How to Use the Dialog Insight MCP in Windsurf

Q: How do I add the Dialog Insight server to Windsurf?

Open your Windsurf /.codeium/windsurf/mcpconfig.json file and add the Dialog Insight entry to register the server. You can also use the Windsurf Settings UI under Cascade to paste the connection URL and click refresh.

Q: Can Windsurf Cascade run Dialog Insight automations automatically?

Windsurf Cascade uses listactiveautomations to check running Dialog Insight workflows, but it cannot modify or trigger new automation logic directly. Cascade reads the current state so you can plan your next Dialog Insight campaign step.

Q: Can I identify top campaigns in Windsurf?

Yes, Windsurf Cascade calls listhighperformingcampaigns to instantly pull your best Dialog Insight marketing metrics. Cascade then uses getcampaignperformance to break down why those specific campaigns succeeded.

Let Windsurf Cascade autonomously sync your marketing lists. You won't have to write manual API scripts anymore.

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Connect Dialog Insight MCP to Windsurf

Create your Vinkius account to connect Dialog Insight 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 Dialog Insight with Windsurf

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Automate list cleanup inside Windsurf

The `list_marketing_contacts` tool lets Cascade scan your contact base directly inside your workspace context. Cascade reads the returned list, identifies contacts missing key fields, and runs `search_contacts_by_email` to find missing details. Once found, Cascade uses `add_new_marketing_contact` to update the records or add missing profiles to keep your database clean. You get a fully updated Dialog Insight list without writing a single line of Cascade integration code.

Chain campaign analysis via this MCP Server

This Dialog Insight MCP Server exposes `list_marketing_campaigns` so your Windsurf agent can inspect your active marketing runs. Cascade pulls the campaign IDs, runs `get_campaign_performance` on each, and compiles an engagement report. Cascade uses the Dialog Insight performance metrics to isolate underperforming runs and cross-references them with your configured targets. Cascade handles the entire Dialog Insight sequence from list retrieval to metric analysis in one execution block.

Target active segments autonomously

The `list_audience_segments` tool exposes your configured marketing groups to Windsurf's planning engine. Cascade scans these segments, identifies which ones are active, and queries `list_active_automations` to check their current workflows. Cascade then pulls specific profiles via `get_contact_profile` to verify that your active contacts are moving through the correct automation tracks. The entire Dialog Insight verification sequence executes in the Windsurf background while you focus on strategy.

Setup guide

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

mcp_config.json

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

Get your connection token →

Independent Platform Disclaimer: Vinkius is an independent platform and is not affiliated with, endorsed by, sponsored by, verified by, or otherwise authorized by Dialog Insight. 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 Dialog Insight MCP in Windsurf

Open your Windsurf `~/.codeium/windsurf/mcp_config.json` file and add the Dialog Insight entry to register the server. You can also use the Windsurf Settings UI under Cascade to paste the connection URL and click refresh.

Windsurf Cascade uses `list_active_automations` to check running Dialog Insight workflows, but it cannot modify or trigger new automation logic directly. Cascade reads the current state so you can plan your next Dialog Insight campaign step.

Windsurf passes your Dialog Insight requests directly through the Vinkius managed MCP endpoint, which handles authentication. If Cascade runs large queries using `list_marketing_contacts`, the server handles the connection limits gracefully.

Yes, Windsurf Cascade calls `list_high_performing_campaigns` to instantly pull your best Dialog Insight marketing metrics. Cascade then uses `get_campaign_performance` to break down why those specific campaigns succeeded.

Your contact profiles and email addresses are processed inside an isolated V8 sandbox. Vinkius secures these data transfers with zero-trust architecture, ensuring your marketing contacts are never exposed to external logs.

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