RapidDashboard How-To Connect with Cursor

Connect with Cursor

The supported path. Install, click one link, and you are prompting against your own data.

Connect your tools 8 min read
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Finish Connect to your box first. Cursor uses the SSH key and config you set up there. Without it, the connect link opens Cursor and then stalls.

Step 1: Install Cursor

  1. Open a browser on the computer you will build from and go to cursor.com.
  2. Click the download button for your operating system.
  3. Run the installer, then open Cursor.
  4. Sign in or create a free account when prompted. The free tier is enough to connect and build, because the AI that writes your dashboards runs through Rapid.Coder on the box.
The cursor.com homepage with the download button highlighted
The download button sits in the middle of the cursor.com homepage.

Step 3: Confirm you are on the box

This check takes two seconds and saves confusion later. Look at the lower-left corner of the Cursor window. When you are connected remotely, it shows the remote name rather than staying blank.

Cursor — lower-left corner
SSH: rapidbox main 0 problems Ln 1, Col 1
Connected. The badge names the host the session is running on.
Cursor — lower-left corner
no remote main 0 problems Ln 1, Col 1
Not connected. Same window, same chat panel, but the files are on your laptop.

If that corner is empty, you are editing files on your laptop. Prompts still run, and they have no access to your data. Reconnect using the link above before you build anything.

Step 4: Your first prompt

Open the chat panel with Ctrl + L (Cmd + L on a Mac). Start by asking what is connected rather than asking for a dashboard. The answer tells you what vocabulary to use for everything after.

First prompt: take inventory
Before we build anything, give me an inventory of what this box can already see.

List every connected data source. For each one, tell me:
- the system it comes from and how it connects (API, CSV, or SQL)
- how fresh the data is and how often it refreshes
- the main tables or entities available, in plain business language
- the date range actually present

Then suggest the five dashboards you would build first for a CEO, given
what is here. Keep it to one paragraph each and no code yet.

Read the answer carefully. It is the map for everything else, and it usually surfaces one thing worth fixing before you build: a source that refreshes less often than you assumed, or a date field that means "created" where you expected "closed."

Chat panel
You Before we build anything, give me an inventory of what this box can already see…
Your box

Four sources are connected:

Accounting API · hourly Invoices, payments, chart of accounts. Jan 2021 to yesterday.
CRM API · every 15 min Accounts, opportunities, activities. Mar 2022 to today.
Operations database SQL · live Work orders, inventory, timesheets. Full history.
Payroll export CSV · monthly Headcount and labor cost. Last upload: two months ago.

Five dashboards I would build first, given what is here…

The shape to expect back: one row per source, how it connects, how fresh it is, and what is in it. Your answer names your own systems. The useful detail is often the stale one — a monthly upload two months old is a problem worth fixing before you build on it.

Now build something. Head to the prompt library or paste this one:

First dashboard
Build me a dashboard that answers: how did the business perform last month
compared to the same month last year?

Use the sources you just inventoried. Include revenue, gross margin, and
the three largest expense categories. Put the headline numbers across the
top with the change versus last year beside each one, and a twelve-month
trend below.

Assume the reader is the CEO and has ninety seconds. Show me the result,
then tell me which definitions you had to guess at so I can correct them.

Working day to day

To do thisDo that
Open the chat panelCtrl/Cmd + L
Start a fresh conversationClick the + in the chat panel. Do this whenever you switch topics, so old context stops influencing new answers.
Point at a specific fileType @ in the chat and pick the file. Useful for "change this dashboard" rather than "build a new one."
Reconnect after closing CursorReuse the link from Step 2, or open Cursor and pick the box from File → Open Recent.
Change which AI model writes your codeSee Using Rapid.Coder.
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Your work lives on the box, not in Cursor. Close the laptop, reconnect tomorrow from a different machine, and everything is where you left it. That also means a colleague connecting to the same box sees the same dashboards.

Troubleshooting

SymptomLikely causeFix
The link does nothing Cursor is not installed, or the browser blocked the app handoff. Confirm Cursor opens on its own first, then click the link again and allow the prompt. Otherwise use the manual command palette route above.
Cursor opens, then shows a connection error Your key is not on the box yet, or your SSH config has a typo. Run ssh rapidbox in a terminal. If that fails too, the problem is the connection, not Cursor. See SSH troubleshooting.
Connected, but the folder is empty Cursor opened the box without opening your workspace folder. File → Open Folder, then /opt/stacks/<your-client-code>-app.
Chat answers, but knows nothing about your data You are connected to your laptop rather than the box. Check the lower-left corner as described in Step 3.

Talk to a human instead.

Every RapidDashboard client gets direct access to the team that built the box. Most questions take under ten minutes on a call.

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