How to Use the Salesforce MCP in Windsurf

Q: How does Cascade use the Salesforce MCP Server to update opportunities in Windsurf?

Cascade reads your prompt, calls listopportunities to find active deals, and uses updaterecord to change stages. It chains these steps autonomously in your Windsurf workspace.

Q: Can I run raw SOQL queries using Salesforce in Windsurf?

Yes. Cascade uses soqlquery to pull any data you need directly into the editor. It can also run describeobject first to inspect custom fields before writing the query.

Q: How do I set up this Salesforce integration inside Windsurf?

Open your mcpconfig.json file in Windsurf and add the server configuration under the mcpServers block. Alternatively, use the built-in marketplace for a one-click connection.

Q: Can the agent create new leads or accounts?

Yes. createrecord allows the agent to spin up new accounts, contacts, or custom objects. You provide the fields, and the agent handles the API payload.

Let Cascade run Salesforce queries, update opportunities, and pull reports directly inside your Windsurf workspace.

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Connect Salesforce MCP to Windsurf

Create your Vinkius account to connect Salesforce to Windsurf — we handle the hosting, security, and runtime updates so you don't have to. No server setup required.

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Setup Salesforce with Windsurf

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Run SOQL queries directly in Cascade

`soql_query` lets your agent pull raw CRM data without you opening a browser tab. Cascade takes that data, analyzes the schema using `describe_object`, and plans its next moves without waiting for you to type another prompt. Instead of copying and pasting IDs, you tell Cascade to clean up stale leads. It runs the query, grabs the target records, and updates them in one shot.

Automate pipeline updates with the Windsurf MCP Server

`update_record` changes opportunity stages and values based on your local codebase context. Cascade reads your latest deployment logs or customer emails, then uses `list_opportunities` to find the matching deal. Rather than just suggesting the change, it executes the update, verifies the new state using `get_record`, and logs the outcome in your terminal.

Build instant reports from the IDE

`run_report` executes existing Salesforce reports and pulls the raw numbers directly into your editor. Cascade uses `list_reports` first to find the right ID, ensuring it grabs the correct dataset. You don't have to navigate complex CRM dashboards. Tell Cascade what numbers you need, and it handles the API calls to format a clean markdown table.

Setup guide

Set up Salesforce MCP in Windsurf

Prerequisites

Windsurf IDE installed (macOS, Windows, or Linux)
Active Vinkius subscription with a valid endpoint token

1

Open MCP configuration

Click the Cascade assistant icon in the sidebar, then click the hammer icon (🔨) at the top of the panel. Select "Configure" to open ~/.codeium/windsurf/mcp_config.json.
2

Add the Salesforce MCP

Paste the JSON snippet shown on the right into the mcpServers object. Replace [YOUR_TOKEN_HERE] with your endpoint token from cloud.vinkius.com.
3

Refresh MCPs

Go back to the hammer icon (🔨) in Cascade and click "Refresh". Windsurf will detect the new server. No full restart is needed — the connection is hot-reloaded.
4

Verify in Cascade

Start a new Cascade conversation and ask something like "Show my Salesforce payment history." If connected, Cascade will call the Salesforce tools directly. You will see a green dot next to the server name in the MCP panel.

mcp_config.json

{
  "mcpServers": {
    "salesforce-mcp": {
      "url": "https://edge.vinkius.com/[YOUR_TOKEN_HERE]/mcp"
    }
  }
}

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Independent Platform Disclaimer: Vinkius is an independent platform and is not affiliated with, endorsed by, sponsored by, verified by, or otherwise authorized by Salesforce. All third-party trademarks, logos, and brand names are the property of their respective owners. Their use on this website is strictly for informational purposes to identify service compatibility and interoperability.

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Common questions about Salesforce MCP in Windsurf

Cascade reads your prompt, calls `list_opportunities` to find active deals, and uses `update_record` to change stages. It chains these steps autonomously in your Windsurf workspace.

Yes. Cascade uses `soql_query` to pull any data you need directly into the editor. It can also run `describe_object` first to inspect custom fields before writing the query.

Open your `mcp_config.json` file in Windsurf and add the server configuration under the `mcpServers` block. Alternatively, use the built-in marketplace for a one-click connection.

Yes. `create_record` allows the agent to spin up new accounts, contacts, or custom objects. You provide the fields, and the agent handles the API payload.

Vinkius runs the server in an isolated sandbox, meaning your Salesforce credentials and record data are never stored. The agent only accesses records like accounts and opportunities during active sessions using ephemeral tokens.

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