How to connect Freeagent to Cursor

1. 1. Enable Freeagent in Metorial

   In your Metorial portal, enable the Freeagent MCP server and sign in with the account that owns the data. Access stays governed by your team policies.

2. 2. Add Metorial to your MCP config

   Use ~/.cursor/mcp.json for every project, or .cursor/mcp.json for one.

   Copy

   {
     "mcpServers": {
       "metorial": {
         "url": "<your-magic-mcp-url>"
       }
     }
   }

3. 3. Sign in

   Open Customize in the sidebar, find Metorial and sign in to load Freeagent tools.

• List Users: Retrieve users from the FreeAgent account.
• Create Timeslip: Log a time entry (timeslip) in FreeAgent against a task and user.
• List Bank Accounts: Retrieve bank accounts from FreeAgent.
• Trial Balance Report: Retrieve the Trial Balance summary from FreeAgent, listing all categories with their balances for a given date range.
• List Bills: Retrieve supplier bills from FreeAgent.
• Update Invoice: Update an existing invoice in FreeAgent.
• Create Contact: Create a new contact in FreeAgent.
• List Expenses: Retrieve expenses from FreeAgent with optional filtering by date range, project, or view type (recent, recurring).
• List Credit Notes: Retrieve credit notes from FreeAgent with optional filtering by status, contact, or project.
• Create Expense: Record a new business expense in FreeAgent.
• Create Bill: Create a new supplier bill in FreeAgent.
• List Bank Transactions: Retrieve bank transactions for a specific bank account in FreeAgent.
• Get Company: Retrieve company information from FreeAgent including name, type, currency, start dates, and tax settings.
• List Invoices: Retrieve invoices from FreeAgent with filtering by status, contact, project, and date.
• Delete Expense: Permanently delete an expense from FreeAgent.
• And 25 more on the Freeagent MCP server page.

• Cursor picks MCP tools automatically when they are relevant, including in Plan Mode. Name a Freeagent tool to steer it.
• Cursor asks for approval before it uses an MCP tool by default. Click the arrow next to the tool name to check the arguments first.
• Switch the Metorial server off from Customize in the sidebar without removing it.
• Cursor shows each Freeagent tool response in chat, with expandable views of the arguments and the result.

Metorial connects but tools are missing or failing

Open the Output panel (Cmd+Shift+U), choose MCP Logs, and look for authentication or connection errors.

Your company blocks the server

Enterprise admins approve remote servers in Team Settings, then MCP Configuration. Ask them to add a URL entry for your Metorial URL.

Cursor asks before every tool call

That is the default. Allowlist the Metorial tools you trust in your Run Mode settings to run them without a prompt.

Based on the Cursor MCP documentation.