Project Portfolio Agent using Cursor

How I Automated My Project Portfolio with a Custom Cursor Agent

Managing an up-to-date project portfolio used to be a manual and tedious task—until I built my own agent in Cursor IDE to automate the process. Here’s how I set it up:

1. Switched to Plan Mode in Cursor: I started by enabling Plan Mode in the Cursor IDE, which is designed for creating, managing, and running agents.
2. Provided Relevant Context: I fed the agent all necessary context about my workspace, including where my portfolio data lives and how my projects are structured.
3. Generated an Agent Configuration: Using Cursor’s planning tools, I generated an agent .mdc configuration file and placed it in the .cursor directory of my project.
4. Defined Custom Rules: I wrote specific rules for my agent—such as how to recognize new projects, update descriptions, or remove deprecated entries—to ensure it could handle my preferred workflows.
5. Activated the Agent: With everything in place, I activated the agent. From here on out, it runs automatically whenever I’m working in the IDE.
6. Effortless Project Management: Now, to add, remove, or update projects in my portfolio, I simply instruct the agent in natural language and it takes care of the rest—keeping my portfolio perfectly synced and up to date without the manual hassle.

This setup lets me focus on building new projects instead of constantly updating my portfolio by hand!