Bring Contact Management
to Windsurf
Create your Vinkius account to connect EngageBay All-in-One 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 EngageBay All-in-One CRM MCP Server?
Integrate EngageBay, the all-in-one marketing, sales, and service CRM, directly into your AI workflow. Manage your customer database and company records, track sales deals and pipelines, monitor CRM tasks and follow-ups, and oversee your entire growth operation using natural language.
What you can do
- Contact Oversight — List and retrieve detailed profiles, email addresses, and subscription statuses for all your CRM contacts.
- Sales Intelligence — Monitor sales deals and opportunities, resolving deal values, pipeline stages, and expected close dates.
- Company Management — Access and monitor organization records, identifying company industries and associated contact networks.
- CRM Auditing — Retrieve high-level summaries of contact volume, sales performance, and organizational CRM health instantly.
How it works
- Connect the EngageBay integration to your AI assistant.
- Authorize using your EngageBay REST API Key (found in your account settings).
- Orchestrate your sales strategy and customer relationship management through intuitive conversation.
Who is this for?
- Sales Teams — Quickly check deal statuses and pipeline volumes on the go.
- Marketing Professionals — Research contact profiles and subscription statuses via chat during campaign planning.
- Operations Teams — Monitor task completion and organizational CRM metadata instantly.
Built-in capabilities (10)
Get detailed profile and interaction history for a specific contact
Get detailed settings and status for a specific sales deal
Retrieve metadata and limits for your EngageBay account
List all companies/organizations in your CRM
List all contacts in your EngageBay account
List all CRM tasks and follow-ups
Identify the most recently created or updated sales deals
List all sales deals and opportunities
Identify deals that have reached the "Won" or "Closed" stage
Retrieve a high-level summary of contacts, deals, and tasks
Why Windsurf?
Windsurf's Cascade agent chains multiple EngageBay All-in-One 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
EngageBay All-in-One CRM in Windsurf
Why run EngageBay All-in-One CRM with Vinkius?
The EngageBay All-in-One 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 EngageBay All-in-One CRM using Vinkius. You will never be left in the dark about what your AI agents are doing with your tools.
EngageBay All-in-One CRM and 4,000+ other AI tools. No hosting, no code, ready to use.
Professionals who connect EngageBay All-in-One 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
EngageBay All-in-One CRM for Windsurf
Every request between Windsurf and EngageBay All-in-One 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 EngageBay API Key?
Log in to your EngageBay account, navigate to Account Settings > API, and you can find your unique REST API Key there. API access is available across most plans.
Can the agent create new deals?
This integration currently focuses on listing and auditing contacts, deals, and companies. Creating or updating CRM records should be managed via the EngageBay dashboard or specific automated workflows.
Does the integration show pipeline reports?
Yes, you can use the list_sales_deals and list_latest_sales_opportunities tools to retrieve current pipeline data and analyze deal distribution by stage.
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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