Custify MCP Server for Windsurf 10 tools — connect in under 2 minutes
Windsurf brings agentic AI coding to a purpose-built IDE. Connect Custify 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 Custify and 2,500+ MCP Servers from a single visual interface.
{
"mcpServers": {
"custify": {
"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 Custify MCP Server
Integrate Custify, the comprehensive customer success platform, directly into your AI workflow. Monitor customer health, track churn risks, and manage your success tasks and notes using natural language.
Windsurf's Cascade agent chains multiple Custify 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
- Customer Oversight — List and retrieve detailed profiles, health scores, and churn probabilities for all customers.
- Company Monitoring — Access company-level metrics and success data to manage B2B relationships effectively.
- Success Task Management — List and track open tasks and internal CRM notes for your accounts.
- KPI Discovery — Explore key performance indicators and metrics defined in your Custify account.
The Custify 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 Custify to Windsurf via MCP
Follow these steps to integrate the Custify 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 Custify
Open Cascade and ask: "Using Custify, help me...". 10 tools available
Why Use Windsurf with the Custify MCP Server
Windsurf provides unique advantages when paired with Custify 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
Custify + Windsurf Use Cases
Practical scenarios where Windsurf combined with the Custify MCP Server delivers measurable value.
Automated code generation: ask Cascade to fetch data from Custify and generate models, types, or handlers based on real API responses
Live debugging: query Custify tools mid-session to inspect production data while debugging without leaving the editor
Documentation generation: pull schema information from Custify and have Cascade generate comprehensive API docs automatically
Rapid prototyping: combine Custify data with Cascade's code generation to scaffold entire features in minutes
Custify MCP Tools for Windsurf (10)
These 10 tools become available when you connect Custify to Windsurf via MCP:
create_customer_profile
Resolves the newly generated customer ID and validation status. Mutates the customer database state. Create a new customer profile in Custify
get_company_details
Resolves organizational attributes and health metrics. Touches the core company repository. Get detailed settings and metrics for a specific company
get_customer_details
Resolves health scores, recent activity, and segment membership. Interacts with the behavioral analytics boundary. Get full profile and health metrics for a specific customer
list_companies
Resolves company IDs, domain information, and association metrics. Touches the account-level organization boundary. List all companies in Custify
list_customer_kpis
Resolves metric definitions and threshold values. Interacts with the performance monitoring boundary. List key performance indicators defined in the account
list_customer_notes
Resolves note content and authorship metadata. Touches the internal communications boundary. List internal CRM notes for a specific customer
list_customer_success_tasks
Resolves task priority, status, and assigned owners. Interacts with the workflow automation boundary. List open and completed customer success tasks
list_customers
Resolves properties such as customer ID, name, email, and lifecycle stage. Interacts with the customer success management boundary. List all customers in Custify
list_people
Resolves contact details and account associations. Touches the relationship management boundary. List all people associated with accounts
search_customers_by_keyword
Resolves matching customer profiles based on name or email. Touches the search and indexing boundary. Search for customers by name or email
Example Prompts for Custify in Windsurf
Ready-to-use prompts you can give your Windsurf agent to start working with Custify immediately.
"List all customers with a health score below 50."
"Show me the success tasks for company 'Alpha Corp'."
"Search for customer 'john.doe@example.com'."
Troubleshooting Custify MCP Server with Windsurf
Common issues when connecting Custify to Windsurf through the Vinkius, and how to resolve them.
Server not connecting
Custify + Windsurf FAQ
Common questions about integrating Custify 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 Custify with your favorite client
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Connect Custify to Windsurf
Get your token, paste the configuration, and start using 10 tools in under 2 minutes. No API key management needed.