How to Use the Customerly MCP in Windsurf
Use Windsurf to manage your Customerly contacts and conversations without leaving your editor.
Works with every AI agent you already use
…and any MCP-compatible client
Connect Customerly MCP to Windsurf
Create your Vinkius account to connect Customerly 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.
Windsurf contacts management
Cascade can pull your entire user base into the editor using `list_users` whenever you need to reference specific account details. It keeps your data right where you write code. Updating records happens automatically. Cascade uses `create_update_user` to sync your local environment with the platform state based on your latest logic.
Automated tagging for Windsurf
Stop jumping between tabs to categorize your leads. Cascade triggers `add_tag` or `remove_tag` directly from your workspace to keep your marketing segments accurate. This keeps your lead data clean. Your agent handles the busywork while you focus on the actual feature implementation.
Conversation tracking in Windsurf
Windsurf can query active support tickets using `list_conversations` to help you identify bugs reported by real users. It turns your chat history into actionable development tasks. Need the specifics on a ticket? Cascade calls `get_conversation` to bring the full context into your terminal so you don't waste time hunting down details.
Set up Customerly 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 Customerly 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 Customerly payment history." If connected, Cascade will call the Customerly tools directly. You will see a green dot next to the server name in the MCP panel.
{
"mcpServers": {
"customerly-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 Customerly. 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 Customerly MCP in Windsurf
Use it with your favorite AI tools
Connect this server to Cursor, Claude, VS Code, and more.
Start using the Customerly MCP today
We host it, we monitor it, we maintain it. You just paste one token.
