Bring Insurance Crm
to Cursor
Learn how to connect Agency Elephant to Cursor and start using 8 AI agent tools in minutes. Fully managed, enterprise secure, and ready to use without writing a single line of code.
What is the Agency Elephant MCP Server?
Connect your Agency Elephant account to any AI agent and take full control of your insurance lead management and automated sales sequences through natural conversation.
What you can do
- Lead & Record Orchestration — List and manage your entire insurance lead database programmatically, retrieving detailed high-fidelity profiles and historical interaction metadata
- Automated Drip Intelligence — Programmatically trigger SMS and Email drip sequences for specific leads to maintain a perfectly coordinated follow-up pipeline
- Pipeline & Group Architecture — Access and monitor your lead organization structure, including pipelines and custom groups, to ensure perfectly coordinated team focus
- Engagement Monitoring — Access high-fidelity lead summaries and track campaign performance directly through your agent for instant operational reporting
- Team Visibility — Retrieve complete directories of workspace users and coordinate assignments across your agency directly through your chat interface
How it works
1. Subscribe to this server
2. Retrieve your API Key from your Agency Elephant dashboard (Account Settings > Integrations)
3. Start orchestrating your insurance sales pipeline from Claude, Cursor, or any MCP client
No more manual toggling between CRM tabs or missing critical follow-ups. Your AI acts as your dedicated sales coordinator and lead architect.
Who is this for?
- Insurance Agents — instantly retrieve lead details and trigger follow-up sequences using natural language commands
- Agency Managers — monitor team pipeline health and coordinate lead distribution without leaving your workspace
- Sales Operations — automate the ingestion of new leads into specialized drip campaigns through simple AI queries
Built-in capabilities (8)
Add a lead to a group
Create a new lead
Get lead details
List all campaigns
List all lead groups
List all leads
List all team members
Start a drip campaign for a lead
Why Cursor?
Cursor's Agent mode turns Agency Elephant into an in-editor superpower. Ask Cursor to generate code using live data from Agency Elephant 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.
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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
Agency Elephant in Cursor
Agency Elephant and 3,400+ other MCP servers. One platform. One governance layer.
Teams that connect Agency Elephant 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 Agency Elephant in Cursor
The Agency Elephant 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 8 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
Agency Elephant for Cursor
Every tool call from Cursor to the Agency Elephant 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 Agency Elephant API Key?
Log in to your account, navigate to Account Settings > Integrations, and copy your unique API Key from the credentials section.
Can I add a lead to a specific group via AI?
Yes! The add_lead_to_group tool allows your agent to categorize leads programmatically by providing the lead ID and target group ID.
How do I trigger an automated drip campaign?
Use the trigger_drip_campaign tool and provide the lead ID along with the campaign ID you want to initialize 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.