Connect Orvo to Cursor

Who this is for

Developers and product people who work in Cursor and want stakeholder context and follow-ups in the same chat as their code.

Before you start

• Cursor desktop. Cursor lists MCP among the features of its Pro and higher plans.
• An Orvo account with web access (the free trial works).
• Optional: a personal token from Orvo Settings → Integrations, only if browser sign-in doesn’t work.

Your Orvo MCP server URL.

Fastest: paste a setup prompt into Cursor

Cursor can add Orvo to its own MCP configuration. Paste this prompt, then sign in with Orvo when your browser opens. No token needed.

1. Copy the prompt below. It’s also in Orvo under Settings → Integrations when you choose Cursor.
2. Paste it into Cursor’s chat and send it. Cursor adds Orvo to its configuration. Approve its changes when it asks, and restart it if it tells you to.
3. When your browser opens Orvo, sign in, choose Read only (recommended) or Read and make changes, and click Authorise & Connect. Adding notes, actions or other changes needs Read and make changes.

Please connect Orvo, my personal CRM, to this app as a remote MCP server by adding it to your own MCP configuration.

- Server name: orvo
- URL: https://www.getorvo.com/api/mcp
- Transport: Streamable HTTP
- Authentication: OAuth sign-in through my browser. Orvo needs no API key or token, so do not add an Authorization header.

How to do it in Cursor: edit my global ~/.cursor/mcp.json (create it if needed and keep any other servers) and add this entry under "mcpServers", with no headers:
"orvo": { "url": "https://www.getorvo.com/api/mcp" }
Then tell me to open Cursor's MCP server list (the Customize page in current versions, or Cursor Settings > Tools & MCP in older ones), click the sign-in prompt next to Orvo (such as "Needs authentication") and make sure Orvo is switched on.

Please also:
- Replace any existing server called orvo instead of adding a second one, and keep it in my own user-level settings, not in a project file.
- When the sign-in starts, tell me what happens next: my browser opens an Orvo page where I sign in and choose "Read only (recommended)" or "Read and make changes", then click "Authorise & Connect". Adding notes, actions or other changes needs "Read and make changes".
- After I have signed in, check the connection and list the Orvo tools you can see. If they only appear after a restart, tell me.

If sign-in doesn’t work: a setup prompt with a token

Use this only where Cursor can’t sign in through a browser, for example on a remote machine.

1. In Orvo, open Settings → Integrations, find AI assistants (MCP), choose Cursor and open Use a token instead.
2. Click Generate token, then Copy setup prompt with token. The token is shown once, and generating a new one turns off the old one.
3. Paste the prompt into Cursor’s chat and send it.

Please connect Orvo, my personal CRM, to this app as a remote MCP server by adding it to your own MCP configuration.

- Server name: orvo
- URL: https://www.getorvo.com/api/mcp
- Transport: Streamable HTTP
- Authentication: send the header "Authorization: Bearer YOUR_ORVO_TOKEN"

How to do it in Cursor: edit my global ~/.cursor/mcp.json (create it if needed and keep any other servers) and add this entry under "mcpServers":
"orvo": { "url": "https://www.getorvo.com/api/mcp", "headers": { "Authorization": "Bearer ${env:ORVO_TOKEN}" } }
Then set an environment variable ORVO_TOKEN=YOUR_ORVO_TOKEN for my user, so Cursor sees it when it starts.
Only if Cursor can't see that variable, put "Bearer YOUR_ORVO_TOKEN" directly in the header instead. ~/.cursor/mcp.json is in my home folder, not in a project.
Then tell me to restart Cursor completely and to check in Cursor's MCP settings that Orvo is switched on and lists its tools.

Please also:
- Replace any existing server called orvo instead of adding a second one.
- Keep the token in my own user-level settings only, never in a project file, a repository or anything that is shared. Do not repeat the token in your replies.
- When you are done, check the connection and list the Orvo tools you can see. If they only appear after a restart, tell me.
- The token may be read-only. If Orvo refuses a change later, tell me to switch on "Allow changes with this token" in Orvo under Settings > Integrations (https://www.getorvo.com/setting?tab=integrations).

Set it up by hand: sign in with Orvo

1. Open (or create) ~/.cursor/mcp.json so Orvo is available in every project, and add:
   ~/.cursor/mcp.json Copy

   {
     "mcpServers": {
       "orvo": {
         "url": "https://www.getorvo.com/api/mcp"
       }
     }
   }

2. Open Cursor’s MCP server list (the Customize page in current versions; older versions show it under Cursor Settings → Tools & MCP). Orvo appears with a sign-in prompt such as Needs authentication.
3. Click the prompt to open your browser. Sign in to Orvo, choose Read only (recommended) or Read and make changes, and click Authorise & Connect.
4. Make sure Orvo’s toggle is on, then ask the agent in Cursor’s chat.

Set it up by hand with a token

1. In Orvo, open Settings → Integrations, find AI assistants (MCP), choose Cursor and click Generate token. Copy it; it’s shown once.
2. Reference the token through an environment variable in ~/.cursor/mcp.json:
   ~/.cursor/mcp.json Copy

   {
     "mcpServers": {
       "orvo": {
         "url": "https://www.getorvo.com/api/mcp",
         "headers": {
           "Authorization": "Bearer ${env:ORVO_TOKEN}"
         }
       }
     }
   }

3. Set ORVO_TOKEN to your token in the environment Cursor starts from, then restart Cursor. Never commit a token in a project file.

Read only, or read and make changes

With browser sign-in, you choose on Orvo’s page. To switch, log out of Orvo in Cursor’s MCP list and sign in again.

Cursor asks before running MCP tools by default, following the same run settings as terminal commands, so you can approve each change.

Either way, deleting never erases anything: People and notes go to Recently deleted for 30 days, daily limits cap how much an assistant can change, and changes to a person (their profile, tags, notes and linked actions) show in their activity as made via AI assistant. How Orvo keeps you in control.

Things to ask Cursor