Getting Started
Integrations
Run Customermates as an MCP server inside Cursor so your IDE can update the CRM while you code.
TL;DR — Add a customermates block to ~/.cursor/mcp.json, reload Cursor, paste the setup prompt.
Open (or create) ~/.cursor/mcp.json:
{
"mcpServers": {
"customermates": {
"url": "https://customermates.com/api/v1/mcp",
"headers": {
"x-api-key": "${CUSTOMERMATES_API_KEY}"
}
}
}
}Export the key in your shell profile:
echo 'export CUSTOMERMATES_API_KEY=your-64-character-key' >> ~/.zshrc
source ~/.zshrcReload Cursor (Cmd+Shift+P → Developer: Reload Window). The MCP server appears in the Composer panel.
In Composer, paste the setup prompt. Cursor will pass it to the model and the model will start asking for your API key.
Because the CRM state is context. "Show me the deals blocked on engineering" while you're in a ticket, or "log this call" while you're reading the customer's repo, keeps you in flow. The agent can read or write without you leaving the editor.
| Symptom | Cause | Fix |
|---|---|---|
| Server not listed | mcp.json not picked up | Check file path, reload window |
| "Invalid API key" | Wrong key length | Regenerate in Profile → API Keys |
| Tool calls time out | Corporate proxy blocking | Set HTTPS_PROXY in the shell you launch Cursor from |