How to Use the Tactile CRM MCP in Windsurf

Q: How do I get all contact details for Tactile CRM using Windsurf?

You just tell Cascade: 'Get me the contacts.' It runs listcontacts and then systematically executes getcontactdetails(id) for every single user, grouping them into a single result set.

Q: Can Windsurf analyze our entire opportunity pipeline?

Yes. You can ask it to 'Analyze the pipeline.' It runs listopportunities and then pulls detailed data using getopportunitydetails(id) on every deal, mapping out the full flow.

Set a goal for your AI agent. Windsurf autonomously executes multi-step workflows across Tactile CRM.

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Connect Tactile CRM MCP to Windsurf

Create your Vinkius account to connect Tactile CRM 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 Tactile CRM with Windsurf

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Identify high-potential accounts.

Tell your agent: 'Find all companies with recent activity.' Cascade will first run `list_companies` and then filter that list. It automatically uses `get_company_details(id)` to verify the last recorded action, giving you a precise target list. It handles the multi-step logic—you just state the objective.

Build a client profile summary.

Need a deep dive on one client? Give it an ID. Cascade first calls `get_company_details(id)`, then grabs all contacts using `list_contacts`. Finally, it pulls the full history by running `list_activities` and compiles it into a single narrative. The agent connects disparate data points to form a coherent summary.

Track deal movement end-to-end.

Setting a goal like 'Review all stalled deals' is easy. Cascade runs `list_opportunities` to find the IDs, then uses `get_opportunity_details(id)` on each one. It can even cross-reference related notes using `list_notes` to see why the deal stopped. The agent figures out which tools need running and in what order.

Setup guide

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

mcp_config.json

{
  "mcpServers": {
    "tactile-crm-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 Tactile CRM. 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 Tactile CRM MCP in Windsurf

You just tell Cascade: 'Get me the contacts.' It runs `list_contacts` and then systematically executes `get_contact_details(id)` for every single user, grouping them into a single result set.

Yes. You can ask it to 'Analyze the pipeline.' It runs `list_opportunities` and then pulls detailed data using `get_opportunity_details(id)` on every deal, mapping out the full flow.

Absolutely. You can ask it to 'List all client organizations.' Cascade runs `list_companies` and uses `get_company_details(id)` on each one, giving you a complete database overview.

It provides structured access to companies, contacts, opportunities, and notes. This allows the agent to combine disparate pieces of information—like a contact note attached to an opportunity—automatically.

The server touches company records, individual contacts, and deal flow details. This lets your agent manage complex relationships between people and organizations.

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