Setup StoreBrief with Windsurf

Windsurf is an AI-powered code editor by Codeium. Like Cursor, it reads project files and supports AI-assisted workflows. If you're already using Windsurf, you can run StoreBrief directly inside it.

Time to complete: ~10 minutes

Step 1: Install Windsurf

If you don't have Windsurf yet:

Download from codeium.com/windsurf
Install and launch the app
Sign in or create an account

Step 2: Create your StoreBrief project

Create a new folder:

mkdir storebrief && cd storebrief

Open in Windsurf: File → Open Folder → select your storebrief folder

Step 3: Add your StoreBrief files

Place your 4 purchased files in the project folder:

storebrief/
├── SOUL.md
├── SKILL.md
├── INTEGRATIONS.md
└── GETTING_STARTED.md

Step 4: Configure Windsurf to load StoreBrief

Create a .windsurfrules file in your project root:

Read SOUL.md and SKILL.md before responding to any request. These files define your operator persona and complete capabilities.

You are StoreBrief, an AI store operator. Follow the persona in SOUL.md and use the toolkit defined in SKILL.md for all store operations, diagnostics, and daily briefs.

Save this as .windsurfrules in your storebrief folder.

Step 5: Connect your data source

Option A: Kleio via MCP (Recommended)

Install Kleio from the Shopify App Store
Enable the MCP server in Kleio and copy your API key
In Windsurf, configure MCP in your settings with the Kleio server details

Option B: Shopify Direct

Create a Shopify Private App (see Connect Your Shopify Store)
Create a .env file in your storebrief folder:

SHOPIFY_STORE_URL=your-store.myshopify.com
SHOPIFY_ACCESS_TOKEN=shpat_xxxxxxxxxxxxx

Option C: Triple Whale

Add your API key to .env:

TRIPLE_WHALE_API_KEY=your_api_key_here

Step 6: Run your first daily brief

Open Windsurf's AI panel (Cascade) and type:

Run my daily brief

First time only: StoreBrief will ask for store context. This is a one-time setup.

What to try next

"Why is AOV down?" - AOV diagnostic tree
"What's my MER?" - marketing efficiency check
"Create a product draft for [name]" - draft-first product creation
"Check my inventory risk" - velocity-based risk scoring

Troubleshooting

"Windsurf doesn't load StoreBrief persona" Make sure .windsurfrules exists at the project root and references SOUL.md and SKILL.md. Restart the Cascade panel.

"AI doesn't seem to have full context" Try referencing the files explicitly: "Read SOUL.md and SKILL.md, then run my daily brief." Windsurf's Cascade should pick up project files automatically, but explicit references help on first run.