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Prerequisites

  • Windsurf installed (codeium.com/windsurf)
  • A V5 bearer token — get one from POST /admin/tokens/issue or ask Mishaal

Setup

1

Open Windsurf MCP settings

In Windsurf, open SettingsMCP Servers (or edit .windsurf/mcp.json in your project).
2

Add the V5 server

.windsurf/mcp.json
Or via environment variable:
.windsurf/mcp.json
3

Set your token

Add to ~/.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.