Can I search for a client by their email address?

Yes! Use the `list_crm_clients` tool and provide the optional email parameter. The agent will return the specific record for that client if it exists in your CRM.

How do I book a new service for an existing client?

Use the `create_new_booking` action. You'll need to provide the Client ID, the Service ID, and the start time in ISO 8601 format (e.g., 2024-12-01T10:00:00Z).

Is it possible to list all unpaid invoices via AI?

Absolutely. Use the `list_client_invoices` query. The agent will retrieve all your billing documents, and you can then ask the AI to filter or identify those with a 'pending' or 'overdue' status.

INSTANT PLUG AND PLAY

vCita MCP Server for WindsurfGive Windsurf instant access to 12 tools to Cancel Appointment, Create Crm Client, Create New Booking, and more

Name: vCita
Availability: InStock
Author: Vinkius

Built by Vinkius GDPR 12 Tools IDE

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

Download Free Open SourceNo signup required

Classic Setup·json

{
  "mcpServers": {
    "vcita": {
      "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 vCita MCP Server

Connect your vCita business management account to any AI agent and simplify how you coordinate your schedule, client records, and billing through natural conversation.

Windsurf's Cascade agent chains multiple vCita 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

Client Management — List, search, and create new client records in your CRM with full metadata support.
Appointment Scheduling — Book new services, list upcoming appointments, and cancel existing bookings instantly via AI.
Service Catalog — Query your offered services and prices to understand your bookable offering.
Financial Tracking — Monitor your cash flow by listing invoices, payments, and price estimates sent to clients.
Team Coordination — List staff members and their roles to manage your business directory.
Operational Visibility — Check account status and connection health to ensure your business engine is running smoothly.

The vCita 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 vCita tools available for Windsurf

When Windsurf connects to vCita through Vinkius, your AI agent gets direct access to every tool listed below — spanning small-business-management, appointment-booking, client-portal, 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.

cancel_appointment

Cancel booking

create_crm_client

Add new customer

create_new_booking

Schedule a service

get_api_status

Get account status

get_client_details

Get client info

list_client_invoices

List all invoices

list_crm_clients

List CRM customers

list_offered_services

List bookable services

list_price_estimates

List client estimates

list_recorded_payments

List transactions

list_scheduled_appointments

List bookings

list_staff_members

List team users

Connect vCita to Windsurf via MCP

Follow these steps to wire vCita 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 vCita

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

Why Use Windsurf with the vCita MCP Server

Windsurf provides unique advantages when paired with vCita 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

vCita + Windsurf Use Cases

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

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

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

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

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

Example Prompts for vCita in Windsurf

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

"Show me my upcoming appointments for this week."

"Search for a client with the email 'jane.doe@example.com'."

"Book a 'New Consultation' for client 'cl_10293' on Dec 1st at 10 AM."

Troubleshooting vCita MCP Server with Windsurf

Common issues when connecting vCita 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.

vCita + Windsurf FAQ

Common questions about integrating vCita 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.