How to Use the Pipedrive MCP in Windsurf

Q: Can Windsurf update my Pipedrive stages?

Yes. You can use listpipelinestages to see where deals sit, then trigger updates to move them forward. Cascade handles the logic between these states.

Q: Does Windsurf show Pipedrive deal details?

It does. By calling getdealdetails, the agent displays specific deal info right in your chat window. You see exactly what you need without leaving the editor.

Windsurf connects Pipedrive to Cascade for autonomous deal management and pipeline tracking.

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MCP Servers — Included with Plan

Connect Pipedrive MCP to Windsurf

Create your Vinkius account to connect Pipedrive to Windsurf — we handle the hosting, security, and runtime updates so you don't have to. No server setup required.

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Setup Pipedrive with Windsurf

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Chain sales tasks in Windsurf

Cascade reads your current deal context and uses `create_new_deal` or `list_sales_deals` to push updates without manual intervention. It identifies the next logical step in your sales cycle and executes the necessary API calls in sequence. You stop babysitting the agent. Cascade plans the multi-tool workflow, executes the actions, and updates your dashboard based on the real-time feedback from the Pipedrive API.

Manage contact data for Windsurf

The MCP Server pulls specific records using `get_person_details` and `get_organization_details` directly into your editing environment. You get instant access to client history without switching browser tabs. Everything stays inside your IDE. Cascade uses these tools to cross-reference contact info with your project files, keeping your outreach data aligned with your technical work.

Monitor activity in Windsurf

Use `list_user_activities` to pull your daily task list directly into Cascade. The agent processes these items, allowing you to prioritize your follow-ups based on live CRM data. This keeps your focus on the code. The agent fetches the latest meetings and tasks, ensuring you never miss a deadline while you are deep in a feature build.

Setup guide

Set up Pipedrive MCP in Windsurf

Prerequisites

Windsurf IDE installed (macOS, Windows, or Linux)
Active Vinkius subscription with a valid endpoint token

1

Open MCP configuration

Click the Cascade assistant icon in the sidebar, then click the hammer icon (🔨) at the top of the panel. Select "Configure" to open ~/.codeium/windsurf/mcp_config.json.
2

Add the Pipedrive MCP

Paste the JSON snippet shown on the right into the mcpServers object. Replace [YOUR_TOKEN_HERE] with your endpoint token from cloud.vinkius.com.
3

Refresh MCPs

Go back to the hammer icon (🔨) in Cascade and click "Refresh". Windsurf will detect the new server. No full restart is needed — the connection is hot-reloaded.
4

Verify in Cascade

Start a new Cascade conversation and ask something like "Show my Pipedrive payment history." If connected, Cascade will call the Pipedrive tools directly. You will see a green dot next to the server name in the MCP panel.

mcp_config.json

{
  "mcpServers": {
    "pipedrive-mcp": {
      "url": "https://edge.vinkius.com/[YOUR_TOKEN_HERE]/mcp"
    }
  }
}

Get your connection token →

Independent Platform Disclaimer: Vinkius is an independent platform and is not affiliated with, endorsed by, sponsored by, verified by, or otherwise authorized by Pipedrive. All third-party trademarks, logos, and brand names are the property of their respective owners. Their use on this website is strictly for informational purposes to identify service compatibility and interoperability.

Why Choose Vinkius

Vinkius connects your tools to AI with real-time monitoring and automatic cost savings — all from one dashboard.

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Every tool your AI connects to, managed from a single screen. One account, complete control.

Common questions about Pipedrive MCP in Windsurf

You add the server configuration to your MCP settings file inside Windsurf. Once you click refresh in the MCP panel, Cascade auto-discovers all tools and starts executing commands.

Yes. You can use `list_pipeline_stages` to see where deals sit, then trigger updates to move them forward. Cascade handles the logic between these states.

It does. By calling `get_deal_details`, the agent displays specific deal info right in your chat window. You see exactly what you need without leaving the editor.

Your data remains local to your session. We use ephemeral connections and an endpoint token to ensure only your agent can access your CRM records.

You only provide an API token. The server handles the authentication, and the connection lives only as long as your Windsurf session requires it.

Use it with your favorite AI tools

Connect this server to Cursor, Claude, VS Code, and more.

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