How to Use the Freshsuccess MCP in Windsurf

Q: How do I add Freshsuccess to Windsurf?

Open your MCP configuration file at /.codeium/windsurf/mcpconfig.json. Add the server under the mcpServers key, then click Refresh in the MCP panel to load the available tools.

Freshsuccess connects your customer data directly to Windsurf so Cascade can manage account health and tasks without context switching.

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Connect Freshsuccess MCP to Windsurf

Create your Vinkius account to connect Freshsuccess 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 Freshsuccess with Windsurf

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Automate Account Health Checks in Windsurf

Cascade uses `get_account_health` to pull real-time metrics, giving you an immediate view of account status without leaving your editor. It identifies at-risk accounts by evaluating usage patterns against your defined success benchmarks. When a score drops, Windsurf can trigger follow-ups using `list_cs_tasks`. This puts account status front and center, letting you address churn risks before they spiral.

Manage User Data and Metrics

Use `list_cs_users` to pull contact lists directly into your workspace. This allows Windsurf to cross-reference account owners with current usage telemetry retrieved via `get_custom_metrics`. You can also push new telemetry back to the system using `post_metric_value`. This keeps your success data current as you run automation scripts or perform bulk updates.

Streamline Records with MCP Server Tools

The Freshsuccess MCP Server allows you to sync your CRM records using `upsert_cs_account`. Cascade handles the payload mapping, ensuring your account metadata stays synced with your internal databases. Updating user records is just as fast with `upsert_cs_user`. You define the changes, and the agent executes the request, keeping your customer success team aligned with the latest account changes.

Setup guide

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

mcp_config.json

{
  "mcpServers": {
    "freshsuccess-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 Freshsuccess. 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 Freshsuccess MCP in Windsurf

Open your MCP configuration file at ~/.codeium/windsurf/mcp_config.json. Add the server under the mcpServers key, then click Refresh in the MCP panel to load the available tools.

This MCP server only accesses the data you explicitly query through the provided tools. It does not scrape your local files or send sensitive account info to third parties.

You get to execute actions like updating account health or logging metrics directly in your code environment. It stops you from context switching between your IDE and browser.

Yes. Check the built-in MCP Marketplace within the Windsurf MCP panel. You can install and connect the server without manually editing your configuration file.

Yes. The connection uses your unique endpoint token to verify access. No data is stored on Vinkius servers, and the connection remains ephemeral for your session.

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