How to Use the Applied Epic MCP in Mastra AI

Q: How do I trigger Applied Epic updates with Mastra AI?

Install @mastra/mcp and register the Vinkius MCP URL in your Mastra client configuration. You can then spread the tools directly into your agent's toolset.

Q: Does the Applied Epic MCP Server support Mastra AI approvals?

Yes, you can configure Mastra's requireToolApproval setting for tools like createactivity. This ensures an agent approves the task before it updates the ERP.

Run automated insurance workflows with Mastra AI and the Applied Epic integration.

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Connect Applied Epic MCP to Mastra AI

Create your Vinkius account to connect Applied Epic to Mastra AI 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 Mastra AI

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Automated renewal workflows in Mastra AI

The `list_policies` tool checks your entire Applied Epic database for expiring coverage terms during scheduled workflow runs. Mastra AI uses this data to trigger conditional branches, checking which accounts need immediate attention. When the workflow finds an expiring policy, it triggers `list_lines` to pull specific line details like General Liability. The agent can then automatically draft renewal options based on the exact coverage history.

Human-in-the-loop activity logging via MCP Server

This MCP Server provides the `create_activity` tool to write critical task updates back to your core ERP database. Mastra AI workflows pause for human approval before committing these changes, ensuring brokers verify the log entries first. By using `get_account_check`, the workflow verifies your active connection to the ERP before running any automated steps. If the connection fails, Mastra's built-in retry logic backs off and alerts your administrator.

Automated client onboarding and audits

The `list_clients` tool pulls updated client profiles to run automated background compliance checks. Mastra AI routes these profiles through your custom validation steps to flag incomplete accounts. Your workflow can then call `list_attachments` to verify that all required certificates of insurance are present. If a file is missing, the workflow automatically schedules a follow-up task without human intervention.

Setup guide

Set up Applied Epic MCP in Mastra AI

Prerequisites

Node.js 18+ and a TypeScript project
@mastra/mcp + @mastra/core packages
Active Vinkius subscription with a valid endpoint token

1

Install dependencies
Run npm install @mastra/mcp @mastra/core plus your preferred model provider (e.g. @ai-sdk/openai).
2

Configure the MCPClient
Create an MCPClient with your Vinkius endpoint as a URL object. Replace [YOUR_TOKEN_HERE] with your token from cloud.vinkius.com.
3

Discover and inject tools
Call mcpClient.listTools() and spread the result into your agent's tools object. All Applied Epic tools become native Mastra tools.
4

Run with any model
Swap openai("gpt-4o") for any AI SDK-compatible provider. Call agent.generate() and the agent routes tool calls through MCP automatically.

agent.ts

import { MCPClient } from "@mastra/mcp";
import { Agent } from "@mastra/core/agent";
import { openai } from "@ai-sdk/openai";

const mcpClient = new MCPClient({
  id: "applied-epic-mcp-client",
  servers: {
    "applied-epic-mcp": {
      url: new URL(
        "https://edge.vinkius.com/[YOUR_TOKEN_HERE]/mcp"
      ),
    },
  },
});

const agent = new Agent({
  name: "Applied Epic Agent",
  model: openai("gpt-4o"),
  instructions: "You have access to Applied Epic tools.",
  tools: {
    ...(await mcpClient.listTools()),
  },
});

const result = await agent.generate(
  "List recent Applied Epic transactions"
);
console.log(result.text);

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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 Mastra AI

Install `@mastra/mcp` and register the Vinkius MCP URL in your Mastra client configuration. You can then spread the tools directly into your agent's toolset.

Yes, Mastra AI uses automatic retries with exponential backoff. If `create_activity` fails due to a network hiccup, the workflow retries the write operation automatically.

Yes, you can configure Mastra's `requireToolApproval` setting for tools like `create_activity`. This ensures an agent approves the task before it updates the ERP.

You can deploy your Mastra project to any cloud provider with a single command. The connection to the ERP remains secure through Vinkius's hosted endpoint.

Your ERP connection credentials are encrypted and managed inside Vinkius's secure sandbox. Mastra AI only interacts with the ephemeral endpoint, keeping your brokerage credentials isolated.

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