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How to Use the Convertlab MCP in Windsurf

Use Convertlab inside Windsurf to manage your marketing data and customer segments without leaving your IDE.

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Windsurf

Connect Convertlab MCP to Windsurf

Create your Vinkius account to connect Convertlab 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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Automate customer segment building in Windsurf

Cascade can pull your `list_member_groups` and `list_customers` data to map out audience segments directly in your codebase. It builds the logic for your marketing workflows by reading the actual customer data retrieved through the MCP Server. Stop switching tabs to check your DM Hub. You tell Cascade the goal, and it uses `get_customer` to pull the specific record needed for your current task.

Chain marketing actions with Cascade

Trigger `create_customer` and `list_touchpoints` as part of a multi-step sequence that the agent handles on its own. You define the logic once and let the tool perform the heavy lifting. Windsurf chains these calls to ensure your local environment reflects your live marketing data. It handles the API handshake so you can focus on the code structure.

Track campaign performance inside your editor

Run `list_campaigns` and `get_campaign` to inspect your active marketing efforts without opening a browser. The agent pulls the data into your workspace for immediate review. This keeps your technical work aligned with current marketing metrics. You see the raw data from `list_events` right next to your implementation files.

Setup guide

Set up Convertlab MCP in Windsurf

Prerequisites

  • Windsurf IDE installed (macOS, Windows, or Linux)
  • Active Vinkius subscription with a valid endpoint token
  1. 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. 2

    Add the Convertlab 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. 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. 4

    Verify in Cascade

    Start a new Cascade conversation and ask something like "Show my Convertlab payment history." If connected, Cascade will call the Convertlab tools directly. You will see a green dot next to the server name in the MCP panel.

mcp_config.json
{
  "mcpServers": {
    "convertlab-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 Convertlab. 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.

Real-time monitoring

Live

visibility into every interaction

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

Built-in savings

60%

lower AI costs

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

Single dashboard

One

place for every integration

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

Common questions about Convertlab MCP in Windsurf

Add the server to your `mcp_config.json` file in the `.codeium/windsurf` directory. Once saved, refresh the MCP panel to start using the tools.
Yes, you can use the `create_customer` tool to add new records. Windsurf handles the connection once you provide your endpoint token.
Vinkius uses a sandbox environment to isolate your data. Only your authorized Windsurf agent can access the Convertlab API through your specific token.
The server connects to your live marketing platform. Windsurf uses these tools to pull real-time data into your project context.
The server accesses customer profiles, campaign logs, and touchpoint history. This information stays encrypted between the Vinkius gateway and your local instance.

Start using the Convertlab MCP today

We host it, we monitor it, we maintain it. You just paste one token.

Built & Managed by Vinkius 30s setup 8 tools

We've already built the connector for Convertlab. Just plug in your AI agents and start using Vinkius.

No hosting. No infrastructure. No complex setup.
All 8 tools are live and waiting. You're up and running in seconds.

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