How to Use the HighLevel MCP in Windsurf

Let Windsurf's Cascade agent manage your HighLevel CRM, from finding leads to booking appointments, all on its own.

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Connect HighLevel MCP to Windsurf

Create your Vinkius account to connect HighLevel 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 HighLevel with Windsurf

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Claude

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Automate Your Sales Funnel

Connect this to Windsurf and give Cascade a goal, like 'Find new leads and book a demo.' It will chain together the tools needed to get it done. Cascade can use `search_opportunities` to find prospects, `get_contact_details` to pull their info, and `get_calendar_free_slots` to check your availability. Then, it finishes the job by calling `create_appointment` to put the meeting on your calendar. You don't have to prompt each step. Just set the objective and watch your agent work through your HighLevel pipeline.

Manage Contacts Without the Clicks

Stop switching tabs to update your CRM. Tell Windsurf to create a new contact and it will use the `create_contact` tool. You can also have it add follow-ups for your team. Just say 'Add a task to this contact to follow up next Tuesday.' Cascade will find the contact ID and use `create_contact_task` to assign the work. It's direct CRM management from your editor.

A HighLevel MCP Server for Your Agent

This isn't just a set of APIs. It's a collection of pre-built tools your Windsurf agent can reason about and execute. Cascade understands the inputs and outputs for tools like `list_pipelines` and `list_calendars`. This allows it to build complex plans that connect your sales pipelines directly to your scheduling. The MCP standard means Windsurf knows exactly how to interact with your HighLevel account securely.

Setup guide

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

mcp_config.json

{
  "mcpServers": {
    "highlevel-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 HighLevel. 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.

Why Choose Vinkius

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Common questions about HighLevel MCP in Windsurf

Windsurf's Cascade agent chains tools together. It first calls `get_calendar_free_slots` to find an open time, then uses `create_appointment` with the contact's details to book it. It handles the whole sequence autonomously.

Yes. Just tell Windsurf the contact's details. It will format the data correctly and use the `create_contact` tool to add the new person to your HighLevel account.

Describe the opportunity you're looking for, like 'Find all open deals in the sales pipeline.' Windsurf will use the `search_opportunities` tool with the right filters and show you the results.

It can. You can ask Windsurf to 'list all tasks for contact X' using `list_contact_tasks` or create a new one with `create_contact_task`. It's a fast way to manage your to-do list without leaving your IDE.

Your HighLevel contact, calendar, and pipeline data is streamed directly to the MCP Server's sandboxed environment. Vinkius handles the auth token, and the ephemeral instance is destroyed after your session, ensuring no customer data is stored.

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