How to Use the Funil de Vendas MCP in Windsurf

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

Edit your /.codeium/windsurf/mcpconfig.json file. Add the server details under the mcpServers object, then click Refresh in the MCP panel. You can also use the built-in MCP Marketplace for a one-click install.

Q: Can Windsurf update Funil de Vendas deal stages automatically?

Yes. Cascade can run updateopportunity to move deals through your pipeline. You just tell it which deal to advance and it handles the API call.

Q: What happens if Windsurf creates a duplicate company in Funil de Vendas?

Cascade usually checks existing records first. It runs listcompanies to verify the entity does not exist before executing createcompany.

Q: Why use this CRM integration instead of the web app?

Context switching kills momentum. Pulling getpeoplestats directly into your IDE lets you build internal tools faster because your AI client has the live data schema right there.

Manage your Brazilian sales pipeline directly inside Windsurf. Cascade handles the CRM data entry while you write code.

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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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Automate your sales pipeline with Windsurf.

This MCP server wires your local environment straight into Funil de Vendas. You tell Cascade to sync a new client, and it executes `create_company` followed immediately by `create_person`. Manual data entry is dead. Cascade reads your context and chains these actions autonomously. If a deal moves forward, your agent calls `update_opportunity` to shift the stage without asking you for permission first. You just watch the pipeline update in real time.

Pull CRM metrics without leaving your editor.

When you need to build a custom reporting dashboard, Cascade fetches the live data directly. It runs `list_opportunities` and `get_people_stats` to populate your local testing environment with real sales numbers. Stop alt-tabbing to a browser. The agent maps the JSON response from `list_custom_fields` directly into your TypeScript interfaces. It writes the exact schema based on what the CRM actually returns.

Map sales methodologies directly.

Funil de Vendas uses specific regional sales methodologies. Your Windsurf agent calls `list_funnels` to understand exactly how your deal stages are structured before trying to mutate them. If a specific deal needs attention, Cascade uses `get_opportunity` to pull the history. It then drafts a follow-up email in your workspace based on the actual account status retrieved via `get_account_info`.

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-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

Edit your `~/.codeium/windsurf/mcp_config.json` file. Add the server details under the `mcpServers` object, then click Refresh in the MCP panel. You can also use the built-in MCP Marketplace for a one-click install.

Yes. Cascade can run `update_opportunity` to move deals through your pipeline. You just tell it which deal to advance and it handles the API call.

Cascade usually checks existing records first. It runs `list_companies` to verify the entity does not exist before executing `create_company`.

Context switching kills momentum. Pulling `get_people_stats` directly into your IDE lets you build internal tools faster because your AI client has the live data schema right there.

Your opportunity details and custom fields stay between your local machine and the CRM API. The MCP protocol routes the data through Windsurf's local sandbox, meaning your deal values and client names are never retained on external servers.

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