How to Use the CRM PipeRun MCP in Windsurf

Manage your sales pipeline in Windsurf. Cascade handles your PipeRun tasks and file attachments without constant pestering.

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Connect CRM PipeRun MCP to Windsurf

Create your Vinkius account to connect CRM PipeRun 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 CRM PipeRun with Windsurf

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Windsurf handles your activity logs

Cascade pulls your daily tasks directly from the CRM. It uses `list_activities` to show you what's pending without you leaving the editor. When you finish a call, tell Cascade to log it. It fires `create_activity` to keep your CRM records current while you stay focused on your code.

PipeRun file management in the editor

Stop switching tabs to find deal documents. Use `list_files` to see what’s attached to your records right inside Windsurf. Need to attach a spec sheet to a client? Just point your agent at the local file and let `upload_file` handle the transfer to PipeRun.

Automated CRM cleanup with MCP

Keep your workspace tidy by deleting stale data. Cascade uses `delete_activity` to prune old tasks that clutter your dashboard. If you mess up a record, `update_activity` lets you fix the details on the fly. This MCP server ensures your CRM stays as organized as your file tree.

Setup guide

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

mcp_config.json

{
  "mcpServers": {
    "crm-piperun-mcp": {
      "url": "https://edge.vinkius.com/[YOUR_TOKEN_HERE]/mcp"
    }
  }
}

Get your connection token →

Independent Platform Disclaimer: Vinkius is an independent platform and is not affiliated with, endorsed by, sponsored by, verified by, or otherwise authorized by PipeRun. 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 CRM PipeRun MCP in Windsurf

Open your Cascade settings and navigate to the MCP Servers panel. Add the server configuration here to let Windsurf talk to your CRM data immediately.

Yes. Cascade chains multiple tools to handle complex tasks like fetching deal files and logging activity updates without manual prompts.

It does. You can use the upload tool to send files from your local environment directly into the CRM records associated with your deals.

Your connection is ephemeral and handled via a secure endpoint token. Only your specific activity logs and file metadata pass through the bridge.

Run a request to list your activities in the terminal or chat. If the records appear, your connection is active and reading your CRM state.

Use it with your favorite AI tools

Connect this server to Cursor, Claude, VS Code, and more.