Bring Lead Management
to Windsurf
Learn how to connect TaskForce to Windsurf and start using 9 AI agent tools in minutes. Fully managed, enterprise secure, and ready to use without writing a single line of code.
What is the TaskForce MCP Server?
Connect your AI agent to TaskForce to natively manage your CRM workflow, customer interactions, and invoicing through natural language commands.
What you can do
- Lead & Customer Management — Query lists of active leads, fetch detailed customer profiles, and instantly create new lead records on the fly.
- Case Tracking — Read and track support or business cases, and generate new cases directly from your chat interface.
- Financial Overview — Pull real-time lists of pending invoices and active quotes to monitor business performance without opening a dashboard.
How it works
1. Retrieve your API Key from the TaskForce Admin dashboard.
2. Provide the key to this integration.
3. Instruct your agent to pull your recent leads or check the status of an invoice.
Who is this for?
- Sales & Support Teams — Update leads and track customer cases seamlessly.
- Accountants — Monitor invoices and quotes dynamically.
- Developers — Connect your TaskForce database with external custom tools.
Built-in capabilities (9)
Create a new case
Create a new lead
Get customer details
Get lead details
List all cases
List all customers
List all invoices
List all leads
List all quotes
Why Windsurf?
Windsurf's Cascade agent chains multiple TaskForce tool calls autonomously. query data, analyze results, and generate code in a single agentic session. Paste Vinkius Edge URL, reload, and all 9 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 9 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
TaskForce in Windsurf
TaskForce and 3,400+ other MCP servers. One platform. One governance layer.
Teams that connect TaskForce 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 TaskForce in Windsurf
The TaskForce 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 9 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
TaskForce for Windsurf
Every tool call from Windsurf to the TaskForce MCP Server is protected by DLP redaction, cryptographic audit chains, V8 sandbox isolation, kill switch, and financial circuit breakers.
Frequently asked questions
Can I add a new lead directly from the chat?
Yes. By invoking the 'create_taskforce_lead' tool and providing the lead's information in JSON format, the AI will register it instantly.
How do I check my pending invoices?
You can use the 'list_taskforce_invoices' tool. The agent will fetch all your invoices and present their statuses.
Is it possible to view the details of a specific customer case?
Yes, using the 'list_taskforce_cases' tool you can query all active support or business cases assigned in your CRM.
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.