How to Use the Xiaoshouyi / Neocrm MCP in Windsurf

Q: Can I check existing sales opportunities using Windsurf and the MCP Server?

Yep. The listopportunities tool pulls all current records from Xiaoshouyi / Neocrm. You can see every stage of a deal, making it easy to identify bottlenecks in your pipeline.

Q: If I need to check old leads with Windsurf, is it possible?

Absolutely. You use listleads on the MCP Server to pull historical records from Xiaoshouyi / Neocrm. It’s a straightforward list that lets you review past interactions.

Q: Does this MCP Server support task management for Xiaoshouyi / Neocrm and Windsurf?

It does. The listtasks tool allows your agent to pull all assigned tasks from the organization, helping you keep track of who needs to do what next.

Windsurf: Manage your entire sales pipeline in Xiaoshouyi / Neocrm without writing a line of code.

See Vinkius in Action

Works with every AI agent you already use

…and any MCP-compatible client

MCP Servers - Free for Subscribers

Connect Xiaoshouyi / Neocrm MCP to Windsurf

Create your Vinkius account to connect Xiaoshouyi / Neocrm 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.

GDPR Free for Subscribers

Setup Xiaoshouyi / Neocrm with Windsurf

Ask AI about this MCP

ChatGPT

Claude

Perplexity

Automate Lead Qualification with the MCP Server

The `get_lead` tool pulls full details for any lead record. Windsurf reads context, checks if the user needs to create a new account or just update existing data. It can look up specific contacts and accounts using `list_contacts` and `list_accounts`, ensuring every new opportunity gets proper attribution before it even enters the system.

Build Out Complete Sales Tracks via Xiaoshouyi / Neocrm

You need to move a deal forward? Start by calling `create_opportunity` to establish the initial record. Then, Windsurf autonomously plans the next steps, like adding associated tasks with `list_tasks` or assigning ownership using `list_users`. This multi-step sequence handles the entire lifecycle of a potential sale within the MCP Server.

Audit and Track Organization Activity

`list_leads`, `list_opportunities`, and `list_accounts` give you a full view of who's doing what. Windsurf agents can chain these together to generate reports on pipeline health. It also keeps tabs on the team, letting you verify user access and activity by using `list_users` whenever needed.

Setup guide

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

mcp_config.json

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

Get your connection token →

Independent Platform Disclaimer: Vinkius is an independent platform and is not affiliated with, endorsed by, sponsored by, verified by, or otherwise authorized by Xiaoshouyi / Neocrm. 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.

Why Choose Vinkius

Vinkius connects your tools to AI with real-time monitoring and automatic cost savings — all from one dashboard.

Connect Xiaoshouyi / Neocrm now

Real-time monitoring

Live

visibility into every interaction

Connect your favorite tools to your AI and see exactly what's happening — every request, every response, in real time.

Built-in savings

60%

lower AI costs

Vinkius compresses data between your apps and your AI automatically. Lower bills every month — no configuration required.

Single dashboard

One

place for every integration

Every tool your AI connects to, managed from a single screen. One account, complete control.

Common questions about Xiaoshouyi / Neocrm MCP in Windsurf

Windsurf connects via the MCP Server, treating all of Xiaoshouyi / Neocrm's functions as built-in tools. This lets your autonomous agent chain actions—like getting a lead and immediately creating an opportunity—all in one go.

Yep. The `list_opportunities` tool pulls all current records from Xiaoshouyi / Neocrm. You can see every stage of a deal, making it easy to identify bottlenecks in your pipeline.

Yes. The server touches lead and contact data. When connecting Xiaoshouyi / Neocrm through Windsurf, you maintain control over which tools your agent can access.

Absolutely. You use `list_leads` on the MCP Server to pull historical records from Xiaoshouyi / Neocrm. It’s a straightforward list that lets you review past interactions.

It does. The `list_tasks` tool allows your agent to pull all assigned tasks from the organization, helping you keep track of who needs to do what next.

Use it with your favorite AI tools

Connect this server to Cursor, Claude, VS Code, and more.

OpenAI Agents SDK sdk-python

Google ADK sdk-python

Pydantic AI sdk-python

Vercel AI SDK sdk-typescript