How to Use the Serviceform MCP in Windsurf

Q: How do I check the status of Serviceform using Windsurf?

You can run listforms to see all active form setups. This immediately shows if a specific data capture mechanism is currently deployed.

Q: Can Windsurf use Serviceform to list lead captures?

Yeah, absolutely. Just running listleads pulls up every single lead captured through the service form, letting you audit your conversion rate.

Q: How do I find existing chatbots with Serviceform in Windsurf?

Use the listchatbots tool. It returns a list of all configured bots connected to your site, so you know what conversational options are available.

Q: Does Serviceform allow me to see all available content spaces in Windsurf?

Yes. Running listspaces gives you a comprehensive list of the flex sections or 'spaces' defined on your website that can host widgets.

Captures leads automatically inside your IDE using Windsurf.

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Connect Serviceform MCP to Windsurf

Create your Vinkius account to connect Serviceform 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 Serviceform with Windsurf

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Manage all lead data.

It handles every piece of lead information captured on the site. You can run `list_leads` to get a full roster of everyone who converted, or if you only need specific details on one person, use `get_lead`. This keeps your conversion pipeline visible right where you're coding.

Map out forms and content spaces.

Need to know which widgets are active? Call `list_forms` to see every form setup available. You can also list the container sections with `list_spaces`, then grab specific data for those spots using `get_space_items`. It's really useful for debugging frontend widget placement.

Track conversations and bots.

Tracking chats is straightforward. First, check out what chatbots are set up with `list_chatbots`. Then, if you need conversation logs, just use `list_chats` and pass your criteria as a JSON string to pull exactly the histories you're looking for.

Setup guide

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

mcp_config.json

{
  "mcpServers": {
    "serviceform-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 Serviceform. 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.