How to Use the Customers.ai MCP in Windsurf

Q: How does Windsurf use the Customers.ai MCP Server to identify anonymous visitors?

Cascade runs listxrayleads to pull real-time data on anonymous web traffic. It then uses the other tools to match those visitors to real contact profiles, giving you actionable lead details inside your IDE.

Q: Can I configure Customers.ai tags directly from my Windsurf workspace?

Yes. You can instruct Cascade to run addtagtocontact or removetagfromcontact based on your project criteria. It updates your CRM immediately without leaving the editor.

Identify anonymous web traffic and trigger automated outreach directly inside Windsurf using Cascade.

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Connect Customers.ai MCP to Windsurf

Create your Vinkius account to connect Customers.ai 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.

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Setup Customers.ai with Windsurf

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Automate lead capture with Windsurf Cascade

The Customers.ai MCP Server lets Cascade scan anonymous traffic and update your CRM without manual intervention. Cascade reads your incoming traffic data via `list_xray_leads` and instantly details who is browsing your site. Cascade then maps out the next steps autonomously. It pulls deeper profiles using `get_contact` and appends missing context so your sales reps know exactly who to call.

Segment prospects on the fly

Managing contact groups requires precision, and this MCP integration lets your agent handle it directly. When a lead matches your target profile, Cascade runs `add_tag_to_contact` to categorize them. If their behavior changes or they opt out, Cascade cleans up your list using `remove_tag_from_contact`. Your database stays clean and up to date automatically.

Trigger instant personalized outreach

Speed to lead defines modern sales, which is why this MCP Server connects your communication channels directly to Cascade. The agent runs `send_text_message` the moment a high-value visitor is identified. For richer interactions, Cascade formats custom data payloads using `send_rich_message`. You can also tweak lead profiles in real time with `update_contact_attributes` to keep your messaging accurate.

Setup guide

Set up Customers.ai 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 Customers.ai 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 Customers.ai payment history." If connected, Cascade will call the Customers.ai tools directly. You will see a green dot next to the server name in the MCP panel.

mcp_config.json

{
  "mcpServers": {
    "customersai-mcp": {
      "url": "https://edge.vinkius.com/[YOUR_TOKEN_HERE]/mcp"
    }
  }
}

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Independent Platform Disclaimer: Vinkius is an independent platform and is not affiliated with, endorsed by, sponsored by, verified by, or otherwise authorized by Customers.ai. 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.

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Common questions about Customers.ai MCP in Windsurf

Cascade runs `list_xray_leads` to pull real-time data on anonymous web traffic. It then uses the other tools to match those visitors to real contact profiles, giving you actionable lead details inside your IDE.

Yes. You can instruct Cascade to run `add_tag_to_contact` or `remove_tag_from_contact` based on your project criteria. It updates your CRM immediately without leaving the editor.

Cascade can chain these actions autonomously if you grant it permission. It uses `send_text_message` to dispatch texts to newly identified leads as soon as they trigger your setup rules.

Open your Settings, go to Cascade, and add the server configuration under the MCP Servers UI. Alternatively, you can paste the configuration directly into your `~/.codeium/windsurf/mcp_config.json` file.

Your visitor lead details and contact attributes are protected by Vinkius's secure sandboxing. All API communication is encrypted, meaning your data never leaks into public training sets.

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