How to Use the FirstQuadrant MCP in Windsurf

Q: How do I connect the FirstQuadrant MCP Server to Windsurf?

Open your /.codeium/windsurf/mcpconfig.json file and add the server configuration under the mcpServers key. Alternatively, use the Settings UI under Cascade, click Refresh, and Windsurf will auto-discover the tools.

Q: How does FirstQuadrant handle custom CRM fields in Windsurf?

The tool listpropertiesschema pulls your specific database architecture directly into the session. Cascade reads this schema to map custom fields accurately before creating new records.

Q: Can I filter contacts by signup date using this setup?

You can use listcontacts with advanced filters like created date or email. Cascade parses this list to identify which records need immediate follow-up.

Get Windsurf Cascade to run your outbound pipeline from lead creation to campaign enrollment without manual clicks.

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Connect FirstQuadrant MCP to Windsurf

Create your Vinkius account to connect FirstQuadrant 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 FirstQuadrant with Windsurf

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Run contact research and creation via Windsurf Cascade

The `create_contact` tool handles the initial ingestion of prospect details directly into your database. Once the record exists, Cascade chains `enrich_contact_ai` to pull background data and fill in missing professional context without requiring a manual search. This means you no longer spend hours hunting down LinkedIn bios or guessing corporate structures. Windsurf handles the entire research phase in the background and writes the clean data directly to your CRM schema.

Enroll leads into sequences using this MCP Server

The `add_to_campaign` tool drops your newly enriched leads straight into active outbound sequences. Cascade queries your active marketing tracks with `list_campaigns` first to match the prospect with the correct messaging track based on their profile. You set the criteria once and let the agent manage the routing. It eliminates the manual export-import step that usually breaks pipeline velocity.

Map custom properties and track sales activities

The `list_properties_schema` tool exposes your custom database fields so the agent maps data correctly. To keep tabs on prospect engagement, Cascade uses `list_activities` to pull the latest touchpoints and log updates. You get a clear view of what actions occurred without digging through dense menus. It keeps your data clean and your outbound sequence highly targeted.

Setup guide

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

mcp_config.json

{
  "mcpServers": {
    "firstquadrant-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 FirstQuadrant. 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 FirstQuadrant MCP in Windsurf

Open your `~/.codeium/windsurf/mcp_config.json` file and add the server configuration under the `mcpServers` key. Alternatively, use the Settings UI under Cascade, click Refresh, and Windsurf will auto-discover the tools.

Yes, Cascade chains multiple tools back-to-back. It can run `create_contact`, trigger `enrich_contact_ai`, and then execute `add_to_campaign` in a single autonomous execution block.

The tool `list_properties_schema` pulls your specific database architecture directly into the session. Cascade reads this schema to map custom fields accurately before creating new records.

You can use `list_contacts` with advanced filters like created date or email. Cascade parses this list to identify which records need immediate follow-up.

Your contact records and sales activities pass through Vinkius's secure, ephemeral sandbox directly to the FirstQuadrant API. No outbound lead details or campaign lists are stored permanently on the middleware layer.

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