How to Use the Copilot CRM (Assembly) MCP in Cursor

Q: Can I list companies in Copilot CRM (Assembly) via Cursor?

Yes, use the listcompanies tool. It fetches your entity list so you can map them in your codebase.

Inject live Copilot CRM (Assembly) data into your code using Cursor.

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Connect Copilot CRM (Assembly) MCP to Cursor

Create your Vinkius account to connect Copilot CRM (Assembly) 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 Copilot CRM (Assembly) with Cursor

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Query Copilot CRM (Assembly) from Cursor

Use `list_clients` to pull live data into your editor. You can reference specific client details while writing your application code. Cursor calls these tools to ensure your logic uses actual production data. You avoid hardcoding IDs by letting the agent fetch the latest values.

Manage custom fields in Cursor

Run `list_custom_fields` to understand the data schema inside your portal. It returns the exact keys and types used across your entities. This helps you write code that aligns with your CRM configuration. You see exactly what fields are available before you start building your integration.

Create client records from Cursor

Execute `create_client` to push new entries into the portal. You can define names and email addresses directly from your IDE. This MCP server automates your setup process. Your code interacts with the portal backend as you define your project requirements.

Setup guide

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

.cursor/mcp.json

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

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Independent Platform Disclaimer: Vinkius is an independent platform and is not affiliated with, endorsed by, sponsored by, verified by, or otherwise authorized by Copilot CRM. 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 Copilot CRM (Assembly) MCP in Cursor

It adds a set of tools to your Cursor agent. You simply enable the server in your config, and the AI gains the ability to query your portal.

Yes, use the `list_companies` tool. It fetches your entity list so you can map them in your codebase.

It does. Once configured, your agent can call these tools to fetch or modify records while writing your code.

The server only processes the specific client and company records you request. Your Copilot CRM (Assembly) credentials are never exposed to the editor's local context.

The connection is scoped to your specific project needs. It handles sensitive client names and account metadata via secure, authenticated requests.

Use it with your favorite AI tools

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

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