How to Use the Pipeliner MCP in Windsurf

Connect Pipeliner to Windsurf and let Cascade autonomously track your sales pipeline and activities.

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Connect Pipeliner MCP to Windsurf

Create your Vinkius account to connect Pipeliner 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 Pipeliner with Windsurf

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Autonomous Pipeline Audits in Windsurf

The Pipeliner MCP server feeds your live CRM data directly into Windsurf's Cascade agent. You just ask for a pipeline review, and Cascade automatically calls `list_pipeliner_pipelines` to map your current stages before digging deeper. Because Cascade chains actions without asking permission, it doesn't stop there. It hits `list_pipeliner_opportunities` to pull active deals, then runs `list_pipeliner_activities` to check the last time your reps actually touched them. You get a complete audit in one prompt instead of clicking through tabs.

Instant Account and Contact Context

Using `list_pipeliner_accounts` and `list_pipeliner_contacts`, this MCP Server gives your IDE immediate access to your customer base. When you write a script to generate client reports, Windsurf pulls the actual company names and stakeholder details straight from your CRM. There is no need to export CSVs or juggle API keys in your code. Cascade reads the environment, fetches the exact contact list you need, and drops the real data right into your working files.

Track Rep Tasks Without Leaving the Editor

You can monitor team execution using `list_pipeliner_tasks` and `list_pipeliner_users` right alongside your codebase. If you need to know who dropped the ball on a major deal, just ask Cascade to cross-reference tasks with the assigned users. It pulls the specific user IDs, then queries `get_pipeliner_opportunity` and `get_pipeliner_lead` to build a timeline of what happened. You keep your hands on the keyboard while your AI handles the CRM detective work.

Setup guide

Set up Pipeliner 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 Pipeliner 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 Pipeliner payment history." If connected, Cascade will call the Pipeliner tools directly. You will see a green dot next to the server name in the MCP panel.

mcp_config.json

{
  "mcpServers": {
    "pipeliner-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 Pipeliner. 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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Common questions about Pipeliner MCP in Windsurf

Open your Windsurf settings and navigate to the Cascade MCP Servers UI. Add the server details to your configuration, click refresh, and Cascade will auto-discover the CRM tools.

No. This integration is strictly read-only. Cascade can fetch deal context using `get_pipeliner_lead` or list active tasks, but it will not overwrite your CRM data.

It allows Cascade to build context-aware internal tools or generate reports using live sales data. Instead of mocking data, your agent pulls real accounts and opportunities.

That depends on the CRM's API pagination limits. Your agent will call `list_pipeliner_opportunities` and process the returned batch within its current context window.

The server reads your company accounts, leads, and deal figures directly into the V8 Isolate Sandbox. Vinkius drops the ephemeral container the moment your session ends. Nothing gets logged or cached on our end.

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