Smallforce Smallforce Docs

SmallForce MCP for Windsurf

Connect SmallForce to Windsurf IDE so the Cascade AI agent can manage your social media, CRM contacts, inbox conversations, Google reviews, and call analytics.

Prerequisites

  • Windsurf IDE (latest version)
  • A SmallForce API key — open the SmallForce app → Settings → create an API key

Setup

1. Open MCP settings

In Windsurf, press Cmd + , (macOS) or Ctrl + , (Windows/Linux) to open Windsurf Settings. Navigate to Advanced → Cascade → Plugins (MCP servers) and click “Manage Plugins”.

Alternatively, press Cmd + Shift + P and search for “Open Windsurf Settings”.

2. Add the SmallForce server

Click “View raw config” to open the mcp_config.json file, or find it at:

  • macOS: ~/.codeium/windsurf/mcp_config.json
  • Windows: %USERPROFILE%\.codeium\windsurf\mcp_config.json

Add the SmallForce server:

{
  "mcpServers": {
    "smallforce": {
      "serverUrl": "https://mcp.smallforcehq.com/mcp",
      "headers": {
        "Authorization": "Bearer sf_sk_live_your_api_key_here"
      }
    }
  }
}

Replace sf_sk_live_your_api_key_here with your actual API key.

3. Enable the server

Go back to Plugins (MCP servers) in settings. The SmallForce server should appear in the list. Ensure it’s enabled and shows a green status.

Usage

In Windsurf’s Cascade chat, ask the agent to interact with SmallForce:

"Show me my connected social accounts"
"Create a post across all my platforms saying 'We're hiring! 🎉'"
"Check if I have any unread messages in my inbox"
"List all Google reviews with less than 3 stars"
"Show me new contacts added this month"

Troubleshooting

  • Server not showing: Restart Windsurf after saving the config file
  • Yellow indicator: Click refresh in the MCP plugins panel
  • Auth errors: Verify the API key is in the format sf_sk_live_...
  • Config path: Ensure the file is at the correct path for your operating system