Use Nefin in Cursor, VS Code and Gemini CLI

• Cursor, VS Code or Gemini CLI installed. For VS Code you use Nefin from Copilot Chat in agent mode.
• A Nefin account with two-step verification. If you haven’t set it up, Nefin walks you through it the first time you connect.
• AI switched on for at least one company. An owner turns it on in Settings → Company. The AI can only reach companies where AI is on.
• The Professional or Business plan in Nefin. Starter companies show up as locked, with an upgrade link.

Each app below has a sign-in setup with no token to copy. If sign-in is not an option where you work, see Use a token instead.

Where no browser can open, or where your app can’t complete the sign-in, use a personal token.

{
  "mcpServers": {
    "nefin": {
      "url": "https://api-books.nefin.app/mcp",
      "headers": {
        "Authorization": "Bearer <your-token>"
      }
    }
  }
}

{
  "servers": {
    "nefin": {
      "type": "http",
      "url": "https://api-books.nefin.app/mcp",
      "headers": {
        "Authorization": "Bearer <your-token>"
      }
    }
  }
}

{
  "mcpServers": {
    "nefin": {
      "httpUrl": "https://api-books.nefin.app/mcp",
      "headers": {
        "Authorization": "Bearer <your-token>"
      }
    }
  }
}

A token has the same access as you. Treat it like a password, keep it out of any file you commit, give each machine its own, and revoke any you no longer use.

Ask in plain language:

• “List my Nefin companies.”
• “Which invoices in Acme Ltd are overdue, and who owes the most?”
• “In Acme Ltd, run the profit and loss for last quarter and compare it with the quarter before.”
• “In Acme Ltd, draft an invoice for Bardhi SHPK: 10 hours of consulting at 45.00, standard VAT.”
• “In Acme Ltd, show me every bill from Bardhi SHPK this year and the total we paid.”
• “Get Nefin's guide for bank statements, then reconcile this statement for Acme Ltd.”
• “Get Nefin's guide for payroll, then show me last month's payroll run in Acme Ltd.”

Amounts go in and come back as exact decimals, such as "1234.56", so nothing gets rounded along the way.

Nefin gives the AI 26 tools. Each one works in one company at a time, so name the company in your request. With one company the AI uses it automatically. With several, it asks which one you mean.

• Read-only by default. The consent screen has an Allow changes switch that starts off. Leave it off and the AI can look things up and run reports but cannot create or change anything.
• Your permissions, nothing more. The AI works as you in each company. If your role can’t post journals, neither can it.
• Everything is on the record. Changes appear in the audit log under your name.
• The app asks first. Cursor, VS Code and Gemini CLI ask before they run a tool unless you tell them to trust it. Trust only tools that read, and keep approving the ones that post to the ledger one at a time.
• Turn off what you don’t need. Each app lets you switch tools off. To let the AI read and prepare drafts but never post, turn off every tool that posts, corrects or deletes: update_document, delete_document, activate_document, record_payment, manage_journal, reconcile_bank_lines, mark_bank_period_reconciled and run_payroll.

To cut off access, go to Account → AI connectors and click Disconnect next to the app, or Revoke next to a token. It takes effect immediately. Then remove the server from the config file.

Every AI app has its own limits. This table shows what each one means for Nefin and what to do about it. The apps on this page are first.

Cursor shows fewer Nefin tools than expected

Cursor counts about 40 tools across every connected server and drops the rest. Nefin has 26, so with a few other servers connected some of them disappear. Turn off Nefin tools you don't use, or turn off other servers, in Cursor's MCP settings.

The server shows as needing sign-in or as disconnected

You haven't signed in yet, or your session lapsed after 30 days without use. In Cursor click the sign-in button next to nefin. In VS Code start the server from the MCP list and sign in when it asks. In Gemini CLI run /mcp auth nefin.

The app asks for a client ID

Nefin registers the app itself, so no client ID is needed. If your version of the app still insists on one, use a personal token instead (see the token section above).

The Nefin sign-in page says AI features are not enabled

None of your companies has AI switched on. Ask an owner to turn it on in Settings, Company, then try again.

The AI says it can't find a company

The AI only sees companies where AI is on and where you are an active member. Ask it to list your Nefin companies to see exactly what it can reach.

The AI asked which company to use

You belong to more than one company, so it asks before it does anything. Name one, for example "in Acme Ltd, ...". With only one company it picks it for you.

The AI doesn't see a tool or uses an old tool name

A session keeps the tool list it started with. Toggle the server off and on in Cursor or VS Code, or restart Gemini CLI, then start a new chat.

A change was refused

The connection is read-only unless you turned on Allow changes when you connected. To change that, disconnect it under Account, AI connectors, and connect again with Allow changes on. Your role in the company must also allow the action.

Nothing works with a token

Check that the header is exactly Authorization: Bearer nef_pat_... and that the token hasn't been revoked or expired. Create a new token under Account, AI connectors, if in doubt.