How to Use the Planhat MCP in Windsurf

Use the Planhat MCP Server in Windsurf to pull customer data and manage renewals without ever leaving your editor.

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Connect Planhat MCP to Windsurf

Create your Vinkius account to connect Planhat 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 Planhat with Windsurf

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Automate Account Health Checks in Windsurf

Cascade pulls your account data directly from `get_planhat_company` to give you the full picture of a renewal. You stop digging through browser tabs and let the agent aggregate the status for you. It checks `list_planhat_licenses` and `list_planhat_assets` to see what a customer is actually using. If the usage drops, the agent flags the risk before you even know there is a problem.

Track Customer Conversations Automatically

The agent monitors `list_planhat_conversations` to catch sentiment shifts in real time. You get a summary of the last few touchpoints without manual searching. By pulling `list_planhat_notes` alongside these conversations, the agent provides context on why a deal might be stalling. You stay ahead of churn by knowing exactly where the relationship stands.

Manage Renewal Tasks Directly

Your agent uses `list_planhat_tasks` to keep your QBR prep on track. It creates and updates tasks based on the data it finds in your account records. This MCP Server removes the friction of manual updates. When the agent sees a project milestone in `list_planhat_projects`, it updates your todo list so nothing falls through the cracks.

Setup guide

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

mcp_config.json

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

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