Bring Clienteling
to Windsurf
Create your Vinkius account to connect Endear Retail CRM to Windsurf and start using all 10 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 Endear Retail CRM MCP Server?
Integrate Endear, the leading retail CRM and clienteling platform, directly into your AI workflow. Manage your customer profiles and purchase history, track clienteling notes and interactions, monitor product catalogs and team tasks, and oversee your retail operations using natural language.
What you can do
- Customer Oversight — List and retrieve detailed profiles, email addresses, and total spend for all your retail customers.
- Purchase Intelligence — Monitor customer order history, resolving order numbers, amounts, and fulfillment statuses.
- Clienteling Management — Access and monitor customer notes and interactions, tracking tasks and follow-ups for your sales team.
- Retail Auditing — Retrieve high-level summaries of customer volume, order activity, and organizational retail health instantly.
How it works
- Connect the Endear integration to your AI assistant.
- Authorize using your Endear API Key (found in your account settings).
- Orchestrate your clienteling strategy and customer relations through intuitive conversation.
Who is this for?
- Retail Managers — Quickly check customer spend and order statuses on the go.
- Sales Associates — Research customer notes and profile details via chat to personalize service.
- Operations Teams — Monitor task completion and organizational retail metadata instantly.
Built-in capabilities (10)
Get detailed profile and history for a specific customer
Retrieve metadata and settings for your Endear account
List all clienteling and follow-up tasks
List all clienteling notes and interactions for a specific customer
List all orders and purchase history for a specific customer
List all customers in your Endear CRM
List all products available in your retail catalog
List all team members and sales associates in the organization
Retrieve a high-level summary of customers, orders, and products
Search for customers using a name or email keyword
Why Windsurf?
Windsurf's Cascade agent chains multiple Endear Retail CRM 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.
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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 10 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
Endear Retail CRM in Windsurf
Why run Endear Retail CRM with Vinkius?
The Endear Retail CRM 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 10 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 Endear Retail CRM using Vinkius. You will never be left in the dark about what your AI agents are doing with your tools.
Endear Retail CRM and 4,000+ other AI tools. No hosting, no code, ready to use.
Professionals who connect Endear Retail CRM 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
Endear Retail CRM for Windsurf
Every request between Windsurf and Endear Retail CRM 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
How do I get an Endear API Key?
Log in to your Endear dashboard, navigate to Settings > API, and you can generate or retrieve your unique API Key from there. API access is typically available on professional and enterprise plans.
Can the agent send messages to customers?
This integration currently focuses on listing and auditing customers, notes, and orders. Sending outbound SMS or emails via Endear should be managed through the Endear mobile app or dashboard clienteling interface.
Does the integration show real-time stock levels?
You can retrieve product metadata using the list_retail_products tool. While it shows current product availability, detailed granular inventory across all locations should be confirmed within the Endear inventory module.
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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