How to Use the Copilot CRM (Assembly) MCP in Windsurf

Q: How does Cascade use the Copilot CRM (Assembly) MCP Server to update client records in Windsurf?

Cascade invokes updateclient directly from your workspace panel. It reads your prompt, finds the target client ID, and updates their status or details in one autonomous step.

Q: Can I list pending invoices for a specific company in Windsurf using Copilot CRM (Assembly)?

Yes. Cascade calls listcompanies to find the correct corporate ID, then runs listinvoices to match outstanding balances. It compiles the list in your terminal window instantly.

Q: How do I install the Copilot CRM (Assembly) MCP Server in my Windsurf environment?

Open your mcpconfig.json file in /.codeium/windsurf/ and add the server configuration under the mcpServers block. You can also paste the Vinkius connection URL directly.

Q: Can Cascade read file attachments from my Copilot portal?

Cascade uses listfiles to read metadata like file names, storage paths, and upload timestamps. It cannot read the raw contents of binary files directly unless they are text-based, but it tells you exactly what files exist.

Run your entire client onboarding and invoicing loop directly inside Windsurf using Cascade's autonomous multi-step execution.

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Connect Copilot CRM (Assembly) MCP to Windsurf

Create your Vinkius account to connect Copilot CRM (Assembly) 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 Copilot CRM (Assembly) with Windsurf

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Automate Client Onboarding in Windsurf

The `create_client` tool lets your AI client spin up new client records inside Copilot CRM without you touching a form. Cascade reads your context, grabs the necessary identity fields, and maps them directly to your CRM database. From there, Cascade chains operations by running `list_forms` to find the right intake questionnaire and `update_client` to tag the profile. It does this in one go, saving you from manual data entry.

Audit Portal Messages and Invoices

The `list_portal_messages` tool pulls communication threads directly into your workspace. When a client asks about a billing discrepancy, your agent cross-references the conversation with live financial records. By calling `list_invoices`, Cascade matches unpaid balances with recent chat logs. It spots the breakdown, drafts a response, and keeps your billing cycle moving without leaving the IDE.

Map Custom CRM Fields and Files via MCP Server

The `list_custom_fields` tool exposes your portal's unique database structure to Cascade. This ensures your agent doesn't hallucinate field names when updating records or linking companies. Your agent also pulls file attachments using `list_files` to verify contract uploads. It verifies documentation status against your client checklist and flags missing files automatically.

Setup guide

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

mcp_config.json

{
  "mcpServers": {
    "copilot-crm-assembly-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 Copilot CRM. 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 Copilot CRM (Assembly) MCP in Windsurf

Cascade invokes `update_client` directly from your workspace panel. It reads your prompt, finds the target client ID, and updates their status or details in one autonomous step.

Yes. Cascade calls `list_companies` to find the correct corporate ID, then runs `list_invoices` to match outstanding balances. It compiles the list in your terminal window instantly.

Open your `mcp_config.json` file in `~/.codeium/windsurf/` and add the server configuration under the `mcpServers` block. You can also paste the Vinkius connection URL directly.

Cascade uses `list_files` to read metadata like file names, storage paths, and upload timestamps. It cannot read the raw contents of binary files directly unless they are text-based, but it tells you exactly what files exist.

Vinkius isolates this server inside a zero-trust V8 sandbox. Your customer contact details, invoice amounts, and portal messages never touch external third-party databases, and authentication is handled via a single secure token.

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