How to Use the Applied Epic MCP in VS Code Copilot

Q: How do we share the Applied Epic MCP Server setup in VS Code Copilot?

Create a .vscode/mcp.json file in your repository root and commit it. Any team member opening the project in VS Code will instantly have access to the insurance tools.

Q: Can VS Code Copilot search for Applied Epic policy attachments?

Yes, developers can ask Copilot to run listattachments to verify which files are linked to an insurance policy. This is highly useful when debugging document upload pipelines.

Q: How does VS Code Copilot verify my Applied Epic API token?

The agent runs getaccountcheck to test the connection. If the token is expired or invalid, Copilot will alert you directly in the chat window.

Q: What tools are available for policy details?

You can use getpolicy and listpolicies to view coverage details, carrier information, and policy terms.

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Connect Applied Epic MCP to VS Code Copilot

Create your Vinkius account to connect Applied Epic to VS Code Copilot 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 VS Code Copilot

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Run this MCP Server across your VS Code team

Your team uses `list_policies` and `get_policy` inside VS Code Copilot to inspect insurance coverages without manual setup. By committing an MCP config to your repo, every developer using VS Code Copilot can instantly run these queries. The agent uses `list_lines` to pull GL or Workers Comp details directly into the workspace. This keeps your entire team working with identical insurance data schemas during development.

Write Epic compliance activities from VS Code Copilot

Running `create_activity` logs code deployments or API updates directly into the client's Epic history. It lets developers document their technical changes where they belong without leaving the editor. You can also query the log history. The agent calls `list_activities` to check if a specific system event was recorded, making auditing simple during team sprints.

Verify client records inside your shared workspace

The `get_client` and `list_clients` tools fetch live customer records to resolve data mismatches during integration tests. VS Code Copilot calls this MCP Server to run these lookups so you don't have to open the Epic desktop app. This direct access speeds up debugging. Your team can quickly identify why a policy sync failed by comparing local test outputs against live Epic data.

Setup guide

Set up Applied Epic MCP in VS Code Copilot

Prerequisites

VS Code 1.99 or later with GitHub Copilot extension
Active Vinkius subscription with a valid endpoint token

1

Open MCP configuration

Open the Command Palette (Cmd+Shift+P / Ctrl+Shift+P) and run "MCP: Add Server". Select HTTP (Streamable) as the server type. VS Code will create .vscode/mcp.json in your workspace.
2

Add the Applied Epic MCP

Paste the JSON snippet shown on the right into your .vscode/mcp.json. Replace [YOUR_TOKEN_HERE] with your endpoint token from cloud.vinkius.com.
3

Switch to Agent mode

Open Copilot Chat (Cmd+Shift+I / Ctrl+Shift+I) and switch to Agent mode using the dropdown. MCP tools are only available in Agent mode — they do not appear in Edit or Ask modes.
4

Verify the connection

In the Copilot Chat input, type # to list available tools. You should see the Applied Epic tools listed. Try asking: "List my recent Applied Epic transactions" and Copilot will invoke them automatically.

.vscode/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 VS Code Copilot

Create a `.vscode/mcp.json` file in your repository root and commit it. Any team member opening the project in VS Code will instantly have access to the insurance tools.

Yes, developers can ask Copilot to run `list_attachments` to verify which files are linked to an insurance policy. This is highly useful when debugging document upload pipelines.

The agent runs `get_account_check` to test the connection. If the token is expired or invalid, Copilot will alert you directly in the chat window.

You can use `get_policy` and `list_policies` to view coverage details, carrier information, and policy terms.

All activity logs and client records are transmitted via secure HTTPS connections. VS Code Copilot respects your enterprise data boundaries, ensuring insurance customer information is never cached or used for model training.

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