Can my AI automatically find the details for a specific contact just by providing their ID?

Yes! Use the `get_contact` tool with the Contact ID. Your agent will respond with the complete metadata for the record, including associated deals and communication history in seconds.

How do I find my Salesmate Access Token and Link Name?

Log in to your Salesmate account, click on your profile picture > **My Account** > **Access Key**, and you will find your Session Key and Link Name there.

INSTANT PLUG AND PLAY

Salesmate MCP Server for WindsurfGive Windsurf instant access to 12 tools to Create Activity, Create Contact, Create Deal, and more

Name: Salesmate
Availability: InStock
Author: Vinkius

Built by Vinkius GDPR 12 Tools IDE

Windsurf brings agentic AI coding to a purpose-built IDE. Connect Salesmate 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 Salesmate 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 Salesmate and 3,400+ MCP Servers from a single visual interface.

Download Free Open SourceNo signup required

Classic Setup·json

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

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 Salesmate MCP Server

Connect your Salesmate account to any AI agent and take full control of your sales automation and customer relationship orchestration through natural conversation. Salesmate provides a modern and powerful CRM platform, and this integration allows you to retrieve contact metadata, manage deal pipelines, and log real-time sales activities directly from your chat interface.

Windsurf's Cascade agent chains multiple Salesmate 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 & Relationship Orchestration — List and create contacts and companies programmatically to ensure your CRM database is always synchronized.
Pipeline & Deal Intelligence — Access and monitor your sales deals and retrieve detailed status metadata directly from the AI interface to close deals faster.
Activity & Task Control — Log calls, meetings, and tasks and retrieve detailed activity history via natural language.
Team & User Oversight — Access team member metadata and monitor system users to ensure your sales team is fully integrated.
Operational Monitoring — Track system activity and monitor webhooks to ensure your automated sales flows are always optimized.

The Salesmate 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 Salesmate tools available for Windsurf

When Windsurf connects to Salesmate through Vinkius, your AI agent gets direct access to every tool listed below — spanning deal-pipeline, contact-management, activity-logging, 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_activity

Log a new activity

create_contact

Create a new contact

create_deal

Create a new deal

get_account_info

Get current profile

get_contact

Get contact details

get_deal

Get deal details

list_activities

List CRM activities

list_contacts

List all CRM contacts

list_deals

List sales deals

list_team_users

List all team members

list_webhooks

List configured webhooks

update_contact

Update contact info

Connect Salesmate to Windsurf via MCP

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

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 Salesmate

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

Why Use Windsurf with the Salesmate MCP Server

Windsurf provides unique advantages when paired with Salesmate 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 12 tools are immediately available

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

Salesmate + Windsurf Use Cases

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

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

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

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

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

Example Prompts for Salesmate in Windsurf

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

"List all active deals in my Salesmate pipeline."

"Show me the sales pipeline with deal values grouped by stage and expected close dates."

"Create a new deal for Meridian Corp worth $85,000 and assign it to the enterprise sales team."

Troubleshooting Salesmate MCP Server with Windsurf

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

Server not connecting

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

Salesmate + Windsurf FAQ

Common questions about integrating Salesmate MCP Server with Windsurf.

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.

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.

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.