Bring Channel Sales
to Windsurf
Learn how to connect PartnerPortal.io to Windsurf and start using 11 AI agent tools in minutes. Fully managed, enterprise secure, and ready to use without writing a single line of code.
What is the PartnerPortal.io MCP Server?
Connect your PartnerPortal.io account to any AI agent and take full control of your channel sales orchestration and partner relationship management through natural conversation. PartnerPortal.io provides a comprehensive platform for scaling partner ecosystems, and this integration allows you to retrieve lead metadata, monitor active deals, and manage partner accounts directly from your chat interface.
What you can do
- Lead & Opportunity Orchestration — List, create, and update leads programmatically across your partner network to ensure your sales pipeline is always synchronized.
- Partner & Account Intelligence — Access and monitor partner profiles and account-level metadata directly from the AI interface to maintain high-fidelity relationships.
- Deal Lifecycle Control — Access and monitor deal statuses via natural language to track channel revenue growth and partner performance.
- Schema & Metadata Oversight — Retrieve object schemas and list account roles using simple AI commands to ensure your data mapping is always optimized.
- Operational Monitoring — Track system responses and manage bulk creation jobs to ensure your partner operations are always high-performing.
How it works
1. Subscribe to this server
2. Enter your PartnerPortal.io API Token (Bearer Token) from your dashboard
3. Start managing your partner program from Claude, Cursor, or any MCP-compatible client
No more manual status checking in the portal. Your AI acts as a dedicated channel manager or partnership coordinator.
Who is this for?
- Channel Managers — quickly retrieve partner performance summaries and monitor lead volume without switching apps.
- Partnership Teams — automate the creation of new leads and track deal progress via natural conversation.
- Operations Leads — streamline the retrieval of account metadata and monitor organizational partnership health directly within the chat.
Built-in capabilities (11)
Verify API connectivity and account status
Create a new lead
Get details for a specific account
Get details for a specific deal
Get details for a specific lead
Get details for a specific partner
List accounts in PartnerPortal.io
List deals in PartnerPortal.io
io. List leads in PartnerPortal.io
List partners in PartnerPortal.io
Update an existing lead
Why Windsurf?
Windsurf's Cascade agent chains multiple PartnerPortal.io tool calls autonomously. query data, analyze results, and generate code in a single agentic session. Paste Vinkius Edge URL, reload, and all 11 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 11 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
PartnerPortal.io in Windsurf
PartnerPortal.io and 3,400+ other MCP servers. One platform. One governance layer.
Teams that connect PartnerPortal.io 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 PartnerPortal.io in Windsurf
The PartnerPortal.io 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 11 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
PartnerPortal.io for Windsurf
Every tool call from Windsurf to the PartnerPortal.io MCP Server is protected by DLP redaction, cryptographic audit chains, V8 sandbox isolation, kill switch, and financial circuit breakers.
Frequently asked questions
Can my AI automatically find the details for a specific lead by its ID?
Yes! Use the get_lead tool with the Company ID and Lead ID. Your agent will respond with complete metadata, including lead status, source, and associated deal info in seconds.
How do I find my PartnerPortal.io API Token?
Log in to your PartnerPortal.io account, navigate to Settings > API, and you will find or generate your unique secret token there. Ensure you have the required plan level for API access.
What is the Company ID?
The Company ID is a unique identifier for your organization profile within PartnerPortal.io. You can find it in your portal settings or URL after logging in.
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.