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Customerly MCP Server for WindsurfGive Windsurf instant access to 8 tools to Add Tag, Create Update Lead, Create Update User, and more

Built by Vinkius GDPR 8 Tools IDE

Windsurf brings agentic AI coding to a purpose-built IDE. Connect Customerly through Vinkius and Cascade will auto-discover every tool. ask questions, generate code, and act on live data without leaving your editor.

Use with Your AI Agent

Ask AI about this App Connector for Windsurf

Open in ChatGPT Open in Claude Open in Perplexity

The Customerly app connector for Windsurf is a standout in the Marketing category — giving your AI agent 8 tools to work with, ready to go from day one.

Vinkius delivers Streamable HTTP and SSE to any MCP client

RecommendedModern Approach — Zero Configuration

Vinkius Desktop App

The modern way to manage MCP Servers — no config files, no terminal commands. Install Customerly and 3,400+ MCP Servers from a single visual interface.

Vinkius Desktop InterfaceVinkius Desktop InterfaceVinkius Desktop InterfaceVinkius Desktop Interface
Download Free Open SourceNo signup required
Classic Setup·json
{
  "mcpServers": {
    "customerly": {
      "url": "https://edge.vinkius.com/[YOUR_TOKEN_HERE]/mcp"
    }
  }
}
Customerly
Fully ManagedVinkius Servers
60%Token savings
High SecurityEnterprise-grade
IAMAccess control
EU AI ActCompliant
DLPData protection
V8 IsolateSandboxed
Ed25519Audit chain
<40msKill switch
Stream every event to Splunk, Datadog, or your own webhook in real-time

* 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 Customerly MCP Server

Connect your Customerly account to any AI agent and take full control of your customer success and support workflows through natural conversation.

Windsurf's Cascade agent chains multiple Customerly tool calls autonomously. query data, analyze results, and generate code in a single agentic session. Paste Vinkius Edge URL, reload, and all 8 tools are immediately available. Real-time tool feedback appears inline, so you see API responses directly in your editor.

What you can do

  • User & Lead Orchestration — Create and manage customer profiles programmatically, including synchronizing custom attributes and managing lifecycle status
  • Conversation Intelligence — Access complete chat histories and retrieve detailed interaction metadata to provide high-fidelity context for support
  • Engagement Tracking — Monitor active chat sessions and customer interactions in real-time to optimize your team's response strategy
  • Audience Segmentation — Programmatically add or remove tags for users and leads to maintain a structured and personalized communication ecosystem
  • Record Management — Securely delete user records or update contact identification to ensure your database remains perfectly coordinated and compliant

The Customerly MCP Server exposes 8 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.

All 8 Customerly tools available for Windsurf

When Windsurf connects to Customerly through Vinkius, your AI agent gets direct access to every tool listed below — spanning customerly, customer-success-api, live-chat-automation, and more. Every call is secured with network, filesystem, subprocess, and code evaluation entitlements inside a sandboxed runtime. Beyond a simple connection, you get a full AI Gateway with real-time visibility into agent activity, enterprise governance, and optimized token usage.

add_tag

Provide tag name and contact identification. Add a tag to a contact

create_update_lead

Create or update a lead

create_update_user

Provide email and optionally user_id, name, and attributes. Create or update a user

delete_user

Delete a user

get_conversation

Get details of a specific conversation

list_conversations

List all conversations

list_users

List all users

remove_tag

Remove a tag from a contact

Connect Customerly to Windsurf via MCP

Follow these steps to wire Customerly into Windsurf. The entire setup takes under two minutes — your credentials stay safe behind the Vinkius.

01

Open MCP Settings

Go to Settings → MCP Configuration or press Cmd+Shift+P and search "MCP"
02

Add the server

Paste the JSON configuration above into mcp_config.json
03

Save and reload

Windsurf will detect the new server automatically
04

Start using Customerly

Open Cascade and ask: "Using Customerly, help me...". 8 tools available

Why Use Windsurf with the Customerly MCP Server

Windsurf provides unique advantages when paired with Customerly through the Model Context Protocol.

01

Windsurf's Cascade agent autonomously chains multiple tool calls in sequence, solving complex multi-step tasks without manual intervention

02

Purpose-built for agentic workflows. Cascade understands context across your entire codebase and integrates MCP tools natively

03

JSON-based configuration means zero code changes: paste a URL, reload, and all 8 tools are immediately available

04

Real-time tool feedback is displayed inline, so you see API responses directly in your editor without switching contexts

Customerly + Windsurf Use Cases

Practical scenarios where Windsurf combined with the Customerly MCP Server delivers measurable value.

01

Automated code generation: ask Cascade to fetch data from Customerly and generate models, types, or handlers based on real API responses

02

Live debugging: query Customerly tools mid-session to inspect production data while debugging without leaving the editor

03

Documentation generation: pull schema information from Customerly and have Cascade generate comprehensive API docs automatically

04

Rapid prototyping: combine Customerly data with Cascade's code generation to scaffold entire features in minutes

Example Prompts for Customerly in Windsurf

Ready-to-use prompts you can give your Windsurf agent to start working with Customerly immediately.

01

"List all active users in my Customerly account."

02

"Create a new lead for 'Jane Smith' at 'jane@example.com'."

03

"Show me the transcript for conversation ID 'conv_456'."

Troubleshooting Customerly MCP Server with Windsurf

Common issues when connecting Customerly to Windsurf through the Vinkius, and how to resolve them.

01

Server not connecting

Check Settings → MCP for the server status. Try toggling it off and on.

Customerly + Windsurf FAQ

Common questions about integrating Customerly MCP Server with Windsurf.

01

How does Windsurf discover MCP tools?

Windsurf reads the 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.
02

Can Cascade chain multiple MCP tool calls?

Yes. Cascade is an agentic system. it can plan and execute multi-step workflows, calling several tools in sequence to accomplish complex tasks without manual prompting between steps.
03

Does Windsurf support multiple MCP servers?

Yes. Add as many servers as needed in mcp_config.json. Each server's tools appear in the MCP panel and Cascade can use tools from different servers in a single flow.