How to Use the Daktela MCP in Windsurf

Q: How does Windsurf create new contacts in Daktela?

Windsurf uses the createcontact tool. You can just ask it, "create a new contact for Jane Doe at jane@example.com," and its Cascade agent will execute the command in Daktela for you via the MCP connection.

Q: Can I check my own Daktela user info with Windsurf?

Yes. The getme tool lets you pull your current user details from Daktela directly into Windsurf. It's a quick way to check your permissions or user ID without logging into another system.

Let Windsurf's Cascade manage your Daktela support queue. Set a goal, like 'summarize recent tickets for Acme Corp,' and watch it work.

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Connect Daktela MCP to Windsurf

Create your Vinkius account to connect Daktela 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 Daktela with Windsurf

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Automate Ticket Triage

Ask Windsurf to check on a new high-priority ticket. Cascade will use `list_tickets` to find it, `get_ticket` to pull the details, and `list_contacts` to find the customer's history. Then, it can create a follow-up task by calling `create_ticket` and assign it to the right person after checking schedules with `list_users`. You don't prompt each step; this MCP connection lets Cascade handle the whole chain.

Prep for Customer Calls with Windsurf

Before you hop on a call, tell Windsurf 'get me the full picture on this customer.' Cascade gets to work, chaining tools to build a complete brief. It'll run `list_call_history` and `list_email_history` for recent interactions, then `list_tickets` for open issues. You get a full summary without ever leaving your editor.

Manage Daktela with this MCP Server

This server isn't just for customer data. You can manage your Daktela instance directly from your IDE, which is faster than hunting through web admin panels. Ask Windsurf to 'show me who is in the Tier 2 support queue.' It uses `list_queues` to find the queue ID and then `list_users` to see who's assigned. You get the answer in seconds.

Setup guide

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

mcp_config.json

{
  "mcpServers": {
    "daktela-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 Daktela. 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 Daktela MCP in Windsurf

Windsurf uses the `create_contact` tool. You can just ask it, "create a new contact for Jane Doe at jane@example.com," and its Cascade agent will execute the command in Daktela for you via the MCP connection.

Yes. The `get_me` tool lets you pull your current user details from Daktela directly into Windsurf. It's a quick way to check your permissions or user ID without logging into another system.

Just ask Windsurf's Cascade. A prompt like "show me the last 5 tickets from BigCo" will make it use `list_accounts` to find the company ID and then `list_tickets` to filter the results from Daktela.

No. The tools are sandboxed and can only interact with the Daktela API. It can't read your local files or access other services unless you connect another MCP Server.

Your data is only passed through Vinkius's ephemeral, zero-trust environment when a tool is active. The server only handles Daktela CRM data like contacts and ticket details. Your Windsurf client and Daktela account remain the authoritative sources.

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