How to Use the Wati MCP in Windsurf

Q: Can I list contacts in Wati using Windsurf?

Yes. The listwhatsappcontacts tool allows your AI client to pull a complete roster of every contact managed inside the Wati CRM. You can then process that full list right within your automated workflow.

Q: Does Windsurf support running WhatsApp campaigns?

It does, through the MCP Server's tools. By using listbroadcastcampaigns, you can audit existing efforts, and by chaining this with contact data, you can automate follow-up messaging.

Q: How do I send messages via the MCP Server in Windsurf?

You can use either sendtemplatemessage for structured outreach or sendsessionmessage if you need to reply to a free-text conversation. Cascade handles which one to call based on your goal.

Automate complex WhatsApp interactions and manage contacts using Windsurf.

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Connect Wati MCP to Windsurf

Create your Vinkius account to connect Wati 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 Wati with Windsurf

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Perplexity

Build Multi-Step Messaging Workflows

The `send_template_message` tool lets Cascade post pre-approved WhatsApp messages to a target user. This is key when you need to notify hundreds of people about an event, because the template ensures brand consistency and avoids getting flagged by Meta. It also handles the basic `send_session_message`, so if a customer sends a free text message first, Cascade can reply instantly using live chat context. You don't have to write separate logic for templates versus open conversation.

Manage and Identify CRM Contacts

Need to know who you’re talking to? The `get_whatsapp_contact_details` tool pulls profile info right from the phone number. This means if Cascade finds a user's ID, it immediately knows their name or company details without needing another lookup. For bulk operations, the `list_whatsapp_contacts` tool gives you a complete list of everyone in your Wati CRM. You can feed that list into other steps—like running a campaign—and keep everything self-contained within Windsurf.

Audit Messaging Campaigns

Before launching anything, check what’s already running using `list_broadcast_campaigns`. This tool gives you visibility into all active and past WhatsApp campaigns so you don't accidentally send a message twice. You can also use `list_whatsapp_templates` to see every template that is approved or still waiting for review. Knowing exactly what messages are available prevents those frustrating 'template not found' errors when Cascade runs the sequence.

Setup guide

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

mcp_config.json

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

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Common questions about Wati MCP in Windsurf

Wati gives your AI client access to all WhatsApp management functions through an MCP Server. When you connect, Windsurf's Cascade reads the available tools and lets you define complex goals that use them all together.

Yes. The `list_whatsapp_contacts` tool allows your AI client to pull a complete roster of every contact managed inside the Wati CRM. You can then process that full list right within your automated workflow.

It does, through the MCP Server's tools. By using `list_broadcast_campaigns`, you can audit existing efforts, and by chaining this with contact data, you can automate follow-up messaging.

This server touches core WhatsApp business data, including user profile details, message history records, and stored phone numbers.

You can use either `send_template_message` for structured outreach or `send_session_message` if you need to reply to a free-text conversation. Cascade handles which one to call based on your goal.

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