How to Use the Applied Epic MCP in Claude

Q: How do I connect the Applied Epic MCP Server to my Claude Desktop app?

Open your claudedesktopconfig.json file and add the server configuration under the mcpServers key. Once saved, restart Claude Desktop to see the new insurance tools appear near the chat input.

Q: How does Claude Desktop verify the Applied Epic connection?

The agent runs getaccountcheck to confirm your credentials are active. This guarantees your session is valid before you run any client or policy lookups.

Q: Can I view client details?

Yes, run listclients or getclient to pull demographic data and account details directly into your conversation.

Run Applied Epic insurance queries and log client activities directly inside your Claude Desktop app.

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Connect Applied Epic MCP to Claude Desktop

Create your Vinkius account to connect Applied Epic to Claude Desktop 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 Desktop

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Inspect insurance policies inside Claude Desktop

Your agent runs `list_policies` and `get_policy` to pull coverages, effective dates, and policy numbers straight into your Claude Desktop chat. You don't have to jump between browser tabs or open heavy software just to check a basic coverage limit. This MCP server lets you ask Claude Desktop about a client's carrier or policy limits. The agent calls `list_lines` to break down specific lines of business, like Workers Comp or General Liability, without you digging through the heavy Epic database manually.

Track and log activities without leaving the chat

Running `create_activity` lets your agent write compliance details directly back to Applied Epic when you finish a client review. It keeps your audit trail clean and updated while you converse naturally with your agent. You can also audit past interactions instantly. The server invokes `list_activities` to show you a chronological history of account changes, keeping your team aligned on recent policy updates.

Retrieve client attachments in your desktop workspace

The `list_attachments` tool retrieves signed PDFs and certificates of insurance linked to any client account. It eliminates the slow manual search process in the native database. You get the exact file paths and names. Your agent can coordinate with this MCP server to help you organize policy documents or prepare renewal packages.

Setup guide

Set up Applied Epic MCP in Claude Web or Desktop

1

Open Claude Settings

Go to claude.ai, click your profile icon, then navigate to Customize → Connectors.
2

Add Custom Connector

Click the "+" button and select Add custom connector. Paste your Vinkius endpoint URL: https://edge.vinkius.com/[YOUR_TOKEN_HERE]/mcp Replace [YOUR_TOKEN_HERE] with your token from cloud.vinkius.com. For OAuth-protected servers, expand Advanced settings to add credentials.
3

Start a conversation

Open a new chat. The Applied Epic MCP tools are available immediately — no restart needed.

Endpoint URL

https://edge.vinkius.com/[YOUR_TOKEN_HERE]/mcp

No configuration file needed — paste the URL directly in the Claude web interface.

Available on Free (1 connector), Pro, Max, Team, and Enterprise plans.

Prerequisites

Claude Desktop installed (macOS or Windows)
Active Vinkius subscription with a valid endpoint token

1

Open Claude Desktop Settings

Click the menu icon at the top-left corner, go to Settings → Developer → Edit Config. This opens claude_desktop_config.json in your default text editor.
2

Paste the Applied Epic MCP configuration

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

Restart Claude Desktop

Close and reopen the application. Claude needs a full restart to load new MCPs — refreshing a conversation is not enough.
4

Verify the connection

Open a new conversation. Click the 🔌 icon at the bottom of the message input. You should see tools listed under applied-epic-mcp.

json

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

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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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Common questions about Applied Epic MCP in Claude Desktop

Open your `claude_desktop_config.json` file and add the server configuration under the `mcpServers` key. Once saved, restart Claude Desktop to see the new insurance tools appear near the chat input.

Yes, you can ask Claude Desktop to list policy lines for any client. The agent runs `list_lines` behind the scenes to fetch specific coverages like GL or commercial auto.

The agent runs `get_account_check` to confirm your credentials are active. This guarantees your session is valid before you run any client or policy lookups.

Yes, run `list_clients` or `get_client` to pull demographic data and account details directly into your conversation.

Your insurance client records, policy files, and activities never touch external training servers. Claude Desktop processes the data locally on your machine, using secure tokens to fetch insurance data directly from the Epic API.

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