Bring Conversational Marketing
to Windsurf
Learn how to connect Serviceform to Windsurf and start using 7 AI agent tools in minutes. Fully managed, enterprise secure, and ready to use without writing a single line of code.
What is the Serviceform MCP Server?
Connect your Serviceform account to any AI agent and take full control of your conversational marketing and lead orchestration through natural conversation. Serviceform provides a comprehensive platform for building chatbots, forms, and interactive multi-channel engagement, and this integration allows you to retrieve chat logs, manage flex spaces, and extract lead metadata directly from your chat interface.
What you can do
- Chat History & Insight Orchestration — Retrieve and analyze chat logs with advanced time-based filters to understand customer intent programmatically.
- Lead & CRM Management — Access and monitor lead data captured through chatbots and forms to maintain a clear overview of your sales pipeline directly from the AI interface.
- Space & Environment Control — Manage 'flex spaces' and retrieve environment items to keep your service setup synchronized via natural language.
- Bot & Form Discovery — List all configured chatbots and active forms to monitor your conversion tools in real-time.
- Operational Monitoring — Track system statistics and manage lead profiles using simple AI commands to ensure your conversational tools are always optimized.
How it works
1. Subscribe to this server
2. Enter your Serviceform API Key from your dashboard settings
3. Start managing your conversational tools from Claude, Cursor, or any MCP-compatible client
No more manual logging or data exports. Your AI acts as a dedicated marketing analyst or lead manager.
Who is this for?
- Marketing Analysts — quickly retrieve chat statistics and monitor lead quality without switching apps.
- Sales Teams — automate the extraction of lead contact info and conversation context via natural conversation.
- Customer Support Managers — streamline the retrieval of chat histories and monitor service spaces directly within the chat.
Built-in capabilities (7)
Get lead details
Get items for a specific space
List all configured chatbots
Pass criteria as a JSON string. List chat histories
List all active forms
List leads captured
List flex spaces
Why Windsurf?
Windsurf's Cascade agent chains multiple Serviceform tool calls autonomously. query data, analyze results, and generate code in a single agentic session. Paste Vinkius Edge URL, reload, and all 7 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 7 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
Serviceform in Windsurf
Serviceform and 3,400+ other MCP servers. One platform. One governance layer.
Teams that connect Serviceform 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 Serviceform in Windsurf
The Serviceform 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 7 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
Serviceform for Windsurf
Every tool call from Windsurf to the Serviceform 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 last 5 chat conversations received today?
Yes! Use the list_chats tool. Provide a startTime (ISO 8601) and set a limit of 5, and your agent will return the most recent conversation logs instantly.
How do I list all leads captured across all my Serviceform tools?
Simply ask the agent to run the list_leads action. It will retrieve the directory of leads, which you can then inspect individually using get_lead.
How do I find my Serviceform API Key?
Log in to your Serviceform account and navigate to your integration settings or visit link.serviceform.com to generate your unique sf-api-key.
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.