How to Use the Twenty CRM MCP in Windsurf

Q: What happens if I try to list opportunities using Twenty CRM and Windsurf?

The MCP Server executes listopportunities and returns a clean JSON array containing all the opportunity records available. You can then feed that structured data into another workflow step.

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Connect Twenty CRM MCP to Windsurf

Create your Vinkius account to connect Twenty CRM to Windsurf and route execution through our secure gateway. The platform manages server hosting, runtime updates, and security layers. Configuration requires no manual server provisioning.

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Setup Twenty CRM with Windsurf

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Perplexity

Manage Twenty CRM records with the MCP Server

Windsurf can handle multi-step updates. If you need to create a new company and then immediately assign an opportunity to it, you just set the goal. The agent figures out that it needs to call `create_company` first, gets the ID, and then passes that ID into `create_opportunity`. It’s about setting goals, not steps. You tell your AI client what you want accomplished in Twenty CRM—say, 'Update John Doe's record because he missed a payment.' The MCP Server handles finding his person record, checking for recent notes using `get_note`, and then automatically generating a follow-up task via `create_task`.

Full lifecycle management of Twenty CRM data

Don't manually juggle multiple APIs. You can use the MCP Server to manage an entire record’s life cycle. Need to clean up old junk? Tell your agent to list all opportunities via `list_opportunities`, filter out the dead ones, and then delete them using `delete_opportunity`. It handles the whole pipeline. Working with people is simple too. If you need to update an address or phone number across multiple records, Windsurf uses `update_person` for immediate changes. You won't mess up your data structure; it keeps everything consistent.

Automated record retrieval and creation via MCP Server

Sometimes you just need to know what’s going on. Use the `list_companies` tool to pull a roster of all client companies in Twenty CRM. You can then pass that list contextually to another step, like generating a summary note for each one. Retrieval is also easy. Need details on a specific deal? Just give the ID; the MCP Server uses `get_opportunity` to grab everything instantly. It’s built for flow, so you don't have to stop and start your prompts.

Setup guide

Set up Twenty CRM 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 Twenty CRM 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 Twenty CRM payment history." If connected, Cascade will call the Twenty CRM tools directly. You will see a green dot next to the server name in the MCP panel.

mcp_config.json

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

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Common questions about Twenty CRM MCP in Windsurf

You just tell the agent what company ID or name you’re looking for. The MCP Server runs `get_company` immediately, giving your AI client all the necessary details—like its current status and associated people.

Yes. If you need to wipe out old data for compliance reasons, the MCP Server gives your agent access to `delete_person`, `delete_company`, and even `delete_task`. It executes these deletions based on your prompt.

This server touches core sales data: Company records, Person details, Opportunity status (the deal size), Notes, Opportunities, and Tasks. It's the backbone of your client interactions.

No. The MCP Server operates as a read/write layer. You're just giving your AI client programmatic access to run defined actions, like calling `update_opportunity`. Your existing CRM configuration stays untouched.

The MCP Server executes `list_opportunities` and returns a clean JSON array containing all the opportunity records available. You can then feed that structured data into another workflow step.

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