How to Use the Upzelo MCP in Windsurf

Q: What data can I check regarding Upzelo subscriptions in Windsurf?

You'll get full details on a specific subscription using getsubscription. This includes attributes needed for segmentation or renewal logic. The MCP Server makes this data available to your agent client.

Q: If I need to modify a customer record using Upzelo and Windsurf, what tools do I use?

You'll primarily use the savecustomer tool. This is designed for segmentation and targeting, allowing your agent to write new data points or tags to an existing customer profile.

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Connect Upzelo MCP to Windsurf

Create your Vinkius account to connect Upzelo 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 Upzelo with Windsurf

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Managing Customer Segmentation

The `save_customer` tool updates customer records for targeted marketing. You can build a multi-step sequence that first runs `list_customers`, filters the list to find specific groups, and then executes `save_customer` to tag them for a campaign. This process lets your agent automatically prepare segmentation lists without manual data handling. It's perfect for defining who gets which personalized retention offer.

Checking Flow Status with MCP Server

Need to know if a customer’s automated campaign is running? The `get_flow_session` tool checks the status of an existing workflow. Your agent can first use `list_flows` to name the correct retention flow, and then pass that identifier to `get_flow_session` to confirm if it's active or stalled. This gives you real-time visibility into your customer lifecycle management. You see exactly where every high-value user is in their onboarding journey.

Handling Subscription Updates

The `update_subscription` tool modifies attributes directly on a customer's subscription record. An agent can use `get_customer` to pull the current account details, and if it detects a specific trigger (like approaching annual renewal), it runs `update_subscription` immediately. This lets you adjust pricing or product tiers dynamically through an automated workflow. You don't need to write code for simple attribute changes; Windsurf handles the state management.

Setup guide

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

mcp_config.json

{
  "mcpServers": {
    "upzelo-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 Upzelo. 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 Upzelo MCP in Windsurf

Windsurf doesn't wait for you to tell it every step. You give it a goal—like 'Find all customers needing renewal.' It then autonomously reads the context, chains tools like `list_customers` and `get_subscription`, executes them sequentially, and shows you the final result.

You'll get full details on a specific subscription using `get_subscription`. This includes attributes needed for segmentation or renewal logic. The MCP Server makes this data available to your agent client.

While Windsurf is designed for IDE workflows, its capabilities are structured for complex automation. You can set up development environments that mimic these multi-step processes, treating the MCP Server as an external service endpoint within your pipeline.

This server handles core user account information. Specifically, it deals with identifying customers via `get_customer` and managing their current subscription status, which are both critical pieces of client data.

You'll primarily use the `save_customer` tool. This is designed for segmentation and targeting, allowing your agent to write new data points or tags to an existing customer profile.

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