring raw dialer contact details never leak.

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