How to Use the NeonCRM MCP in Windsurf

Let Cascade analyze your non-profit data by connecting Windsurf directly to your NeonCRM backend.

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Connect NeonCRM MCP to Windsurf

Create your Vinkius account to connect NeonCRM 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 NeonCRM with Windsurf

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Claude

Perplexity

Map donor networks with Windsurf.

Connect this MCP integration to let Windsurf pull the exact profiles you need. Cascade chains `list_accounts` with `list_contacts` to build a complete view of a household's giving history without you clicking through the web interface. If you need specifics on a major donor, the agent runs `get_account` to grab their exact status. You just ask for a summary, and the IDE handles the API requests in the background.

Track event attendance and member status.

You don't have to leave your code editor to check who registered for the gala. Windsurf hits this MCP Server to run `list_crm_events` and cross-references the IDs using `get_crm_event`. It's just as fast for membership drives. Cascade can pull `list_memberships` to find lapsed members and format that data into a clean table right in your workspace.

Audit non-profit revenue streams.

Financial reporting gets tedious when you have to export CSVs. Tell Cascade to run `list_donations` and filter the output for last quarter's campaigns. When you need to verify a specific major gift or foundation payout, the agent uses `get_donation` and `list_grants`. It reads the raw JSON and gives you exactly the numbers you asked for.

Setup guide

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

mcp_config.json

{
  "mcpServers": {
    "neoncrm-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 NeonCRM. 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 NeonCRM MCP in Windsurf

Open your Windsurf settings and go to Cascade. Add the server details under the mcpServers key in your mcp_config.json file. Click refresh in the MCP panel to load the tools.

No. This integration is read-only. Cascade can pull data using tools like list_custom_fields, but it cannot overwrite your database.

You give it a high-level goal, like finding all VIPs for an upcoming gala. The agent automatically runs list_crm_events, finds the right ID, and pulls the guest list without stopping to ask for permission.

Yes. You need a standard organization API key from your CRM dashboard. Pass it as an environment variable when configuring the connection.

Your API token lives strictly in your local configuration. When the agent pulls sensitive PII like addresses or donation amounts via get_donation, that data stays within your local machine's memory and the LLM context window. The server itself is ephemeral and retains zero logs of your queries.

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