Prerequisites
- Windsurf installed (codeium.com/windsurf)
- A V5 bearer token — get one from
POST /admin/tokens/issueor ask Mishaal
Setup
1
Open Windsurf MCP settings
In Windsurf, open Settings → MCP Servers (or edit
.windsurf/mcp.json in your project).2
Add the V5 server
.windsurf/mcp.json
.windsurf/mcp.json
3
Set your token
~/.zprofile or ~/.bashrc to persist.4
Verify in Cascade
Open Cascade (Windsurf’s AI panel) and ask: “How many HubSpot contacts do I have?”Cascade should call
hubspot_crm and return a count.Troubleshooting
Tools not showing in Cascade — Restart Windsurf after editing.windsurf/mcp.json. Windsurf loads MCP servers at startup.
AUTH_FAILED — Token is invalid or expired. Issue a new one at /admin/tokens/issue.
Tools show but calls fail — Verify the HubSpot/Google/Salesforce OAuth token for your tenant is present in KV. Run search_knowledge with query: "token status" to check.