> ## Documentation Index
> Fetch the complete documentation index at: https://finance.dev/llms.txt
> Use this file to discover all available pages before exploring further.

# Cursor

> Add the Aries MCP server in Cursor. Put your Client ID in auth.CLIENT_ID in mcp.json, restart, click Connect - your browser opens the Aries OAuth screen to sign in.

Connect **Cursor** to Aries so you can use the Aries API (portfolio, market data, orders) from Cursor. Add the Aries MCP server in `mcp.json` with your **Client ID** in the `auth.CLIENT_ID` field, **restart Cursor**, then click **Connect** - your browser opens the **Aries OAuth screen** where you sign in with your Aries credentials and grant access.

***

## What you need

* An **Aries account** and access to [Client Center / Manage Account](https://app.aries.com/client-center).
* **Cursor** IDE (v0.40 or later recommended).

***

## Step 1: Get your Client ID (common for all platforms)

You need a **Client ID** from Client Center / Manage Account. You will put it in the `auth.CLIENT_ID` field in `mcp.json` so that when you click **Connect**, the Aries OAuth screen can open. Without it, Connect will not work.

**Do this first:** [**Create an OAuth app in Client Center / Manage Account**](../mcp-auth#step-1-create-an-oauth-app-in-client-center-manage-account). When creating the key, set the **OAuth redirect URI** to `https://mcp.aries.com/auth/callback`. Copy your **Client ID**.

***

## Step 2: Add the Aries MCP server with your Client ID

1. Open **Cursor** and go to **Settings** (`Cmd+,` on macOS or `Ctrl+,` on Windows/Linux).
2. In the left sidebar, open **Tools & MCP** (or **Features** -> **MCP**).
3. Click **Add new MCP server** (or **Add MCP server**). A file named **mcp.json** opens (often in your project as `.cursor/mcp.json` or in Cursor's config folder).
4. Use the config below. **Replace `YOUR_CLIENT_ID_HERE`** with your actual Client ID from Step 1 (inside `auth.CLIENT_ID`). If the file already has other servers, add only the `aries` block inside `mcpServers`.

```json theme={null}
{
  "mcpServers": {
    "aries": {
      "url": "https://mcp.aries.com/mcp",
      "auth": {
        "CLIENT_ID": "YOUR_CLIENT_ID_HERE"
      }
    }
  }
}
```

5. **Save** the file.
6. **Restart Cursor** completely (quit and reopen). MCP servers load only at startup.

<Warning>
  **You must set `auth.CLIENT_ID`** to your real Client ID from Client Center / Manage Account. If it is missing or wrong, the Connect button will not open the Aries OAuth screen. The URL must be exactly `https://mcp.aries.com/mcp` (no trailing slash). The redirect URI is only for Client Center / Manage Account when you create the key.
</Warning>

***

## Step 3: Click Connect, then open the OAuth URL

After restarting, the Aries server appears in **Settings -> Tools & MCP** with a **Connect** button (or **Needs authentication**).

1. Open **Settings** -> **Tools & MCP** and find the **Aries** entry.
2. Click **Connect** (or the **Needs authentication** link). In some Cursor versions the browser does **not** open automatically; instead Cursor shows an **"Open the URL"** (or similar) notification.
3. **Click that notification** (or the link in it) to open the OAuth URL in your browser. The **Aries OAuth screen** (sign-in and consent page) opens.
4. On that page: **sign in** with your Aries email and password, then click **Allow** or **Approve** to grant access. Same OAuth flow as other platforms.

<Info>
  **If the browser doesn't open by itself:** In some Cursor versions, clicking Connect / "Needs authentication" does not open the browser automatically. Cursor shows an **"Open the URL"** (or similar) notification instead. **Click that notification** (or the link in it) to open the OAuth URL - then the same sign-in and Allow flow applies.
</Info>

<Warning>
  **First-time permission grant:** This screen appears **only the first time**. If you close it without clicking **Allow**, it may not appear again. Complete sign-in and click **Allow** or **Approve** before closing the tab.
</Warning>

After you approve, the MCP gateway completes the token exchange. You'll see a success message or return to Cursor.

***

## Step 4: You're connected

Cursor can now use the Aries API via the MCP server. You can ask for portfolio info, market data, or to place orders within Cursor's AI features.

***

## Troubleshooting

| Issue                                                      | What to do                                                                                                                                                                                                                         |
| ---------------------------------------------------------- | ---------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------- |
| **"redirect\_uri\_mismatch"**                              | In [Client Center / Manage Account](https://app.aries.com/client-center), set the OAuth redirect URI to exactly `https://mcp.aries.com/auth/callback` (no trailing slash).                                                         |
| **"invalid\_client"**                                      | Confirm your Client ID is correct and the client is active in Client Center / Manage Account.                                                                                                                                      |
| **MCP server not loading**                                 | Fully quit and reopen Cursor; MCP servers load only at startup.                                                                                                                                                                    |
| **Connect / Needs authentication - browser does not open** | Known Cursor behavior: Cursor may show an **Open the URL** notification instead. Click that notification (or the link in it) to open the OAuth URL. Then sign in with your Aries credentials and click **Allow**. Same OAuth flow. |
| **Connect shows needs authentication but no notification** | Your `mcp.json` must have **`auth.CLIENT_ID`** set to your Client ID in the `aries` block. Add or fix it, save, restart Cursor, then click **Connect** again. If a notification appears, click it to open the OAuth screen.        |

More help: [OAuth2 Guide - Troubleshooting](/api-reference/oauth2/guide#troubleshooting).

***

## Next steps

<CardGroup cols={2}>
  <Card title="MCP Authentication" icon="plug" href="../mcp-auth">
    Common steps and all supported platforms.
  </Card>

  <Card title="Claude.ai (Web)" icon="https://mintcdn.com/ariesfinancialinc/BFX131TbWvqKArQH/logo/claude-logo.png?fit=max&auto=format&n=BFX131TbWvqKArQH&q=85&s=6d1a1f6f2994b271ef33f45241b5dac4" href="claude-web" width="555" height="552" data-path="logo/claude-logo.png">
    Connect Claude in the browser to Aries.
  </Card>

  <Card title="ChatGPT" icon="https://mintcdn.com/ariesfinancialinc/BFX131TbWvqKArQH/logo/chatgpt-logo.png?fit=max&auto=format&n=BFX131TbWvqKArQH&q=85&s=ffb99f4fc9ff310ca93d51b4381f1b93" href="chatgpt" width="2121" height="2160" data-path="logo/chatgpt-logo.png">
    Connect ChatGPT to Aries via MCP app.
  </Card>

  <Card title="Perplexity" icon="https://cdn.simpleicons.org/perplexity" href="perplexity">
    Connect Perplexity to Aries via MCP.
  </Card>

  <Card title="Microsoft Copilot Studio" icon="https://mintcdn.com/ariesfinancialinc/BFX131TbWvqKArQH/logo/copilot.jpg?fit=max&auto=format&n=BFX131TbWvqKArQH&q=85&s=dae46c1a81ccedbaf475bc8a9df18dc0" href="copilot-studio" width="554" height="554" data-path="logo/copilot.jpg">
    Add Aries MCP tool in Copilot Studio.
  </Card>
</CardGroup>