Applied Epic MCP. Manage your entire client and policy lifecycle via conversation.
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Applied Epic MCP connects your AI agent directly to the Applied Systems insurance platform. It lets you manage client records, track policy status, and log follow-up activities using natural language commands.
Check compliance history, view attached documents, or create a renewal task without touching complex menus.
What your AI agents can do
Create activity
This tool creates a new record for an activity or task within the system.
Get account check
It verifies that your connection to the Applied Epic account is active and working correctly.
Get client
You can retrieve all detailed information for a single, specific client.
Retrieve demographic information for any specific client or list all active clients in your book of business.
Get full details on a policy, including its effective date, expiration status, and associated lines of business.
Create new activity records (tasks or logs) and list past activities to ensure compliance tasks are completed.
Find, list, and manage all file attachments, photos, and proof of insurance linked to a client or policy.
List all current and historical policies held by the agency for comprehensive record keeping.
Ask AI about this MCP
Supported MCP Clients
OAuth 2.0 Compatible Gemini Waiting for input…
Applied Epic MCP: 9 Tools
These tools allow your agent to interact with core insurance functions in Applied Epic, covering everything from listing clients to managing specific policy lines.
Make your AI actually useful.
Add this MCP to Claude, Cursor, or Windsurf and your AI stops guessing. It gets real tools to look things up, take action, and handle the stuff you keep doing by hand.
Start using Applied Epic on Vinkius019d7550create activity
This tool creates a new record for an activity or task within the system.
019d7550get account check
It verifies that your connection to the Applied Epic account is active and working correctly.
019d7550get client
You can retrieve all detailed information for a single, specific client.
019d7550get policy
This function pulls up the complete details and status of one particular policy number.
019d7550list activities
It lists all historical activities, including both tasks and general logs, for review.
019d7550list attachments
You can list every file attachment—like photos or proof of insurance—linked to a record.
019d7550list clients
This function retrieves a comprehensive list of all clients in your agency's records.
019d7550list lines
It pulls out specific lines of business (like GL or Workers Comp) associated with a given policy ID.
019d7550list policies
You get a broad list showing all the insurance policies currently held by the agency.
Choose How to Get Started
Build a custom MCP for your own tools, or connect a ready-made integration from our catalog.
Build Your Own
Turn any API into an MCP. Import a spec, define Agent Skills, or deploy with MCPFusion.
- Import from OpenAPI, Swagger, or YAML specs
- Create Agent Skills with progressive disclosure
- Deploy to edge with MCPFusion framework
- Built in DLP, auth, and compliance on every call
- Real time usage dashboard and cost metering
- Publish to catalog or keep private
Make Your AI Do More
Start with Applied Epic, then connect any of our 4,800+ other servers whenever your AI needs more. One click, no limits.
- Use this MCP plus 4,800+ others, all in one place
- Add new capabilities to your AI anytime you want
- Every connection is secured and compliant automatically
- Track usage and costs across all your servers
- Works with Claude, ChatGPT, Cursor, and more
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Independent Platform Disclaimer: Vinkius is an independent platform and is not affiliated with, endorsed by, sponsored by, verified by, or otherwise authorized by Applied Epic. All third-party trademarks, logos, and brand names are the property of their respective owners. Their use on this website is strictly for informational purposes to identify service compatibility and interoperability.
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Works with Claude, ChatGPT, Cursor, and more
The Model Context Protocol standardizes how applications expose capabilities to LLMs. Instead of operating in isolation, your AI gains direct access to external platforms, live data, and real-world actions through secure, standardized connections.
This server provides 9 capabilities that interface natively with Claude, ChatGPT, Cursor, and any MCP client. No middleware. No custom integration required.
Dealing with disparate screens and tabs takes time.
Right now, checking one client's status means you jump from the main client profile screen to the policies tab, then maybe into another window to check attachments. If you need to verify a task was assigned, you click through three different menus until you hit the activity log. It’s clicking, copying IDs, and switching context every five minutes.
With this MCP, you just talk to your agent. You ask it to 'Show me Client X's policy details and list any overdue tasks.' The agent pulls all that information into one structured response for you. You get a single answer, not three screens.
Using the Applied Epic MCP allows you to log and manage activities.
Manual logging involves remembering to go back to the client's file at the end of the day and clicking 'Add Task.' If you forget that step, or if the workflow is complex, the task just vanishes into a backlog nobody checks. You lose track.
The MCP handles this automatically. You simply tell your agent: 'Create an activity for next week to follow up on policy renewal.' The action is logged immediately and linked precisely where it needs to be.
What you can do with this MCP connector
This connection gives your AI agent real-time access to everything in your agency's Applied Epic system. Instead of navigating multiple tabs just to find a client's last communication, you ask the platform directly. You can retrieve full details on clients and search for specific policies across various lines of business like Workers Comp or General Liability.
Need to make sure someone follows up? Just tell it to create an activity record linked to that policy. This capability is available through Vinkius, giving your agent visibility into client relationships and policy lifecycles instantly. You can also list all file attachments—like proof of insurance—and track them alongside the records they belong to.
019d7550-987c-72b3-b59b-73ff2deda823 
How Applied Epic MCP Works
- 1 First, your agent uses
get_account_checkto verify that your Applied Epic account is properly connected. - 2 Next, you instruct your agent with a command like 'Show me the status of policy ABC-123' or 'List all clients in New York' to retrieve specific data sets.
- 3 The system processes the request against the platform and returns structured information about the client, policy details, or activity logs.
The bottom line is that you talk to your agent like a person, and it translates those requests into actionable commands within Applied Epic.
Who Is Applied Epic MCP For?
Anyone managing insurance portfolios who spends too much time clicking between client profiles, policy documents, and task lists. This is for the Account Manager tired of manually tracking renewals; it’s for Operations staff needing a single view of compliance tasks.
They use get_client to check current client details and then list_activities to see if the last renewal follow-up task was logged.
They need to quickly run list_policies to find all policies, then use list_lines on a specific policy ID to verify Workers Comp coverage.
This role uses the MCP to create follow-up tasks with create_activity, ensuring no compliance documentation is missed and keeping all file attachments logged via list_attachments.
What Changes When You Connect
- Track compliance tasks immediately. Instead of going into the task log, you just tell the agent to create a new activity record using
create_activity, linking it straight to the right client or policy. - Never miss a document again. You can use
list_attachmentsto pull up all photos and proofs of insurance associated with any client without manual searching. - Get instant visibility into renewals. By listing policies (
list_policies) and usingget_policy, you see upcoming expirations instantly, allowing you to act before the deadline hits. - Deep dive on coverage types. Need to know if a policy covers General Liability? Use
list_lineswith a specific policy ID to drill down into exact lines of business. - Centralize client data. You can start by running
list_clientsand then useget_clientfor granular details, all without leaving your chat window.
Real-World Use Cases
Compliance Check After a Meeting
An agent just finished meeting with a client. Instead of opening the profile, going to the activity tab, and manually creating a task, they ask their agent: 'Create an activity for John Smith that reminds him to send over the updated proof of insurance.' The agent executes create_activity instantly.
Finding Policy Gaps
A manager needs to know if a client has coverage for both General Liability and Workers Comp. They use their agent to list all policies (list_policies), then select the right one and call list_lines to confirm every necessary line of business is active.
Onboarding New Accounts
A new account manager needs a full overview. They first run list_clients, identify the target, and then use get_client to pull all demographic data before they even check for any missing policy attachments using list_attachments.
Auditing Past Workflows
An operations team member needs to verify if a client's renewal follow-up happened last quarter. They use the agent to run list_activities, filtering by date and client ID, providing an immediate audit trail.
The Tradeoffs
Copying IDs manually
Opening a search screen, copying a Client ID from the list view, pasting it into the policy details page, and then repeating that process for every single record.
→
Just ask your agent to 'Get details for client X.' It handles the lookup internally using get_client or get_policy, eliminating all manual copy-pasting.
Forgetting specific resources
Running a broad search that pulls up general contacts but fails to pull in attached documents, meaning you miss critical photos or proof of insurance.
→
Always run list_attachments after checking a client profile. This ensures the agent gathers all related file metadata along with the core client data.
Assuming full policy scope
Seeing 'Policy Active' and assuming it covers every risk, but missing niche lines of business like specific endorsements.
→
Don't assume. Always use list_lines with the relevant policy ID to confirm the exact coverage types available for that account.
When It Fits, When It Doesn't
Use this MCP if your daily process requires cross-referencing three or more data points: client identity, policy status, and associated tasks. For example, 'Show me all active clients who have a Workers Comp line of business expiring next month.' This MCP is built for deep relationship querying (using get_client paired with list_lines). Don't use it if you just need to view a static report; that's better done in the native application dashboard. If your goal is solely to manage internal team communications, look for a dedicated messaging tool instead.
Common Questions About Applied Epic MCP
How do I use the list_clients tool with Applied Epic MCP? +
You simply tell your agent, 'List all clients who opened an account last quarter.' The agent runs list_clients and filters the results based on your natural language criteria.
What is the difference between get_client and list_clients? +
get_client pulls up all details for one specific client if you provide an ID. list_clients gives you a general overview of many clients across the portfolio.
Can I check policy lines using list_lines? +
Yes, that's what it does. You must specify a Policy ID first, and then the agent uses list_lines to show you specific coverage areas like General Liability.
How do I create an activity using the create_activity tool? +
You state the task details in plain English. For example, 'Create an activity called Renewal Review for client ABC-123 next Tuesday.' The agent handles the rest.
Does Applied Epic MCP help with finding files using list_attachments? +
Absolutely. You ask it to find all documents or photos associated with a policy, and list_attachments retrieves the file metadata for you.
How do I verify my Applied Epic account connection using the get_account_check tool? +
It immediately verifies your OAuth 2.0 credentials and live access permissions. This check confirms that your AI client can successfully read data before you run complex operations like listing policies.
When I use list_policies, what specific details about an insurance policy do I get? +
The tool returns critical identifiers for every policy. You receive the policy number, its effective date, expiration date, and current status in a structured record.
If I run list_activities with a bad client ID, how does Applied Epic MCP handle the error? +
The system returns specific, actionable error codes. You must confirm the client's existence first, then use that verified ID when calling list activities to avoid failure.
Use it with your favorite AI tools
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