# Connect Cursor to Finix MCP

Cursor Logo
This guide walks you through connecting Cursor to the Finix MCP server. After setup, you can ask Cursor questions about Finix and get accurate answers from our documentation inside your editor.

## Prerequisites

Before you begin, make sure you have:

- **Cursor Pro plan or above** - MCP is not available on the free Hobby plan.
- **Internet connection** - Required to reach [docs.finix.com](https://docs.finix.com/).


### Installing Cursor

If you don't have Cursor installed yet, download it from the [official Cursor website](https://www.cursor.com) and follow the installation instructions for your platform.

## Quick Setup

Add the Finix MCP server using the Cursor user interface or by editing the MCP configuration file.

### Option A: Cursor User Interface

1. Open Cursor Settings (**Cmd / Ctrl + Shift + J** on Mac, or click the gear icon).
2. Navigate to **Tools & MCP**.
3. Click **+ Add new MCP server**.
4. Enter the following details:
  - **Name**: `finix-redocly-mcp`
  - **URL**: `https://docs.finix.com/mcp`
5. The server appears in the MCP list with a green status indicator when connected.


### Option B: MCP Configuration File

Create or edit `.cursor/mcp.json` in your project root:


```json .cursor/mcp.json
{
  "mcpServers": {
    "finix-redocly-mcp": {
      "url": "https://docs.finix.com/mcp"
    }
  }
}
```

Cursor has detected the configuration update. No restart is required.

The Finix MCP server's `search` tool finds results in both the API Reference and Guides. Detailed retrieval tools (`get-endpoint-info`, `get-endpoints`, `get-full-spec-document`) are only available in the API Reference.  See [Enhancing Guide Access](#enhancing-guide-access) to configure the agent for full access to the Finix documentation.

## Enhancing Guide Access

The MCP server can search guides but lacks a tool to retrieve their full content. To give Cursor full access to both API docs and guides, add the following to your project's Cursor rules (`.cursor/rules` file) or system prompt:


```markdown
## Finix Documentation Access

When answering questions about Finix:

1. Use the Finix MCP server tools (`search`, `get-endpoint-info`, `get-endpoints`) to find relevant API reference content.
2. For guide/tutorial content: after using the MCP `search` tool to find relevant guide pages, fetch the full content by appending `.md` to the guide URL. For example:
   - `https://docs.finix.com/guides/getting-started/developer-quickstart.md`
   - `https://docs.finix.com/guides/online-payments/payment-tokenization/tokenization-forms.md`
   - `https://docs.finix.com/guides/payouts/adding-funds.md`
3. Always check both API Reference and Guides for a complete answer.
```

This lets Cursor access Markdown guides and API references via MCP, ensuring full access to Finix docs.

## Verify the Connection

After adding the MCP server, verify it is working:

### Check MCP Status

1. Open Cursor Settings (**Cmd / Ctrl + Shift + J**).
2. Navigate to **Tools & MCP**.
3. Confirm `finix-redocly-mcp` shows a green status indicator.


### Test a Query

Open a Cursor chat session and ask a question about Finix.

#### API Reference Test

> *"What authentication method does the Finix API use?"*


If Cursor responds with specific details about Finix API authentication (Basic Auth with API credentials), the connection is working.

#### Guide Access Test

> *"How do I onboard a seller on Finix?"*


If Cursor responds with details from the seller onboarding guide (not just API endpoint info), guide access is working correctly.

## Configuration Options

### Project-Level Configuration

To share the Finix MCP server with your team, add the following MCP configuration to your project and commit it to your repo:


```json .cursor/mcp.json (project root)
{
  "mcpServers": {
    "finix-redocly-mcp": {
      "url": "https://docs.finix.com/mcp"
    }
  }
}
```

This makes the MCP server available to anyone who opens the project in Cursor.

### Global Configuration

Make the Finix MCP server available across all your projects by adding the MCP configuration to your home directory:


```json ~/.cursor/mcp.json
{
  "mcpServers": {
    "finix-redocly-mcp": {
      "url": "https://docs.finix.com/mcp"
    }
  }
}
```

### Toggle Without Removing

Enable or disable the Finix MCP server from **Settings > Tools & MCP** without deleting the configuration. This lets you disable the server temporarily without losing your setup.

## Using Finix MCP

Once configured, Cursor uses the MCP server when you ask Finix-related questions in chat or via the agent.

### Example Prompts

**API Questions:**

> *"What fields are required to create a Transfer?"*
*"How do I tokenize a card with Finix.js?"*
*"What's the difference between a Transfer and an Authorization?"*


**Integration Help:**

> *"Show me an example of processing a refund."*
*"How do I set up webhooks for payment status updates?"*
*"What are the steps to onboard a seller?"*


**Troubleshooting:**

> *"What does error code 402 mean?"*
*"What does the RETURNED state mean for a Transfer?"*
*"How do I handle declined payments?"*


### Best Practices

For best results:

1. **Be specific** - "How do I create a card Authorization?" is better than "How do payments work?"
2. **Reference API resources** - Use terms like "Transfer", "Authorization", "Identity", "Merchant" when relevant.
3. **Ask for examples** - "Show me an example of..." prompts Cursor to pull code samples from documentation.
4. **Mention the environment** - Specify "Sandbox" or "Production" if it matters for your question.


## Troubleshooting

### Server Not Connecting

If the Finix MCP server does not show a green status indicator:

1. **Check the URL** - Verify the URL is exactly `https://docs.finix.com/mcp`.
2. **Check internet connection** - Verify you can access [docs.finix.com](https://docs.finix.com/) in a browser.
3. **Check your plan** - MCP requires a Cursor Pro plan or above.


### Connection Errors

If Cursor reports connection issues:

1. **Check for firewall or proxy issues** - Corporate networks may block MCP connections
2. **Check MCP logs** - Open the Output panel (**Cmd / Ctrl + Shift + U**) and select **MCP Logs** from the dropdown to see detailed error messages
3. **Try the mcp-remote bridge** - If you experience transport negotiation issues, use the `stdio` bridge as a workaround:

```json .cursor/mcp.json
{
  "mcpServers": {
    "finix-redocly-mcp": {
      "command": "npx",
      "args": [
        "-y",
        "mcp-remote",
        "https://docs.finix.com/mcp"
      ]
    }
  }
}
```


### Cursor Not Using Finix Documentation

If Cursor seems to guess instead of searching the documentation:

1. **Be explicit** - Try "Search the Finix documentation for..." in your prompt.
2. **Check MCP is enabled** - Go to **Settings > Tools & MCP** and verify the server is enabled.
3. **Start a new chat** - Sometimes a fresh chat session helps.


### Cursor Only Returning API Reference (No Guide Content)

If Cursor answers with only API endpoint details and misses relevant guide content,

1. **Add Cursor rules** - See the [Enhancing Guide Access](#enhancing-guide-access) section above to instruct Cursor to fetch guide Markdown files.
2. **Ask explicitly** - Try "Check the Finix guides for how to..." to prompt Cursor to search for guide content.


### Outdated Information

The MCP server uses Finix's published documentation. If you find any outdated information:

- Check [docs.finix.com](https://docs.finix.com) for the latest published documentation.
- If you notice a discrepancy, contact the [Finix Support Team](mailto:support@finix.com) or your Finix representative for a definitive answer.


The MCP server always shows the latest information from [docs.finix.com](https://docs.finix.com), which is updated regularly.

## Removing the MCP Server

To disconnect Cursor from Finix documentation:

1. Open Cursor Settings (**Cmd / Ctrl + Shift + J**).
2. Navigate to **Tools & MCP**.
3. Remove `finix-redocly-mcp` from the list.


Or delete the `finix-redocly-mcp` entry from your `.cursor/mcp.json` file.