How to Use the Gainsight CS MCP in Windsurf

Q: What's the best way to manage my daily tasks in Gainsight CS with Windsurf?

Ask Windsurf to "show my open CTAs and tasks." It uses listcallstoaction and listcockpittasks to give you a complete picture of your day without leaving your editor.

Q: Can I look up contact information for a customer?

Definitely. You can use getpersondetails to pull up info on a specific contact or listcrmpeople to search for people at a company.

Let Windsurf's Cascade agent autonomously check customer health and log meeting notes directly in your Gainsight CS timeline.

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Connect Gainsight CS MCP to Windsurf

Create your Vinkius account to connect Gainsight CS 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 Gainsight CS with Windsurf

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Run Autonomous Health Audits

Start by asking Windsurf to check on your at-risk accounts. Its Cascade agent can use `list_customer_companies`, filter for low scores, and then run `get_company_health` on each one to pull the details you need. Because Cascade chains these actions, you get a full report without prompting it at each step. It's like having a junior CSM who just handles the busywork. You set the goal, and it delivers the finished analysis.

Clear Your Cockpit Faster

Stop switching between your editor and Gainsight. Just ask Windsurf to pull your open items. It uses `list_calls_to_action` and `list_cockpit_tasks` to show you everything that needs attention, right inside your IDE. From there, you can dig into any item using `get_cta_metadata` or `get_task_metadata`. Windsurf presents the information, you make the decision. It's a much faster way to get through your daily checklist.

Log Activities Without Thinking

You just finished a customer call. Instead of tabbing over to Gainsight, just tell Windsurf what happened. It uses the `log_timeline_activity` tool to post your notes, meeting type, and participants directly to the customer's timeline. This simple step means your timeline data is always current. No more stale health scores because of forgotten updates. Your team gets a real-time view of customer interactions because this MCP Server makes logging effortless.

Setup guide

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

mcp_config.json

{
  "mcpServers": {
    "gainsight-cs-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 Gainsight CS. 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 Gainsight CS MCP in Windsurf

Windsurf's Cascade agent runs a multi-step plan. It will use `list_customer_companies` to get all your accounts, then `get_company_health` for each one that looks risky, and present a summary.

Yes. Just tell Windsurf the summary of your meeting. It will use the `log_timeline_activity` tool to create a new entry on the correct customer timeline in Gainsight CS.

Ask Windsurf to "show my open CTAs and tasks." It uses `list_calls_to_action` and `list_cockpit_tasks` to give you a complete picture of your day without leaving your editor.

Definitely. You can use `get_person_details` to pull up info on a specific contact or `list_crm_people` to search for people at a company.

Yes, your data is secure. The MCP connection only processes company metadata and timeline notes as needed for a task. All requests are sent over encrypted channels, and Vinkius's ephemeral sandboxes mean no data is ever stored long-term.

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