Copilot CRM (Assembly) MCP Server for Windsurf 10 tools — connect in under 2 minutes
Windsurf brings agentic AI coding to a purpose-built IDE. Connect Copilot CRM (Assembly) through Vinkius and Cascade will auto-discover every tool. ask questions, generate code, and act on live data without leaving your editor.
ASK AI ABOUT THIS MCP SERVER
Vinkius supports streamable HTTP and SSE.
Vinkius Desktop App
The modern way to manage MCP Servers — no config files, no terminal commands. Install Copilot CRM (Assembly) and 2,500+ MCP Servers from a single visual interface.
{
"mcpServers": {
"copilot-crm-assembly": {
"url": "https://edge.vinkius.com/[YOUR_TOKEN_HERE]/mcp"
}
}
}
* Every MCP server runs on Vinkius-managed infrastructure inside AWS - a purpose-built runtime with per-request V8 isolates, Ed25519 signed audit chains, and sub-40ms cold starts optimized for native MCP execution. See our infrastructure
About Copilot CRM (Assembly) MCP Server
Integrate Copilot (now rebranding to Assembly), the leading client portal and CRM platform for service businesses, directly into your AI workflow.
Windsurf's Cascade agent chains multiple Copilot CRM (Assembly) tool calls autonomously. query data, analyze results, and generate code in a single agentic session. Paste Vinkius Edge URL, reload, and all 10 tools are immediately available. Real-time tool feedback appears inline, so you see API responses directly in your editor.
What you can do
- Client Management — List, retrieve, and update client profiles and company associations.
- Billing Automation — Monitor invoices, check statuses, and pull payment details via chat.
- Portal Discovery — Search for files, messages, and custom fields within your client workspace.
The Copilot CRM (Assembly) MCP Server exposes 10 tools through the Vinkius. Connect it to Windsurf in under two minutes — no API keys to rotate, no infrastructure to provision, no vendor lock-in. Your configuration, your data, your control.
How to Connect Copilot CRM (Assembly) to Windsurf via MCP
Follow these steps to integrate the Copilot CRM (Assembly) MCP Server with Windsurf.
Open MCP Settings
Go to Settings → MCP Configuration or press Cmd+Shift+P and search "MCP"
Add the server
Paste the JSON configuration above into mcp_config.json
Save and reload
Windsurf will detect the new server automatically
Start using Copilot CRM (Assembly)
Open Cascade and ask: "Using Copilot CRM (Assembly), help me...". 10 tools available
Why Use Windsurf with the Copilot CRM (Assembly) MCP Server
Windsurf provides unique advantages when paired with Copilot CRM (Assembly) through the Model Context Protocol.
Windsurf's Cascade agent autonomously chains multiple tool calls in sequence, solving complex multi-step tasks without manual intervention
Purpose-built for agentic workflows. Cascade understands context across your entire codebase and integrates MCP tools natively
JSON-based configuration means zero code changes: paste a URL, reload, and all 10 tools are immediately available
Real-time tool feedback is displayed inline, so you see API responses directly in your editor without switching contexts
Copilot CRM (Assembly) + Windsurf Use Cases
Practical scenarios where Windsurf combined with the Copilot CRM (Assembly) MCP Server delivers measurable value.
Automated code generation: ask Cascade to fetch data from Copilot CRM (Assembly) and generate models, types, or handlers based on real API responses
Live debugging: query Copilot CRM (Assembly) tools mid-session to inspect production data while debugging without leaving the editor
Documentation generation: pull schema information from Copilot CRM (Assembly) and have Cascade generate comprehensive API docs automatically
Rapid prototyping: combine Copilot CRM (Assembly) data with Cascade's code generation to scaffold entire features in minutes
Copilot CRM (Assembly) MCP Tools for Windsurf (10)
These 10 tools become available when you connect Copilot CRM (Assembly) to Windsurf via MCP:
create_client
Creates a new client record with identity properties (name, email) and optional company linkages. Create a new client in the portal
get_client_details
Resolves granular profile data, including contact information, associated company linkages, and system-level metadata. Get detailed information about a specific client
list_clients
Resolves client identity properties including unique identifiers, names, emails, and account status across the portal system boundary. List all clients in your Copilot CRM
list_companies
Resolves corporate entity properties such as company IDs, legal names, and primary contact associations. List all companies in your Copilot CRM
list_custom_fields
Resolves custom field definitions, including field keys, data types, and display labels used across various entities. Retrieve definitions for custom fields used in CRM
list_files
Resolves file metadata including filenames, storage paths, upload timestamps, and access permissions. List files uploaded to the Copilot portal
list_forms
Resolves form definitions, including titles, submission endpoints, and configuration metadata. List intake or feedback forms available
list_invoices
Resolves billing data including amounts, due dates, payment status, and client/company bill-to associations. List all invoices and their statuses
list_portal_messages
Resolves portal message threads, including sender/receiver identity, message content summary, and timestamps. List messages sent through the client portal
update_client
Modifies specific attributes like name or account status while preserving other entity properties. Update existing client details
Example Prompts for Copilot CRM (Assembly) in Windsurf
Ready-to-use prompts you can give your Windsurf agent to start working with Copilot CRM (Assembly) immediately.
"List all active clients in my CRM."
"Check the status of my pending invoices."
"Search for any files uploaded by 'Acme Corp'."
Troubleshooting Copilot CRM (Assembly) MCP Server with Windsurf
Common issues when connecting Copilot CRM (Assembly) to Windsurf through the Vinkius, and how to resolve them.
Server not connecting
Copilot CRM (Assembly) + Windsurf FAQ
Common questions about integrating Copilot CRM (Assembly) MCP Server with Windsurf.
How does Windsurf discover MCP tools?
mcp_config.json file on startup and connects to each configured server via Streamable HTTP. Tools are listed in the MCP panel and available to Cascade automatically.Can Cascade chain multiple MCP tool calls?
Does Windsurf support multiple MCP servers?
mcp_config.json. Each server's tools appear in the MCP panel and Cascade can use tools from different servers in a single flow.Connect Copilot CRM (Assembly) with your favorite client
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Connect Copilot CRM (Assembly) to Windsurf
Get your token, paste the configuration, and start using 10 tools in under 2 minutes. No API key management needed.