How to Use the Planhat MCP in Cursor

Q: How do I configure Cursor to use the Planhat integration?

Add the server details to your global or project-specific .cursor/mcp.json file. Once saved, enable Agent mode in your chat panel to start querying your customer data.

Q: Can I inspect raw API payloads directly in the editor?

Yes. Your agent can run getplanhatme or retrieve company lists, printing the exact JSON responses straight into your chat or terminal window.

Generate code that interacts with real customer success data using the Planhat MCP Server inside Cursor.

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Connect Planhat MCP to Cursor

Create your Vinkius account to connect Planhat to Cursor — we handle the hosting, security, and runtime updates so you don't have to. No server setup required.

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Setup Planhat with Cursor

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Build tools using live customer data in Cursor

Stop writing code against fake stubs or outdated mock databases. When you use this MCP Server in Cursor, your agent runs `list_planhat_companies` to pull real, live JSON payloads directly into your editor. This means you can write, test, and debug your customer success integrations using actual production-grade payloads. If you need to verify a specific company's structure, the agent calls `get_planhat_company` to inspect the exact schema on the fly.

Sync tasks and projects with your codebase

If you are building custom internal dashboards, you need to know how tasks are structured. Your editor can query `list_planhat_tasks` to see how your team structures their daily work. By pulling actual projects via `list_planhat_projects`, your agent helps you write precise parser functions. You see the real keys and data types, eliminating the guesswork that usually comes with third-party APIs.

Track assets and active licenses during development

Writing billing or provisioning logic requires knowing exactly how licenses are mapped. Our MCP Server lets the agent use `list_planhat_licenses` to pull active contracts, letting you test your code against real-world customer agreements. You can also fetch physical or digital provisions with `list_planhat_assets` to ensure your database sync scripts handle every edge case. It turns your editor into a live testing ground.

Setup guide

Set up Planhat MCP in Cursor

Prerequisites

Cursor installed (macOS, Windows, or Linux)
Active Vinkius subscription with a valid endpoint token

1

Open MCP Settings

Go to Cursor Settings → MCP or open the Command Palette (Cmd+Shift+P / Ctrl+Shift+P) and search for "MCP: Add Server".
2

Add the Planhat MCP

Cursor will create or open .cursor/mcp.json in your project root. Paste the JSON snippet on the right. Replace [YOUR_TOKEN_HERE] with your endpoint token from cloud.vinkius.com.
3

Enable Agent mode

Open Composer (Cmd+I / Ctrl+I) and switch to Agent mode using the dropdown at the top. MCP tools are only available in Agent mode.
4

Verify the connection

Ask Cursor something like "List my recent Planhat transactions." If the MCP tools are loaded correctly, Cursor will call the Planhat tools automatically. You can also check Settings → MCP for a green status indicator.

.cursor/mcp.json

{
  "mcpServers": {
    "planhat-mcp": {
      "url": "https://edge.vinkius.com/[YOUR_TOKEN_HERE]/mcp"
    }
  }
}

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Independent Platform Disclaimer: Vinkius is an independent platform and is not affiliated with, endorsed by, sponsored by, verified by, or otherwise authorized by Planhat. All third-party trademarks, logos, and brand names are the property of their respective owners. Their use on this website is strictly for informational purposes to identify service compatibility and interoperability.

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Common questions about Planhat MCP in Cursor

Add the server details to your global or project-specific `.cursor/mcp.json` file. Once saved, enable Agent mode in your chat panel to start querying your customer data.

This server focuses on reading and analyzing your workspace via endpoints like `list_planhat_tasks` and `list_planhat_notes`. It provides the clean context your agent needs to write accurate automation scripts.

No. You should store your credentials in your local environment variables or your global configuration, keeping them completely separate from your git commits.

Yes. Your agent can run `get_planhat_me` or retrieve company lists, printing the exact JSON responses straight into your chat or terminal window.

Yes. Your API tokens, license details, and asset records are handled through local secure channels. The data is processed ephemerally to fulfill your editor's requests and is never saved externally.

Use it with your favorite AI tools

Connect this server to Cursor, Claude, VS Code, and more.

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