How to Use the Freshworks MCP in Windsurf

Q: How do I set up the Freshworks MCP server in Windsurf?

Open your /.codeium/windsurf/mcpconfig.json file and add the server configuration under the mcpServers key. You can also do this directly in the Windsurf UI under Settings -> Cascade -> MCP Servers. Hit refresh, and Cascade will instantly find all nine tools.

Get complete sales and support context inside Windsurf as Cascade automatically links ticket queues with active deals.

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Connect Freshworks MCP to Windsurf

Create your Vinkius account to connect Freshworks 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 Freshworks with Windsurf

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Connect sales and support in Windsurf

Use `list_tickets` and `list_deals` to let Cascade pull support histories right next to active sales pipelines. Cascade looks at your open deals, grabs the matching customer tickets, and flags any friction before you jump on a sales call. You don't have to bounce between tabs or run manual searches. The agent handles the lookup in the background, keeping your sales and support teams aligned without the usual back-and-forth messaging.

Track customer context using Windsurf MCP Server

Run `list_crm_contacts` and `list_helpdesk_contacts` to clean up duplicate customer files automatically. Cascade chains these tools to compare sales records against support contacts, flagging mismatches on the fly. This stops sales reps from pitching renewals to customers who currently have open high-priority support tickets. Cascade spots the conflict and warns you before you send that awkward email.

Map team structures instantly

Call `list_agents` and `list_groups` to see exactly who is handling what ticket queue. Cascade maps your internal support structure to help route complex customer issues to the right team. This setup keeps support routing clean. Instead of guessing which group owns a ticket, your agent inspects your real-time team lists and assigns tasks with actual context.

Setup guide

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

mcp_config.json

{
  "mcpServers": {
    "freshworks-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 Freshworks. 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 Freshworks MCP in Windsurf

Open your `~/.codeium/windsurf/mcp_config.json` file and add the server configuration under the `mcpServers` key. You can also do this directly in the Windsurf UI under Settings -> Cascade -> MCP Servers. Hit refresh, and Cascade will instantly find all nine tools.

Yes, Cascade excels at this. You can ask it to check a deal status and it will run `list_deals`, find the account, and automatically run `get_ticket` if there are open support issues. It does this in one go without prompting you for every step.

Cascade executes calls sequentially when running multi-tool chains. If your Freshworks account hits rate limits, the agent will back off and retry. It is best to avoid massive bulk queries in a single prompt to keep things running fast.

Just ask Cascade to find the ticket by its ID. It will call `get_ticket` directly to pull the subject, status, and conversation history straight into your active workspace.

Your sales deals, CRM contacts, and helpdesk tickets never leave your local machine or pass through third-party servers. Vinkius runs the MCP connector in a secure sandbox, meaning Windsurf accesses your Freshworks data directly using your secure endpoint token.

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