How to Use the Onpipeline MCP in Windsurf

Q: Can I create Onpipeline organizations directly from Windsurf?

Yes, Cascade invokes createcrmorganization to spin up new company profiles. It automatically associates these organizations with your active deals during the same session.

Q: How does this Onpipeline MCP Server handle multiple sales pipelines in Windsurf?

The server calls listpipelines to fetch every active pipeline in your Onpipeline account. Cascade reads this list and asks you which pipeline to target before running any updates.

Q: What happens when I search for contacts in Windsurf?

Cascade runs listcrmcontacts to find matches based on your query parameters. It displays the results inline, letting you inspect contact details without opening a browser tab.

Run your sales pipeline inside Windsurf while Cascade automatically maps deals, logs contacts, and updates activities.

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Connect Onpipeline MCP to Windsurf

Create your Vinkius account to connect Onpipeline 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 Onpipeline with Windsurf

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Sync pipelines and deals on autopilot

`list_pipelines` exposes your entire sales funnel to Windsurf so Cascade can instantly map out your current deal stages. When you drop a list of new leads into the chat, the agent uses this pipeline structure to place each prospect exactly where they belong. Cascade then calls `create_crm_deal` to populate your pipeline stages without you clicking a single button. It links these new deals to existing companies by pulling live records first, keeping your pipeline clean.

Automate activity-based selling in Windsurf

`list_activities` lets your agent audit your sales touchpoints directly from the IDE. Cascade reads your calendar, compares it against your open pipeline, and flags deals that have gone cold. To keep momentum, the agent schedules next steps using `list_crm_events` to ensure no prospect is abandoned. You get a clear daily action plan generated directly from live CRM data.

Deep-dive contact profiling via MCP Server

`get_contact_details` retrieves full profiles for any lead Cascade identifies in your workspace code or emails. This MCP Server integration allows the agent to pull phone numbers, email addresses, and communication history on demand. When Cascade spots a gap in your records, it executes `create_crm_contact` to update your database. Your sales records stay current while you focus on writing code or closing deals.

Setup guide

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

mcp_config.json

{
  "mcpServers": {
    "onpipeline-mcp": {
      "url": "https://edge.vinkius.com/[YOUR_TOKEN_HERE]/mcp"
    }
  }
}

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Independent Platform Disclaimer: Vinkius is an independent platform and is not affiliated with, endorsed by, sponsored by, verified by, or otherwise authorized by Onpipeline. 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 Onpipeline MCP in Windsurf

Cascade uses the onpipeline-mcp server to read your sales data directly. Once connected, you ask Cascade to update a deal, and it chains `get_deal_details` and `create_crm_deal` to make the change.

Yes, Cascade invokes `create_crm_organization` to spin up new company profiles. It automatically associates these organizations with your active deals during the same session.

The server calls `list_pipelines` to fetch every active pipeline in your Onpipeline account. Cascade reads this list and asks you which pipeline to target before running any updates.

Cascade runs `list_crm_contacts` to find matches based on your query parameters. It displays the results inline, letting you inspect contact details without opening a browser tab.

Your CRM contacts, deals, and organization records are processed inside a zero-trust V8 sandbox. Vinkius handles the authentication token securely, ensuring your sensitive sales data never leaks to external LLM providers.

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