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Connect Applied Epic to ChatGPT, Claude and Gemini

Set it up once and it works in ChatGPT, Claude, Cursor, and any other client you love. It all runs safely in the background, so you can relax and focus on what really matters. Manage client data and compliance right from your chat.

Ask AI about this Connector

Developed, maintained, and hosted by Vinkius.

MCP VERIFIED · PRODUCTION READY · VINKIUS GUARANTEED

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Works with modern AI clients that support MCP, including ChatGPT, Claude, Cursor, and more.

ChatGPTClaudeCursorPerplexityGeminiMicrosoft CopilotRaycastMeta AI

Your AI does the work. We keep it safe and sound.

No other AI tool gives you this. Your workflow runs in the client you already love, your account stays protected, and you decide what the agent can and cannot do. It is the whole reason to make the switch.

Each Connector lives inside our infrastructure, the same place where your workflow runs. The three things below are already part of it, working quietly in the background so you never have to think about them. Nothing to add, nothing to set up, nothing to worry about.

A futuristic MCP client docking bay
V8 Isolate01

Each Connector runs inside its own sealed environment.

Each Connector runs inside its own sealed V8 runtime — no access to your files, your system, or other servers. A Connector never sees past its own request.

Kill Switch02

One switch stops every agent. Instantly.

One action deactivates every Connector, revokes every token, and ends every session at once. AI Governance keeps the record.

FinOps per User03

Spending limits that pause instead of surprise.

Every user keeps their own connections and credentials, isolated from everyone else. Anything that would cross your spending limit is held for your approval, not billed.

Three controls, built into the layer your AI connects through.

Curated set · 9 capabilities

We ship only the actions that matter.

Capability set01 / 03

01-03

3 capabilities in this set.

Part of 9 available through Applied Epic.

  1. 01

    Get client

    Retrieves all demographic and compliance details for a specific client ID.

  2. 02

    Get policy

    Pulls full details, including effective and expiration dates, for a specific policy.

  3. 03

    List attachments

    Finds and lists all documents, photos, and proof of insurance linked to a client or policy.

Capability set02 / 03

04-06

3 capabilities in this set.

Part of 9 available through Applied Epic.

  1. 04

    List clients

    Retrieves a list of all insurance clients currently stored in Applied Epic.

  2. 05

    List lines

    Drills down and lists specific lines of business, like Workers Comp or General Liability, for a given policy.

  3. 06

    Create activity

    Creates a new activity record, such as a follow-up task or log, linked to a client or policy.

Capability set03 / 03

07-09

3 capabilities in this set.

Part of 9 available through Applied Epic.

  1. 07

    Get account check

    Verifies that your Applied Epic account connection is active and working correctly.

  2. 08

    List activities

    Lists all existing activities, tasks, and logs associated with a client or policy.

  3. 09

    List policies

    Retrieves a comprehensive list of all active and historical insurance policies.

Real work

What teams actually run

01

Checking Renewal Status

An account manager asks the MCP to list policies expiring next month. The agent gets an immediate list of clients needing attention.

02

Client Due Diligence

You need to verify a client's current status. You ask the MCP to get client details, and it pulls demographics and compliance data instantly.

03

Document Audit

A policy requires proof of insurance. You ask the MCP to list attachments, and it finds the correct document linked to the policy.

04

Logging Follow-up

After a call, you ask the MCP to create an activity for a client. It logs the task and links it to the correct client ID.

Automate a task

Put Applied Epic to work on one thing.

Step-by-step automations your AI runs through this Connector: the workflow, the prompts to start with, and the exact capabilities behind each move.

One connector, every AI

Applied Epic works with the most popular AI clients.

These are the most popular clients, each with a step-by-step guide: one link, set up once, with governance and visibility built in. And because everything runs on the MCP standard, the same connection also works in any other compatible client — nothing to rebuild.

ClaudeClaudeChatGPTChatGPTGeminiGeminiPerplexityPerplexityGrokGrokMicrosoft CopilotMicrosoft CopilotCursorCursorVS CodeVS CodeWindsurfWindsurfJetBrainsJetBrainsClineClineLangChainLangChainVercel AI SDKVercel AI SDKLovableLovableZ.aiZ.aiRaycastRaycastQwen CodeQwen CodeKimi CodeKimi CodeLe ChatLe Chat

Building your own app? The connector is yours to use.

You don't need a client to put Applied Epic to work: the same hosted connection plugs into your own applications and agent code, with the same governance on every request. Build with it, chat with it — one connection for both.

Observed, not estimated

838ms average. Fast in production.

Applied Epic is checked daily against the live service.

Daily averagePeak 1036ms
Oct 3Today
Fastest day
726ms
Slowest day
1036ms
14-day trend
Improving-8%

Connect your client

One URL. Every client.

Activate the Connector, copy your link, and paste it into the client you already use. 9 capabilities arrive ready to run.

Preview access · not provider authentication

The vk_preview_* token belongs to Vinkius preview infrastructure. It lets Claude discover and display the capabilities of Applied Epic, so you can see the experience inside your AI.

It does not authenticate your account with Applied Epic. Actions requiring credentials or live account data may not run until you activate the Connector and authorize the service.

Applied Epic Connector

You're all set. Choose your MCP client and follow the setup instructions.

Connector linkhttps://edge.vinkius.com/vk_preview_qOuRgQwuG2ow13u3DPs78aiiQin4wiNqFopPz68G/mcp

Claude Desktop

Follow the steps below to connect in seconds.

  1. 1In Claude Desktop, open Settings → Connectors.
  2. 2Click “Add custom connector” and paste the connector link above as the remote MCP server URL.
  3. 3Click Add and start a new chat — Applied Epic capabilities are ready to use.
Configuration · claude_desktop_config.jsonCopy
{
  "mcpServers": {
    "applied-epic-mcp": {
      "url": "https://edge.vinkius.com/vk_preview_qOuRgQwuG2ow13u3DPs78aiiQin4wiNqFopPz68G/mcp"
    }
  }
}
  • Claude
  • ChatGPT
  • Cursor
  • VS Code
  • Windsurf
  • Claude Code
  • JetBrains
  • Cline

Step-by-step instructions for each client are in the guide. How to connect

Guided setup for Claude? Set up Applied Epic in Claude and other AIs

See all the AI clients this connector works with ↑

Who it's for

Built for the work Applied Epic owners hand off.

This MCP is built for insurance professionals who manage large client books. It lets you access critical policy and client data without leaving your chat interface. It’s designed to keep compliance tasks on track and ensure every client interaction is logged.

  • 01

    Insurance Agents

    Quickly check client information and policy details without navigating complex menus.

  • 02

    Account Managers

    Monitor upcoming renewals and ensure all compliance tasks are completed on time.

  • 03

    Agency Operations

    Manage workflow tracking and documentation using AI-assisted automation.

FAQ

Questions Applied Epic owners ask.

  • 01

    Does this MCP handle all my client data?

    It provides a natural language interface to your Applied Epic system. You can list clients, get full demographic data, and track policies and attachments, giving you real-time visibility into your client relationships.

  • 02

    Can I use this to track compliance?

    Yes. You can list and manage all file attachments, which includes proof of insurance and other required documents. You can also check policies for specific lines of business to ensure compliance.

  • 03

    Is this secure to connect?

    The MCP uses industry-standard OAuth 2.0 authentication. This ensures that your agency's data is accessed safely and securely through the Vinkius platform.

  • 04

    What kind of tasks can I automate?

    You can automate workflow tracking by creating new activities or listing past tasks. This helps ensure consistent follow-ups and keeps your agency's operational logs up to date.

  • 05

    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.

  • 06

    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.

  • 07

    Can I see document attachments?

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

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