How to Use the Nutshell CRM MCP in Cursor

Q: How do I perform a search in Nutshell CRM using Cursor?

Enable Agent mode and ask the AI to run universalsearch. It will return a list of entities matching your terms so you can select the one you need.

Q: Can I use Nutshell CRM to debug code in Cursor?

Absolutely. By calling getleaddetails or getcontactdetails, you can verify your code's behavior against actual CRM data rather than static stubs.

Q: Does this work with custom fields?

Yes, just call listcustomfields first. This gives the agent the field definitions needed to write code that interacts with your specific CRM setup.

Write code that knows your sales data. Connect Nutshell CRM to Cursor and let the agent inject real records into your logic.

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Connect Nutshell CRM MCP to Cursor

Create your Vinkius account to connect Nutshell CRM 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 Nutshell CRM with Cursor

Ask AI about this MCP

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Claude

Perplexity

Live CRM data for Cursor agents

Stop using mock data when building your sales tools. Use `get_lead_details` to pull real records into your editor so you can see exactly how your code handles live API responses. The agent uses these exact structures to write your functions, meaning your code works the first time you run it against the production API.

Query accounts directly in Cursor

Need to map your database schema to your sales accounts? Use `list_accounts` to grab the current state of your business entities and let the agent write the integration logic for you. It saves you from manual data entry. You get accurate, real-world objects to work with while you code.

Search and integrate CRM entities

Use `universal_search` to find related contacts or leads across your entire CRM. This is useful when your code needs to handle specific client IDs or email addresses. By pulling this data directly into your chat, you ensure your logic accounts for actual customer data patterns. It bridges the gap between your code and your sales process.

Setup guide

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

.cursor/mcp.json

{
  "mcpServers": {
    "nutshell-crm-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 Nutshell 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 Nutshell CRM MCP in Cursor

Enable Agent mode and ask the AI to run `universal_search`. It will return a list of entities matching your terms so you can select the one you need.

Absolutely. By calling `get_lead_details` or `get_contact_details`, you can verify your code's behavior against actual CRM data rather than static stubs.

Your API tokens are managed locally. The server acts as a secure bridge, ensuring the AI only accesses the data you explicitly permit during your coding session.

Yes, just call `list_custom_fields` first. This gives the agent the field definitions needed to write code that interacts with your specific CRM setup.

The data is ephemeral and limited to your local agent session. Your CRM records never leave your machine or the secure API connection established by the server.

Use it with your favorite AI tools

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