Bring Agency Management
to Windsurf
Create your Vinkius account to connect Clientjoy to Windsurf and start using all 8 AI tools in minutes. Fully managed, enterprise secure, and ready to use without writing a single line of code. No hosting, no server setup — just connect and start using.
GDPR Free for SubscribersCompatible with every major AI agent and IDE
Gemini
What is the Clientjoy MCP Server?
Connect your Clientjoy account to any AI agent and take full control of your agency operations through natural conversation. Streamline how you manage the entire lifecycle from lead capture to final invoicing natively.
What you can do
- Lead Oversight — List and retrieve details for all sales leads and their capture status natively
- Contact Intelligence — Access and monitor all client contacts and relationship history flawlessly
- Invoicing Logistics — List all agency invoices and monitor their payment status flawlessly
- Project Management — Access and monitor all client projects and their constituent tasks securely
- Sales Pipelines — List and review quotes and proposals sent to potential clients flawlessly
- Profile Visibility — Access your own user profile and core workspace metadata directly within your workspace flawlessly
How it works
- Subscribe to this server
- Enter your Clientjoy API Token (obtained from Settings > API)
- Start managing your agency CRM from Claude, Cursor, or any MCP-compatible client
Who is this for?
- Agency Owners — monitor sales pipelines and revenue status using natural language
- Project Managers — audit project progress and task lists without opening the dashboard
- Accountants — quickly look up invoice status and payment history straight from their chat interface
- Sales Teams — verify lead profiles and proposal statuses
Built-in capabilities (8)
Get detailed information for a specific contact
Get detailed information for a specific lead
Retrieve information about the authenticated workspace user
List all invoices and their payment status
List all client projects tracked in Clientjoy
List all contacts and clients stored in the CRM
List all sales leads captured in Clientjoy
List sales quotes and proposals sent to clients
Why Windsurf?
Windsurf's Cascade agent chains multiple Clientjoy tool calls autonomously. query data, analyze results, and generate code in a single agentic session. Paste Vinkius Edge URL, reload, and all 8 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
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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 8 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
Clientjoy in Windsurf
Why run Clientjoy with Vinkius?
The Clientjoy connection runs on our fully managed, secure cloud infrastructure. We handle the hosting, maintenance, and security so you don't have to deal with servers or code. All 8 tools are ready to work instantly without any complex setup.
You stay in complete control of your data. Your AI only accesses the information you approve, keeping your sensitive passwords and private details completely safe. Plus, with automatic optimizations, your AI works faster and more efficiently.
* Every connection is hosted and maintained by Vinkius. We handle the security, updates, and infrastructure so you don't have to write code or manage servers. See our infrastructure
Over 4,000 integrations ready for AI agents
Explore a vast library of pre-built integrations, optimized and ready to deploy.
Connect securely in under 30 seconds
Generate tokens to authenticate and link external services in a single step.
Complete visibility into every agent action
Audit live requests, latency, success rates, and active security compliance policies.
Optimize spending and track token ROI
Analyze real-time token consumption and cost metrics detailed by connection.
Explore our live AI Agents Analytics dashboard to see it all working
This dashboard is included when you connect Clientjoy using Vinkius. You will never be left in the dark about what your AI agents are doing with your tools.
Clientjoy and 4,000+ other AI tools. No hosting, no code, ready to use.
Professionals who connect Clientjoy to Windsurf through Vinkius don't need to write code, manage servers, or worry about security. Everything is pre-configured, secure, and runs automatically in the background.
Raw MCP | Vinkius | |
|---|---|---|
| Ready-to-use MCPs | Find and configure each manually | 4,000+ MCPs ready to use |
| Connection Setup | Manual coding & server setup | 1-click instant connection |
| Server Hosting | You host it yourself (needs 24/7 uptime) | 100% hosted & managed by Vinkius |
| Security & Privacy | Stored in plaintext config files | Bank-grade encrypted vault |
| Activity Visibility | Blind execution (no logs or tracking) | Live dashboard with real-time logs |
| Cost Control | Runaway AI token spend risk | Automatic budget limits |
| Revoking Access | Must delete files or code to stop | 1-click disconnect button |
How Vinkius secures
Clientjoy for Windsurf
Every request between Windsurf and Clientjoy is protected by our secure gateway. We automatically keep your sensitive data private, prevent unauthorized access, and let you disconnect instantly at any time.
Frequently asked questions
Can I see which invoices are still unpaid?
Yes! Use the list_agency_invoices tool. The agent will return all invoices, and you can ask it to filter for those with an 'Unpaid' or 'Overdue' status.
How do I check the status of a specific sales proposal?
Use the list_sales_quotes tool. Your agent will fetch all quotes and proposals, showing their current status (e.g., Sent, Viewed, Accepted).
Where do I find my Clientjoy API Token?
Log in to your Clientjoy account, navigate to Settings, and select API. You can generate and copy your API token from that section.
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.
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