How to Use the Platform.ly MCP in Cursor

Bring Platform.ly into your Cursor workflow to keep your CRM data synced with your live codebase.

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Works with every AI agent you already use

…and any MCP-compatible client

MCP Servers — Included with Plan

Connect Platform.ly MCP to Cursor

Create your Vinkius account to connect Platform.ly 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 Platform.ly with Cursor

Ask AI about this MCP

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Claude

Perplexity Vinkius runs on Gemini

Gemini

Grok

Inject live CRM data into Cursor

Stop guessing customer details while you code. Use `get_contact_details` to pull real-time CRM info straight into your editor's agent context. This lets you write code that accounts for actual customer constraints. You get accurate data instead of placeholders or stale hardcoded values.

Create CRM records from Cursor

You can now push data to your CRM without switching windows. When your code generates a new lead, have the agent call `create_new_contact` to save it immediately. It removes the friction of manual entry. Your development and sales processes finally exist in the same workspace.

Track deal statuses within Cursor

Use `list_sales_pipelines` to see how your current code changes impact ongoing deals. It bridges the gap between technical output and revenue impact. By using `create_new_sales_deal` in your workflow, you ensure your sales team has visibility into the features you're shipping. It keeps everyone on the same page.

Setup guide

Set up Platform.ly 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 Platform.ly 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 Platform.ly transactions." If the MCP tools are loaded correctly, Cursor will call the Platform.ly tools automatically. You can also check Settings → MCP for a green status indicator.

.cursor/mcp.json

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

Get your connection token →

Independent Platform Disclaimer: Vinkius is an independent platform and is not affiliated with, endorsed by, sponsored by, verified by, or otherwise authorized by Platform.ly. 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.

Why Choose Vinkius

Vinkius connects your tools to AI with real-time monitoring and automatic cost savings — all from one dashboard.

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Real-time monitoring

Live

visibility into every interaction

Connect your favorite tools to your AI and see exactly what's happening — every request, every response, in real time.

Built-in savings

60%

lower AI costs

Vinkius compresses data between your apps and your AI automatically. Lower bills every month — no configuration required.

Single dashboard

One

place for every integration

Every tool your AI connects to, managed from a single screen. One account, complete control.

Common questions about Platform.ly MCP in Cursor

Create a .cursor/mcp.json file in your project root. Add this MCP Server entry with the required configuration to enable tool access for your project.

Once you enable Agent mode, the model can invoke the tools defined in your configuration. It uses the data returned by these tools to inform its code generation.

Yes, by committing your config to the project root, you ensure every developer on your team has access to the same CRM tools. It keeps the team's workflow consistent.

The tools are designed primarily for the agent. Using them in agent mode allows the AI to reason about your CRM data before suggesting code changes.

The server operates within your editor's local environment. It only accesses your contact emails and deal information when the agent explicitly calls the tools.

Use it with your favorite AI tools

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

OpenAI Agents SDK sdk-python

Google ADK sdk-python

Pydantic AI sdk-python

Vercel AI SDK sdk-typescript