3,400+ MCP servers ready to use
Vinkius

Richards CRM MCP Server for WindsurfGive Windsurf instant access to 11 tools to Create Lead, Get Company Profile, Get Lead, and more

Built by Vinkius GDPR 11 Tools IDE

Windsurf brings agentic AI coding to a purpose-built IDE. Connect Richards CRM 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 Richards CRM 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 Richards CRM 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": {
    "richards-crm": {
      "url": "https://edge.vinkius.com/[YOUR_TOKEN_HERE]/mcp"
    }
  }
}
Richards CRM
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 Richards CRM MCP Server

Connect your Richards Building Supply CRM account to any AI agent and take full control of your exterior contracting orchestration through natural conversation. Powered by the Construct CRM engine, this integration allows you to retrieve lead metadata, manage project lifecycles, and orchestrate material orders directly from your chat interface.

Windsurf's Cascade agent chains multiple Richards CRM 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

  • Lead & Prospect Orchestration — List all managed leads and retrieve detailed profile metadata, including creating new contacts programmatically to ensure your pipeline is always synchronized.
  • Project & Job Lifecycle Management — Access and monitor active projects and retrieve detailed technical metadata directly from the AI interface to keep your exterior jobs on track.
  • Estimating & Proposals Intelligence — Access project estimates and monitor proposal statuses to ensure your bidding process is always optimized via natural language.
  • Material Ordering & Invoice Control — List and retrieve order metadata and invoices to maintain a clear overview of your supply chain and business expenses.
  • Operational Monitoring — Track employee assignments and manage company profile metadata using simple AI commands.

The Richards CRM 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 Richards CRM tools available for Windsurf

When Windsurf connects to Richards CRM through Vinkius, your AI agent gets direct access to every tool listed below — spanning lead-management, contractor-tools, material-ordering, 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_lead

Create a new lead

get_company_profile

Get company profile details

get_lead

Get details for a specific lead

get_project

Get details of a specific project

list_employees

List all employees

list_estimates

List all estimates

list_invoices

List all invoices

list_leads

List all leads

list_orders

List all purchase orders

list_projects

List all projects

list_proposals

List all proposals

Connect Richards CRM to Windsurf via MCP

Follow these steps to wire Richards CRM 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 Richards CRM

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

Why Use Windsurf with the Richards CRM MCP Server

Windsurf provides unique advantages when paired with Richards CRM 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

Richards CRM + Windsurf Use Cases

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

01

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

02

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

03

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

04

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

Example Prompts for Richards CRM in Windsurf

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

01

"List all active leads in my Richards CRM."

02

"Show me all leads in the pipeline with their estimated values and conversion probabilities."

03

"Create a new lead for TechVentures Inc with a $75,000 estimated project value."

Troubleshooting Richards CRM MCP Server with Windsurf

Common issues when connecting Richards CRM 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.

Richards CRM + Windsurf FAQ

Common questions about integrating Richards CRM 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.