How to Use the Nimble CRM (Social Sales CRM & Contacts API) MCP in Windsurf

Connect Nimble CRM to Windsurf and let Cascade autonomously manage your sales contacts right from your editor.

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Connect Nimble CRM (Social Sales CRM & Contacts API) MCP to Windsurf

Create your Vinkius account to connect Nimble CRM (Social Sales CRM & Contacts API) 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 Nimble CRM (Social Sales CRM & Contacts API) with Windsurf

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The `list_contacts` tool lets Windsurf handle your Nimble CRM (Social Sales CRM & Contacts API) data without breaking your flow. Cascade reads your project context and automatically pulls the right sales data. It spots missing information before you even write the integration logic. You don't have to prompt every single step. Tell Cascade to build a lead dashboard, and it queries `get_contact` for the specific IDs, structures the mock data, and writes the frontend components. The agent does the heavy lifting while you review the code.

Profile Context on Demand

The `get_myself` tool eliminates the need to tab out to developer portals for user context. Cascade runs it in the background to grab your current Nimble user details. That means your authentication state is immediately clear to the IDE. It knows exactly which account it operates under. This prevents cross-environment mistakes when you build custom CRM workflows. The MCP server feeds this identity data directly into your active session.

Clean Up Stale Records

The `delete_contacts` tool wipes out the dummy leads you generate during testing. You can tell Cascade to clean up the mess. It targets specific records based on your instructions. The agent chains this directly with the listing tool. It finds the contacts matching your test criteria, verifies the IDs, and drops them from the system. Your development environment stays clean without manual database queries.

Setup guide

Set up Nimble CRM (Social Sales CRM & Contacts API) 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 (Social Sales CRM & Contacts API) 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 Nimble CRM (Social Sales CRM & Contacts API) payment history." If connected, Cascade will call the Nimble CRM (Social Sales CRM & Contacts API) tools directly. You will see a green dot next to the server name in the MCP panel.

mcp_config.json

{
  "mcpServers": {
    "nimble-crm-social-sales-crm-contacts-api-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 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.

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Common questions about Nimble CRM (Social Sales CRM & Contacts API) MCP in Windsurf

Open your Windsurf settings and navigate to the Cascade MCP Servers UI. Drop in your Vinkius endpoint URL. Cascade will auto-discover the contact tools the moment you hit refresh.

Yes. Cascade uses the listing and retrieval tools to pull raw contact data directly into your workspace. You just ask it to compile a list of recent leads, and it handles the API calls.

Cascade reads the error response from the MCP server and automatically pauses. It knows how to back off and retry the request without crashing your current session.

Vinkius handles the underlying API auth. You only provide one endpoint token to the IDE. The server takes care of the actual CRM credential exchange inside its secure sandbox.

Your contact lists and user profiles stay isolated. Vinkius runs this server inside an ephemeral V8 sandbox that shuts down immediately after execution. The system processes the requested phone numbers and email addresses without logging them to persistent storage.

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