How to Use the Formilla MCP in Windsurf

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

Add the server configuration to your /.codeium/windsurf/mcpconfig.json file under the mcpServers key. Once saved, Cascade auto-discovers the 12 tools, giving your agent immediate access to your live chat data.

Q: Does Windsurf Cascade handle contact cleanup in Formilla autonomously?

Yes, the agent uses deletecontact to prune spam or outdated records. You just set the criteria, and Cascade will search, identify, and remove those profiles in a single execution chain.

Q: How does the Formilla search tool work inside Windsurf?

Your agent uses searchcontacts to find profiles matching specific query parameters like name or custom fields. Cascade then feeds these results directly into your local workspace files or triggers follow-up actions.

Q: Can I check the live API status of my chat widget?

Yes, you run checkformillastatus to verify that your connection to the live chat API is active and responding. This is a quick way to debug connection issues before running complex automation sequences.

Let Windsurf's Cascade chain Formilla tools to manage your chat queues and sync contact records without manual prompting.

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Connect Formilla MCP to Windsurf

Create your Vinkius account to connect Formilla 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 Formilla with Windsurf

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Sync contacts instantly with Cascade autonomous runs

The `upsert_contact` tool writes or updates customer records directly inside Formilla based on live conversational context. When a new lead chats on your site, Cascade reads the transcript, pulls the email, and runs this MCP tool to keep your database current without you lifting a finger. Your agent also uses `get_contact_by_email` to check if the lead already exists before running the update. This prevents duplicate profiles and ensures your team always sees the correct chat history when they jump into a live conversation.

Track active site visitors and user segments via Windsurf

The `list_visitors` tool exposes real-time data about who is currently browsing your website. Cascade matches these active sessions against `list_segments` to identify high-value targets, allowing your agent to flag hot leads for your sales team automatically. Instead of manually staring at a dashboard, you have Windsurf run these checks in the background. It maps user behavior directly to your defined customer segments so you know exactly which accounts are active right now.

Manage active chat conversations using this MCP Server

The `list_conversations` tool retrieves active chat transcripts and metadata from your site's widget. Cascade scans these logs to extract unresolved support issues, then uses `get_conversation` to pull the full message history for deeper troubleshooting. This setup means your agent autonomously drafts replies or tags conversations based on what the user actually said. You get a self-sorting support queue that updates itself while you focus on writing code.

Setup guide

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

mcp_config.json

{
  "mcpServers": {
    "formilla-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 Formilla. 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 Formilla MCP in Windsurf

Add the server configuration to your `~/.codeium/windsurf/mcp_config.json` file under the `mcpServers` key. Once saved, Cascade auto-discovers the 12 tools, giving your agent immediate access to your live chat data.

Yes, the agent uses `delete_contact` to prune spam or outdated records. You just set the criteria, and Cascade will search, identify, and remove those profiles in a single execution chain.

Your agent uses `search_contacts` to find profiles matching specific query parameters like name or custom fields. Cascade then feeds these results directly into your local workspace files or triggers follow-up actions.

Yes, you run `check_formilla_status` to verify that your connection to the live chat API is active and responding. This is a quick way to debug connection issues before running complex automation sequences.

All contact details and chat transcripts remain inside Vinkius's secure sandbox. The server only passes the specific JSON payloads needed for tools like `update_contact` directly to the official API over encrypted channels.

Use it with your favorite AI tools

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