How to Use the Addepar MCP in Cursor

Inject live Addepar portfolio metrics and transaction data directly into your code with Cursor.

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Connect Addepar MCP to Cursor

Create your Vinkius account to connect Addepar to Cursor and route execution through our secure gateway. The platform manages server hosting, runtime updates, and security layers. Configuration requires no manual server provisioning.

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Setup Addepar with Cursor

Ask AI about this MCP

ChatGPT

Claude

Perplexity

Build wealth apps faster in Cursor

Writing integration code against mock data always leads to production bugs. Agent mode changes the equation by pulling real financial records through this MCP connection while you type. You ask the editor to build a performance dashboard, and it uses `get_portfolio_analytics` to grab actual returns for the initial state. The feedback loop shrinks to zero. Instead of guessing the JSON structure of a complex holding, your AI client runs `get_position_details` and writes the TypeScript interfaces based on the live response. You get perfect types on the first try.

Query transactions via this MCP Server

Building reconciliation features requires massive amounts of historical data. You can tell the agent to fetch the last thirty days of activity using `list_transactions` and write a parsing script around it. The code it generates actually works because it was written against real API output. Testing edge cases becomes trivial. If you need to handle a weird corporate action or reversed trade, you just ask the editor to find an example in the database. It pulls the exact record and writes the unit test for you.

Map complex account structures instantly

Family office hierarchies take hours to model correctly in code. You point your editor at the `list_entities` tool and tell it to generate the database schema. It sees the real parent-child relationships and builds the tables accordingly. Filling out the details happens automatically. The agent loops through the list and calls `get_entity_details` to populate your local dev environment with accurate test profiles. You spend your time building features instead of faking data.

Setup guide

Set up Addepar MCP in Cursor

Prerequisites

Cursor installed (macOS, Windows, or Linux)
Active Vinkius subscription with a valid endpoint token

1

Open MCP Settings

Go to Cursor Settings → MCP or open the Command Palette (Cmd+Shift+P / Ctrl+Shift+P) and search for "MCP: Add Server".
2

Add the Addepar MCP

Cursor will create or open .cursor/mcp.json in your project root. Paste the JSON snippet on the right. Replace [YOUR_TOKEN_HERE] with your endpoint token from cloud.vinkius.com.
3

Enable Agent mode

Open Composer (Cmd+I / Ctrl+I) and switch to Agent mode using the dropdown at the top. MCP tools are only available in Agent mode.
4

Verify the connection

Ask Cursor something like "List my recent Addepar transactions." If the MCP tools are loaded correctly, Cursor will call the Addepar tools automatically. You can also check Settings → MCP for a green status indicator.

.cursor/mcp.json

{
  "mcpServers": {
    "addepar-mcp": {
      "url": "https://edge.vinkius.com/[YOUR_TOKEN_HERE]/mcp"
    }
  }
}

Get your connection token →

Independent Platform Disclaimer: Vinkius is an independent platform and is not affiliated with, endorsed by, sponsored by, verified by, or otherwise authorized by Addepar. All third-party trademarks, logos, and brand names are the property of their respective owners. Their use on this website is strictly for informational purposes to identify service compatibility and interoperability.

Why Choose Vinkius

Vinkius connects your tools to AI with real-time monitoring and automatic cost savings — all from one dashboard.

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Real-time monitoring

Live

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Connect your favorite tools to your AI and see exactly what's happening — every request, every response, in real time.

Built-in savings

60%

lower AI costs

Vinkius compresses data between your apps and your AI automatically. Lower bills every month — no configuration required.

Single dashboard

One

place for every integration

Every tool your AI connects to, managed from a single screen. One account, complete control.

Common questions about Addepar MCP in Cursor

Create an MCP configuration file in your project root and paste the server details. Turn on Agent mode in the chat panel to start querying financial data.

Yes. It reads the tool schemas and generates the exact fetch calls you need. You do not have to read the API documentation at all.

Absolutely. You can prototype the entire backend using live data from your firm. The agent writes the routes and connects them to the right endpoints.

It does more than help. The agent can fire off a test request, read the error response, and fix your code in one pass.

We protect your family office structures, transaction logs, and performance metrics using zero-trust architecture. Every request executes inside a short-lived sandbox that gets destroyed the millisecond the operation finishes.

Use it with your favorite AI tools

Connect this server to Cursor, Claude, VS Code, and more.

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