Bring Contact Management
to Windsurf
Learn how to connect Agile CRM to Windsurf and start using 12 AI agent tools in minutes. Fully managed, enterprise secure, and ready to use without writing a single line of code.
What is the Agile CRM MCP Server?
Connect your Agile CRM account to any AI agent and take full control of your sales, marketing, and service automation workflows through natural conversation.
What you can do
- Contact & Relationship Orchestration — List and manage your entire high-fidelity contact directory programmatically, retrieving detailed profile metadata and interaction notes
- Deal Lifecycle Management — Monitor your sales pipeline in real-time, create new high-fidelity opportunities, and track deal probability and values directly through your agent
- Task & Event Intelligence — Programmatically organize your daily workflow by creating tasks and calendar events to maintain a perfectly coordinated team schedule
- Customer Discovery — Access complete profile properties including custom tags and high-fidelity contact history to oversee your organizational relationship ecosystem
- Operational Monitoring — Access account-level configuration and verify API connectivity directly through your agent for instant performance reporting
How it works
1. Subscribe to this server
2. Retrieve your API Key, Email, and Domain from your Agile CRM dashboard (Admin Settings > Developers & API)
3. Start orchestrating your business growth from Claude, Cursor, or any MCP client
No more manual status checking across different CRM modules or digging through complex deal tables. Your AI acts as your dedicated sales coordinator and relationship architect.
Who is this for?
- Sales Executives — instantly retrieve deal summaries and update contact records using natural language commands
- Marketing Teams — monitor lead distribution and task priorities without leaving your workspace
- Operations Leads — automate the oversight of sales pipelines and team calendars through simple AI queries
Built-in capabilities (12)
Create a new contact
Create a new deal
Delete a contact
List notes for a specific contact
List all contacts in Agile CRM
List all deals (opportunities)
List all calendar events
List all tasks
Get details of a specific contact
Get details of a specific deal
Get details of a specific task
Update an existing contact
Why Windsurf?
Windsurf's Cascade agent chains multiple Agile CRM 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.
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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 12 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
Agile CRM in Windsurf
Agile CRM and 3,400+ other MCP servers. One platform. One governance layer.
Teams that connect Agile CRM 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 Agile CRM in Windsurf
The Agile CRM 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 12 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
Agile CRM for Windsurf
Every tool call from Windsurf to the Agile CRM 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 Agile CRM API Key?
Log in to your dashboard, navigate to Admin Settings > Developers & API, and copy your REST API Key.
Can I create new deals via AI?
Yes! The create_deal tool allows your agent to register new sales opportunities by providing deal name, value, and probability programmatically.
How do I find my Agile CRM domain?
Your domain is the prefix of your Agile CRM URL. For example, if you log in at vinkius.agilecrm.com, your domain is vinkius.
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.