How to Use the Keap MCP in Windsurf

Q: Can Windsurf create new Keap contacts automatically?

Yes. Cascade uses the createcontact tool to add leads. You just need to provide a first name or an email address in your prompt.

Q: Does the agent support searching my CRM?

Yes. The agent runs listcontacts to search for specific leads. If it needs more detail on one person, it follows up with getcontact.

Windsurf agent automates your Keap CRM tasks by chaining multiple actions without asking permission.

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Connect Keap MCP to Windsurf

Create your Vinkius account to connect Keap 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 Keap with Windsurf

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Claude

Perplexity

Let Windsurf manage your sales pipeline

Cascade reads your project context and immediately uses `create_contact` to map out lead workflows. If you need a new lead added and tracked, the agent follows up by checking `list_opportunities` to see where they fit. You just set the goal. It handles the entire sequence autonomously. Instead of prompting for every step, the MCP Server connects Windsurf directly to your sales data. The agent applies labels using `apply_tag_to_contact` while you focus on writing code.

Read campaign and order history instantly

Digging through marketing metrics breaks your coding flow, so your IDE pulls that data directly using `list_orders`. You ask for recent ecommerce activity, and Cascade fires `list_invoices` alongside it to build a complete revenue picture right in your editor. You get direct access to marketing performance too. The agent runs `list_campaigns` to check active promotions before drafting new email templates. Everything stays inside your workspace.

Sync user and account metadata

Building custom integrations requires exact account details, which Cascade grabs via `get_business_profile`. This MCP connection guarantees the agent knows exactly which application environment it touches. From there, the agent maps out internal teams with `list_users` and pulls available labels using `list_tags`. It figures out the data structure first, then executes the right API calls.

Setup guide

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

mcp_config.json

{
  "mcpServers": {
    "keap-mcp": {
      "url": "https://edge.vinkius.com/[YOUR_TOKEN_HERE]/mcp"
    }
  }
}

Get your connection token →

Independent Platform Disclaimer: Vinkius is an independent platform and is not affiliated with, endorsed by, sponsored by, verified by, or otherwise authorized by Keap. 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 Keap MCP in Windsurf

Use the MCP Marketplace built into the IDE for a one-click install. You can also edit your `~/.codeium/windsurf/mcp_config.json` file to add the server manually. Click refresh in the panel and Cascade auto-discovers the tools.

Yes. Cascade uses the `create_contact` tool to add leads. You just need to provide a first name or an email address in your prompt.

Context switching kills momentum. By piping your CRM data through this integration, Cascade chains multi-step updates autonomously. You write code while the agent tags contacts and checks invoices in the background.

Yes. The agent runs `list_contacts` to search for specific leads. If it needs more detail on one person, it follows up with `get_contact`.

Vinkius runs a zero-trust V8 Isolate Sandbox. When Cascade reads your customer emails and ecommerce orders, that data stays ephemeral. The connection drops immediately after the task finishes.

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