Can I see the mark-to-market valuation for a specific trade?

Yes! Use the `get_trade_valuations` tool with the trade ID. The agent will return the latest calculated valuation from ChathamDirect.

How do I check current SOFR or EURIBOR rates?

Use the `get_chatham_market_data` tool and specify the index (e.g., 'SOFR'). Your agent will fetch the latest benchmark rates and available forward curves.

Where do I find my Chatham API credentials?

API access is typically provided to ChathamDirect clients. Contact your Chatham Relationship Manager to request API access and obtain your API Key and Client ID.

Chatham Financial MCP Server for Cursor 8 tools — connect in under 2 minutes

Name: Chatham Financial
Availability: InStock
Author: Vinkius

docs.cursor.com/context/model-context-protocol

Built by Vinkius GDPR 8 Tools IDE

Cursor is an AI-first code editor built on VS Code that integrates LLM-powered coding assistance directly into the development workflow. Its Agent mode enables autonomous multi-step coding tasks, and MCP support lets agents access external data sources and APIs during code generation.

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ASK AI ABOUT THIS MCP SERVER

Open in ChatGPT Open in Claude Open in Perplexity

Vinkius supports streamable HTTP and SSE.

RecommendedModern Approach — Zero Configuration

Vinkius Desktop App

The modern way to manage MCP Servers — no config files, no terminal commands. Install Chatham Financial and 2,500+ MCP Servers from a single visual interface.

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Classic Setup·json

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

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Stream every event to Splunk, Datadog, or your own webhook in real-time

* Every MCP server runs on Vinkius-managed infrastructure inside AWS - a purpose-built runtime with per-request V8 isolates, Ed25519 signed audit chains, and sub-40ms cold starts optimized for native MCP execution. See our infrastructure

About Chatham Financial MCP Server

Connect your Chatham Financial (ChathamDirect) account to any AI agent and take full control of your financial risk management and valuations through natural conversation. Streamline how you manage debt and derivatives.

Cursor's Agent mode turns Chatham Financial into an in-editor superpower. Ask Cursor to generate code using live data from Chatham Financial and it fetches, processes, and writes. all in a single agentic loop. 8 tools appear alongside file editing and terminal access, creating a unified development environment grounded in real-time information.

What you can do

Transaction Oversight — List and retrieve details for derivative and debt transactions natively
Valuation Intelligence — Access current and historical mark-to-market valuations flawlessly
Payment Tracking — Monitor payment schedules and history for all financial instruments securely
Market Data Access — Retrieve benchmark rates (SOFR, EURIBOR) and forward curves flawlessly
Hedge Accounting — Access hedge accounting details and effectiveness test results flawlessly
Entity Management — List all legal entities and portfolios configured in your account directly within your workspace

The Chatham Financial MCP Server exposes 8 tools through the Vinkius. Connect it to Cursor in under two minutes — no API keys to rotate, no infrastructure to provision, no vendor lock-in. Your configuration, your data, your control.

How to Connect Chatham Financial to Cursor via MCP

Follow these steps to integrate the Chatham Financial MCP Server with Cursor.

Open MCP Settings

Press Cmd+Shift+P (macOS) or Ctrl+Shift+P (Windows/Linux) → search "MCP Settings"

Add the server config

Paste the JSON configuration above into the mcp.json file that opens

Save the file

Cursor will automatically detect the new MCP server

Start using Chatham Financial

Open Agent mode in chat and ask: "Using Chatham Financial, help me...". 8 tools available

Why Use Cursor with the Chatham Financial MCP Server

Cursor AI Code Editor provides unique advantages when paired with Chatham Financial through the Model Context Protocol.

Agent mode turns Cursor into an autonomous coding assistant that can read files, run commands, and call MCP tools without switching context

Cursor's Composer feature can generate entire files using real-time data fetched through MCP. no copy-pasting from external dashboards

MCP tools appear alongside built-in tools like file reading and terminal access, creating a unified agentic environment

VS Code extension compatibility means your existing workflow, keybindings, and extensions all work alongside MCP tools

Chatham Financial + Cursor Use Cases

Practical scenarios where Cursor combined with the Chatham Financial MCP Server delivers measurable value.

Code generation with live data: ask Cursor to generate a security report module using live DNS and subdomain data fetched through MCP

Automated documentation: have Cursor query your API's tool schemas and generate TypeScript interfaces or OpenAPI specs automatically

Infrastructure-as-code: Cursor can fetch domain configurations and generate corresponding Terraform or CloudFormation templates

Test scaffolding: ask Cursor to pull real API responses via MCP and generate unit test fixtures from actual data

Chatham Financial MCP Tools for Cursor (8)

These 8 tools become available when you connect Chatham Financial to Cursor via MCP:

get_chatham_market_data

Retrieve benchmark rates and forward curves

get_hedge_effectiveness

Retrieve hedge effectiveness test results

get_trade_accounting

Get hedge accounting details for a transaction

get_trade_valuations

Get current and historical valuations for a trade

list_chatham_entities

List legal entities configured in the account

list_chatham_portfolios

List all managed portfolios

list_chatham_transactions

List financial transactions and trades

list_trade_payments

List payment schedules and history for a transaction

Example Prompts for Chatham Financial in Cursor

Ready-to-use prompts you can give your Cursor agent to start working with Chatham Financial immediately.

"Show me all active trades in my Chatham account."

"What is the latest valuation for trade ID 'T-98765'?"

"Show me the forward curve for 3-month SOFR."

Troubleshooting Chatham Financial MCP Server with Cursor

Common issues when connecting Chatham Financial to Cursor through the Vinkius, and how to resolve them.

Tools not appearing in Cursor

Ensure you are in Agent mode (not Ask mode). MCP tools only work in Agent mode.

Server shows as disconnected

Check Settings → Features → MCP and verify the server status. Try clicking the refresh button.

Chatham Financial + Cursor FAQ

Common questions about integrating Chatham Financial MCP Server with Cursor.

What is Agent mode and why does it matter for MCP?

Agent mode is Cursor's autonomous execution mode where the AI can perform multi-step tasks: reading files, editing code, running terminal commands, and calling MCP tools. Without Agent mode, Cursor operates in a simpler ask-and-answer mode that doesn't support tool calling. Always ensure you're in Agent mode when working with MCP servers.

Where does Cursor store MCP configuration?

Cursor looks for MCP server configurations in a mcp.json file. You can configure servers at the project level (.cursor/mcp.json in your project root) or globally (~/.cursor/mcp.json). Project-level configs take precedence.

Can Cursor use MCP tools in inline edits?

No. MCP tools are only available in Agent mode through the chat panel. Inline completions and Tab suggestions do not trigger MCP tool calls. This is by design. tool calls require user visibility and approval.

How do I verify MCP tools are loaded?

Open Settings → Features → MCP and look for your server name. A green indicator means the server is connected. You can also check Agent mode's available tools by clicking the tools dropdown in the chat panel.