Can I retrieve the details of a specific Account?

Yes! Supply the Account name or ID and the AI will extract all relevant firmographics and recent activities.

How do I log a call or meeting?

You can tell the agent to 'Log a call with John Doe', provide the summary, and the integration will create the activity record in SugarCRM.

Is it possible to update an Opportunity's status?

Yes, by passing the Opportunity ID, the AI can transition it to 'Closed Won' or any other active stage.

INSTANT PLUG AND PLAY

SugarCRM MCP Server for WindsurfGive Windsurf instant access to 12 tools to Create Account, Get Account, Get Contact, and more

Name: SugarCRM
Availability: InStock
Author: Vinkius

Built by Vinkius GDPR 12 Tools IDE

Windsurf brings agentic AI coding to a purpose-built IDE. Connect SugarCRM 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 SugarCRM app connector for Windsurf is a standout in the Sales Automation 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 SugarCRM and 3,400+ MCP Servers from a single visual interface.

Download Free Open SourceNo signup required

Classic Setup·json

{
  "mcpServers": {
    "sugarcrm": {
      "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 SugarCRM MCP Server

The SugarCRM MCP server links your AI agent to your enterprise sales ecosystem. Query customer records, manage opportunities, and log call notes instantly without breaking your conversational flow.

Windsurf's Cascade agent chains multiple SugarCRM 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.

The SugarCRM 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 SugarCRM tools available for Windsurf

When Windsurf connects to SugarCRM through Vinkius, your AI agent gets direct access to every tool listed below — spanning lead-management, sales-pipeline, customer-records, 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_account

Create a new account

get_account

Retrieve details for a specific account

get_contact

Retrieve details for a specific contact

get_lead

Retrieve details for a specific lead

get_me

Check API connectivity and get current user info

get_opportunity

Retrieve details for a specific opportunity

list_accounts

List all accounts (companies)

list_contacts

List all contacts

list_leads

List all leads

list_opportunities

List all sales opportunities

list_tasks

List all tasks

search_global

Perform a global search across all modules

Connect SugarCRM to Windsurf via MCP

Follow these steps to wire SugarCRM 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 SugarCRM

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

Why Use Windsurf with the SugarCRM MCP Server

Windsurf provides unique advantages when paired with SugarCRM 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

SugarCRM + Windsurf Use Cases

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

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

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

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

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

Example Prompts for SugarCRM in Windsurf

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

"List all Open Opportunities closing this month."

"Fetch the contact details for 'Jane Smith'."

"Log a call with Jane Smith: 'Discussed Q3 expansion'."

Troubleshooting SugarCRM MCP Server with Windsurf

Common issues when connecting SugarCRM 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.

SugarCRM + Windsurf FAQ

Common questions about integrating SugarCRM 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.