Bring Lead Management
to Cursor
Learn how to connect TaskForce to Cursor and start using 9 AI agent tools in minutes. Fully managed, enterprise secure, and ready to use without writing a single line of code.
What is the TaskForce MCP Server?
Connect your AI agent to TaskForce to natively manage your CRM workflow, customer interactions, and invoicing through natural language commands.
What you can do
- Lead & Customer Management — Query lists of active leads, fetch detailed customer profiles, and instantly create new lead records on the fly.
- Case Tracking — Read and track support or business cases, and generate new cases directly from your chat interface.
- Financial Overview — Pull real-time lists of pending invoices and active quotes to monitor business performance without opening a dashboard.
How it works
1. Retrieve your API Key from the TaskForce Admin dashboard.
2. Provide the key to this integration.
3. Instruct your agent to pull your recent leads or check the status of an invoice.
Who is this for?
- Sales & Support Teams — Update leads and track customer cases seamlessly.
- Accountants — Monitor invoices and quotes dynamically.
- Developers — Connect your TaskForce database with external custom tools.
Built-in capabilities (9)
Create a new case
Create a new lead
Get customer details
Get lead details
List all cases
List all customers
List all invoices
List all leads
List all quotes
Why Cursor?
Cursor's Agent mode turns TaskForce into an in-editor superpower. Ask Cursor to generate code using live data from TaskForce and it fetches, processes, and writes. all in a single agentic loop. 9 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
TaskForce in Cursor
TaskForce and 3,400+ other MCP servers. One platform. One governance layer.
Teams that connect TaskForce 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 TaskForce in Cursor
The TaskForce 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 9 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
TaskForce for Cursor
Every tool call from Cursor to the TaskForce MCP Server is protected by DLP redaction, cryptographic audit chains, V8 sandbox isolation, kill switch, and financial circuit breakers.
Frequently asked questions
Can I add a new lead directly from the chat?
Yes. By invoking the 'create_taskforce_lead' tool and providing the lead's information in JSON format, the AI will register it instantly.
How do I check my pending invoices?
You can use the 'list_taskforce_invoices' tool. The agent will fetch all your invoices and present their statuses.
Is it possible to view the details of a specific customer case?
Yes, using the 'list_taskforce_cases' tool you can query all active support or business cases assigned in your CRM.
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.