Bring Lead Capture
to Windsurf
Learn how to connect Clientify to Windsurf and start using 10 AI agent tools in minutes. Fully managed, enterprise secure, and ready to use without writing a single line of code.
What is the Clientify MCP Server?
Connect your Clientify CRM account to any AI agent and streamline your entire sales process through natural conversation.
What you can do
- Contact Management — List, create, and update contacts with deep inspection of custom fields and social metadata.
- Sales Pipelines — Track deals across different stages, update amounts, and assign opportunities to specific pipelines.
- Task Scheduling — Create and manage activities like calls, meetings, and follow-ups to never miss a lead.
- Team Visibility — List account users and collaborators to understand your organizational structure.
- Automated Insights — Fetch real-time summaries of your sales activities and deal progress.
How it works
1. Subscribe to this server
2. Enter your Clientify API Token (found in your account settings under API)
3. Start managing your sales machine from Claude, Cursor, or any MCP-compatible client
Who is this for?
- Sales Reps — quickly update deal statuses and log call notes without manual CRM data entry.
- Marketing Managers — query contact segments and verify campaign leads directly from your workspace.
- Business Owners — get instant bird's-eye views of your sales pipelines and team activity levels.
Built-in capabilities (10)
Create a new activity or task
Create a new contact in Clientify
Create a new sales deal
Get details for a specific contact
List all tasks and activities
Supports filtering by email for precise lookups. List all contacts from Clientify
List all deals/opportunities
List all deal pipelines
List all account users
Update an existing contact
Why Windsurf?
Windsurf's Cascade agent chains multiple Clientify tool calls autonomously. query data, analyze results, and generate code in a single agentic session. Paste Vinkius Edge URL, reload, and all 10 tools are immediately available. Real-time tool feedback appears inline, so you see API responses directly in your editor.
- —
Windsurf's Cascade agent autonomously chains multiple tool calls in sequence, solving complex multi-step tasks without manual intervention
- —
Purpose-built for agentic workflows. Cascade understands context across your entire codebase and integrates MCP tools natively
- —
JSON-based configuration means zero code changes: paste a URL, reload, and all 10 tools are immediately available
- —
Real-time tool feedback is displayed inline, so you see API responses directly in your editor without switching contexts
Clientify in Windsurf
Clientify and 3,400+ other MCP servers. One platform. One governance layer.
Teams that connect Clientify 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 Clientify in Windsurf
The Clientify 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 10 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
Clientify for Windsurf
Every tool call from Windsurf to the Clientify MCP Server is protected by DLP redaction, cryptographic audit chains, V8 sandbox isolation, kill switch, and financial circuit breakers.
Frequently asked questions
Can I search for a contact using only their email address?
Yes. Use the list_contacts tool and provide the email in the optional parameter. The agent will return the specific contact record associated with that email if it exists in your CRM.
How do I move a deal to a different stage in the pipeline?
You can update deal details using our action tools. Simply specify the Deal ID and the new Pipeline Stage ID to transition the opportunity instantly.
Does this integration support creating new tasks for follow-ups?
Absolutely. The create_activity tool allows you to schedule calls, meetings, or tasks, assign them to contacts, and set due dates directly from the AI agent.
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.