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Platform.ly MCP Server for WindsurfGive Windsurf instant access to 12 tools to Add Note To Contact, Apply Tag To Contact, Create New Contact, and more

Built by Vinkius GDPR 12 Tools IDE

Windsurf brings agentic AI coding to a purpose-built IDE. Connect Platform.ly through Vinkius and Cascade will auto-discover every tool. ask questions, generate code, and act on live data without leaving your editor.

Use with Your AI Agent

Ask AI about this App Connector for Windsurf

Open in ChatGPT Open in Claude Open in Perplexity

The Platform.ly app connector for Windsurf is a standout in the Industry Titans category — giving your AI agent 12 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 Platform.ly 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": {
    "platformly": {
      "url": "https://edge.vinkius.com/[YOUR_TOKEN_HERE]/mcp"
    }
  }
}
Platform.ly
Fully ManagedVinkius Servers
60%Token savings
High SecurityEnterprise-grade
IAMAccess control
EU AI ActCompliant
DLPData protection
V8 IsolateSandboxed
Ed25519Audit chain
<40msKill switch
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 Platform.ly MCP Server

Connect your Platform.ly account to any AI agent and take full control of your business automation and CRM orchestration through natural conversation. Platform.ly is a powerful multi-channel marketing platform, and this integration allows you to retrieve contact metadata, manage sales pipelines, and trigger automated events directly from your chat interface.

Windsurf's Cascade agent chains multiple Platform.ly tool calls autonomously. query data, analyze results, and generate code in a single agentic session. Paste Vinkius Edge URL, reload, and all 12 tools are immediately available. Real-time tool feedback appears inline, so you see API responses directly in your editor.

What you can do

  • Contact & CRM Orchestration — List, add, and update contacts with detailed profile metadata programmatically to ensure your audience database is always synchronized.
  • Sales Pipeline Intelligence — Access and monitor your sales pipelines and create new deals directly from the AI interface to track revenue growth and deal velocity.
  • Tag & Segment Control — Apply or remove tags and manage segments via natural language to drive better targeted marketing efficiency.
  • Automation & Event Management — Fire custom events and add notes to contacts to ensure your automated workflows are always synchronized.
  • Operational Monitoring — Track system status and manage organization metadata using simple AI commands.

The Platform.ly MCP Server exposes 12 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 12 Platform.ly tools available for Windsurf

When Windsurf connects to Platform.ly through Vinkius, your AI agent gets direct access to every tool listed below — spanning multi-channel-marketing, sales-tracking, crm-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.

add_note_to_contact

Add a text note to a contact

apply_tag_to_contact

Add a tag to a contact

create_new_contact

Requires project ID and email. Add a new contact to the CRM

create_new_sales_deal

Create a new deal in a pipeline

get_contact_details

Get full info for a contact

list_crm_contacts

List contacts in a project

list_project_segments

List all segments in a project

list_project_tags

List all tags in a project

list_sales_pipelines

List all sales pipelines

remove_tag_from_contact

Remove a tag from a contact

search_contact_by_email

Find a contact by email

update_existing_contact

Modify a contact record

Connect Platform.ly to Windsurf via MCP

Follow these steps to wire Platform.ly 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 Platform.ly

Open Cascade and ask: "Using Platform.ly, help me...". 12 tools available

Why Use Windsurf with the Platform.ly MCP Server

Windsurf provides unique advantages when paired with Platform.ly 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 12 tools are immediately available

04

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

Platform.ly + Windsurf Use Cases

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

01

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

02

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

03

Documentation generation: pull schema information from Platform.ly and have Cascade generate comprehensive API docs automatically

04

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

Example Prompts for Platform.ly in Windsurf

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

01

"List all active contacts in project ID 1234."

02

"Show me the performance of my active email automation sequences and their conversion funnels."

03

"Create a new contact segment for users who signed up in the last 14 days but have not completed onboarding."

Troubleshooting Platform.ly MCP Server with Windsurf

Common issues when connecting Platform.ly 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.

Platform.ly + Windsurf FAQ

Common questions about integrating Platform.ly 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.