Nimble CRM MCP Server for Windsurf 10 tools — connect in under 2 minutes
Windsurf brings agentic AI coding to a purpose-built IDE. Connect Nimble CRM through Vinkius and Cascade will auto-discover every tool. ask questions, generate code, and act on live data without leaving your editor.
ASK AI ABOUT THIS MCP SERVER
Vinkius supports streamable HTTP and SSE.
Vinkius Desktop App
The modern way to manage MCP Servers — no config files, no terminal commands. Install Nimble CRM and 2,500+ MCP Servers from a single visual interface.
{
"mcpServers": {
"nimble-crm": {
"url": "https://edge.vinkius.com/[YOUR_TOKEN_HERE]/mcp"
}
}
}
* Every MCP server runs on Vinkius-managed infrastructure inside AWS - a purpose-built runtime with per-request V8 isolates, Ed25519 signed audit chains, and sub-40ms cold starts optimized for native MCP execution. See our infrastructure
About Nimble CRM MCP Server
Connect your Nimble CRM account to your AI agent and streamline your relationship management and sales pipelines through natural conversation.
Windsurf's Cascade agent chains multiple Nimble CRM tool calls autonomously. query data, analyze results, and generate code in a single agentic session. Paste Vinkius Edge URL, reload, and all 10 tools are immediately available. Real-time tool feedback appears inline, so you see API responses directly in your editor.
What you can do
- Contact Management — List all people and companies and search for specific profiles based on keywords, emails, or notes.
- Sales Pipelines — Access all deals and opportunities, including their current stage, value, and expected close dates.
- Activity Tracking — Monitor your tasks, calendar events, and calls to stay on top of your schedule.
- Relationship Intelligence — Fetch complete metadata and social profiles for specific contacts to better prepare for meetings.
- Note Taking — Attach new notes or log entries directly to contact profiles within your chat.
- Organization Oversight — View all defined deal pipelines and retrieve your own user metadata.
The Nimble CRM MCP Server exposes 10 tools through the Vinkius. Connect it to Windsurf in under two minutes — no API keys to rotate, no infrastructure to provision, no vendor lock-in. Your configuration, your data, your control.
How to Connect Nimble CRM to Windsurf via MCP
Follow these steps to integrate the Nimble CRM MCP Server with Windsurf.
Open MCP Settings
Go to Settings → MCP Configuration or press Cmd+Shift+P and search "MCP"
Add the server
Paste the JSON configuration above into mcp_config.json
Save and reload
Windsurf will detect the new server automatically
Start using Nimble CRM
Open Cascade and ask: "Using Nimble CRM, help me...". 10 tools available
Why Use Windsurf with the Nimble CRM MCP Server
Windsurf provides unique advantages when paired with Nimble CRM through the Model Context Protocol.
Windsurf's Cascade agent autonomously chains multiple tool calls in sequence, solving complex multi-step tasks without manual intervention
Purpose-built for agentic workflows. Cascade understands context across your entire codebase and integrates MCP tools natively
JSON-based configuration means zero code changes: paste a URL, reload, and all 10 tools are immediately available
Real-time tool feedback is displayed inline, so you see API responses directly in your editor without switching contexts
Nimble CRM + Windsurf Use Cases
Practical scenarios where Windsurf combined with the Nimble CRM MCP Server delivers measurable value.
Automated code generation: ask Cascade to fetch data from Nimble CRM and generate models, types, or handlers based on real API responses
Live debugging: query Nimble CRM tools mid-session to inspect production data while debugging without leaving the editor
Documentation generation: pull schema information from Nimble CRM and have Cascade generate comprehensive API docs automatically
Rapid prototyping: combine Nimble CRM data with Cascade's code generation to scaffold entire features in minutes
Nimble CRM MCP Tools for Windsurf (10)
These 10 tools become available when you connect Nimble CRM to Windsurf via MCP:
add_note_to_contact
Add a note to a contact
get_activity
Get specific activity details
get_contact
Get specific contact details
get_deal
Get specific deal info
get_me
Get current user info
list_activities
List tasks and events
list_contacts
List Nimble contacts
list_deals
List Nimble deals
list_pipelines
List deal pipelines
search_contacts
Search for contacts
Example Prompts for Nimble CRM in Windsurf
Ready-to-use prompts you can give your Windsurf agent to start working with Nimble CRM immediately.
"List all people and companies in my Nimble CRM."
"Search for a contact with the email 'ryan@example.com'."
"What are my current active deals?"
Troubleshooting Nimble CRM MCP Server with Windsurf
Common issues when connecting Nimble CRM to Windsurf through the Vinkius, and how to resolve them.
Server not connecting
Nimble CRM + Windsurf FAQ
Common questions about integrating Nimble CRM MCP Server with Windsurf.
How does Windsurf discover MCP tools?
mcp_config.json file on startup and connects to each configured server via Streamable HTTP. Tools are listed in the MCP panel and available to Cascade automatically.Can Cascade chain multiple MCP tool calls?
Does Windsurf support multiple MCP servers?
mcp_config.json. Each server's tools appear in the MCP panel and Cascade can use tools from different servers in a single flow.Connect Nimble CRM with your favorite client
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Connect Nimble CRM to Windsurf
Get your token, paste the configuration, and start using 10 tools in under 2 minutes. No API key management needed.