Bring Customer Segmentation
to Windsurf
Learn how to connect Convertlab to Windsurf and start using 8 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 Convertlab MCP Server?
Empower your AI agent to orchestrate your marketing operations with Convertlab (DM Hub), the leading customer engagement and marketing automation platform in China. By connecting Convertlab to your agent, you transform complex customer segmentation, campaign tracking, and behavioral auditing into a natural conversation. Your agent can instantly list customers, retrieve detailed profile information, monitor marketing campaigns, and browse behavioral events without you ever needing to navigate the comprehensive DM Hub interface. Whether you are conducting a customer data audit or monitoring the performance of a high-volume campaign, your agent acts as a real-time marketing operations assistant, keeping your data accurate and your engagement moving.
What you can do
- Customer Orchestration — List all DM Hub customers and retrieve detailed profile and membership information.
- Campaign Management — Browse active and historical marketing campaigns and retrieve detailed performance metadata.
- Event Auditing — List and retrieve detailed customer behavioral events to monitor engagement levels.
- Segmentation Control — Browse membership groups and identify customer segments for targeted activities.
- Operations Insights — Retrieve metadata about your marketing touchpoints and application status.
How it works
1. Subscribe to this server
2. Enter your Convertlab App ID and App Secret
3. Start managing your marketing lifecycle through Claude, Cursor, or any MCP-compatible client
Who is this for?
- Marketing Managers — monitor campaign progress and audit customer segments through natural language queries.
- Customer Success Teams — retrieve detailed member profiles and engagement histories directly from your AI-powered workspace.
- Operations Leads — oversee marketing touchpoints and system events via a unified AI interface.
- Convertlab Power Users — integrate your existing marketing workflows into your AI-driven daily routines.
Built-in capabilities (8)
Create a new customer
Get campaign details
Get customer details
List marketing campaigns
List DM Hub customers
List marketing events
List customer segments
List marketing touchpoints
Why Windsurf?
Windsurf's Cascade agent chains multiple Convertlab 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.
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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 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
Convertlab in Windsurf
Convertlab and 3,400+ other MCP servers. One platform. One governance layer.
Teams that connect Convertlab 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 Convertlab in Windsurf
The Convertlab 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 8 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
Convertlab for Windsurf
Every tool call from Windsurf to the Convertlab 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 Convertlab App ID and Secret?
Log in to your Convertlab DM Hub admin portal, go to [Settings] → [App Management], and you will find your App ID and Secret there. Ensure your application has the required API scopes enabled.
Can I see customer behavioral events through this server?
Yes. Use the list_events tool to retrieve historical behavioral data from your customers. This is essential for auditing engagement and understanding customer journeys.
Is it possible to monitor campaign performance?
Yes! Use the list_campaigns tool to see all active and past marketing campaigns and get_campaign with a specific ID to retrieve detailed performance metrics and configuration.
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.