Setup guide

Set up Fortunest in Cursor

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Ask about your real portfolio: holdings, risk, tax lots and trades across brokers and exchanges.

01Configuration

{
  "mcpServers": {
    "fortunest-demo": {
      "command": "npx",
      "args": [
        "-y",
        "mcp-remote",
        "https://app.fortunest.ai/mcp/demo"
      ]
    }
  }
}

Remote server. This uses the mcp-remote bridge so Cursor can reach the hosted endpoint. Add it to .cursor/mcp.json.

02Steps

Make sure Cursor is installed and up to date.
Open .cursor/mcp.json and add the block above (merge into any existing mcpServers).
Provide any required API keys/credentials as environment variables.
Restart Cursor and confirm Fortunest’s tools appear.

03Other runtimes

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04Provenance

config_sourcegenerated from captured install method

last_checked2026-11-14 11:00Z

sourcesOfficial MCP Registry [p1]

Next step

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