How do I get my Applied Epic API credentials?

Register your application in the [Applied Dev Center](https://developer.myappliedproducts.com/) to receive a Client ID and Client Secret. You will also need your Enterprise ID and Epic Database Name.

What is the Database Name?

The Database Name is the internal name of your Applied Epic database. You can find this information in your Epic platform settings or by contacting your agency's system administrator.

Can I see document attachments?

Yes, the `list_attachments` tool allows you to find documents and files linked to clients and policies, though the content itself remains secured in your Epic platform.

Applied Epic MCP Server for LlamaIndex 9 tools — connect in under 2 minutes

Name: Applied Epic
Availability: InStock
Author: Vinkius

docs.llamaindex.ai/en/stable/module_guides/tools/mcp

Built by Vinkius GDPR 9 Tools Framework

LlamaIndex specializes in data-aware AI agents that connect LLMs to structured and unstructured sources. Add Applied Epic as an MCP tool provider through Vinkius and your agents can query, analyze, and act on live data alongside your existing indexes.

Get MCP Server for AI Agents

ASK AI ABOUT THIS MCP SERVER

Open in ChatGPT Open in Claude Open in Perplexity

Vinkius supports streamable HTTP and SSE.

python

import asyncio
from llama_index.tools.mcp import BasicMCPClient, McpToolSpec
from llama_index.core.agent.workflow import FunctionAgent
from llama_index.llms.openai import OpenAI

async def main():
    # Your Vinkius token. get it at cloud.vinkius.com
    mcp_client = BasicMCPClient("https://edge.vinkius.com/[YOUR_TOKEN_HERE]/mcp")
    mcp_tool_spec = McpToolSpec(client=mcp_client)
    tools = await mcp_tool_spec.to_tool_list_async()

    agent = FunctionAgent(
        tools=tools,
        llm=OpenAI(model="gpt-4o"),
        system_prompt=(
            "You are an assistant with access to Applied Epic. "
            "You have 9 tools available."
        ),
    )

    response = await agent.run(
        "What tools are available in Applied Epic?"
    )
    print(response)

asyncio.run(main())

Fully ManagedVinkius Servers

60%Token savings

High SecurityEnterprise-grade

IAMAccess control

EU AI ActCompliant

DLPData protection

V8 IsolateSandboxed

Ed25519Audit chain

<40msKill switch

Stream every event to Splunk, Datadog, or your own webhook in real-time

* Every MCP server runs on Vinkius-managed infrastructure inside AWS - a purpose-built runtime with per-request V8 isolates, Ed25519 signed audit chains, and sub-40ms cold starts optimized for native MCP execution. See our infrastructure

About Applied Epic MCP Server

The Applied Epic MCP Server provides a powerful natural language interface to your Applied Systems insurance management platform. Connect your Applied Epic account to your AI agent to gain real-time visibility into your client relationships, policy lifecycles, and agency workflows.

LlamaIndex agents combine Applied Epic tool responses with indexed documents for comprehensive, grounded answers. Connect 9 tools through Vinkius and query live data alongside vector stores and SQL databases in a single turn. ideal for hybrid search, data enrichment, and analytical workflows.

Key Capabilities

Client Management — List and search for clients, and access full demographic and compliance data.
Policy Lifecycle — Track active and historical policies, including effective and expiration dates and current statuses.
Workflow Automation — Create and manage activities (tasks/logs) directly from your chat interface to ensure consistent follow-ups.
Lines of Business — Drill down into specific lines of business for any policy, such as Workers Comp or General Liability.
Attachment Oversight — Find and manage documents, photos, and proof of insurance linked to your clients and policies.
Secure Integration — Uses industry-standard OAuth 2.0 authentication to safely access your agency's data.

The Applied Epic MCP Server exposes 9 tools through the Vinkius. Connect it to LlamaIndex in under two minutes — no API keys to rotate, no infrastructure to provision, no vendor lock-in. Your configuration, your data, your control.

How to Connect Applied Epic to LlamaIndex via MCP

Follow these steps to integrate the Applied Epic MCP Server with LlamaIndex.

Install dependencies

Run pip install llama-index-tools-mcp llama-index-llms-openai

Replace the token

Replace [YOUR_TOKEN_HERE] with your Vinkius token

Run the agent

Save to agent.py and run: python agent.py

Explore tools

The agent discovers 9 tools from Applied Epic

Why Use LlamaIndex with the Applied Epic MCP Server

LlamaIndex provides unique advantages when paired with Applied Epic through the Model Context Protocol.

Data-first architecture: LlamaIndex agents combine Applied Epic tool responses with indexed documents for comprehensive, grounded answers

Query pipeline framework lets you chain Applied Epic tool calls with transformations, filters, and re-rankers in a typed pipeline

Multi-source reasoning: agents can query Applied Epic, a vector store, and a SQL database in a single turn and synthesize results

Observability integrations show exactly what Applied Epic tools were called, what data was returned, and how it influenced the final answer

Applied Epic + LlamaIndex Use Cases

Practical scenarios where LlamaIndex combined with the Applied Epic MCP Server delivers measurable value.

Hybrid search: combine Applied Epic real-time data with embedded document indexes for answers that are both current and comprehensive

Data enrichment: query Applied Epic to augment indexed data with live information before generating user-facing responses

Knowledge base agents: build agents that maintain and update knowledge bases by periodically querying Applied Epic for fresh data

Analytical workflows: chain Applied Epic queries with LlamaIndex's data connectors to build multi-source analytical reports

Applied Epic MCP Tools for LlamaIndex (9)

These 9 tools become available when you connect Applied Epic to LlamaIndex via MCP:

create_activity

Create a new activity record

get_account_check

Verify Applied Epic account connection

get_client

Get details for a specific client

get_policy

Get details for a specific policy

list_activities

List all activities (tasks/logs)

list_attachments

List all file attachments

list_clients

List all insurance clients in Applied Epic

list_lines

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

list_policies

List all insurance policies

Example Prompts for Applied Epic in LlamaIndex

Ready-to-use prompts you can give your LlamaIndex agent to start working with Applied Epic immediately.

"List all active insurance clients."

"Show me upcoming policy expirations for next month."

"Create an activity 'Renewal Follow-up' for client ID 'C998877'."

Troubleshooting Applied Epic MCP Server with LlamaIndex

Common issues when connecting Applied Epic to LlamaIndex through the Vinkius, and how to resolve them.

BasicMCPClient not found

Install: pip install llama-index-tools-mcp

Applied Epic + LlamaIndex FAQ

Common questions about integrating Applied Epic MCP Server with LlamaIndex.

How does LlamaIndex connect to MCP servers?

Use the MCP client adapter to create a connection. LlamaIndex discovers all tools and wraps them as query engine tools compatible with any LlamaIndex agent.

Can I combine MCP tools with vector stores?

Yes. LlamaIndex agents can query Applied Epic tools and vector store indexes in the same turn, combining real-time and embedded data for grounded responses.