How to Use the Nutshell CRM MCP in Windsurf

Q: How does Windsurf use Nutshell CRM to find contacts?

Windsurf executes listcontacts to pull your entire database into the agent's context. You then ask specific questions, and the agent filters the results based on your prompt.

Q: Can I see my pipeline stats in Windsurf with Nutshell CRM?

Yes. You can use listleads to pull active sales opportunities. The agent then summarizes the status of each item found.

Q: Does this MCP Server for Windsurf and Nutshell CRM handle custom fields?

It does. You can trigger listcustomfields to see exactly what data points exist for your accounts. This helps the agent format its output correctly.

Stop switching tabs. Let Windsurf query your Nutshell CRM data and manage your sales pipeline directly from the IDE.

See Vinkius in Action

Works with every AI agent you already use

…and any MCP-compatible client

MCP Servers - Free for Subscribers

Connect Nutshell CRM MCP to Windsurf

Create your Vinkius account to connect Nutshell 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.

GDPR Free for Subscribers

Setup Nutshell CRM with Windsurf

Ask AI about this MCP

ChatGPT

Claude

Perplexity

Chain CRM actions with Windsurf

Cascade doesn't just read data. It links `list_leads` with `get_lead_details` to build a complete picture of your sales progress without you lifting a finger. Just tell your agent to find high-value targets. It handles the API calls and presents the findings in your active workspace.

Search everything in Nutshell CRM

Stop digging through submenus. Use `universal_search` to find any account or contact across your entire database instantly. Your agent parses the results and feeds them back into your current task. It works whether you are writing scripts or drafting emails.

Automate activity logs for Windsurf

Keep your records clean by using `list_activity_types` before you sync your communication logs. It ensures every entry matches your team's specific requirements. Once the type is confirmed, you can push updates to `list_activities` without ever leaving your editor.

Setup guide

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

mcp_config.json

{
  "mcpServers": {
    "nutshell-crm-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 Nutshell 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.

Connect Nutshell CRM now

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 Nutshell CRM MCP in Windsurf

Windsurf executes `list_contacts` to pull your entire database into the agent's context. You then ask specific questions, and the agent filters the results based on your prompt.

Yes. You can use `list_leads` to pull active sales opportunities. The agent then summarizes the status of each item found.

It does. You can trigger `list_custom_fields` to see exactly what data points exist for your accounts. This helps the agent format its output correctly.

Open your settings and find the MCP Servers section. Paste the server details into the configuration file and click refresh.

Vinkius manages the connection through an isolated sandbox. Only your specific API token interacts with the account records, and the server runs in a temporary environment.

Use it with your favorite AI tools

Connect this server to Cursor, Claude, VS Code, and more.

OpenAI Agents SDK sdk-python

Google ADK sdk-python

Pydantic AI sdk-python

Vercel AI SDK sdk-typescript