How to Use the Applied Epic MCP in Claude Code

Q: Does Claude Code support Applied Epic file operations?

You can list attachments for any policy using listattachments. It helps you track files related to your insurance records.

Run Claude Code in your terminal to automate insurance data tasks and policy reporting.

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Connect Applied Epic MCP to Claude Code

Create your Vinkius account to connect Applied Epic to Claude Code and route execution through our secure gateway. The platform manages server hosting, runtime updates, and security layers. Configuration requires no manual server provisioning.

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Setup Applied Epic with Claude Code

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Claude Code automates insurance reporting

Pipe your policy data into shell scripts for fast processing. Claude Code uses `list_policies` to export record summaries to your terminal. It runs `list_lines` to categorize coverage types automatically. Use this for quick health checks on your book of business.

Claude Code tracks client activity

Monitor your logs from the command line. Claude Code uses `list_activities` to pull recent logs and `create_activity` to push new entries from your scripts. It connects your CI/CD pipelines to your insurance data. Everything stays in the terminal.

Manage Applied Epic records via Claude Code

Fetch specific details without opening a browser. Claude Code uses `get_client` and `list_attachments` to give you the info you need instantly. It verifies your connection status with `get_account_check`. This ensures your headless scripts always have a stable link to the server.

Setup guide

Set up Applied Epic MCP in Claude Code

Prerequisites

Claude Code CLI installed (npm install -g @anthropic-ai/claude-code)
Active Vinkius subscription with a valid endpoint token

1

Run the add command

Open your terminal and run the command shown on the right. Replace [YOUR_TOKEN_HERE] with your endpoint token from cloud.vinkius.com. Use --scope user to make it available across all projects.
2

Verify the connection

Start a Claude Code session and type /mcp to list connected servers. You should see applied-epic-mcp with a green status indicator.
3

Start using tools

Ask Claude Code something like "Check my latest Applied Epic transactions." It will automatically discover and invoke the available Applied Epic tools.

Terminal

claude mcp add --transport http applied-epic-mcp https://edge.vinkius.com/[YOUR_TOKEN_HERE]/mcp

Get your connection token →

Prerequisites

Claude Code CLI installed
Active Vinkius subscription with a valid endpoint token

1

Open the config file

Create or edit .mcp.json in your project root for project-level scope, or ~/.claude.json for user-level scope.
2

Add the Applied Epic MCP

Paste the JSON snippet shown on the right into the mcpServers object. Replace [YOUR_TOKEN_HERE] with your endpoint token from cloud.vinkius.com.
3

Restart Claude Code

Start a new Claude Code session. Type /mcp to confirm the server is connected. The tools will be automatically available in your conversation.

.mcp.json

{
  "mcpServers": {
    "applied-epic-mcp": {
      "type": "url",
      "url": "https://edge.vinkius.com/[YOUR_TOKEN_HERE]/mcp"
    }
  }
}

Get your connection token →

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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Common questions about Applied Epic MCP in Claude Code

Yes. Claude Code is built for terminal workflows. You can script calls to `list_policies` as part of your deployment process.

Use the command line to add the server. Run the add command with the URL and Claude Code will detect the tools.

You can list attachments for any policy using `list_attachments`. It helps you track files related to your insurance records.

Vinkius manages all authentication. Your credentials are never stored locally in your terminal or config files.

It reads client names, policy numbers, and activity logs. No other data is accessed by the server during your terminal session.

Use it with your favorite AI tools

Connect this server to Cursor, Claude, VS Code, and more.

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