Pipeliner MCP Server for Windsurf 10 tools — connect in under 2 minutes
Windsurf brings agentic AI coding to a purpose-built IDE. Connect Pipeliner 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 Pipeliner and 2,500+ MCP Servers from a single visual interface.
{
"mcpServers": {
"pipeliner": {
"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 Pipeliner MCP Server
Connect your Pipeliner CRM space to any AI agent and take full control of your sales ecosystem through natural conversation.
Windsurf's Cascade agent chains multiple Pipeliner 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 & Opportunity Oversight — List and retrieve detailed metadata for leads and sales opportunities across your workspace.
- Sales Pipeline Management — List available pipelines and track the progress of deals through different stages.
- Workforce Visibility — List company accounts, business contacts, and team members to maintain a clear view of your stakeholders.
- Activity & Task Tracking — Monitor sales activities and assigned tasks to ensure your team stays productive.
- Detailed Entity Inspections — Get deep-dive details for any specific lead or opportunity to understand its full history.
The Pipeliner 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 Pipeliner to Windsurf via MCP
Follow these steps to integrate the Pipeliner 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 Pipeliner
Open Cascade and ask: "Using Pipeliner, help me...". 10 tools available
Why Use Windsurf with the Pipeliner MCP Server
Windsurf provides unique advantages when paired with Pipeliner 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
Pipeliner + Windsurf Use Cases
Practical scenarios where Windsurf combined with the Pipeliner MCP Server delivers measurable value.
Automated code generation: ask Cascade to fetch data from Pipeliner and generate models, types, or handlers based on real API responses
Live debugging: query Pipeliner tools mid-session to inspect production data while debugging without leaving the editor
Documentation generation: pull schema information from Pipeliner and have Cascade generate comprehensive API docs automatically
Rapid prototyping: combine Pipeliner data with Cascade's code generation to scaffold entire features in minutes
Pipeliner MCP Tools for Windsurf (10)
These 10 tools become available when you connect Pipeliner to Windsurf via MCP:
get_pipeliner_lead
Get details for a specific lead
get_pipeliner_opportunity
Get details for a specific opportunity
list_pipeliner_accounts
List all company accounts
list_pipeliner_activities
List sales activities and tasks
list_pipeliner_contacts
List all business contacts
list_pipeliner_leads
List all sales leads
list_pipeliner_opportunities
List all sales opportunities
list_pipeliner_pipelines
List available sales pipelines
list_pipeliner_tasks
List all assigned tasks
list_pipeliner_users
List users in the Pipeliner space
Example Prompts for Pipeliner in Windsurf
Ready-to-use prompts you can give your Windsurf agent to start working with Pipeliner immediately.
"List all sales opportunities in the 'Enterprise' pipeline."
"Show me the last 5 leads added to Pipeliner."
"What are my sales activities for this week?"
Troubleshooting Pipeliner MCP Server with Windsurf
Common issues when connecting Pipeliner to Windsurf through the Vinkius, and how to resolve them.
Server not connecting
Pipeliner + Windsurf FAQ
Common questions about integrating Pipeliner 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 Pipeliner with your favorite client
Step-by-step setup guides for every MCP-compatible client and framework:
Anthropic's native desktop app for Claude with built-in MCP support.
AI-first code editor with integrated LLM-powered coding assistance.
GitHub Copilot in VS Code with Agent mode and MCP support.
Purpose-built IDE for agentic AI coding workflows.
Autonomous AI coding agent that runs inside VS Code.
Anthropic's agentic CLI for terminal-first development.
Python SDK for building production-grade OpenAI agent workflows.
Google's framework for building production AI agents.
Type-safe agent development for Python with first-class MCP support.
TypeScript toolkit for building AI-powered web applications.
TypeScript-native agent framework for modern web stacks.
Python framework for orchestrating collaborative AI agent crews.
Leading Python framework for composable LLM applications.
Data-aware AI agent framework for structured and unstructured sources.
Microsoft's framework for multi-agent collaborative conversations.
Connect Pipeliner to Windsurf
Get your token, paste the configuration, and start using 10 tools in under 2 minutes. No API key management needed.