Bring Sales Engagement
to Windsurf
Learn how to connect Salesloft 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 Salesloft MCP Server?
Connect your Salesloft account to any AI agent and take full control of your sales engagement orchestration through natural conversation. Salesloft provides a premier platform for accelerating revenue, and this integration allows you to retrieve lead metadata, manage account records, and monitor active sales cadences directly from your chat interface.
What you can do
- Lead & Prospect Orchestration — List, create, and retrieve detailed metadata for people (leads) programmatically to ensure your pipeline is always synchronized.
- Cadence & Outreach Intelligence — Access and monitor your sales cadences and retrieve detailed step metadata directly from the AI interface.
- Account & Company Control — Manage your account directory and retrieve detailed company profile metadata via natural language.
- Activity & Engagement Oversight — Access real-time activity logs and monitor system tasks to ensure your outreach is always optimized.
- Operational Monitoring — Track team settings and retrieve user profile metadata using simple AI commands to ensure your sales stack is fully integrated.
How it works
1. Subscribe to this server
2. Enter your Salesloft API Access Token from your personal settings
3. Start managing your sales engagement from Claude, Cursor, or any MCP-compatible client
No more manual status checking or duplicate lead entry. Your AI acts as a dedicated sales operations manager or SDR assistant.
Who is this for?
- SDRs & Account Executives — quickly retrieve lead details and monitor cadence progress without switching apps.
- Sales Operations Teams — automate the management of account records and track activity logs via natural conversation.
- Sales Managers — streamline the retrieval of team performance metadata and monitor organizational health directly within the chat.
Built-in capabilities (12)
Add a person
Get company details
Check connection
Get workflow info
Get contact info
List workflows
Check in-progress steps
Get engagement history
List companies
List lead profiles
Get scheduled tasks
Verify credentials
Why Windsurf?
Windsurf's Cascade agent chains multiple Salesloft 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
Salesloft in Windsurf
Salesloft and 3,400+ other MCP servers. One platform. One governance layer.
Teams that connect Salesloft 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 Salesloft in Windsurf
The Salesloft 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
Salesloft for Windsurf
Every tool call from Windsurf to the Salesloft 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 and history for a specific lead just by providing their email?
Yes! Use the list_people tool with the email as a filter. Your agent will respond with complete metadata, including cadence membership, job title, and social URLs in seconds.
How do I find my Salesloft API Access Token?
Log in to your Salesloft account, navigate to Settings > Personal Settings > API Tokens, and you will find or generate your unique bearer token there.
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.