Bring Crm
to Windsurf
Learn how to connect Twenty CRM to Windsurf and start using 25 AI agent tools in minutes. Fully managed, enterprise secure, and ready to use without writing a single line of code.
GDPR Free for SubscribersCompatible with every major AI agent and IDE
Gemini
What is the Twenty CRM MCP Server?
Connect your Twenty CRM account to any AI agent and take full control of your sales pipeline and contact database through natural conversation.
What you can do
- People Management — List all contacts, fetch specific details, and create or update person records directly in the CRM.
- Company Tracking — Manage organizational accounts, list companies, and inspect company metadata using unique IDs.
- Opportunity Pipeline — Query all sales opportunities (deals), track progress, and create new entries to keep your pipeline updated.
- Full Data Control — Perform CRUD operations (Create, Read, Update, Delete) on people and companies to maintain data hygiene.
- Seamless Integration — Access your CRM data from Claude, Cursor, or any MCP-compatible client without leaving your workflow.
How it works
- Subscribe to this server
- Enter your Twenty API Key and Base URL (e.g., https://api.twenty.com)
- Start managing your CRM records using natural language
Who is this for?
- Sales Teams — quickly update opportunity statuses and add new leads without switching tabs
- Account Managers — retrieve company details and contact information instantly during client calls
- Developers — manage CRM data directly from the code editor to test integrations or verify record states
Built-in capabilities (25)
Create a new company
Create a new note
Create a new opportunity
Create a new person
Create a new task
Delete a company
Delete a note
Delete an opportunity
Delete a person
Delete a task
Get a specific company by ID
Get a specific note by ID
Get a specific opportunity by ID
Get a specific person by ID
Get a specific task by ID
List companies in Twenty CRM
List notes in Twenty CRM
List opportunities in Twenty CRM
List people in Twenty CRM
List tasks in Twenty CRM
Update an existing company
Update an existing note
Update an existing opportunity
Update an existing person
Update an existing task
Why Windsurf?
Windsurf's Cascade agent chains multiple Twenty CRM tool calls autonomously. query data, analyze results, and generate code in a single agentic session. Paste Vinkius Edge URL, reload, and all 25 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
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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 25 tools are immediately available
- —
Real-time tool feedback is displayed inline, so you see API responses directly in your editor without switching contexts
Twenty CRM in Windsurf
Twenty CRM and 4,000+ other MCP servers. One platform. One governance layer.
Teams that connect Twenty CRM 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 | 4,000+ 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 Twenty CRM in Windsurf
The Twenty CRM 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 25 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
Twenty CRM for Windsurf
Every tool call from Windsurf to the Twenty CRM MCP Server is protected by DLP redaction, cryptographic audit chains, V8 sandbox isolation, kill switch, and financial circuit breakers.
Frequently asked questions
Can I create a new contact person directly through the AI?
Yes! Use the create_person tool by providing at least a first name. You can also include a last name to create a complete record in your Twenty CRM database.
How do I see all the companies currently registered in my CRM?
Simply ask the agent to run the list_companies tool. It will retrieve a list of all company records (accounts) stored in your Twenty environment.
Is it possible to update the details of an existing sales opportunity?
Yes, you can use the update_opportunity tool. You will need the specific Opportunity ID and the new fields (like name) you wish to modify.
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.
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