Where does this work?

In Cascade: the MCPs icon or Settings, Cascade, MCP Servers, with the config in ~/.codeium/windsurf/mcp_config.json and the serverUrl field for remote servers.

If I connect Copper CRM to Gemini, can I use the same connection in Claude or ChatGPT later?

Yes, and that's the point: the connection is yours, not Gemini's. You paste the same link in any AI you use, and there's nothing new to set up or pay again. Connect a new AI and Copper CRM is already there.

Do I need to hand my Copper CRM password to Gemini?

Never. You sign in once at Vinkius, and we keep your logins encrypted and away from your AI. Gemini only ever sees the link, and you can remove it whenever you want.

What can I actually ask Gemini to do with Copper CRM?

Whatever the Connector covers: check data, run actions and bring answers back. The Connector page lists every capability your AI gains, with real examples you can copy.

Gemini doesn't show the Connector. What do I check?

Make sure the entry was saved in mcp_config.json with the serverUrl pasted exactly as copied, then confirm the Connector is active in your Vinkius account. A deactivated Connector stops responding.

Can I remove the access later?

Remove the entry from mcp_config.json and it's out of Cascade. Your Vinkius account keeps the connection and its history either way, ready for the next AI.

How to give Windsurf access to Copper CRM

Set up in seconds, once. From then on, Windsurf gets things done for you: add one server entry, and Copper CRM is live in Cascade.

Ask AI about this guide

Copper CRM Connector

You're all set. Choose your MCP client and follow the setup instructions.

Connector linkhttps://edge.vinkius.com/vk_preview_pmXeNkgWltapSbDDfpOxCp5XALWzX2C5l7sGPZuD/mcp

Connecting Copper CRM to Windsurf

About a minute, in Cascade

1In Cascade, click the MCPs icon (or go to Settings, Cascade, MCP Servers).
2Edit mcp_config.json and add Copper CRM with the serverUrl field set to your link. The link above is the URL.
3Save and ask something real. Copper CRM is now part of Windsurf.

Configuration · claude_desktop_config.jsonCopy

{
  "mcpServers": {
    "copper-crm-mcp": {
      "url": "https://edge.vinkius.com/vk_preview_pmXeNkgWltapSbDDfpOxCp5XALWzX2C5l7sGPZuD/mcp"
    }
  }
}

Windsurf + Copper CRM

One chat. Your Copper CRM, live inside Windsurf.

Real prompts, answered with live data. This is the kind of session you will have in Windsurf once the server is in.

Waiting for input…

Works with modern AI clients that support MCP, including ChatGPT, Claude, Cursor, and more.

These prompts ship with the Copper CRM Connector. Once yours is connected, they work in your sessions.

The full capability set, the prompts and the observed latency live on the Copper CRM Connector page.

Mission Control

See everything your Windsurf agents do in Copper CRM.

When Windsurf runs a tool in Copper CRM, it happens in your editor: you see the result, but not the request itself, what data it carried, or whether a rule was broken.

Now every move lands on your screen.

Every execution is recorded, enforced, and shown to you: what ran, what it returned, what was blocked, and why.

AI Briefing

Upgrade to unlock

Know exactly what needs your attention before you even look at the charts. One briefing. The full picture. The next move.

Requests

Total in this period

Avg Latency

API 88ms · Overhead 54ms

Vinkius Reliability

Agent 280 · Upstream 47 · Vinkius 15

Tokens

AI tokens processed

DLP Protected

Sensitive data redacted

Cost Saved

FinOps truncations applied

AI Agents Activities

last 30 days

30d agotoday

Request Volume & Latency

requests latency

Every request your Windsurf agents make through Copper CRM is logged, enforced and auditable. See how AI Governance turns agent activity into accountability, and what it means for your Copper CRM workflows.

What sets us apart

It's not just the Connector that stays safe. Everything your agents do through it is.

Connecting Copper CRM to your AI is step one. But an open line between your agents and Copper CRM is only half the story: without protection, every action they take runs unguarded.

That's why protection doesn't stop at the door.

Every action your agents take through the Connector runs inside our infrastructure: signed activity logs, automatic key rotation, spending limits that pause instead of surprise, and a sandbox that isolates every execution.

Tamper Proof Activity Log

Every request your agents make in Copper CRM is recorded and signed, so any change to the history becomes detectable.

Automatic Key Rotation

We rotate security keys every 24 hours. Your Copper CRM connection stays protected without any manual work.

Spending Protection

We enforce the spending limit you choose and pause actions that exceed it until approval is received. Your Copper CRM actions never surprise you.

Isolated Sandbox

Every execution through Copper CRM runs isolated, with 34+ security rules covering memory, CPU, network access, file handling and execution.

Security Event Streaming

Security events flow to Splunk, Datadog or your own webhook, so Copper CRM activity lands in the tools you already rely on.

Instant Resume

Idle connections resume in 3 to 5 ms while preserving their state, keeping your Windsurf sessions responsive.

Malicious File Protection

We detect compressed files designed to exhaust system resources and block them before they ever reach Copper CRM.

Credential Validation

We test your Copper CRM credentials before saving them. Invalid credentials are rejected instead of being stored.

Separate Usage Limits

Usage stays isolated per account, so activity in one connection never consumes another account's allowance.

One Connector, one link, and the whole operation is protected. Not just the connection: everything your agents do through it.

These guarantees are not add-ons: they are the infrastructure every Copper CRM connection runs on. Read how our infrastructure protects everything your Windsurf agents do, end to end.

Inside Vinkius

Get Copper CRM ready for your AI. It's easy.

You choose Copper CRM from the Vinkius Catalog, sign in to your Copper CRM account, and get one connection link. That's it.

You choose Copper CRM
You find Copper CRM in the Catalog and install the Connector with one click.
Copper CRM
Active
Enable Connector
Activating…
You sign in
You connect your Copper CRM account and choose what you want your AI to access. Your credentials stay encrypted and separate from your AI.
Configure Credentials
Configure credentials for {{connectorName}}
Copper CRM sign-inRequiredEncrypted
Save & Continue
Encrypted Storage
Your credentials are encrypted at rest and in transit.
Never Shared
Your credentials are never shared with third parties.
Full Control
Revoke or update credentials at any time.
You add the link in Windsurf
Vinkius gives you one connection link. In Windsurf, you add Copper CRM to mcp_config.json with the link in the serverUrl field, and the connection is ready.
Token generated successfully
MCP Connection URL
https://edge.vinkius.com/vk_preview_pmXeNkgWltapSbDDfpOxCp5XALWzX2C5l7sGPZuD/mcp
Connection Token
vk_live_••••••••
Go to Dashboard

Set it up once. Use Copper CRM with the AI you already use.

FAQ

Windsurf access questions.

01
Where does this work?
In Cascade: the MCPs icon or Settings, Cascade, MCP Servers, with the config in ~/.codeium/windsurf/mcp_config.json and the serverUrl field for remote servers.
02
If I connect Copper CRM to Gemini, can I use the same connection in Claude or ChatGPT later?
Yes, and that's the point: the connection is yours, not Gemini's. You paste the same link in any AI you use, and there's nothing new to set up or pay again. Connect a new AI and Copper CRM is already there.
03
Do I need to hand my Copper CRM password to Gemini?
Never. You sign in once at Vinkius, and we keep your logins encrypted and away from your AI. Gemini only ever sees the link, and you can remove it whenever you want.
04
What can I actually ask Gemini to do with Copper CRM?
Whatever the Connector covers: check data, run actions and bring answers back. The Connector page lists every capability your AI gains, with real examples you can copy.
05
Gemini doesn't show the Connector. What do I check?
Make sure the entry was saved in mcp_config.json with the serverUrl pasted exactly as copied, then confirm the Connector is active in your Vinkius account. A deactivated Connector stops responding.
06
Can I remove the access later?
Remove the entry from mcp_config.json and it's out of Cascade. Your Vinkius account keeps the connection and its history either way, ready for the next AI.
More questions about Copper CRM? The Connector page answers them. See everything the Copper CRM Connector can do

About the Connector

What Copper CRM adds to your AI.

Once you connect it, your AI gains 10 capabilities: the exact actions it can take in Copper CRM when you ask. The Connector page lists every one of them in detail, alongside the latency we measure in production and prompts worth trying first.

See everything the Copper CRM Connector can do