Bring Practice Management
to Cursor
Learn how to connect Aero Workflow to Cursor and start using 12 AI agent tools in minutes. Fully managed, enterprise secure, and ready to use without writing a single line of code.
What is the Aero Workflow MCP Server?
Connect your Aero Workflow account to any AI agent and take full control of your accounting practice management and automated firm operations through natural conversation.
What you can do
- Workflow & Task Orchestration — List and manage your entire practice hierarchy programmatically, retrieving detailed checklists and high-fidelity technical instructions in real-time
- Time Tracking Intelligence — Monitor billable hour records and retrieve detailed historical time logs to maintain a perfectly coordinated overview of staff productivity
- Customer Lifecycle Management — Access complete directories of firm customers and business entities to coordinate your organizational relationship ecosystem programmatically
- Communication Architecture — Access and monitor workflow-linked emails and message threads to maintain high-fidelity oversight of client interactions
- Infrastructure Monitoring — Retrieve checklist templates and verify account-level settings directly through your agent for instant operational reporting
How it works
1. Subscribe to this server
2. Retrieve your Account ID (from your URL) and API Key from your Aero Workflow admin settings
3. Start orchestrating your firm's productivity from Claude, Cursor, or any MCP client
No more manual status checking of individual tasks or digging through complex time sheets. Your AI acts as your dedicated practice coordinator and operations analyst.
Who is this for?
- Accountants & Bookkeepers — instantly retrieve task summaries and log billable hours using natural language commands
- Firm Owners & Managers — monitor staff capacity and track client workflow health without leaving your workspace
- Operations Leads — automate the management of reusable checklist templates through simple AI queries
Built-in capabilities (12)
Verify Aero Workflow API status
Requires name and contact information. Add a new client to Aero
Requires a subject and assigned user. Add a new task to Aero
Get account metadata
Get details for a specific task
List reusable workflow templates
List active webhooks
List all client accounts
List firm users and staff
List time entries for tasks
List communication emails
List workflow tasks and checklists
Why Cursor?
Cursor's Agent mode turns Aero Workflow into an in-editor superpower. Ask Cursor to generate code using live data from Aero Workflow and it fetches, processes, and writes. all in a single agentic loop. 12 tools appear alongside file editing and terminal access, creating a unified development environment grounded in real-time information.
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Agent mode turns Cursor into an autonomous coding assistant that can read files, run commands, and call MCP tools without switching context
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Cursor's Composer feature can generate entire files using real-time data fetched through MCP. no copy-pasting from external dashboards
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MCP tools appear alongside built-in tools like file reading and terminal access, creating a unified agentic environment
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VS Code extension compatibility means your existing workflow, keybindings, and extensions all work alongside MCP tools
Aero Workflow in Cursor
Aero Workflow and 3,400+ other MCP servers. One platform. One governance layer.
Teams that connect Aero Workflow to Cursor through Vinkius don't need to source, host, or maintain individual MCP servers. Every tool call runs inside a hardened runtime with credential isolation, DLP, and a signed audit chain.
Raw MCP | Vinkius | |
|---|---|---|
| Server catalog | Find and host yourself | 3,400+ managed |
| Infrastructure | Self-hosted | Sandboxed V8 isolates |
| Credential handling | Plaintext in config | Vault + runtime injection |
| Data loss prevention | None | Configurable DLP policies |
| Kill switch | None | Global instant shutdown |
| Financial circuit breakers | None | Per-server limits + alerts |
| Audit trail | None | Ed25519 signed logs |
| SIEM log streaming | None | Splunk, Datadog, Webhook |
| Honeytokens | None | Canary alerts on leak |
| Custom domains | Not applicable | DNS challenge verified |
| GDPR compliance | Manual effort | Automated purge + export |
Why teams choose Vinkius for Aero Workflow in Cursor
The Aero Workflow 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. All 12 tools execute in hardened sandboxes optimized for native MCP execution.
Your AI agents in Cursor only access the data you authorize, with DLP that blocks sensitive information from ever reaching the model, kill switch for instant shutdown, and up to 60% token savings. Enterprise-grade infrastructure, zero maintenance.
* 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
How Vinkius secures
Aero Workflow for Cursor
Every tool call from Cursor to the Aero Workflow MCP Server is protected by DLP redaction, cryptographic audit chains, V8 sandbox isolation, kill switch, and financial circuit breakers.
Frequently asked questions
How do I find my Aero Account ID and API Key?
Log in as an Admin, navigate to Admin > Aero API to generate your key. Your Account ID is the unique identifier in your browser's URL.
Can I record time logs via AI?
Yes! The create_new_workflow_task tool allows you to include time metadata when creating or updating tasks to maintain accurate high-fidelity billing records.
How do I retrieve client directories?
Use the list_firm_customers tool to retrieve your complete directory of managed business entities and individual client accounts programmatically.
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.
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.