How to Use the Applied Epic MCP in Cursor

Q: How do I configure the Applied Epic MCP Server in my Cursor editor?

Add the server settings to your local .cursor/mcp.json file. Once saved, Cursor Agent mode will automatically detect the insurance tools for your next coding session.

Q: Can I test Applied Epic policy lookups directly inside Cursor?

Yes, you can ask the Cursor chatbot to run getpolicy for a specific policy ID. The agent will fetch the real JSON payload so you can inspect the schema.

Q: Does the Applied Epic integration support file attachment lookups in Cursor?

Yes, the agent can call listattachments to find documents associated with an insurance account. This helps you map file paths when writing document-migration scripts.

Q: How do I check if my connection is active?

Ask the agent to run getaccountcheck. It verifies your API credentials and returns the connection status inside the chat panel.

Build custom insurance workflows using live Applied Epic data directly in Cursor Agent mode.

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Connect Applied Epic MCP to Cursor

Create your Vinkius account to connect Applied Epic 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 Applied Epic with Cursor

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Claude

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Write insurance code with live Cursor context

Your Cursor agent uses `get_policy` and `list_policies` to inject real, live policy structures straight into your active file. You don't have to write code against mock insurance schemas or guess database fields. This MCP server gives your Cursor agent the ability to check active lines of business with `list_lines`. You get accurate data shapes for Workers Comp or GL policies while you build custom renewal dashboards.

Automate Applied Epic activity logging in Cursor

Running `create_activity` from your editor keeps your codebase and your insurance CRM in sync. While writing batch updates, your Cursor agent uses this MCP Server to run the tool and document code deployments or automated client updates directly inside Epic. You can also debug communication logs. The agent runs `list_activities` to pull recent task histories, helping you verify that your automated emails or billing alerts actually registered in the ERP.

Query client databases directly from the editor

The `get_client` and `list_clients` tools let you query active insurance policyholders right inside your Cursor workspace. You don't need to open an external SQL client when verifying insurance accounts. This lets you cross-reference database IDs with real Epic records. You quickly verify if a client exists before running migration scripts, saving you from bad database writes.

Setup guide

Set up Applied Epic 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 Applied Epic 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 Applied Epic transactions." If the MCP tools are loaded correctly, Cursor will call the Applied Epic tools automatically. You can also check Settings → MCP for a green status indicator.

.cursor/mcp.json

{
  "mcpServers": {
    "applied-epic-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 Applied Epic. 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.

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Common questions about Applied Epic MCP in Cursor

Add the server settings to your local `.cursor/mcp.json` file. Once saved, Cursor Agent mode will automatically detect the insurance tools for your next coding session.

Yes, you can ask the Cursor chatbot to run `get_policy` for a specific policy ID. The agent will fetch the real JSON payload so you can inspect the schema.

Yes, the agent can call `list_attachments` to find documents associated with an insurance account. This helps you map file paths when writing document-migration scripts.

Ask the agent to run `get_account_check`. It verifies your API credentials and returns the connection status inside the chat panel.

Your policy details and activity logs are kept strictly within your editor session. Cursor uses end-to-end encrypted tunnels to communicate with the Epic API, ensuring your commercial client data never trains public LLMs.

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