Planhat MCP Server for Windsurf 10 tools — connect in under 2 minutes
Windsurf brings agentic AI coding to a purpose-built IDE. Connect Planhat 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 Planhat and 2,500+ MCP Servers from a single visual interface.
{
"mcpServers": {
"planhat": {
"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 Planhat MCP Server
Connect your Planhat workspace to any AI agent and take full control of your customer success and growth workflows through natural conversation.
Windsurf's Cascade agent chains multiple Planhat 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
- Company Oversight — List all companies and retrieve detailed metadata to manage your customer relationships.
- User & Contact Tracking — List end users and associated metadata to understand your user base.
- Task & Activity Management — List pending tasks and monitor activities to ensure proactive customer management.
- Conversation Discovery — List all ongoing conversations to maintain a pulse on customer communication.
- License & Asset Auditing — List configured licenses and assets to verify customer entitlements.
- Project Monitoring — List active projects to track implementation and success plans.
The Planhat 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 Planhat to Windsurf via MCP
Follow these steps to integrate the Planhat 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 Planhat
Open Cascade and ask: "Using Planhat, help me...". 10 tools available
Why Use Windsurf with the Planhat MCP Server
Windsurf provides unique advantages when paired with Planhat 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
Planhat + Windsurf Use Cases
Practical scenarios where Windsurf combined with the Planhat MCP Server delivers measurable value.
Automated code generation: ask Cascade to fetch data from Planhat and generate models, types, or handlers based on real API responses
Live debugging: query Planhat tools mid-session to inspect production data while debugging without leaving the editor
Documentation generation: pull schema information from Planhat and have Cascade generate comprehensive API docs automatically
Rapid prototyping: combine Planhat data with Cascade's code generation to scaffold entire features in minutes
Planhat MCP Tools for Windsurf (10)
These 10 tools become available when you connect Planhat to Windsurf via MCP:
get_planhat_company
Get details for a specific company
get_planhat_me
Get current user info
list_planhat_assets
List all assets
list_planhat_companies
List all companies in Planhat
list_planhat_conversations
List all conversations
list_planhat_end_users
List all end users
list_planhat_licenses
List all licenses
list_planhat_notes
List all notes
list_planhat_projects
List all projects
list_planhat_tasks
List all tasks
Example Prompts for Planhat in Windsurf
Ready-to-use prompts you can give your Windsurf agent to start working with Planhat immediately.
"List all active companies in my Planhat account."
"Show me the last 5 tasks assigned to me in Planhat."
"What are the active licenses for company 'Acme Corp'?"
Troubleshooting Planhat MCP Server with Windsurf
Common issues when connecting Planhat to Windsurf through the Vinkius, and how to resolve them.
Server not connecting
Planhat + Windsurf FAQ
Common questions about integrating Planhat 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 Planhat with your favorite client
Step-by-step setup guides for every MCP-compatible client and framework:
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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.
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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 Planhat to Windsurf
Get your token, paste the configuration, and start using 10 tools in under 2 minutes. No API key management needed.