Integrate Applied Epic with Claude, Cursor, Chatbots & AI Agents MCP Server

Manage insurance clients, policies, and activities with Applied Epic — track renewals and compliance via AI.

GDPR Free for Subscribers

Compatible with every major AI agent and IDE

Claude

ChatGPT

Cursor

Gemini

Windsurf

VS Code

JetBrains

Vercel

+ other MCP clients

create

Create activity on Applied Epic

Create a new activity record

get

Get account check on Applied Epic

Verify Applied Epic account connection

get

Get client on Applied Epic

Get details for a specific client

get

Get policy on Applied Epic

Get details for a specific policy

list

List activities on Applied Epic

List all activities (tasks/logs)

list

List attachments on Applied Epic

List all file attachments

list

List clients on Applied Epic

List all insurance clients in Applied Epic

list

List lines on Applied Epic

g., Workers Comp, GL) for a specific policyId. List lines of business for a policy

list

List policies on Applied Epic

List all insurance policies

Security & Code Integrity Audit

Every tool in the Applied Epic MCP Server is continuously audited by the Vinkius Security Engine. We guarantee zero-trust payload isolation, strict data boundaries, and deterministic execution for enterprise-grade AI agents.

A+Score: 100

How Vinkius protects your data

Is there a risk of the AI "going crazy" and deleting important company data?

No. With Vinkius, the AI operates on "rails". It can only make the exact moves you authorized in the tool's settings. It cannot invent routes, access other networks in your company, or decide to delete random files. If the action isn't in the approved catalog, the attempt is blocked instantly.

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 if the AI ends up reading customer data or confidential information?

We have a built-in digital "bodyguard" called DLP (Data Loss Prevention). If a tool fetches data and the response contains social security numbers, credit cards, or personal customer info, Vinkius magically blocks and erases that information before it is delivered to the AI. The AI works only with what is strictly necessary, and your sensitive data never leaks.

Does the AI train on my tools or API data?

No. Vinkius enforces a strict Zero-Retention policy. Your data simply passes through our secure servers to complete the requested action and is instantly forgotten. Nothing you do here is ever stored, logged, or used to train any artificial intelligence.

Triggering Applied Epic via Natural Language

Add the Applied Epic tool to your AI Agents. The toolkit allows Claude and ChatGPT to securely fetch and update targeted data.

Secure agency management Access for Agents

Use Applied Epic to manage agency management via conversational interfaces. The integration centralizes access control for erp operations operations performed by ChatGPT.

Cursor Copilot for policy tracking

Use Applied Epic to interface with policy tracking via natural language. The toolkit provides Cursor with LLM-friendly schemas for erp operations tasks.