Bring Multi Channel Marketing
to Windsurf
Learn how to connect Platform.ly 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 Platform.ly MCP Server?
Connect your Platform.ly account to any AI agent and take full control of your business automation and CRM orchestration through natural conversation. Platform.ly is a powerful multi-channel marketing platform, and this integration allows you to retrieve contact metadata, manage sales pipelines, and trigger automated events directly from your chat interface.
What you can do
- Contact & CRM Orchestration — List, add, and update contacts with detailed profile metadata programmatically to ensure your audience database is always synchronized.
- Sales Pipeline Intelligence — Access and monitor your sales pipelines and create new deals directly from the AI interface to track revenue growth and deal velocity.
- Tag & Segment Control — Apply or remove tags and manage segments via natural language to drive better targeted marketing efficiency.
- Automation & Event Management — Fire custom events and add notes to contacts to ensure your automated workflows are always synchronized.
- Operational Monitoring — Track system status and manage organization metadata using simple AI commands.
How it works
1. Subscribe to this server
2. Enter your Platform.ly API Key from your account settings
3. Start managing your CRM and automation from Claude, Cursor, or any MCP-compatible client
No more manual data entry or missed follow-ups. Your AI acts as a dedicated marketing operations manager or sales coordinator.
Who is this for?
- Marketing Automation Experts — quickly retrieve segment summaries and monitor campaign performance without switching apps.
- Sales Teams — automate the management of deal pipelines and track lead engagement via natural conversation.
- Business Owners — streamline the retrieval of contact metadata and monitor organizational health directly within the chat.
Built-in capabilities (12)
Add a text note to a contact
Add a tag to a contact
Requires project ID and email. Add a new contact to the CRM
Create a new deal in a pipeline
Get full info for a contact
List contacts in a project
List all segments in a project
List all tags in a project
List all sales pipelines
Remove a tag from a contact
Find a contact by email
Modify a contact record
Why Windsurf?
Windsurf's Cascade agent chains multiple Platform.ly 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.
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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 12 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
Platform.ly in Windsurf
Platform.ly and 3,400+ other MCP servers. One platform. One governance layer.
Teams that connect Platform.ly 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 Platform.ly in Windsurf
The Platform.ly 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
Platform.ly for Windsurf
Every tool call from Windsurf to the Platform.ly 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 contact just by providing their email?
Yes! Use the get_contact tool. Provide the contact email or ID, and your agent will respond with complete metadata, including tags, custom fields, and pipeline status in seconds.
How do I find my Platform.ly API Key?
Log in to your Platform.ly account, click on your profile name at the top right, navigate to API Docs & Keys, and generate your unique secret key.
Can I use the AI to trigger a specific automation?
Yes, by using the apply_tag_to_contact or fire_event tools, you can trigger any automated workflow you have configured in your account.
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.