CRM for Windsurf
io.github.mcp-dir/crm-mcp
Your own CRM, fully customizable and agent-driven. Start with contacts, companies and a sales pipeli
client:Windsurf
transport:streamable-http
tools:36
Install CRM in Windsurf
~/.codeium/windsurf/mcp_config.json · windows: %USERPROFILE%\.codeium\windsurf\mcp_config.json
{
"mcpServers": {
"crm-mcp": {
"serverUrl": "https://api.mcp.ai/p_crm"
}
}
}Global only — Windsurf has no per-project MCP config. Refresh Cascade after saving. Windsurf docs
What Windsurf can do once it is connected
- crm_describe
- crm_list_objects
- crm_create_records
- crm_list_records
- crm_get_records
- crm_update_records
- crm_delete_records
- crm_search
- crm_define_object
- crm_add_field
- crm_get_object
- crm_update_object
- crm_delete_object
- crm_update_field
- crm_remove_field
- crm_link_record
- crm_unlink_record
- crm_related_records
- crm_move_stage
- crm_upload_file
- crm_confirm_upload
- crm_upload_from_url
- crm_list_files
- crm_get_file