Bring Deal Pipeline
to Windsurf
Learn how to connect Salesmate 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 Salesmate MCP Server?
Connect your Salesmate account to any AI agent and take full control of your sales automation and customer relationship orchestration through natural conversation. Salesmate provides a modern and powerful CRM platform, and this integration allows you to retrieve contact metadata, manage deal pipelines, and log real-time sales activities directly from your chat interface.
What you can do
- Contact & Relationship Orchestration — List and create contacts and companies programmatically to ensure your CRM database is always synchronized.
- Pipeline & Deal Intelligence — Access and monitor your sales deals and retrieve detailed status metadata directly from the AI interface to close deals faster.
- Activity & Task Control — Log calls, meetings, and tasks and retrieve detailed activity history via natural language.
- Team & User Oversight — Access team member metadata and monitor system users to ensure your sales team is fully integrated.
- Operational Monitoring — Track system activity and monitor webhooks to ensure your automated sales flows are always optimized.
How it works
1. Subscribe to this server
2. Enter your Salesmate Session Token and Link Name (Subdomain) from your account settings
3. Start managing your CRM from Claude, Cursor, or any MCP-compatible client
No more manual CRM entry or pipeline searching. Your AI acts as a dedicated sales operations manager or intelligent account assistant.
Who is this for?
- Sales Teams & SDRs — quickly retrieve customer details and monitor deal statuses without switching apps.
- Account Managers — automate the logging of client interactions and track task progress via natural conversation.
- Operations Teams — streamline the retrieval of user metadata and monitor CRM health directly within the chat.
Built-in capabilities (12)
Log a new activity
Create a new contact
Create a new deal
Get current profile
Get contact details
Get deal details
List CRM activities
List all CRM contacts
List sales deals
List all team members
List configured webhooks
Update contact info
Why Windsurf?
Windsurf's Cascade agent chains multiple Salesmate 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
Salesmate in Windsurf
Salesmate and 3,400+ other MCP servers. One platform. One governance layer.
Teams that connect Salesmate 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 Salesmate in Windsurf
The Salesmate 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
Salesmate for Windsurf
Every tool call from Windsurf to the Salesmate 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 ID?
Yes! Use the get_contact tool with the Contact ID. Your agent will respond with the complete metadata for the record, including associated deals and communication history in seconds.
How do I find my Salesmate Access Token and Link Name?
Log in to your Salesmate account, click on your profile picture > My Account > Access Key, and you will find your Session Key and Link Name 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.