How to Use the Nimble CRM MCP in Windsurf
Windsurf connects your CRM to Cascade, letting you track deals and update contact notes without leaving your code editor.
Works with every AI agent you already use
…and any MCP-compatible client
Connect Nimble CRM MCP to Windsurf
Create your Vinkius account to connect Nimble CRM 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.
Manage your contacts in Windsurf
Cascade pulls your full contact list and handles lookups when you need details. It uses `list_contacts` and `search_contacts` to find the right person immediately. You won't need to switch tabs to verify a lead. Cascade reads the data and presents exactly what you need to keep moving.
Track deal progress automatically
Get a clear view of your sales funnel by having Windsurf query `list_deals` and `list_pipelines`. It maps out current stages so you know where every opportunity stands. When you need specifics on a deal, Cascade calls `get_deal` to grab the status. It keeps your pipeline data front and center while you work.
Log activity directly via MCP Server
Keep your CRM records current by letting your agent run `add_note_to_contact`. It attaches your latest updates to the right account record automatically. Use `list_activities` to check past interactions before you start your next task. This MCP Server ensures your notes match your recent work.
Set up Nimble CRM 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 Nimble CRM 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 Nimble CRM payment history." If connected, Cascade will call the Nimble CRM tools directly. You will see a green dot next to the server name in the MCP panel.
{
"mcpServers": {
"nimble-crm-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 Nimble CRM. 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 Nimble CRM MCP in Windsurf
Use it with your favorite AI tools
Connect this server to Cursor, Claude, VS Code, and more.
Start using the Nimble CRM MCP today
We host it, we monitor it, we maintain it. You just paste one token.
