How to Use the Custify MCP in Windsurf

Q: How do I install the Custify MCP Server in Windsurf?

Open /.codeium/windsurf/mcpconfig.json or use the Settings UI. Add the Vinkius endpoint URL under the mcpServers key. Click refresh to load the tools into your workspace.

Q: Can Windsurf read Custify customer health scores?

Yes. Cascade runs listhealthscores to fetch the exact metrics. It chains this data with other tools to build churn reports.

Q: How does Windsurf track custom events in Custify?

Your agent calls the trackuserevent tool. You tell it what action happened, and it pushes the payload directly to the API.

Q: What happens when I ask Windsurf to look up a Custify company?

It executes getcompanydetails. The agent pulls the entire account history, including linked users and health metrics, straight into your editor context.

Prevent churn directly from your editor. Windsurf connects to Custify to read health scores and update user events autonomously.

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Connect Custify MCP to Windsurf

Create your Vinkius account to connect Custify 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 Custify with Windsurf

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Windsurf tracks customer health scores

Cascade pulls live telemetry right into your workspace. You ask it to check which enterprise accounts are at risk, and it runs `list_health_scores` to find the exact drop-offs. No switching tabs to the CS platform. This MCP Server goes beyond simply pulling data. If a score looks bad, Cascade executes `get_company_details` to fetch the specific account history. You see exactly what went wrong before you even draft an email to the client.

Update user segments automatically

Developers hate manual data entry. Now you can let your agent handle it. Tell the editor to log a custom action, and it fires `track_user_event` in the background. Your customer success team sees the update instantly. You can also pull segment data while writing feature flags. Your agent runs `list_user_segments` to grab the exact IDs needed for a phased rollout. The code matches the live Custify database perfectly.

Sync people records via MCP Server

Adding a new beta tester usually means clicking through five different screens. Cascade skips that entirely. It triggers `create_person` the moment you define the user in your test suite. Finding someone's specific usage history works the same way. The agent executes `get_person_details` and `list_people` to cross-reference their activity. You get the raw JSON output dumped straight into your scratchpad.

Setup guide

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

mcp_config.json

{
  "mcpServers": {
    "custify-alternative-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 Custify. 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 Custify MCP in Windsurf

Open `~/.codeium/windsurf/mcp_config.json` or use the Settings UI. Add the Vinkius endpoint URL under the mcpServers key. Click refresh to load the tools into your workspace.

Yes. Cascade runs `list_health_scores` to fetch the exact metrics. It chains this data with other tools to build churn reports.

Your agent calls the `track_user_event` tool. You tell it what action happened, and it pushes the payload directly to the API.

It executes `get_company_details`. The agent pulls the entire account history, including linked users and health metrics, straight into your editor context.

Vinkius runs this MCP Server in an ephemeral V8 Isolate. The memory wipes completely after your agent pulls user segments or account details. Nothing gets stored permanently.

Use it with your favorite AI tools

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