How to Use the Chatham Financial MCP in Cursor

Build financial logic in Cursor using real-time trade data from Chatham Financial.

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Connect Chatham Financial MCP to Cursor

Create your Vinkius account to connect Chatham Financial 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 Chatham Financial with Cursor

Ask AI about this MCP

ChatGPT

Claude

Perplexity

Query transaction data directly in Cursor

Call `list_chatham_transactions` to bring your actual ledger data into your editor. You can now write code that accounts for real transaction history. This removes the need for mock data files in your project. Cursor sees the live response from your account and adjusts the code generation accordingly.

Access payment schedules within Cursor

Use `list_trade_payments` to fetch exact schedules for any given transaction. It helps you build payment tracking features without manual input. Your code stays grounded in reality. The AI agent uses these specific dates and amounts to ensure your logic matches your actual financial obligations.

Get historical valuations inside Cursor

The `get_trade_valuations` tool provides historical data points for any trade you are currently analyzing. You get the numbers you need without leaving your workspace. This makes your financial calculations more accurate. You can verify your valuation logic against the actual data pulled from Chatham Financial.

Setup guide

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

.cursor/mcp.json

{
  "mcpServers": {
    "chatham-financial-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 Chatham Financial. 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 Chatham Financial MCP in Cursor

Add the server details to your .cursor/mcp.json file in the root directory. Once you save the file, the tools become available in your agent chat.

The server only sees the specific requests you send to it via the agent. It has no access to your codebase unless you explicitly provide that context.

All communication occurs over secure, authenticated channels. We ensure that only authorized calls can touch your financial records.

Your credentials remain in your local configuration or environment variables. We never expose your API keys to the editor's history.

We enforce strict transport-layer security for every valuation request. Your sensitive financial data is never logged or stored by the agent itself.

Use it with your favorite AI tools

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

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