MCP servers · CRM · MCP server
Connect Windsurf to CRM
One line gives Windsurf your CRM account as tools: 15 endpoints, contacts, pipelines, opportunities, called with your own connection. No key in the prompt, a receipt for every call, revoke Windsurf's access alone any time.
Three steps
- Create a free 0n3 account and connect CRM. Paste a key or sign in; it lands in your vault, encrypted.
- Install 0n3 into Windsurf. The mcp_config.json block.
- Ask Windsurf: whoami. Then: "Create a contact in CRM".
Write it yourself · ~/.codeium/windsurf/mcp_config.json
{
"mcpServers": {
"0n3": {
"serverUrl": "https://0n3.app/mcp",
"headers": {
"Authorization": "Bearer <your 0n token>"
}
}
}
}The line above carries a placeholder; 0n3.app/install mints a real key named for Windsurf and fills it in.
What Windsurf can then do in CRM
Contacts · Create, update, search, and manage contacts6
Create a contact
POST /contacts/List contacts
GET /contacts/Search contacts
POST /contacts/searchGet a contact
GET /contacts/{contactId}Update a contact
PUT /contacts/{contactId}Delete a contact
DELETE /contacts/{contactId}Pipelines · Create and manage sales pipelines with stages2
Create a pipeline
POST /opportunities/pipelinesList pipelines
GET /opportunities/pipelinesOpportunities · Track deals and opportunities through pipeline stages1
Create an opportunity
POST /opportunities/Tags · Create and assign tags for segmentation2
Create a tag
POST /locations/{locationId}/tagsList tags
GET /locations/{locationId}/tagsCustom values · Create and manage custom values2
Create a custom value
POST /locations/{locationId}/customValuesList custom values
GET /locations/{locationId}/customValuesWorkflows · List and inspect automation workflows1
List workflows
GET /workflows/CRM in other AI clients
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