How to Use the Endear Retail CRM MCP in Windsurf

Give Windsurf a goal and its Cascade agent will manage your Endear CRM customers and tasks automatically.

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Connect Endear Retail CRM MCP to Windsurf

Create your Vinkius account to connect Endear Retail CRM 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 Endear Retail CRM with Windsurf

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Find Your Best Customers, Hands-Free

Ask Windsurf to 'find my top 10 customers this month'. Cascade gets it. It runs a `quick_retail_performance_audit` to see the big picture, then dives into `list_retail_customers` to find the right people. From there, it pulls `list_customer_purchase_history` for each one to confirm their value. You don't prompt each step. You just get a list of your most important customers, ready for the next action.

Plan Outreach Autonomously

Tell Windsurf to 'prep follow-ups for recent high-value orders'. It will find the right customers, check their `list_customer_clienteling_notes` to see what was last said, and then figure out the next logical step. Cascade uses this context to draft new entries for `list_clienteling_tasks`. It presents the whole plan back to you—customer, context, and suggested action. All you have to do is approve it.

Connect Windsurf to Your CRM Data

This MCP Server connects Windsurf directly to your Endear account's live data. Cascade immediately understands all ten tools, from `get_customer_profile` to `list_retail_team_members`, and knows how to chain them together. Because it's an MCP connection, setup is fast. Add the server and Windsurf gets to work. No custom API code, no OAuth headaches. Just give it a goal and let it run.

Setup guide

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

mcp_config.json

{
  "mcpServers": {
    "endear-retail-crm-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 Endear Retail CRM. 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 Endear Retail CRM MCP in Windsurf

Windsurf uses its Cascade agent to chain multiple Endear tools together to complete a single goal. You state the objective, and Windsurf creates and executes the multi-step plan using the available tools.

You can ask it to find top customers based on purchase history, then check their clienteling notes for context, and finally draft follow-up tasks. It chains tools like `list_retail_customers` and `list_customer_clienteling_notes` automatically.

Not directly. Windsurf's agent will use the available tools to identify opportunities and draft the content for a new task. It then presents this plan for you to review and confirm before anything is created in Endear.

No, it's simple. You can add the server with one click from Windsurf's built-in Marketplace or add the URL manually in your settings. Cascade auto-discovers the tools on connection.

Your data is only passed through Vinkius's ephemeral sandboxes to process a request. This server can access customer profiles, purchase history, and clienteling notes, but none of it is stored. Your access token stays local in your `mcp_config.json` file.

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