tutorial

Connect Finta MCP to Cursor

Add the official Finta remote MCP endpoint to Cursor, complete OAuth, inspect tools, and verify organization-scoped CRM access.

By Finta Editorial TeamReviewed by Finta Product TeamPublished August 22, 2026

Section
MCP installation
Supported clients
Cursor
Prerequisites
A Finta account with an active organization, A Cursor version that supports remote HTTP MCP servers, Permission to add personal or team MCP servers

Direct answer: Add a remote HTTP MCP server named Finta in Cursor with https://finta.ai/mcp, authenticate through Finta OAuth, and keep tool approval enabled while you verify the connection.

Prerequisites

CheckRecommended state
CursorUpdated to a version that supports remote HTTP MCP and OAuth.
FintaSigned-in user with access to the intended organization.
ScopePersonal configuration for testing, team configuration only after review.
ApprovalManual tool approval enabled during initial verification.

Add the server in Cursor settings

  1. Open Cursor Settings.
  2. Go to MCP & Integrations or the current MCP settings area.
  3. Choose New MCP server.
  4. Name it Finta.
  5. Select a remote HTTP server when Cursor asks for the transport.
  6. Paste https://finta.ai/mcp.
  7. Save, then complete the OAuth sign-in in your browser.
  8. Select the correct Finta organization.
  9. Return to Cursor and confirm that Finta appears as connected.

If you manage MCP through configuration files or team settings, use Cursor's MCP documentation as the source of truth for the current format. Do not place Finta OAuth tokens in a repository or shared mcp.json file.

Verify the tool inventory

Ask Cursor:

List the Finta tools available to you. Then search for one CRM contact I name. Do not change any data.

Cursor normally asks before running MCP tools. Keep that behavior on during setup. Review the tool name, arguments, and target organization before approval.

Personal versus team setup

SetupBest forControl to add
PersonalInitial testing and individual workKeep approvals on and restrict tools.
ProjectA repository-specific workflowNever commit credentials or private headers.
TeamStandardized access for multiple usersUse an allowlist, documented owner, and periodic tool review.

How Finta helps

Cursor can retrieve supported Finta CRM and relationship context while you work, which is useful when building internal fundraising tools, preparing data workflows, or checking records without exporting a full CRM dataset. Finta remains the source of truth and applies organization authorization.

Limitations

  • Cursor controls its own approval, auto-run, and team trust settings.
  • Auto-run can increase the impact of a mistaken prompt. Use it only for a narrow set of reviewed tools.
  • Finta MCP does not grant Cursor access to unrelated Finta organizations.
  • Tool availability and credit requirements can change as Finta evolves.

Related guides

Verification status: Pending an authenticated Cursor connection, discovered-tool inventory, and successful read-only Finta tool call receipt.

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Finta MCP Tools ReferenceUnderstand the Finta MCP tool families, what each one can read or change, and which actions require an explicit confirmation step.Finta MCP Security, Permissions, and Human ApprovalReview how Finta MCP authenticates users, scopes access to an organization, controls consequential actions, and limits connected clients.Troubleshoot a Finta MCP ConnectionDiagnose endpoint, OAuth, organization, tool discovery, permission, credit, and confirmation failures in a Finta MCP connection.Browse all docsSee the complete Finta docs library.