Applied Epic MCP. Get client, policy, and activity data in natural language.
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Applied Epic MCP Server gives your AI client direct access to your Applied Systems insurance data. You can list clients, pull full policy details, and manage activities and attachments without logging into the portal.
Track compliance, monitor renewals, and pull specific lines of business (like Workers Comp or General Liability) using natural language queries.
It puts your entire agency workflow into your chat window.
What your AI agents can do
Create activity
Logs a new task or interaction record against a client or policy.
Get account check
Verifies the connection and status of the Applied Epic account.
Get client
Fetches all details for a single, specified insurance client.
Retrieves all demographic, compliance, and contact information for a specified insurance client.
Pulls the full details, including status and effective/expiration dates, for a specific insurance policy number.
Provides a searchable list of all insurance clients within the Applied Epic system.
Lists all specific lines of business (like GL or Workers Comp) associated with a given policy ID.
Creates new activity records and logs tasks directly into the client's history.
Searches and lists all attached files, photos, and proof of insurance linked to clients or policies.
Retrieves a comprehensive list of all active and historical policies managed by the agency.
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Applied Epic MCP Server: 9 Tools for Client & Policy Management
Use these tools to interact with your insurance data. You can list clients, get policy details, track activities, and manage documents through structured operations.
019d7550create activity
Logs a new task or interaction record against a client or policy.
019d7550get account check
Verifies the connection and status of the Applied Epic account.
019d7550get client
Fetches all details for a single, specified insurance client.
019d7550get policy
Retrieves the full record and status for one specific policy.
019d7550list activities
Retrieves a history list of all past tasks and logged activities for a client or policy.
019d7550list attachments
Lists all documents, photos, and proof of insurance files linked to a client or policy.
019d7550list clients
Gets a comprehensive list of every client in the Applied Epic system.
019d7550list lines
Lists all specific lines of business (e.g., Workers Comp, GL) for a given policy ID.
019d7550list policies
Gets a comprehensive list of all policies managed 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 4,700+ other servers whenever your AI needs more. One click, no limits.
- Use this MCP plus 4,700+ 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
- New servers added to the catalog every week
What you can do with this MCP connector
Your AI client gets straight into your Applied Epic data. You'll manage client records, policies, and tasks without logging into the portal. You can track compliance and pull specific lines of business (like Workers Comp or General Liability) using natural language queries. It puts your entire agency workflow right into your chat window.
Listing Clients and Policies: You'll get a complete list of every client in the system using list_clients, and you can also pull a full list of all policies managed by the agency with list_policies. When you know the client name, you can fetch all their details using get_client. For specific policies, you'll get the full record and status using get_policy, and you can check all the specific lines of business (like GL or Workers Comp) tied to a policy ID by running list_lines.
Managing Activities and Documents: You can log a new task or interaction against a client or policy using create_activity. You'll see a history of all past tasks and logged activities for any client or policy by running list_activities. You can also find and list every document, photo, and proof of insurance attached to a client or policy by running list_attachments.
Verifying Data: You can confirm the connection and status of your Applied Epic account with get_account_check.
How Applied Epic MCP Works
- 1 First, your agent calls
get_account_checkto confirm the connection status and verify the Applied Epic account credentials. - 2 Next, you ask your agent for a specific piece of data—for example, 'Show me policy #XYZ'—and it executes the
get_policytool, pulling the live record details. - 3 Finally, you review the structured data in the chat. If you need to follow up, you instruct the agent to
create_activitywith the required details, logging the task immediately.
The bottom line is, you use natural language to trigger specific, pre-built actions against your agency's core records.
Who Is Applied Epic MCP For?
Insurance Agents and Account Managers who spend too much time clicking through complex, nested menus to find basic client status or policy dates. If your job involves tracking renewals, compliance tasks, or cross-referencing client data across multiple screens, this saves you hours of manual navigation.
Monitors upcoming policy renewals and uses the agent to check for compliance tasks or missing documents using list_attachments.
Quickly pulls client demographics or policy details using get_client or get_policy without having to log into the full web portal.
Ensures consistent workflow tracking by having the agent create_activity and list_activities for every client interaction.
What Changes When You Connect
- See a client's entire history instantly. Instead of jumping between client records and activity logs, ask the agent to
list_activitiesand get a single timeline view of all interactions. - Verify compliance and policy status fast. Need to know if a client has the right proof of insurance? Use
list_attachmentsto pull all linked documents immediately. - Manage renewals without manual logging. When you complete a call, simply tell the agent to
create_activitywith the follow-up date. The task is logged right away. - Drill down into policy specifics. Instead of reading a massive policy document, use
list_linesto isolate just the Workers Comp or General Liability coverage details for a policy. - Get a full client overview. Use
list_clientsand thenget_clientto pull a profile, pulling all demographics and compliance data in two simple steps. - Audit policy status instantly. Instead of searching through multiple screens, ask the agent to
list_policiesand filter for expiration dates in the next 30 days.
Real-World Use Cases
Client onboarding requires a full compliance check.
A new client signs up. The agent runs get_client to confirm demographics. Then, the agent uses list_attachments to pull all required proof of insurance and compliance documents. The account manager reviews the list, ensuring no documents are missing before the policy goes live.
Need to track a renewal follow-up task.
An agent finishes a policy review call. Instead of manually logging into the system, they tell the agent, 'Create an activity for a follow-up next week.' The agent runs create_activity, logging the task directly to the client's record immediately.
Policy data is fragmented across lines of business.
The account manager needs to know the scope of coverage for Policy #ABC. They ask the agent to list_lines for that policy. The agent returns a breakdown (e.g., Workers Comp, General Liability), solving the issue of siloed coverage data.
Finding the expiration date for a policy.
An agent needs to check Policy #XYZ's expiration date. They use get_policy and the agent returns the effective and expiration dates in plain text. This is faster than navigating the policy administration portal.
The Tradeoffs
Calling the whole process manually.
A user needs a full client overview. They manually go to the client search page, find the client ID, then copy the ID into the policy search tool, and finally manually check the activities tab. This takes 5-10 minutes of clicking and copying.
→
Ask your agent to pull everything in one prompt. Start by calling get_client for the ID, then ask the agent to cross-reference that client ID with list_policies and list_attachments. The agent handles the sequence.
Forgetting to log a follow-up task.
An agent completes a call but doesn't remember to log the next step. They leave the system and forget to manually create the follow-up task, risking compliance failure.
→
As soon as the call ends, tell the agent: 'Create an activity for a follow-up call on [Date]'. The agent runs create_activity, ensuring the task is logged immediately.
Searching for a policy without the ID.
A user knows the client name but not the policy number. They try to search for the policy in the policy tool, which fails because it needs a specific ID.
→
First, use get_client to confirm the client details. Then, ask the agent to run list_policies and filter the results by client name. This gives you the policy ID needed for get_policy.
When It Fits, When It Doesn't
Use this server if your job requires linking three data points: the Client, the Policy, and the Task/Activity. It's perfect for compliance roles, account managers, and agents who need a real-time view of a client's full lifecycle status. Don't use it if you only need to look up a single, static piece of information (like a list of all policy numbers). In those cases, a simple search tool or a dedicated internal directory is better. If your workflow requires complex data transformation—like calculating risk scores—you'll need a different, specialized AI agent. This server handles structured data retrieval and action logging only.
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.
Available Capabilities
Finding a client's complete policy picture shouldn't require logging into four different tabs.
Right now, getting a full picture of a client's coverage is a pain. You start by searching the client portal, then you have to click through the policy tab to find the policy ID. You then copy that ID into the document management section to find the proof of insurance. Finally, you check the activity log to see when the last agent touched the account. It's tedious, and you're guaranteed to miss a step.
With the Applied Epic MCP Server, you just tell your agent what you need. You ask for the client's policy details, and the agent runs `get_client` and `get_policy` in the background. It then pulls the required `list_attachments` and displays the combined data in a single chat response. The whole process takes seconds.
Applied Epic MCP Server: Manage client, policy, and activity data in chat.
The biggest time sink goes away: the need to copy and paste IDs between systems. You don't have to manually track which client ID relates to which policy ID. The agent handles the linkage, treating the entire account as one data object.
This isn't just faster searching. It's about having a single, actionable source of truth. When you use `create_activity`, the action is recorded instantly and linked perfectly to the correct client and policy record, eliminating manual data entry errors.
Common Questions About Applied Epic MCP
How do I use the `list_clients` tool to find a specific client? +
You use list_clients to get a list of all clients. You can then ask your agent to filter that list by name or ID. If you need full details, you follow up by asking the agent to run get_client using the client ID provided by the initial list.
Can I check all policies using the `list_policies` tool? +
Yes, list_policies retrieves a full list of all policies. If you want to narrow the results—say, only policies expiring next month—you must prompt your agent to filter the results using the policy parameters.
How does the `create_activity` tool work? +
The create_activity tool lets you log an action or follow-up task. You must tell the agent which client or policy the activity belongs to, and what the activity details are, so it can log the record correctly.
Do I need to run `get_account_check` first? +
Yes. You should always start by running get_account_check. This verifies the connection to Applied Epic and confirms your agent has the necessary permissions to access the data.
How do I use `list_lines` to find all lines of business for a given policy ID? +
You pass the specific Policy ID to the list_lines tool. This returns a structured list of all associated lines of business, like Workers Comp or General Liability. You can then check if the desired coverage is present.
What is the best way to check if my Applied Epic account connection is working with `get_account_check`? +
The get_account_check tool confirms connectivity and verifies your OAuth 2.0 credentials. A successful response means your agent can access core client and policy data safely.
Can I manage client documents and proof of insurance using `list_attachments`? +
Yes, list_attachments lists all files, photos, and documents linked to clients or policies. You can track proof of insurance and other necessary paperwork directly through the tool.
If I need to track a client's history, should I use `list_activities` or `get_client`? +
Use list_activities to see a chronological feed of all tasks and logs associated with the agency. For specific client details, run get_client first, then list related activities.
How do I get my Applied Epic API credentials? +
Register your application in the Applied Dev Center 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.
Use it with your favorite AI tools
Connect this server to Cursor, Claude, VS Code, and more.
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