Integrate Cursor with Live Dynamics CRM Data via CData Connect AI

Yazhini G
Technical Marketing Engineer

Leverage the CData Connect AI Remote MCP Server to enable Cursor to securely access and act on live Dynamics CRM data from within the editor.

Cursor is an AI-powered code editor that embeds conversational and agent-style assistance alongside your development workflow. By extending Cursor with MCP (Model Context Protocol) tools, you can give its AI agents secure access to external systems such as APIs and databases.

Integrating Cursor with CData Connect AI via the built-in CData MCP Server allows the editor's AI to query, analyze, and act on live Dynamics CRM data without copying data into the IDE. The result is a development experience where you can chat with your governed enterprise data directly from Cursor.

This article outlines how to configure Dynamics CRM connectivity in Connect AI, generate the required access token, register the CData MCP Server in Cursor, and then use the AI chat pane to explore live Dynamics CRM data.

About Dynamics CRM Data Integration

CData simplifies access and integration of live Microsoft Dynamics CRM data. Our customers leverage CData connectivity to:

Read and write data in the Dynamics CRM 2011+ Services and Dynamics CRM Online.
Extend the native features of Dynamics CRM with customizable caching and intelligent query aggregation and separation.
Authenticate securely with Dynamics CRM in a variety of ways, including Azure Active Directory, Azure Managed Service Identity credentials, and Azure Service Principal using either a client secret or a certificate.

CData customers use our Dynamics CRM connectivity solutions for a variety of reasons, whether they're looking to replicate their data into a data warehouse (alongside other data sources) or analyze live Dynamics CRMa data from their preferred data tools inside the Microsoft ecosystem (Power BI, Excel, etc.) or with external tools (Tableau, Looker, etc.).

Getting Started

Step 1: Configure Dynamics CRM connectivity for Cursor

Connectivity to Dynamics CRM from Cursor is made possible through CData Connect AI's Remote MCP Server. To interact with Dynamics CRM data from Cursor, start by creating and configuring a Dynamics CRM connection in CData Connect AI.

Log into Connect AI, click Sources, and then click Add Connection

Select Dynamics CRM from the Add Connection panel

Enter the necessary authentication properties to connect to Dynamics CRM.
The connection string options meet the authentication and connection requirements of different Dynamics CRM instances. To connect to your instance, set the User and Password properties, under the Authentication section, to valid Dynamics CRM user credentials and set the Url to a valid Dynamics CRM server organization root. Additionally, set the CRMVersion property to 'CRM2011+' or 'CRMOnline'. IFD configurations are supported as well; set InternetFacingDeployment to true.

Additionally, you can provide the security token service (STS) or AD FS endpoint in the STSURL property. This value can be retrieved with the GetSTSUrl stored procedure. Office 365 users can connect to the default STS URL by simply setting CRMVersion.
Click Save & Test
Navigate to the Permissions tab and update user-based permissions

Add a Personal Access Token

A Personal Access Token (PAT) is used to authenticate the connection to Connect AI from Cursor. It is best practice to create a separate PAT for each integration to maintain granular access control.

Click the gear icon () at the top right of the Connect AI app to open Settings
On the Settings page, go to the Access Tokens section and click Create PAT
Give the PAT a descriptive name and click Create

The personal access token is only visible at creation, so be sure to copy it and store it securely for future use

With the Dynamics CRM connection configured and a PAT generated, Cursor can now connect to Dynamics CRM data through the CData MCP Server.

Step 2: Configure the CData MCP Server in Cursor

Next, configure Cursor to use the CData MCP Server. Cursor reads MCP configuration from an mcp.json file in the user configuration directory and exposes the registered servers under the Tools & MCP settings. Once configured, Cursor's AI chat can call the tools exposed by CData Connect AI.

Download the Cursor desktop application and complete the sign-up flow for your account
From the top menu, click Settings to open the settings panel
In the left navigation, open the Tools & MCP tab and click Add Custom MCP
Cursor opens an mcp.json file in the editor

Add the following configuration. Make sure to base64-encode your email:PAT before inserting into the header:

{
  "mcpServers": {
    "cdata-mcp": {
      "url": "https://mcp.cloud.cdata.com/mcp",
      "headers": {
        "Authorization": "Basic your_base64_encoded_email_PAT"
      }
    }
  }
}

Configuring mcp.json with CData MCP Server

Save the file
Return to Settings and then select Tools & MCP. You can now see cdata-mcp enabled with an active indicator

Step 3: Chat with CData Connect AI from Cursor

From the top bar, click Toggle AI Pane to open the chat window
Test the connection by entering "List connections"
You can also run queries like "Query Dynamics CRM data and list the high priority accounts"