How to Use the Platform.ly MCP in Windsurf

Q: Can I manage contact tags in Platform.ly with Windsurf?

Yes. Just tell Windsurf to applytagtocontact or removetagfromcontact. Its Cascade agent can even handle tagging for a whole list of contacts in a single operation.

Let Windsurf's Cascade agent manage your Platform.ly CRM with this MCP server, from creating contacts to closing deals, all on its own.

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Connect Platform.ly MCP to Windsurf

Create your Vinkius account to connect Platform.ly 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 Platform.ly with Windsurf

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Onboard Leads Automatically

Give Cascade a goal like "Onboard 'new@lead.com' from the conference." It will use `search_contact_by_email` to check for duplicates, see they don't exist, and then run `create_new_contact` to add them. Next, Cascade can `apply_tag_to_contact` with 'Conference Q2' and use `add_note_to_contact` to record the source. You set the objective. Windsurf handles the entire sequence without asking for permission at each step.

Let Windsurf Keep Your Pipeline Updated

You can ask Windsurf to manage your sales process directly. Tell it to "Move the Acme deal to negotiation," and it can find the contact, update the deal stage, and log the change with `add_note_to_contact`. Your agent can also create new opportunities from a simple instruction. Just say, "Create a new deal for 'widgets.inc' in the Q4 pipeline," and it executes `create_new_sales_deal` with the right details.

Your Windsurf MCP Server for Marketing

Ask Cascade to "Find all contacts tagged 'beta-tester' and add them to the 'feedback-group' segment." It will use `list_crm_contacts` and `apply_tag_to_contact` to get it done without you lifting a finger. This is how you connect marketing actions to your CRM without writing scripts. Your agent can pull data with `list_project_segments` or `list_project_tags` and then act on it, connecting your work in Windsurf directly to revenue.

Setup guide

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

mcp_config.json

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

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Independent Platform Disclaimer: Vinkius is an independent platform and is not affiliated with, endorsed by, sponsored by, verified by, or otherwise authorized by Platform.ly. 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.

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Common questions about Platform.ly MCP in Windsurf

You give Windsurf a goal, and its Cascade agent takes over. It uses `create_new_sales_deal` to open a new deal in the specified pipeline, automatically linking it to an existing or newly created contact.

Yes. Just tell Windsurf to `apply_tag_to_contact` or `remove_tag_from_contact`. Its Cascade agent can even handle tagging for a whole list of contacts in a single operation.

Absolutely. When you ask it to add someone, Windsurf first runs `search_contact_by_email`. It only uses `create_new_contact` if no match is found, which prevents duplicate records in your CRM.

This MCP server lets Windsurf's AI client understand and use Platform.ly tools without you writing custom code. The Cascade agent can chain commands like `get_contact_details` and `update_existing_contact` to complete complex tasks from one simple prompt.

It only accesses the CRM data you've stored in Platform.ly, like contact names, emails, tags, and deal information. All connections are made through Vinkius's sandboxed environment, so your credentials and data stay isolated.

Use it with your favorite AI tools

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