How to Use the Customer.io MCP in Windsurf
Pull Customer.io data directly into Windsurf to manage campaigns and profiles without switching tabs.
Works with every AI agent you already use
…and any MCP-compatible client
Connect Customer.io MCP to Windsurf
Create your Vinkius account to connect Customer.io 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.
Manage customer profiles in Windsurf
Cascade can pull specific user data using `get_customer_details` to verify attributes or device tokens instantly. It helps you see exactly what's happening with a user's profile state. Updating records is just as quick. You can use `identify_customer` to push changes to your workspace identity database without leaving the Windsurf editor.
Track campaign performance with Cascade
Run `get_campaign_performance` to see how many people opened or clicked your latest emails. It puts real-time metrics right in your chat window. When you need a broader view, `get_engagement_summary` pulls your global KPIs. This allows Windsurf to analyze your messaging success against actual numbers.
Automate segment and list lookups
Use `list_customer_segments` to grab your current audience groupings. It identifies which segments are manual and which ones are dynamic. You can also run `list_customers` or `search_customers_by_email` to find specific IDs. This MCP Server lets Cascade handle the data lookups while you focus on the logic.
Set up Customer.io 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 Customer.io MCP
Paste the JSON snippet shown on the right into the
mcpServersobject. 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 Customer.io payment history." If connected, Cascade will call the Customer.io tools directly. You will see a green dot next to the server name in the MCP panel.
{
"mcpServers": {
"customerio-mcp": {
"url": "https://edge.vinkius.com/[YOUR_TOKEN_HERE]/mcp"
}
}
}Independent Platform Disclaimer: Vinkius is an independent platform and is not affiliated with, endorsed by, sponsored by, verified by, or otherwise authorized by Customer.io. 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.
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 Customer.io MCP in Windsurf
Use it with your favorite AI tools
Connect this server to Cursor, Claude, VS Code, and more.
Start using the Customer.io MCP today
We host it, we monitor it, we maintain it. You just paste one token.
