Applied Epic MCP Server for Mastra AI 9 tools — connect in under 2 minutes
Mastra AI is a TypeScript-native agent framework built for modern web stacks. Connect Applied Epic through Vinkius and Mastra agents discover all tools automatically. type-safe, streaming-ready, and deployable anywhere Node.js runs.
ASK AI ABOUT THIS MCP SERVER
Vinkius supports streamable HTTP and SSE.
import { Agent } from "@mastra/core/agent";
import { createMCPClient } from "@mastra/mcp";
import { openai } from "@ai-sdk/openai";
async function main() {
// Your Vinkius token. get it at cloud.vinkius.com
const mcpClient = await createMCPClient({
servers: {
"applied-epic": {
url: "https://edge.vinkius.com/[YOUR_TOKEN_HERE]/mcp",
},
},
});
const tools = await mcpClient.getTools();
const agent = new Agent({
name: "Applied Epic Agent",
instructions:
"You help users interact with Applied Epic " +
"using 9 tools.",
model: openai("gpt-4o"),
tools,
});
const result = await agent.generate(
"What can I do with Applied Epic?"
);
console.log(result.text);
}
main();
* 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.
Mastra's agent abstraction provides a clean separation between LLM logic and Applied Epic tool infrastructure. Connect 9 tools through Vinkius and use Mastra's built-in workflow engine to chain tool calls with conditional logic, retries, and parallel execution. deployable to any Node.js host in one command.
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 Mastra AI 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 Mastra AI via MCP
Follow these steps to integrate the Applied Epic MCP Server with Mastra AI.
Install dependencies
Run npm install @mastra/core @mastra/mcp @ai-sdk/openai
Replace the token
Replace [YOUR_TOKEN_HERE] with your Vinkius token
Run the agent
Save to agent.ts and run with npx tsx agent.ts
Explore tools
Mastra discovers 9 tools from Applied Epic via MCP
Why Use Mastra AI with the Applied Epic MCP Server
Mastra AI provides unique advantages when paired with Applied Epic through the Model Context Protocol.
Mastra's agent abstraction provides a clean separation between LLM logic and tool infrastructure. add Applied Epic without touching business code
Built-in workflow engine chains MCP tool calls with conditional logic, retries, and parallel execution for complex automation
TypeScript-native: full type inference for every Applied Epic tool response with IDE autocomplete and compile-time checks
One-command deployment to any Node.js host. Vercel, Railway, Fly.io, or your own infrastructure
Applied Epic + Mastra AI Use Cases
Practical scenarios where Mastra AI combined with the Applied Epic MCP Server delivers measurable value.
Automated workflows: build multi-step agents that query Applied Epic, process results, and trigger downstream actions in a typed pipeline
SaaS integrations: embed Applied Epic as a first-class tool in your product's AI features with Mastra's clean agent API
Background jobs: schedule Mastra agents to query Applied Epic on a cron and store results in your database automatically
Multi-agent systems: create specialist agents that collaborate using Applied Epic tools alongside other MCP servers
Applied Epic MCP Tools for Mastra AI (9)
These 9 tools become available when you connect Applied Epic to Mastra AI 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 Mastra AI
Ready-to-use prompts you can give your Mastra AI 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 Mastra AI
Common issues when connecting Applied Epic to Mastra AI through the Vinkius, and how to resolve them.
createMCPClient not exported
npm install @mastra/mcpApplied Epic + Mastra AI FAQ
Common questions about integrating Applied Epic MCP Server with Mastra AI.
How does Mastra AI connect to MCP servers?
MCPClient with the server URL and pass it to your agent. Mastra discovers all tools and makes them available with full TypeScript types.Can Mastra agents use tools from multiple servers?
Does Mastra support workflow orchestration?
Connect Applied Epic with your favorite client
Step-by-step setup guides for every MCP-compatible client and framework:
Anthropic's native desktop app for Claude with built-in MCP support.
AI-first code editor with integrated LLM-powered coding assistance.
GitHub Copilot in VS Code with Agent mode and MCP support.
Purpose-built IDE for agentic AI coding workflows.
Autonomous AI coding agent that runs inside VS Code.
Anthropic's agentic CLI for terminal-first development.
Python SDK for building production-grade OpenAI agent workflows.
Google's framework for building production AI agents.
Type-safe agent development for Python with first-class MCP support.
TypeScript toolkit for building AI-powered web applications.
TypeScript-native agent framework for modern web stacks.
Python framework for orchestrating collaborative AI agent crews.
Leading Python framework for composable LLM applications.
Data-aware AI agent framework for structured and unstructured sources.
Microsoft's framework for multi-agent collaborative conversations.
Connect Applied Epic to Mastra AI
Get your token, paste the configuration, and start using 9 tools in under 2 minutes. No API key management needed.