Connect Cursor

Cursor supports remote MCP servers, allowing AI-assisted coding with access to your CRM data. This is useful for building integrations, debugging data issues, or querying CRM context while developing.

Prerequisites

• Cursor IDE (latest version)
• A CRM Factory account with admin or developer access

Step 1: Create an OAuth Client

1. In CRM Factory, go to Settings → API
2. Click Create Client
3. Fill in:
   • Name: Cursor IDE
   • Redirect URIs: http://localhost:5173/callback
   • Scopes: crm:read erp:read (omit crm:write if you only need read access)
4. Click Create and save the credentials

Step 2: Configure Cursor

Add the MCP server to your project's .cursor/mcp.json (project-level) or your global Cursor MCP settings:

{
  "mcpServers": {
    "crm-factory": {
      "url": "https://acme.crmfactory.ai/api/mcp",
      "oauth": {
        "client_id": "crm_xxxxxxxx-xxxx-xxxx-xxxx-xxxxxxxxxxxx",
        "client_secret": "YOUR_CLIENT_SECRET"
      }
    }
  }
}

Step 3: Authorize

When Cursor first connects to the MCP server:

1. Your browser opens to the CRM Factory consent screen
2. Click Allow
3. You're redirected back and the connection is established

Step 4: Use in Agent Mode

In Cursor's Agent mode, you can ask questions that use CRM data:

• "Query the CRM for all opportunities in the Negotiation stage"
• "Look up the account for customer ID 12345 in the ERP"
• "Search the knowledge base for how we handle returns"
• "Get the call history for our contact at Acme"

Tips

• Use crm:read scope for development and debugging to minimize risk
• Add the config to .cursor/mcp.json (gitignored) to keep credentials out of version control
• MCP tools are available in Agent mode but not in inline edits