How to Use the Zixflow MCP in Windsurf

Q: How do I manage transactions with Zixflow in Windsurf?

You can list all wallet transactions using listwallettransactions. This shows your agent a complete financial picture. Then, Cascade uses that data to help build out reports for your sales team.

Q: Can Zixflow update multiple collections in Windsurf?

Yes. The MCP Server allows you to use updatecollectionrecord repeatedly within a single goal. You just tell the agent, 'Fix this across People and Company,' and it handles the sequence.

Q: What if I only need one record from Zixflow in Windsurf?

You don't have to list everything. You can use the getrecorddetails tool. Just give it a specific ID, and the agent pulls those exact details for you.

Automate sales tasks and generate reports using Windsurf's autonomous agent capabilities.

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Connect Zixflow MCP to Windsurf

Create your Vinkius account to connect Zixflow 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 Zixflow with Windsurf

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Map out contact data automatically

Need to find all the latest deals? You can run a list of records within a specific collection using `list_collection_records`. This tells your agent exactly what filters or sorting criteria you want applied. It's perfect for setting up complex reporting goals. The autonomous Cascade reads this context, pulls the data, and shows you everything in one go.

Update client records across collections

A contact changed jobs or updated their company address? Use `update_collection_record` to make sure your sales data stays current. Just tell Windsurf the record and what needs changing. This function lets you execute multi-step updates—like correcting a field in a 'People' collection, then updating related records in a 'Company' collection, all without prompting.

Build new contacts or company profiles

If the sales cycle needs a new lead added, you can use `create_collection_record`. You just tell it the person's name and which collection to put them in. Cascade handles this like clockwork. It figures out if you need to create related records first, then executes the creation of the main record for you.

Setup guide

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

mcp_config.json

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

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Common questions about Zixflow MCP in Windsurf

You can list all wallet transactions using `list_wallet_transactions`. This shows your agent a complete financial picture. Then, Cascade uses that data to help build out reports for your sales team.

Yes. The MCP Server allows you to use `update_collection_record` repeatedly within a single goal. You just tell the agent, 'Fix this across People and Company,' and it handles the sequence.

Windsurf can list many things. Beyond general collections like 'People' or 'Company', you can also get a summary of all transactions by running `list_wallet_transactions`.

You don't have to list everything. You can use the `get_record_details` tool. Just give it a specific ID, and the agent pulls those exact details for you.

This server touches sales collections, contacts, and transaction records. Since all actions are context-aware, your AI client only executes the necessary tool calls to meet the stated goal.

Use it with your favorite AI tools

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