Bring Client Portal
to Cursor
Learn how to connect SuiteDash to Cursor and start using 11 AI agent tools in minutes. Fully managed, enterprise secure, and ready to use without writing a single line of code.
What is the SuiteDash MCP Server?
Connect your SuiteDash account to any AI agent to automate your client portal and business management. SuiteDash provides a comprehensive all-in-one platform for CRM, project management, and billing, and this integration allows you to retrieve contact metadata, monitor project progress, and track invoices through natural conversation.
What you can do
- CRM & Contact Orchestration — List and search through your contact and company database, including creating new records programmatically.
- Project & Task Lifecycle Management — List all managed projects and tasks to ensure your team's workflow is always synchronized directly from the AI interface.
- Billing & Financial Monitoring — Access and monitor invoices, estimates, and deals to maintain a clear overview of your business revenue.
- Custom Schema Intelligence — Retrieve contact metadata schemas to ensure your data entry is always consistent with your account's custom fields.
- Operational Oversight — Track project health and manage business relationships via natural language commands.
How it works
1. Subscribe to this server
2. Enter your SuiteDash Public ID and Secret Key from your Secure API settings
3. Start managing your business portal from Claude, Cursor, or any MCP-compatible client
Who is this for?
- Agency Owners — quickly retrieve client details and monitor project statuses without switching apps.
- Project Managers — automate the retrieval of task lists and monitor team assignments via natural conversation.
- Operations Teams — streamline the management of invoices and monitor deal progress directly within the chat.
Built-in capabilities (11)
Register a new contact
Get details for a company
Get details for a contact
Get metadata for a project
Get CRM field definitions
List CRM companies
List CRM contacts
List sales deals
List invoices
List active projects
List project tasks
Why Cursor?
Cursor's Agent mode turns SuiteDash into an in-editor superpower. Ask Cursor to generate code using live data from SuiteDash and it fetches, processes, and writes. all in a single agentic loop. 11 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
SuiteDash in Cursor
SuiteDash and 3,400+ other MCP servers. One platform. One governance layer.
Teams that connect SuiteDash 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 SuiteDash in Cursor
The SuiteDash 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 11 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
SuiteDash for Cursor
Every tool call from Cursor to the SuiteDash 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 SuiteDash API credentials?
Log in to your SuiteDash portal, navigate to Integrations > Secure API, and you will find your unique Public ID and Secret Key there.
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.