Connect AI2Fin MCP to Cursor IDE - AI2Fin Documentation

Connect AI2Fin’s Finance MCP Server to Cursor IDE to access your financial data directly in your code editor. Ask questions about expenses, tax deductions, bills, and more—all from within Cursor.

Before you start: You’ll need an API key from AI2Fin. Get one at app.ai2fin.com/#/api (it’s free!).

Quick Setup (3 Steps)

Get API Key → Generate at app.ai2fin.com/#/api
Copy Configuration → Use the copy buttons below
Paste in Cursor → Add to Cursor’s MCP settings and restart

Step 1: Get API Key

Generate your API key in the AI2Fin dashboard (free account required)

Step 2: Copy Config

Copy the MCP JSON configuration below

Step 3: Add to Cursor

Paste into Cursor’s MCP settings file

Step 1: Get Your API Key

Before connecting, you need an API key from AI2Fin:

Log in to app.ai2fin.com
Navigate to Settings → API Keys (or go to /#/api)
Click “Create New API Key”
Name it: Cursor MCP Integration
Choose the access level you want — read-only (mcp:read) or full tool access (mcp:full)
Copy the API key immediately — for your security it’s shown only once

Save your API key securely - it’s only displayed once during creation. If lost, you’ll need to create a new key.

Step 2: Configure MCP in Cursor

Option A: Using Cursor Settings UI

Open Cursor Settings:
- Click the gear icon (⚙️) in the top right
- Or go to File → Settings → Features → MCP
Add MCP Server:
- Click “Add MCP Server” or “Configure MCP”
- Enter the configuration (see below)

Option B: Edit Configuration File Directly

Open Cursor’s MCP config file:
- Windows: %APPDATA%\Cursor\User\globalStorage\saoudrizwan.claude-dev\settings\cline_mcp_settings.json
- macOS: ~/Library/Application Support/Cursor/User/globalStorage/saoudrizwan.claude-dev/settings/cline_mcp_settings.json
- Linux: ~/.config/Cursor/User/globalStorage/saoudrizwan.claude-dev/settings/cline_mcp_settings.json
Add the AI2Fin MCP configuration (see JSON below)
Save and restart Cursor

MCP Configuration JSON

Copy this configuration and replace YOUR_API_KEY_HERE with your actual API key:

{
  "mcpServers": {
    "ai2fin": {
      "url": "https://api.ai2fin.com/mcp/inspector",
      "headers": {
        "X-API-Key": "YOUR_API_KEY_HERE"
      }
    }
  }
}

{
  "mcpServers": {
    "ai2fin": {
      "url": "https://api.ai2fin.com/mcp",
      "headers": {
        "Authorization": "Bearer YOUR_JWT_TOKEN_HERE"
      }
    }
  }
}

Which to use?

API Key (recommended): Use /mcp/inspector endpoint with X-API-Key header. Best for automation and long-term use.
OAuth (JWT): Use /mcp endpoint with Authorization: Bearer header. Best for user-specific integrations. Tokens expire periodically.

Step 3: Verify Connection

After adding the configuration:

Restart Cursor completely (quit and reopen)
Open Cursor Chat (Cmd/Ctrl + L)
Test the connection by asking:
- “What financial tools are available from AI2Fin?”
- “Show me my tax deductible expenses”
- “What bills are due this week?”

If connected successfully, Cursor will use AI2Fin’s MCP tools to answer your questions!

Quick Copy Configuration

API Key Configuration (Recommended)

Copy this configuration and replace YOUR_API_KEY_HERE with your API key from app.ai2fin.com/#/api:

OAuth Configuration (JWT Token)

For OAuth-based authentication, use this configuration with your JWT token:

Quick Setup:

Click the copy button above (📋) to copy the JSON
Open Cursor’s MCP settings
Paste the configuration
Replace YOUR_API_KEY_HERE with your actual API key
Save and restart Cursor

Authentication Methods

API Key (Recommended)
OAuth (JWT Token)

Best for: Long-term use and automationSteps:

Generate an API key at app.ai2fin.com/#/api
Use endpoint: https://api.ai2fin.com/mcp/inspector
Header: X-API-Key: your_key_here
Choose read-only (mcp:read) or full tool access (mcp:full)

Advantages:

✅ Doesn’t expire unless you set an expiry
✅ Great for automation and always-on integrations
✅ Can be scoped to the permissions you need

Best for: User-specific integrations and temporary accessSteps:

Log in to app.ai2fin.com
Obtain your access token after signing in
Use endpoint: https://api.ai2fin.com/mcp
Header: Authorization: Bearer your_token_here

Advantages:

✅ Tied to your user account
✅ Supports write actions (with confirmation)

Disadvantages:

⚠️ Tokens expire periodically, so you’ll re-authenticate occasionally

What Can You Do in Cursor?

Once connected, you can ask Cursor questions about your finances:

Tax & Deductions

“What are my tax deductible expenses this year?”
“Show me deductions by category”
“What percentage of expenses are tax deductible?”

Spending Analysis

“Where do I spend the most money?”
“Show me spending by category this month”
“Compare my spending this month vs last month”

Bill Management

“What bills are due this week?”
“Do I have any overdue bills?”
“How much do I spend on bills monthly?”

Transaction Organization

“Categorize all my uncategorized transactions”
“Find duplicate transactions”
“Show me transactions from Uber”

Receipt Processing

“Process this receipt image”
“Extract data from this receipt”

Troubleshooting

Connection Not Working

Symptoms: Cursor doesn’t respond to financial queriesSolutions:

✅ Verify API key is correct (no extra spaces)
✅ Check API key hasn’t been revoked
✅ Ensure you restarted Cursor after adding config
✅ Verify endpoint URL is correct: https://api.ai2fin.com/mcp/inspector
✅ Check Cursor’s MCP logs for errors

Authentication Errors

Error: 401 Unauthorized or Invalid API keySolutions:

✅ Regenerate your API key at app.ai2fin.com/#/api
✅ Make sure you copied the whole key, with no extra spaces
✅ Check the key hasn’t expired or been revoked
✅ Ensure the key has the access level you need (full tool access for write actions)

Rate Limit Errors

Error: 429 Too Many RequestsSolutions:

✅ Wait a short while and try again — limits reset on a rolling window
✅ Spread requests out rather than sending many at once
✅ Use batch operations where possible to do more in a single call

Config File Not Found

Can’t find Cursor’s MCP config file?Solutions:

✅ Check Cursor version (MCP support in v0.40+)
✅ Look in Cursor settings: Settings → Features → MCP
✅ Try creating the file manually if it doesn’t exist
✅ Ensure Cursor has write permissions to the directory

Security Best Practices

Store Keys Securely

Never commit API keys to version control. Use environment variables or secure storage.

Use Minimal Scopes

Only grant necessary permissions. Use mcp:read for read-only access when possible.

Rotate Keys Regularly

Rotate API keys every 90 days. Revoke old keys immediately after generating new ones.

Monitor Usage

Review API key usage in the AI2Fin dashboard. Set up alerts for unusual activity.

Example Queries in Cursor

Once connected, try these queries in Cursor Chat:

What are my tax deductible expenses for this financial year?

Show me my top 10 merchants by spending this month

What bills are due in the next 7 days?

Categorize all transactions from "Uber" as "Transport"

Find duplicate transactions in the last 30 days

Next Steps

Quickstart Guide

Learn MCP basics and get started

Tools Reference

Explore all 65+ financial tools

Authentication Guide

Detailed authentication documentation

Code Examples

Integration examples and patterns

Need Help?

Documentation: docs.ai2fin.com
Support: [email protected]
API Keys: app.ai2fin.com/#/api

Last updated: 2026-06-14

​Quick Setup (3 Steps)

Step 1: Get API Key

Step 2: Copy Config

Step 3: Add to Cursor

​Step 1: Get Your API Key

​Step 2: Configure MCP in Cursor

​Option A: Using Cursor Settings UI

​Option B: Edit Configuration File Directly

​MCP Configuration JSON

​Step 3: Verify Connection

​Quick Copy Configuration

​API Key Configuration (Recommended)

​OAuth Configuration (JWT Token)

​Authentication Methods

​What Can You Do in Cursor?

​Tax & Deductions

​Spending Analysis

​Bill Management

​Transaction Organization

​Receipt Processing

​Troubleshooting

​Security Best Practices

Store Keys Securely

Use Minimal Scopes

Rotate Keys Regularly

Monitor Usage

​Example Queries in Cursor

​Next Steps

Quickstart Guide

Tools Reference

Authentication Guide

Code Examples

​Need Help?

Quick Setup (3 Steps)

Step 1: Get Your API Key

Step 2: Configure MCP in Cursor

Option A: Using Cursor Settings UI

Option B: Edit Configuration File Directly

MCP Configuration JSON

Step 3: Verify Connection

Quick Copy Configuration

API Key Configuration (Recommended)

OAuth Configuration (JWT Token)

Authentication Methods

What Can You Do in Cursor?

Tax & Deductions

Spending Analysis

Bill Management

Transaction Organization

Receipt Processing

Troubleshooting

Security Best Practices

Example Queries in Cursor

Next Steps

Need Help?