Cursor · MCP

Connect Cursor to your finances

Add 2Fin to Cursor’s MCP settings and ask about tool costs, subscriptions and freelance income without leaving the editor.

Get 2Fin freeWhy a ledger

Set it up in four steps

  1. 01

    Create a free 2Fin account and add your transactions

    Connect a bank feed with your own key or upload a statement. Fin categorises each transaction as it arrives.

  2. 02

    Add the server to Cursor

    Add this to your mcp.json (Cursor Settings, then MCP), or to .cursor/mcp.json in a project:

    {
  "mcpServers": {
    "ai2fin": { "url": "https://api.ai2fin.com/mcp" }
  }
}
  3. 03

    Sign in to 2Fin and approve the access

    A 2Fin sign-in page opens. Sign in, read the consent screen — it names every permission the assistant asks for, including any access to change your records — and approve. To keep it read-only, approve only the read permissions.

  4. 04

    Ask in chat

    For example: “List my software subscriptions this quarter with what each cost.”

Menus move between versions; Anysphere’s own guide has the current path: Cursor: Model Context Protocol. 2Fin: Cursor integration

Using the 2Fin desktop app? Cursor on the same computer can read the desktop ledger through its local MCP server instead. The desktop app

Things to ask Cursor

  • “What did I spend on eating out this year, month by month?”
  • “Which of this quarter’s purchases look deductible for my work?”
  • “What bills are due before my next pay, and will there be enough left?”
  • “How much GST is in my business spending this quarter?”

The permissions on the consent screen

  • read:transactionsRead your transactions, categories and what looks deductible
  • read:billsRead your bills, recurring payments and what is coming up
  • write:transactionsAdd transactions or change their category
  • write:billsAdd or change bills and money you expect to receive
  • write:expensesRecord an expense, such as one from a receipt
  • webhooks:manageSet up webhooks for a developer tool

Approve only the read permissions to keep Cursor read-only. Bank connections are read-only either way, and emails, card and account numbers, phone numbers, tax file numbers and the names in person-to-person transfers are stripped before anything reaches the assistant.

Questions, answered

Connecting Cursor to 2Fin

Which 2Fin plan do I need to connect Cursor?
Any plan. The MCP server Cursor connects to is on the free plan, with no card and no time limit.
How do I disconnect Cursor from 2Fin?
Remove the 2Fin connector in Cursor, and revoke its access from your 2Fin account settings. Revoking in 2Fin stops it at once, whatever Cursor still has saved.

Related

Ask Cursor about your real money

Get 2Fin free