Bring Client Portal
to Windsurf
Learn how to connect SuiteDash 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 SuiteDash MCP Server?
Connect your SuiteDash account to any AI agent to automate your client portal and business management. SuiteDash provides a comprehensive all-in-one platform for CRM, project management, and billing, and this integration allows you to retrieve contact metadata, monitor project progress, and track invoices through natural conversation.
What you can do
- CRM & Contact Orchestration — List and search through your contact and company database, including creating new records programmatically.
- Project & Task Lifecycle Management — List all managed projects and tasks to ensure your team's workflow is always synchronized directly from the AI interface.
- Billing & Financial Monitoring — Access and monitor invoices, estimates, and deals to maintain a clear overview of your business revenue.
- Custom Schema Intelligence — Retrieve contact metadata schemas to ensure your data entry is always consistent with your account's custom fields.
- Operational Oversight — Track project health and manage business relationships via natural language commands.
How it works
1. Subscribe to this server
2. Enter your SuiteDash Public ID and Secret Key from your Secure API settings
3. Start managing your business portal from Claude, Cursor, or any MCP-compatible client
Who is this for?
- Agency Owners — quickly retrieve client details and monitor project statuses without switching apps.
- Project Managers — automate the retrieval of task lists and monitor team assignments via natural conversation.
- Operations Teams — streamline the management of invoices and monitor deal progress directly within the chat.
Built-in capabilities (11)
Register a new contact
Get details for a company
Get details for a contact
Get metadata for a project
Get CRM field definitions
List CRM companies
List CRM contacts
List sales deals
List invoices
List active projects
List project tasks
Why Windsurf?
Windsurf's Cascade agent chains multiple SuiteDash 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
SuiteDash in Windsurf
SuiteDash and 3,400+ other MCP servers. One platform. One governance layer.
Teams that connect SuiteDash 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 SuiteDash in Windsurf
The SuiteDash 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
SuiteDash for Windsurf
Every tool call from Windsurf to the SuiteDash MCP Server is protected by DLP redaction, cryptographic audit chains, V8 sandbox isolation, kill switch, and financial circuit breakers.
Frequently asked questions
How do I find my SuiteDash API credentials?
Log in to your SuiteDash portal, navigate to Integrations > Secure API, and you will find your unique Public ID and Secret Key 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.