Bring Lead Management
to Cursor
Learn how to connect Clientjoy to Cursor and start using 7 AI agent tools in minutes. Fully managed, enterprise secure, and ready to use without writing a single line of code.
What is the Clientjoy MCP Server?
Connect your Clientjoy CRM and billing account to any AI agent and simplify how you coordinate your sales pipeline, client directory, and invoicing through natural conversation.
What you can do
- Lead Management — List and query potential sales leads, and create new prospect profiles programmatically via AI.
- Client CRM — List all customer organizations and retrieve detailed metadata, contact info, and transaction histories.
- Billing Oversight — List and monitor generated invoices and their payment status to keep your finances organized.
- Sales Proposals — Query your catalog of sent and drafted proposals to track your business development efforts.
- Service Catalog — List available products and services defined in your account to verify pricing and offerings.
- Lifecycle Control — Manage the entire journey from lead to paid customer directly from Claude, Cursor, or any MCP client.
How it works
1. Subscribe to this server
2. Enter your Clientjoy API Token (found in your account settings under API)
3. Start managing your business ecosystem from your favorite AI assistant
Who is this for?
- Agency Owners & Freelancers — quickly retrieve client details and check invoice statuses via simple AI commands.
- Sales & BD Teams — monitor lead progress and verify proposal availability directly from the workspace.
- Ops & Finance Leads — track received payments and manage the service directory via the AI assistant.
Built-in capabilities (7)
Register a new lead
Get details for a specific customer
List invoices
List Clientjoy customers
List Clientjoy leads
List proposals
List items and services
Why Cursor?
Cursor's Agent mode turns Clientjoy into an in-editor superpower. Ask Cursor to generate code using live data from Clientjoy and it fetches, processes, and writes. all in a single agentic loop. 7 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
Clientjoy in Cursor
Clientjoy and 3,400+ other MCP servers. One platform. One governance layer.
Teams that connect Clientjoy 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 Clientjoy in Cursor
The Clientjoy 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 7 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
Clientjoy for Cursor
Every tool call from Cursor to the Clientjoy MCP Server is protected by DLP redaction, cryptographic audit chains, V8 sandbox isolation, kill switch, and financial circuit breakers.
Frequently asked questions
Can I check the payment status of an invoice via AI?
Yes! Use the list_billing_invoices tool. Your agent will retrieve the history of invoices, including whether they are Paid, Overdue, or Unpaid.
How do I add a new sales lead using the agent?
Use the create_new_lead action. Provide the lead's name and email address to register them instantly in your Clientjoy sales pipeline.
Is it possible to list all my active customers via AI?
Absolutely. Use the list_customers query. The agent will retrieve the complete directory of organizations and clients managed in your account.
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.