Nutshell CRM MCP Server for Windsurf 10 tools — connect in under 2 minutes
Windsurf brings agentic AI coding to a purpose-built IDE. Connect Nutshell 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 Nutshell CRM and 2,500+ MCP Servers from a single visual interface.
{
"mcpServers": {
"nutshell-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 Nutshell CRM MCP Server
Connect your Nutshell CRM account to your AI agent and take control of your sales pipeline and customer relationships through natural conversation using their JSON-RPC API.
Windsurf's Cascade agent chains multiple Nutshell 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
- Lead Management — List and search for sales leads, and retrieve complete metadata, values, and pipeline stages.
- Relationship Tracking — Access your entire database of individual contacts and business accounts with deep profile inspection.
- Activity Monitoring — View a list of all tasks, calls, and meetings, and browse through available activity types.
- Universal Search — Perform a global keyword search across leads, contacts, and accounts simultaneously.
- Custom Data Access — Retrieve definitions for all custom fields configured in your Nutshell instance.
- Deep Inspection — Fetch complete metadata for specific records using their unique IDs.
The Nutshell 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 Nutshell CRM to Windsurf via MCP
Follow these steps to integrate the Nutshell 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 Nutshell CRM
Open Cascade and ask: "Using Nutshell CRM, help me...". 10 tools available
Why Use Windsurf with the Nutshell CRM MCP Server
Windsurf provides unique advantages when paired with Nutshell 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
Nutshell CRM + Windsurf Use Cases
Practical scenarios where Windsurf combined with the Nutshell CRM MCP Server delivers measurable value.
Automated code generation: ask Cascade to fetch data from Nutshell CRM and generate models, types, or handlers based on real API responses
Live debugging: query Nutshell CRM tools mid-session to inspect production data while debugging without leaving the editor
Documentation generation: pull schema information from Nutshell CRM and have Cascade generate comprehensive API docs automatically
Rapid prototyping: combine Nutshell CRM data with Cascade's code generation to scaffold entire features in minutes
Nutshell CRM MCP Tools for Windsurf (10)
These 10 tools become available when you connect Nutshell CRM to Windsurf via MCP:
get_account_details
Get specific account info
get_contact_details
Get specific contact details
get_lead_details
Get specific lead info
list_accounts
Find and list business accounts
list_activities
List CRM activities
list_activity_types
g. Phone Call, Email) available for logging. List available activity types
list_contacts
Find and list people/contacts
list_custom_fields
List CRM custom fields
list_leads
Find and list CRM leads
universal_search
Search across all entities
Example Prompts for Nutshell CRM in Windsurf
Ready-to-use prompts you can give your Windsurf agent to start working with Nutshell CRM immediately.
"List my most recent sales leads."
"Search for any contact or lead related to 'Dunder Mifflin'."
"What are my upcoming activities and meetings?"
Troubleshooting Nutshell CRM MCP Server with Windsurf
Common issues when connecting Nutshell CRM to Windsurf through the Vinkius, and how to resolve them.
Server not connecting
Nutshell CRM + Windsurf FAQ
Common questions about integrating Nutshell 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 Nutshell CRM with your favorite client
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Connect Nutshell CRM to Windsurf
Get your token, paste the configuration, and start using 10 tools in under 2 minutes. No API key management needed.