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Pitchly MCP Server for WindsurfGive Windsurf instant access to 11 tools to Create Record, Delete Record, Get Record Details, and more

Built by Vinkius GDPR 11 Tools IDE

Windsurf brings agentic AI coding to a purpose-built IDE. Connect Pitchly 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 App Connector for Windsurf

The Pitchly app connector for Windsurf is a standout in the Industry Titans category — giving your AI agent 11 tools to work with, ready to go from day one.

Vinkius delivers Streamable HTTP and SSE to any MCP client

RecommendedModern Approach — Zero Configuration

Vinkius Desktop App

The modern way to manage MCP Servers — no config files, no terminal commands. Install Pitchly and 3,400+ MCP Servers from a single visual interface.

Vinkius Desktop InterfaceVinkius Desktop InterfaceVinkius Desktop InterfaceVinkius Desktop Interface
Download Free Open SourceNo signup required
Classic Setup·json
{
  "mcpServers": {
    "pitchly": {
      "url": "https://edge.vinkius.com/[YOUR_TOKEN_HERE]/mcp"
    }
  }
}
Pitchly
Fully ManagedVinkius Servers
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High SecurityEnterprise-grade
IAMAccess control
EU AI ActCompliant
DLPData protection
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Stream every event to Splunk, Datadog, or your own webhook in real-time

* 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 Pitchly MCP Server

Connect your Pitchly account to any AI agent and take full control of your organizational experience and content orchestration through natural conversation. Pitchly is the data management platform of choice for professional services firms, and this integration allows you to retrieve workspace metadata, manage custom data tables, and update critical records (deals, bios, tombstones) directly from your chat interface.

Windsurf's Cascade agent chains multiple Pitchly tool calls autonomously. query data, analyze results, and generate code in a single agentic session. Paste Vinkius Edge URL, reload, and all 11 tools are immediately available. Real-time tool feedback appears inline, so you see API responses directly in your editor.

What you can do

  • Workspace & Table Orchestration — List all managed workspaces and retrieve detailed table structures programmatically to ensure your data foundation is always synchronized.
  • Record Lifecycle Management — Query, create, and update records across custom tables with detailed profile metadata directly from the AI interface to maintain high-fidelity business intelligence.
  • Content Discovery Intelligence — Search through complex data sets for specific deals, professional bios, or tombstone data via natural language to drive better research efficiency.
  • Data Ingestion Control — Automate the creation of new records and manage organizational metadata using simple AI commands.
  • Operational Monitoring — Track system responses and manage workspace health to ensure your experience management is always optimized.

The Pitchly MCP Server exposes 11 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.

All 11 Pitchly tools available for Windsurf

When Windsurf connects to Pitchly through Vinkius, your AI agent gets direct access to every tool listed below — spanning experience-data, professional-services, content-automation, and more. Every call is secured with network, filesystem, subprocess, and code evaluation entitlements inside a sandboxed runtime. Beyond a simple connection, you get a full AI Gateway with real-time visibility into agent activity, enterprise governance, and optimized token usage.

create_record

Add a new record to a table

delete_record

Delete a record from a table

get_record_details

Get details of a specific record

get_table_details

Get details of a specific table

get_workspace_details

Get details of a specific workspace

list_fields

List all fields in a table

list_table_records

List records in a Pitchly table

list_tables

List tables in a workspace

list_workspaces

List all Pitchly workspaces

search_records

Search records within a table

update_record

Update an existing record

Connect Pitchly to Windsurf via MCP

Follow these steps to wire Pitchly into Windsurf. The entire setup takes under two minutes — your credentials stay safe behind the Vinkius.

01

Open MCP Settings

Go to Settings → MCP Configuration or press Cmd+Shift+P and search "MCP"
02

Add the server

Paste the JSON configuration above into mcp_config.json
03

Save and reload

Windsurf will detect the new server automatically
04

Start using Pitchly

Open Cascade and ask: "Using Pitchly, help me...". 11 tools available

Why Use Windsurf with the Pitchly MCP Server

Windsurf provides unique advantages when paired with Pitchly through the Model Context Protocol.

01

Windsurf's Cascade agent autonomously chains multiple tool calls in sequence, solving complex multi-step tasks without manual intervention

02

Purpose-built for agentic workflows. Cascade understands context across your entire codebase and integrates MCP tools natively

03

JSON-based configuration means zero code changes: paste a URL, reload, and all 11 tools are immediately available

04

Real-time tool feedback is displayed inline, so you see API responses directly in your editor without switching contexts

Pitchly + Windsurf Use Cases

Practical scenarios where Windsurf combined with the Pitchly MCP Server delivers measurable value.

01

Automated code generation: ask Cascade to fetch data from Pitchly and generate models, types, or handlers based on real API responses

02

Live debugging: query Pitchly tools mid-session to inspect production data while debugging without leaving the editor

03

Documentation generation: pull schema information from Pitchly and have Cascade generate comprehensive API docs automatically

04

Rapid prototyping: combine Pitchly data with Cascade's code generation to scaffold entire features in minutes

Example Prompts for Pitchly in Windsurf

Ready-to-use prompts you can give your Windsurf agent to start working with Pitchly immediately.

01

"List all tables in my 'Corporate' workspace in Pitchly."

02

"Show me all records in the Client Engagements table that were updated this week."

03

"Create a new record in the Deal Pipeline table for the ScaleUp Technologies opportunity."

Troubleshooting Pitchly MCP Server with Windsurf

Common issues when connecting Pitchly to Windsurf through the Vinkius, and how to resolve them.

01

Server not connecting

Check Settings → MCP for the server status. Try toggling it off and on.

Pitchly + Windsurf FAQ

Common questions about integrating Pitchly MCP Server with Windsurf.

01

How does Windsurf discover MCP tools?

Windsurf reads the 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.
02

Can Cascade chain multiple MCP tool calls?

Yes. Cascade is an agentic system. it can plan and execute multi-step workflows, calling several tools in sequence to accomplish complex tasks without manual prompting between steps.
03

Does Windsurf support multiple MCP servers?

Yes. Add as many servers as needed in mcp_config.json. Each server's tools appear in the MCP panel and Cascade can use tools from different servers in a single flow.