Bring Market Intelligence
to Windsurf
Learn how to connect CB Insights to Windsurf and start using 13 AI agent tools in minutes. Fully managed, enterprise secure, and ready to use without writing a single line of code.
What is the CB Insights MCP Server?
Connect your CB Insights enterprise account to any AI agent and take full control of your market intelligence workflows through natural conversation.
What you can do
- Organization Research — Search companies by name and retrieve full profiles including industry classification, employee count, and headquarters
- Funding Intelligence — Track the complete funding history of any organization, from Seed rounds to IPO, with amounts and lead investors
- Competitive Mapping — Identify direct competitors for any company based on market positioning and funding patterns
- Deal Tracking — Browse recent investment deals across the market or filter by specific organizations
- Investor Profiling — Explore investor profiles, fund strategies, and their full portfolio of backed companies
- AI-Powered Q&A — Ask natural language questions about markets, trends, and technologies and get data-backed answers
How it works
1. Subscribe to this server
2. Enter your CB Insights Client ID and Client Secret (provisioned by your account manager)
3. Start querying market intelligence from Claude, Cursor, or any MCP-compatible client
Who is this for?
- Venture Capitalists — instantly screen deal flow, check competitor landscapes, and validate funding histories without switching tools
- Corporate Strategy Teams — monitor market movements, track emerging competitors, and assess investment opportunities through conversational AI
- Founders & Entrepreneurs — research investors, understand competitive dynamics, and prepare for fundraising rounds with comprehensive data
Built-in capabilities (13)
CB Insights AI chat
Verify connectivity
Get deal details
Get investor details
Get investor portfolio
Get competitors
Get organization funding
Get organization details
List recent deals
List deals by organization
List industries
List investors
Search organizations
Why Windsurf?
Windsurf's Cascade agent chains multiple CB Insights tool calls autonomously. query data, analyze results, and generate code in a single agentic session. Paste Vinkius Edge URL, reload, and all 13 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 13 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
CB Insights in Windsurf
CB Insights and 3,400+ other MCP servers. One platform. One governance layer.
Teams that connect CB Insights 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 CB Insights in Windsurf
The CB Insights 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 13 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
CB Insights for Windsurf
Every tool call from Windsurf to the CB Insights MCP Server is protected by DLP redaction, cryptographic audit chains, V8 sandbox isolation, kill switch, and financial circuit breakers.
Frequently asked questions
Can my AI agent retrieve the full funding history of a specific company just by providing the Organization ID?
Yes! Use the get_org_funding tool with the Organization ID. Your agent will return every funding round — Seed, Series A through D, and IPO — including amounts raised, lead investors, round dates, and post-money valuations.
How do I map out the competitive landscape for a target company?
Simply ask the agent to run get_org_competitors with the Organization ID. It will return direct competitors ranked by market positioning, funding similarity, and industry overlap, giving you an instant competitive analysis.
Does the integration allow modifying data or creating entries in CB Insights?
No. All 13 tools are strictly read-only query operations — searching organizations, tracking funding, analyzing competitors, and exploring investors. The only write operation is chat_cbi, which sends a question to the AI engine. No destructive actions exist, ensuring your data remains secure.
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.
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