# Applied Epic MCP for AI Agents AI Agent Connect

> Applied Epic MCP. Manage insurance clients, policies, and agency activities with a natural language interface. It lets your agent handle renewals, check compliance, and track activities without you having to click through dozens of menus. Get real-time visibility into your agency's workflow and client records instantly.

## Overview
- **Category:** erp-operations
- **Price:** Free
- **Endpoint:** https://edge.vinkius.com/vk_preview_qOuRgQwuG2ow13u3DPs78aiiQin4wiNqFopPz68G/ai-agent-connect
- **Tags:** agency-management, policy-tracking, client-records, compliance-monitoring, insurance-workflows, renewal-management

## Description

The Applied Epic MCP lets you talk to your insurance management platform as if you were speaking to a teammate. If you're tired of digging through layers of menus to find out when a policy expires or where a specific piece of proof of insurance is hidden, this is the fix. You can ask your agent to pull up a client's full profile or list every policy in your agency without ever leaving your chat window. It handles the tedious work of searching through your records so you can spend more time actually helping your clients. By connecting your account, you get real-time visibility into your agency's workflow. You can check on specific lines of business, like Workers Comp or General Liability, or quickly create a new activity log after a client call. It turns your data into a searchable conversation. You can find this Connector in the Vinkius catalog to get your agency's data working for you.

## Tools

### list_clients
List all insurance clients in Applied Epic. This lets you see every client record managed in your system.

### list_lines
List lines of business for a policy. This shows you the specific types of coverage like GL or Workers Comp.

### get_policy
Get details for a specific policy. Use this to see the status, dates, and specific coverage details for a policy.

### create_activity
Create a new activity record. This lets you log a phone call or set a follow-up task in one go.

### get_account_check
Verify Applied Epic account connection. Use this to make sure your agent has the right access to your data.

### get_client
Get details for a specific client. This pulls the full demographic and compliance profile for any account.

### list_activities
List all activities (tasks/logs). This gives you a full history of all interactions and tasks in your agency.

### list_attachments
List all file attachments. Use this to find photos or proof of insurance documents linked to your clients.

### list_policies
List all insurance policies. Use this to see every policy across your entire agency.

## Prompt Examples

**Prompt:** 
```
Who are my clients in the Workers Comp line of business?
```

**Response:** 
```
I've looked through your records and found the following clients with Workers Comp coverage:

| Client Name | Policy Number | Status |
| :--- | :--- | :--- |
| **Global Logistics Inc.** | #WC-9928 | Active |
| **Downtown Realty** | #WC-1102 | Expired |

Would you like me to pull more details on any of these?
```

**Prompt:** 
```
List all policies expiring in the next 30 days.
```

**Response:** 
```
You have 12 policies expiring within the next month. Here are the top three:

* **Global Logistics Inc.** (Policy #ABC-123) - Expires Oct 15
* **Metro Health** (Policy #XYZ-789) - Expires Oct 22
* **Riverside Retail** (Policy #LMN-445) - Expires Oct 28

I can help you draft renewal emails for these if you'd like.
```

**Prompt:** 
```
Create a follow-up task for client 12345.
```

**Response:** 
```
Done. I've created a new activity record for client **12345** with the note: *'Follow-up on renewal quote.'* It's now logged in your Applied Epic records.
```

## Capabilities

### Search client records
Pull up full demographic and compliance profiles for any client in your system.

### Track policy statuses
View active and historical policy dates, statuses, and specific coverage details.

### Manage task logs
Create new activities or view the full history of tasks and logs across your agency.

### Inspect lines of business
Drill down into specific coverage types like Workers Comp or General Liability for any policy.

### Find insurance documents
Locate photos, documents, and proof of insurance linked to your clients.

### Verify account connection
Confirm your agent has secure, real-time access to your agency's data.

## Use Cases

### Quick renewal checks
An agent asks the agent to find all policies expiring next month. The agent uses list_policies and summarizes the dates in a table.

### Client onboarding
An ops person asks for the demographic info of a new client. The agent uses get_client to pull the data and format it for a summary.

### Compliance audits
An account manager asks to find all proof of insurance for a specific account. The agent uses list_attachments to find the files.

### Activity logging
After a call, an agent tells the agent to create a follow-up task. The agent uses create_activity to log the note.

## Benefits

- Stop digging for client data because get_client pulls everything into one view instantly.
- Never miss a renewal by asking your agent to check list_policies for upcoming expirations.
- Keep your records updated by using create_activity to log every phone call or email.
- Find missing proof of insurance faster with list_attachments instead of searching folders.
- Get a clear view of coverage by using list_lines to see specific business types.

## How It Works

The bottom line is you get to stop clicking through menus and start getting answers in plain English.

1. Connect your Applied Epic account using OAuth 2.0 authentication.
2. Link the Connector to your AI client like Claude or Cursor.
3. Ask your agent questions about client data, policy expirations, or activity logs.

## Frequently Asked Questions

**Can the Applied Epic MCP see my private client data?**
Yes, it connects to your specific Applied Epic account. It only sees the data your agency has authorized through the secure OAuth 2.0 connection.

**How do I connect my agency to this Connector?**
You just need to link your Applied Epic account to the Connector via the Vinkius platform. Once connected, your agent can start accessing your agency's records.

**Can I use this to find missing insurance documents?**
Yes. You can ask your agent to find attachments like proof of insurance or photos for any specific client or policy.

**Does the Applied Epic MCP help with renewals?**
It makes renewals much easier by allowing you to quickly list all policies and filter them by expiration date so you can stay on top of them.

**Can I log phone calls using this?**
You can. Just tell your agent to create a new activity or log a note for a specific client, and it will update your records automatically.

**Is my data safe with the Applied Epic MCP?**
Security is a priority. The Connector uses industry-standard OAuth 2.0 to ensure your agency's data remains private and protected.

**How do I get my Applied Epic API credentials?**
Register your application in the [Applied Dev Center](https://developer.myappliedproducts.com/) to receive a Client ID and Client Secret. You will also need your Enterprise ID and Epic Database Name.

**What is the Database Name?**
The Database Name is the internal name of your Applied Epic database. You can find this information in your Epic platform settings or by contacting your agency's system administrator.

**Can I see document attachments?**
Yes, the `list_attachments` tool allows you to find documents and files linked to clients and policies, though the content itself remains secured in your Epic platform.