Bring Policy Management
to Cursor
Learn how to connect Berg System CRM 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 Berg System CRM MCP Server?
Connect your Berg System account to any AI agent and take full control of your insurance agency operations and customer relationship workflows through natural conversation.
What you can do
- Customer Orchestration — List and search through individual and corporate client directories programmatically, retrieving detailed high-fidelity profile metadata and contact history
- Sales Pipeline Intelligence — Monitor sales opportunities and track deal progress across your entire agency to maintain a perfectly coordinated sales cycle
- Insurance Policy Monitoring — Retrieve active insurance policies and access high-fidelity document metadata directly through your agent to oversee coverage status
- Infrastructure Monitoring — Access system employee lists and manage CRM-related tasks programmatically for instant operational reporting
- Relationship Intelligence — Retrieve complete historical interactions for any record to maintain high-fidelity oversight of your agency's relationship ecosystem
How it works
1. Subscribe to this server
2. Retrieve your Tenant ID and OAuth Access Token from your Berg System instance
3. Start managing your insurance business from Claude, Cursor, or any MCP client
No more manual toggling between CRM tabs or digging through paper policy files. Your AI acts as your dedicated agency administrator and sales coordinator.
Who is this for?
- Insurance Agents — instantly retrieve client coverage details and update lead statuses using natural language commands
- Agency Managers — monitor team productivity and track agency-wide sales trends without leaving your workspace
- Operations Leads — automate the oversight of corporate client directories and task management through simple AI queries
Built-in capabilities (12)
Verify Berg System API status
Add a new business client
Supports forceAdd to bypass duplicates. Add a new customer
Get details for a customer
Retrieve custom sales fields
List corporate clients
List CRM customers
List active tasks and reminders
List active insurance policies
List sales records
List uploaded documents
List organization employees
Why Cursor?
Cursor's Agent mode turns Berg System CRM into an in-editor superpower. Ask Cursor to generate code using live data from Berg System CRM 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
Berg System CRM in Cursor
Berg System CRM and 3,400+ other MCP servers. One platform. One governance layer.
Teams that connect Berg System CRM 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 Berg System CRM in Cursor
The Berg System CRM 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
Berg System CRM for Cursor
Every tool call from Cursor to the Berg System CRM 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 Berg System Tenant ID?
Your Tenant ID is the unique identifier for your agency instance, found in your Berg System sub-domain (e.g., yourcompany.bergsystem.pl).
Can I check for duplicates via AI?
Yes! The system automatically checks for existing records, and you can use the forceAdd parameter in creation tools to decide how to handle them.
How do I retrieve insurance policies?
Use the list_insurance_policies tool to retrieve a comprehensive summary of all active policies managed within your CRM 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.