SmartAlex Documentation - AI Voice Assistant Platform

Windsurf’s Cascade agent can talk to SmartAlex directly over the Model Context Protocol. Once you add the SmartAlex MCP server, your coding agent can use SmartAlex’s tools, as far as your plan and role allow, to build voice agents, wire the widget into whatever app you are shipping, run outbound campaigns, and move deals through the pipeline. This is real Windsurf voice AI: you stay in the editor, describe the outcome, and Cascade drives the account.

SmartAlex is built for AI-native builders. The MCP server is a first-class surface, so the same connection works across Windsurf, Cursor, Claude Code, and any MCP client. No native “Windsurf plugin” to install: it is a standard remote MCP server.

How the connection works

SmartAlex runs a hosted MCP server at https://mcp.getsmartalex.com. You sign in to SmartAlex in your browser, and every call then runs as you, in the workspace you last opened in SmartAlex, with your role’s permissions. The gateway enforces isolation and rate limits. There is no API key to create.

Add the SmartAlex MCP server to Windsurf

SmartAlex works with any MCP app that can connect to a remote server by URL and sign in. Use https://mcp.getsmartalex.com.

Three prompts to try in Cascade

Paste these into Cascade once the server is connected. They map to real tool flows, so the agent will ask for the details it needs and then execute.

Create a voice agent for my dental practice using our website URL to
auto-build the persona. Make it a warm front-desk receptionist that books
appointments. When it is deployed, give me the widget install snippet so I
can paste it into the Next.js project open in this workspace.

List my voice agents and their phone numbers. Then start an outbound
campaign that calls every contact created in the last 7 days with a short
follow-up script, and show me the campaign status once it is scheduled.

Pull the transcript summary from my most recent completed call, create a
deal for that contact in the pipeline, and move it to the Qualified stage
with a note about what they asked for.

When Cascade returns the widget snippet, it is the same one-line script tag SmartAlex generates for any site:

<script src="https://api.getsmartalex.com/storage/v1/object/public/widget-assets/smartalex-widget.js" data-tenant-id="YOUR_TENANT_ID" async></script>

For a React or Next.js project, inject it from your root layout instead. See widget install for the component pattern.

What the agent can do

The server exposes 80 tools (all prefixed smartalex_), 7 read-only resources, and 5 prompt templates. 31 tools only read, 30 create or change data, and 19 ask you first because they spend money, contact real people or delete something for good. Tools your plan, add-ons or role don’t allow are hidden. The main areas:

Domain	What Cascade can do
Agents	Create from a URL or brief, update persona and settings, deploy, delete
Contacts	Create, look up, update, and organise your CRM records
Phone numbers	List, provision, and manage numbers attached to agents
Campaigns	Create, schedule, start, monitor, and manage outbound campaigns
Calls	Read call records and transcript summaries
Deals	Create, update, move stages, and delete pipeline deals
Webhooks	Subscribe, list active subscriptions, and remove them
Platform & widgets	Fetch the widget install code and workspace info

Deletes are permanent. Before one runs, the server returns a preview of exactly what will be deleted, and Cascade must show it to you and wait for your yes. Read the preview before you approve, and be careful with settings that run tools without asking. See Security and permissions. Rate limits are 100 requests per minute per workspace.

The voice stack is curated, high-accuracy speech, language, and voice models, kept abstracted behind the platform. Agent records report voice_provider: "cloud". You operate voice agents through SmartAlex without assembling or tuning any underlying components yourself.

Webhooks and custom HTTP tools

Cascade can create webhook subscriptions through MCP (this needs the Power Tools add-on), and each subscription returns an HMAC-SHA256 signing secret once at creation for verifying delivery. Named events include call.completed, deal.stage_changed, contact.created, and campaign.completed.

Subscription management is live today. Outbound event delivery is in private beta, so do not rely on real-time event push for production yet. For live in-call integrations, use Custom HTTP Tools (part of Power Tools), which let an agent call your own HTTPS endpoint mid-call. A public REST API and TypeScript SDK are coming soon in private beta.

MCP getting started

Full setup across every MCP client.

Tools reference

Every one of the 80 tools with inputs and outputs.

Build with Cursor, v0 and Bolt

The same MCP flow in other agentic editors.

Build with Claude Code

Connect the hosted server over OAuth from the CLI.

Start here

AI coding tools

Website builders

Automation

Use SmartAlex with Windsurf

How the connection works

Add the SmartAlex MCP server to Windsurf

Three prompts to try in Cascade

What the agent can do

Webhooks and custom HTTP tools

MCP getting started

Tools reference

Build with Cursor, v0 and Bolt

Build with Claude Code

​How the connection works

​Add the SmartAlex MCP server to Windsurf

​Three prompts to try in Cascade

​What the agent can do

​Webhooks and custom HTTP tools

​Related

MCP getting started

Tools reference

Build with Cursor, v0 and Bolt

Build with Claude Code

How the connection works

Add the SmartAlex MCP server to Windsurf

Three prompts to try in Cascade

What the agent can do

Webhooks and custom HTTP tools

Related