How to Use the Funil de Vendas MCP in Windsurf

Q: How does Windsurf handle Funil de Vendas pipeline changes?

Cascade uses listsalesfunnels to inspect your sales stages and updates deals autonomously. It plans the sequence, executes the modifications, and shows you the final pipeline status in the chat panel.

Q: Can Windsurf run Funil de Vendas updates without my permission?

Yes, Cascade acts autonomously to chain tools like createcrmactivity and updatecrmactivity based on your goals. You can monitor every step in the Windsurf execution log and revert changes if needed.

Q: How do I configure the Funil de Vendas server in Windsurf?

Open your /.codeium/windsurf/mcpconfig.json file and add the server configuration under the mcpServers block. Alternatively, use the Settings UI to add the endpoint and refresh the MCP panel.

Get Windsurf to autonomously manage your sales pipeline and track deal activities without writing manual CRM updates.

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Connect Funil de Vendas MCP to Windsurf

Create your Vinkius account to connect Funil de Vendas 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 Funil de Vendas with Windsurf

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Autonomously chain Funil de Vendas updates in Windsurf

`list_sales_funnels` is the starting point for Windsurf to map out your active pipeline stages without manual intervention. Cascade reads your local files, identifies the correct sales methodology, and pulls the relevant opportunities directly into your workspace. You do not need to prompt every single transition step. Windsurf takes your goal, queries `list_crm_opportunities`, and chains the necessary updates to keep your sales tracking accurate using this MCP Server.

Automatic activity logging during coding sessions

`create_crm_activity` logs every client-related task the moment Cascade completes a feature or bug fix. It maps the change directly to the correct opportunity, eliminating the gap between development and sales tracking. The agent uses `list_crm_activities` to review what tasks remain open. It updates them via `update_crm_activity` based on your actual work context, keeping the sales team in the loop without you leaving the editor.

Fast lead routing from local forms

`create_new_deal_lead` processes inbound data from your local development server directly into the sales pipeline. Windsurf automatically parses incoming JSON payloads and matches them against your target custom fields. The agent checks fields against `list_crm_custom_fields` to ensure zero data mismatch before sending the payload. It queries `list_lead_origins` to tag the source correctly, preventing messy, unorganized lead lists over the MCP connection.

Setup guide

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

mcp_config.json

{
  "mcpServers": {
    "funil-de-vendas-alternative-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 Funil de Vendas. 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 Funil de Vendas MCP in Windsurf

Cascade uses `list_sales_funnels` to inspect your sales stages and updates deals autonomously. It plans the sequence, executes the modifications, and shows you the final pipeline status in the chat panel.

Yes, Cascade acts autonomously to chain tools like `create_crm_activity` and `update_crm_activity` based on your goals. You can monitor every step in the Windsurf execution log and revert changes if needed.

Open your `~/.codeium/windsurf/mcp_config.json` file and add the server configuration under the `mcpServers` block. Alternatively, use the Settings UI to add the endpoint and refresh the MCP panel.

You can ask Cascade to find specific leads, and it will use `list_lead_origins` alongside `list_crm_opportunities` to filter them. It handles the API queries behind the scenes and presents a clean list.

Your sales opportunities, custom fields, and activities stay within the secure V8 sandbox before hitting the CRM API. Windsurf never stores your deal details or vendor lists on external servers.

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