Use Octolane with Cursor

Query your CRM, check deal status, and log notes without leaving your editor. Useful for developers who manage customer relationships, founders who code and sell, or anyone who wants CRM access in their development workflow.

Setup

Create the config file

Create .cursor/mcp.json in your project root or your global Cursor config directory:

{
  "mcpServers": {
    "octolane": {
      "url": "https://mcp.octolane.com/mcp",
      "headers": {
        "X-API-Key": "your-api-key"
      }
    }
  }
}

Replace your-api-key with your key from Settings > Integrations > API in Octolane.

Add .cursor/mcp.json to your .gitignore so your API key doesn’t end up in version control.

Restart Cursor

Restart Cursor to pick up the new MCP configuration. The Octolane tools will be available in Cursor’s AI chat.

Verify

Open Cursor’s AI chat and ask:

What Octolane tools are available?

You should see the full list of Octolane MCP tools.

Why use Octolane in Cursor

Check customer context while building

When you’re working on a feature request from a specific customer, pull up their deal to see the full context without switching to a browser:

Pull up the deal with Linear. What did they ask for in our last meeting?
What are their action items?

Log notes without context-switching

Just finished a customer call? Log it from Cursor:

Add a note to the Stripe deal: "Call with Sarah - they want to proceed
with enterprise plan. Need SOC 2 report before procurement. Timeline is
end of Q1. Budget approved by CFO."

Morning pipeline check during standup

Run a quick pipeline check before your team standup:

Show me all my deals that changed stage this week. What's stale?
What meetings do I have today?

Check Signal between deploys

While waiting for a deploy, check who’s been visiting your site:

Any interesting companies visit our site today? Show me ones that
match our ICP and aren't already in our pipeline.

Quick data lookups

Need a customer’s email or company details while writing code?

What's the email for our main contact at Notion?

How big is Ramp? What's their tech stack?

Example workflows for developers

Pre-standup pipeline review

Show me pipeline changes from this week:
- New deals created
- Deals that changed stage
- Stale deals (no activity in 14+ days)
- Deals closing this month

Keep it brief - just names, values, and what changed.

Customer debugging context

A customer at acme-corp.com reported a bug. Pull up everything we
know about them - their deal, contacts, recent conversations, and
what plan they're on.

Quick deal creation after a call

Just had a call with the CTO of newstartup.io. Create a deal -
$30K annual, they're interested in the Pro plan. Stage is
"Meeting Scheduled". Main contact is alex@newstartup.io.
Add a note: "Inbound via website. Evaluating us vs HubSpot.
Decision in 2 weeks."

End-of-day deal update

Move the Stripe deal to the Negotiation stage. Also add a note:
"They want to add 20 more seats, new value ~$150K. Close date
pushed to April 30."

Task and email check

What tasks do I have due today? And show me any unanswered
emails from this week.

Signal check for prospecting

Show me companies that visited our docs this week with 50+ employees.
Are any of them already in our CRM? For the ones that aren't, show me
their ICP score and company details.

Tips

Use Cursor’s Agent mode for multi-step CRM workflows (pipeline review + deal updates + note creation in one go)
Keep queries focused - “Show me stale deals” works better than “Give me a full analysis of our entire pipeline health”
You can reference CRM data in your code comments: ask about a customer’s requirements, then use the context while building their feature

​Setup

​Why use Octolane in Cursor

​Check customer context while building

​Log notes without context-switching

​Morning pipeline check during standup

​Check Signal between deploys

​Quick data lookups

​Example workflows for developers

​Tips

Setup

Why use Octolane in Cursor

Check customer context while building

Log notes without context-switching

Morning pipeline check during standup

Check Signal between deploys

Quick data lookups

Example workflows for developers

Tips