How to Use the Custify MCP in Windsurf

Q: How does Windsurf connect to the Custify MCP Server?

You add the server to your mcpconfig.json file under the mcpServers key. Windsurf reads the endpoint, registers the 10 tools, and Cascade can immediately use them during chat.

Q: Can Cascade update records in Custify from Windsurf?

Yes. Cascade uses createcustomerprofile to add new accounts directly to your database. It handles the API call and verifies the new ID in one run.

Q: Can I search for specific accounts in Custify using Windsurf?

Yes, the agent uses searchcustomersbykeyword to find profiles by name or email. It filters through your accounts and displays the matches inside Cascade.

Q: How do I see active customer tasks?

Ask your agent to check your backlog. It calls listcustomersuccesstasks to retrieve open tasks, priorities, and assignees, then displays them in your editor.

Let Windsurf autonomously track health scores and handle customer success tasks without constant manual prompts.

See Vinkius in Action

Works with every AI agent you already use

…and any MCP-compatible client

MCP Servers - Free for Subscribers

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.

GDPR Free for Subscribers

Setup Custify with Windsurf

Ask AI about this MCP

ChatGPT

Claude

Perplexity

Let Cascade trace health scores using this MCP Server

The `get_customer_details` tool pulls health metrics and segment data directly into your Windsurf session. Cascade can read these scores, spot a drop, and start digging into the root cause without waiting for your next command. It chains tools to figure out exactly who is slipping away. Once Cascade detects a low score, it pulls up internal communications using `list_customer_notes`. It reads past interactions, identifies the account owner, and drafts a recovery plan based on actual customer behavior. You just review the final report.

Resolve account churn risks in one autonomous run

The `list_customer_success_tasks` tool exposes outstanding tasks, priorities, and owners to Cascade. If a high-value account is flagging, Cascade checks what tasks are stuck and links them to the company details. It maps out the entire bottleneck in seconds. By calling `get_company_details` alongside the task list, your agent correlates project delays with company health. It builds a clear picture of which accounts need immediate human intervention. Cascade handles the heavy lifting of gathering context.

Instantly onboard and update new customer accounts

The `create_customer_profile` tool registers new customers and validates their profile data instantly. When a new account signs up, Cascade runs this tool to set up their profile in Custify. It handles the database mutation without you touching a browser. After creating the profile, Cascade uses `list_people` to link the right team members to the new account. It sets up the entire relationship map in one clean sequence, keeping your CRM accurate and organized.

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-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 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.

Why Choose Vinkius

Vinkius connects your tools to AI with real-time monitoring and automatic cost savings — all from one dashboard.

Connect Custify now

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 Custify MCP in Windsurf

You add the server to your `mcp_config.json` file under the `mcpServers` key. Windsurf reads the endpoint, registers the 10 tools, and Cascade can immediately use them during chat.

Yes. Cascade uses `create_customer_profile` to add new accounts directly to your database. It handles the API call and verifies the new ID in one run.

Yes, the agent uses `search_customers_by_keyword` to find profiles by name or email. It filters through your accounts and displays the matches inside Cascade.

Ask your agent to check your backlog. It calls `list_customer_success_tasks` to retrieve open tasks, priorities, and assignees, then displays them in your editor.

Your data remains completely safe. Vinkius runs the MCP Server in an isolated V8 sandbox that destroys itself after execution. Your customer notes, health scores, and KPIs are never stored or used to train models.

Use it with your favorite AI tools

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

OpenAI Agents SDK sdk-python

Google ADK sdk-python

Pydantic AI sdk-python

Vercel AI SDK sdk-typescript