How to Use the Freshsales MCP in Windsurf

Q: How do I configure the Freshsales MCP Server in Windsurf?

Add the server configuration to your mcpconfig.json file under the mcpServers block. Once saved, click refresh in your Windsurf MCP panel to let Cascade discover the tools.

Run your entire Freshsales pipeline on autopilot with Windsurf Cascade chaining multi-step MCP Server updates from a single prompt.

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Connect Freshsales MCP to Windsurf

Create your Vinkius account to connect Freshsales 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 Freshsales with Windsurf

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Perplexity

Automating deal progression via Windsurf Cascade

The `list_crm_deals` tool feeds active pipeline data directly to Cascade so it can map out your next sales moves. Your autonomous agent pulls the deal list, spots stale pipelines, and updates records in a single execution loop. Instead of manual data entry, you tell Cascade to push a deal forward. It runs `get_deal_details` to verify the current stage, maps the next steps, and updates the record without asking for permission at every step.

Zero-friction lead triage and routing

The `list_crm_leads` tool lets your agent scan incoming prospects to instantly separate high-value targets from junk. Cascade reads the lead details, checks the source, and runs the qualification logic you set up. Once qualified, the agent uses `create_crm_lead` to build a clean profile. You get a fully updated pipeline without clicking through multiple browser tabs or manually copying contact details.

Autopilot meeting prep and task management

The `list_appointments` tool pulls your upcoming sales calls so your IDE agent can prepare brief sheets before you dial. Cascade scans your calendar, grabs the prospect's context, and writes a summary of past interactions. To keep momentum, the agent runs `list_crm_tasks` to check what pending action items remain. It queues up follow-ups and assigns them to the right reps, keeping your sales operations moving.

Setup guide

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

mcp_config.json

{
  "mcpServers": {
    "freshsales-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 Freshsales. 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 Freshsales MCP in Windsurf

Cascade reads your prompt, builds a plan, and executes tools like `list_crm_deals` and `get_deal_details` in sequence. It handles the entire chain of actions autonomously and displays the final CRM state.

Yes. You can prompt Cascade to add a prospect, and it will use `create_crm_lead` to write the data directly to your CRM. The agent handles the schema validation behind the scenes.

Add the server configuration to your `mcp_config.json` file under the `mcpServers` block. Once saved, click refresh in your Windsurf MCP panel to let Cascade discover the tools.

No. Cascade is designed to run autonomously, meaning it executes the tool chain to completion based on your initial goal, showing you the final results when finished.

This MCP Server runs inside an isolated V8 sandbox on Vinkius, ensuring your CRM data never leaks. Your API tokens are encrypted at rest and only used to sign direct HTTPS requests to your CRM instance.

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