Bring Sales Pipeline
to Windsurf
Learn how to connect Funil de Vendas to Windsurf and start using 12 AI agent tools in minutes. Fully managed, enterprise secure, and ready to use without writing a single line of code.
What is the Funil de Vendas MCP Server?
Empower your AI agent with access to your Funil de Vendas CRM to automate your sales pipeline and lead management workflows.
What you can do
- Opportunity Tracking. List and search all sales deals across multiple funnels using filters like date and funnel ID.
- Lead Generation. Register new leads and opportunities directly into the CRM through automated data entry.
- Activity Management. Create, list, and update follow-up tasks, activities, and sales interactions.
- CRM Oversight. Access reference data like sales vendors, product catalogs, lead origins, and custom fields.
How it works
1. Subscribe to this server
2. Enter your Funil de Vendas account Email and Password
3. Start managing your sales pipeline from Claude, Cursor, or any MCP client
Who is this for?
- Sales Representatives. Quickly log activities and check lead statuses via natural language commands.
- Sales Managers. Monitor team performance and pipeline health without leaving your workspace.
- Marketing Teams. Automate the creation of leads from various sources directly into the sales funnels.
Built-in capabilities (12)
Verify CRM API connectivity
Requires opportunity ID and subject. Add a new activity/follow-up
Used for form integration. Add a new lead/opportunity via Data Entry
List CRM activities and tasks
List defined custom fields
Can be filtered by funnel code, date, or text search. List CRM opportunities (deals)
List registered products/services
g., Google, Referral, Facebook). List lead source origins
List motives for losing deals
List configured sales methodologies (funnels)
List CRM users (vendors)
Modify an existing activity
Why Windsurf?
Windsurf's Cascade agent chains multiple Funil de Vendas tool calls autonomously. query data, analyze results, and generate code in a single agentic session. Paste Vinkius Edge URL, reload, and all 12 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 12 tools are immediately available
- —
Real-time tool feedback is displayed inline, so you see API responses directly in your editor without switching contexts
Funil de Vendas in Windsurf
Funil de Vendas and 3,400+ other MCP servers. One platform. One governance layer.
Teams that connect Funil de Vendas 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 Funil de Vendas in Windsurf
The Funil de Vendas 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 12 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
Funil de Vendas for Windsurf
Every tool call from Windsurf to the Funil de Vendas MCP Server is protected by DLP redaction, cryptographic audit chains, V8 sandbox isolation, kill switch, and financial circuit breakers.
Frequently asked questions
Where do I get my login credentials?
Use the same Email and Password you use to log in to your Funil de Vendas account.
Can the agent move deals between stages?
Yes, by using the update_crm_activity or lead entry tools, the agent can interact with the status and progress of your opportunities.
Is it possible to list all sales funnels?
Absolutely. The list_sales_funnels tool retrieves all methodologies configured in your account along with their unique codes.
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.