Can I manually start a retention flow for a customer via AI?

Yes! Use the `start_flow` tool and provide the Flow ID, Customer ID, and Subscription ID. This will initialize the retention experience for that user immediately.

How do I see if a customer successfully stayed after a flow?

Run the `get_flow_session` query with the specific Session ID. It will return the outcome and status of the retention attempt.

Is it possible to update a subscription's status via AI?

Absolutely. Use the `update_subscription` tool by providing the Subscription ID and the new status to synchronize data between your systems and Upzelo.

INSTANT PLUG AND PLAY

Upzelo MCP Server for WindsurfGive Windsurf instant access to 10 tools to Get Customer, Get Flow, Get Flow Session, and more

Name: Upzelo
Availability: InStock
Author: Vinkius

Built by Vinkius GDPR 10 Tools IDE

Windsurf brings agentic AI coding to a purpose-built IDE. Connect Upzelo 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 Upzelo app connector for Windsurf is a standout in the Sales Automation category — giving your AI agent 10 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 Upzelo and 3,400+ MCP Servers from a single visual interface.

Download Free Open SourceNo signup required

Classic Setup·json

{
  "mcpServers": {
    "upzelo": {
      "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 Upzelo MCP Server

Connect your Upzelo churn management account to any AI agent and simplify how you retain customers and manage subscription lifecycles through natural conversation.

Windsurf's Cascade agent chains multiple Upzelo tool calls autonomously. query data, analyze results, and generate code in a single agentic session. Paste Vinkius Edge URL, reload, and all 10 tools are immediately available. Real-time tool feedback appears inline, so you see API responses directly in your editor.

What you can do

Customer Management — List and search customer records, and update profile data for better segmentation and targeting.
Retention Flows — List available flows and manually trigger retention sequences for customers at risk of cancelling.
Subscription Tracking — Query all tracked subscriptions and update statuses or trial details programmatically.
Flow Monitoring — Check the real-time status and outcomes of active flow sessions to verify retention success.
External ID Sync — Link your internal system identifiers to Upzelo customer records for seamless integration.

The Upzelo MCP Server exposes 10 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 10 Upzelo tools available for Windsurf

When Windsurf connects to Upzelo through Vinkius, your AI agent gets direct access to every tool listed below — spanning churn-reduction, subscription-management, customer-retention, 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.

get_customer

Get details for a specific customer

get_flow

Get details for a specific flow

get_flow_session

Check the status of a flow session

get_subscription

Get details for a specific subscription

list_customers

List all customers in Upzelo

list_flows

List all retention flows

list_subscriptions

List all subscriptions

save_customer

Used for segmentation and targeting. Create or update a customer record

start_flow

Initialize a flow for a customer

update_subscription

Update subscription attributes

Connect Upzelo to Windsurf via MCP

Follow these steps to wire Upzelo 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 Upzelo

Open Cascade and ask: "Using Upzelo, help me...". 10 tools available

Why Use Windsurf with the Upzelo MCP Server

Windsurf provides unique advantages when paired with Upzelo 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 10 tools are immediately available

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

Upzelo + Windsurf Use Cases

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

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

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

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

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

Example Prompts for Upzelo in Windsurf

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

"List all customers currently tracked in Upzelo."

"Trigger the 'Basic Retention' flow (ID: fl_8823) for customer 'cust_1029'."

"Show me the details for subscription 'sub_12903'."

Troubleshooting Upzelo MCP Server with Windsurf

Common issues when connecting Upzelo 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.

Upzelo + Windsurf FAQ

Common questions about integrating Upzelo 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.