How to Use the Kylas MCP in Windsurf
Let Cascade handle your sales pipeline in Windsurf by connecting directly to your Kylas CRM data.
Works with every AI agent you already use
…and any MCP-compatible client
Connect Kylas MCP to Windsurf
Create your Vinkius account to connect Kylas 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.
Automate lead entry with Windsurf
Cascade pulls your prospect data and fires it into the CRM without manual tab switching. You just define the lead source, and it runs `create_lead` to ensure your pipeline stays current. Stop typing out contact info manually. The server handles the heavy lifting by mapping your input fields straight to the database, so your team stays focused on closing deals.
Track deal momentum automatically
Ask Cascade to summarize your active opportunities, and it hits `list_deals` to give you the real-time status of every open account. It builds a clear picture of your current sales health. Windsurf chains these queries to show you which tasks are lagging. By running `list_tasks` alongside your deal data, you see exactly where your team needs to push harder.
Manage your contacts inside Windsurf
You can search through your entire database using `list_contacts` to find the right person in seconds. It pulls the specific records you need directly into your workspace. This MCP Server lets you create new records via `create_contact` without leaving your IDE. Cascade handles the API handshake so you keep your coding flow steady.
Set up Kylas 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 Kylas MCP
Paste the JSON snippet shown on the right into the
mcpServersobject. 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 Kylas payment history." If connected, Cascade will call the Kylas tools directly. You will see a green dot next to the server name in the MCP panel.
{
"mcpServers": {
"kylas-mcp": {
"url": "https://edge.vinkius.com/[YOUR_TOKEN_HERE]/mcp"
}
}
}Independent Platform Disclaimer: Vinkius is an independent platform and is not affiliated with, endorsed by, sponsored by, verified by, or otherwise authorized by Kylas. 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
Vinkius connects your tools to AI with real-time monitoring and automatic cost savings — all from one dashboard.
Real-time monitoring
Live
visibility into every interaction
Connect your favorite tools to your AI and see exactly what's happening — every request, every response, in real time.
Built-in savings
60%
lower AI costs
Vinkius compresses data between your apps and your AI automatically. Lower bills every month — no configuration required.
Single dashboard
One
place for every integration
Every tool your AI connects to, managed from a single screen. One account, complete control.
Common questions about Kylas MCP in Windsurf
Use it with your favorite AI tools
Connect this server to Cursor, Claude, VS Code, and more.
Start using the Kylas MCP today
We host it, we monitor it, we maintain it. You just paste one token.
