Bring Portfolio Management
to Windsurf
Learn how to connect AdaptiveWork (Clarizen) to Windsurf and start using 6 AI agent tools in minutes. Fully managed, enterprise secure, and ready to use without writing a single line of code.
GDPR Free for Subscribers
What is the AdaptiveWork (Clarizen) MCP Server?
Connect your AdaptiveWork (formerly Clarizen) account to your AI agent to unlock enterprise-grade project and portfolio management. From tracking high-level project health to creating granular tasks and managing resource availability, your agent handles complex workflows through natural conversation.
What you can do
- Project Portfolio Management — List and audit active projects, check health statuses, and retrieve executive summaries
- Task Orchestration — Create, assign, and update tasks across your project structure to ensure team alignment
- Resource Insights — List organization users and check assignments to optimize team capacity
- Advanced Querying (CZQL) — Run custom Clarizen Query Language commands to retrieve specific data subsets for reporting
- Portfolio Health — Quickly identify project bottlenecks or overdue milestones directly from your chat interface
How it works
1. Subscribe to this server
2. Enter your AdaptiveWork API Key and Server URL
3. Start managing your enterprise projects through Claude, Cursor, or any MCP-compatible client
Who is this for?
- Project Managers — automate task creation and status reporting for large-scale initiatives
- PMO Leaders — audit portfolio health and resource utilization across departments
- Business Analysts — retrieve project data for financial reporting and performance analysis
- Team Leads — quickly update task progress and check team assignments without dashboard fatigue
Built-in capabilities (6)
You must provide a task name and its parent ID. Add a new granular task to a project or parent task structure in AdaptiveWork
Requires the Project ID. Retrieve detailed metadata and progress metrics for a specific AdaptiveWork project
Can filter by state or status in the tool response natively. Retrieve a list of active projects managed within the AdaptiveWork organization
Requires the Project ID. Retrieve the active task list associated with a specific project container ID
Retrieve the list of active organization users in AdaptiveWork to check resource assignments
Requires valid CZQL syntax. Execute advanced Clarizen Query Language (CZQL) commands for custom data retrieval
Why Windsurf?
Windsurf's Cascade agent chains multiple AdaptiveWork (Clarizen) tool calls autonomously. query data, analyze results, and generate code in a single agentic session. Paste Vinkius Edge URL, reload, and all 6 tools are immediately available. Real-time tool feedback appears inline, so you see API responses directly in your editor.
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Windsurf's Cascade agent autonomously chains multiple tool calls in sequence, solving complex multi-step tasks without manual intervention
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Purpose-built for agentic workflows. Cascade understands context across your entire codebase and integrates MCP tools natively
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JSON-based configuration means zero code changes: paste a URL, reload, and all 6 tools are immediately available
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Real-time tool feedback is displayed inline, so you see API responses directly in your editor without switching contexts
AdaptiveWork (Clarizen) in Windsurf
AdaptiveWork (Clarizen) and 3,400+ other MCP servers. One platform. One governance layer.
Teams that connect AdaptiveWork (Clarizen) to Windsurf through Vinkius don't need to source, host, or maintain individual MCP servers. Every tool call runs inside a hardened runtime with credential isolation, DLP, and a signed audit chain.
Raw MCP | Vinkius | |
|---|---|---|
| Server catalog | Find and host yourself | 3,400+ managed |
| Infrastructure | Self-hosted | Sandboxed V8 isolates |
| Credential handling | Plaintext in config | Vault + runtime injection |
| Data loss prevention | None | Configurable DLP policies |
| Kill switch | None | Global instant shutdown |
| Financial circuit breakers | None | Per-server limits + alerts |
| Audit trail | None | Ed25519 signed logs |
| SIEM log streaming | None | Splunk, Datadog, Webhook |
| Honeytokens | None | Canary alerts on leak |
| Custom domains | Not applicable | DNS challenge verified |
| GDPR compliance | Manual effort | Automated purge + export |
Why teams choose Vinkius for AdaptiveWork (Clarizen) in Windsurf
The AdaptiveWork (Clarizen) 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. All 6 tools execute in hardened sandboxes optimized for native MCP execution.
Your AI agents in Windsurf only access the data you authorize, with DLP that blocks sensitive information from ever reaching the model, kill switch for instant shutdown, and up to 60% token savings. Enterprise-grade infrastructure, zero maintenance.
* 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
How Vinkius secures
AdaptiveWork (Clarizen) for Windsurf
Every tool call from Windsurf to the AdaptiveWork (Clarizen) MCP Server is protected by DLP redaction, cryptographic audit chains, V8 sandbox isolation, kill switch, and financial circuit breakers.
Frequently asked questions
How do I find my AdaptiveWork API Key?
Log in to AdaptiveWork, go to Settings > Extensions. You can generate or retrieve your API key from the API section. Make sure your user profile has 'API User' permissions enabled.
What is CZQL?
CZQL (Clarizen Query Language) is a SQL-like language used to query the AdaptiveWork database. It allows for complex filtering, sorting, and data retrieval across all your entities.
Can I manage multiple project locations?
Yes! Use the list_projects tool to view all projects across your entire organizational structure, regardless of their location or department.
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.
Server not connecting
Check Settings → MCP for the server status. Try toggling it off and on.