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Connect Insurance Document Retention Plan to your AI

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. Automate document lifecycles and regulatory compliance workflows.

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.

How Vinkius works: one connection, every tool, in any AI
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.

Complete set · 4 capabilities

The complete Insurance Document Retention Plan capability set.

These are the exact actions your AI can choose when you ask it to work with Insurance Document Retention Plan.

Capability set01 / 01

01-04

4 capabilities in this set.

Part of 4 available through Insurance Document Retention Plan.

  1. 01

    Evaluate compliance risk

    Use this capability to have your agent identify potential compliance gaps within a proposed storage plan.

  2. 02

    Generate storage plan

    This capability builds a complete storage and review schedule for a specific insurance policy.

  3. 03

    Get retention schedule

    This capability retrieves the standard regulatory retention rules for any given document type.

  4. 04

    Calculate document disposition

    This capability determines the exact date a specific document is due for review or destruction.

One connector, every AI

Insurance Document Retention Plan 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 Insurance Document Retention Plan 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.

Connect your client

One URL. Every client.

Activate the Connector, copy your link, and paste it into the client you already use. 4 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 Insurance Document Retention Plan, so you can see the experience inside your AI.

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

Insurance Document Retention Plan Connector

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

Connector linkhttps://edge.vinkius.com/vk_preview_veF2BQZq8o1cpyOHaTcxyC7X7NrZfWq0a2tmMFfC/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 — Insurance Document Retention Plan capabilities are ready to use.
Configuration · claude_desktop_config.jsonCopy
{
  "mcpServers": {
    "insurance-document-retention-plan-mcp": {
      "url": "https://edge.vinkius.com/vk_preview_veF2BQZq8o1cpyOHaTcxyC7X7NrZfWq0a2tmMFfC/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? How to give Claude access to Insurance Document Retention Plan

See all the AI clients this connector works with ↑

Who it's for

Built for the work Insurance Document Retention Plan owners hand off.

This MCP is designed for insurance professionals who need to automate the management of document lifecycles and regulatory requirements.

  • 01

    Compliance Officers

    They hand off the task of checking storage plans against regulatory rules to the AI.

  • 02

    Insurance Operations Managers

    They use the agent to automate the scheduling of document reviews and purges.

  • 03

    Data Privacy Specialists

    They rely on the agent to ensure documents are destroyed according to legal timelines.

FAQ

Questions Insurance Document Retention Plan owners ask.

  • 01

    What kind of storage tiers does this MCP use?

    The MCP maps documents to Hot, Cold, or Ready for Purge tiers based on their lifecycle stage.

  • 02

    Can I use this with Claude or Cursor?

    Yes, you can connect this MCP to any MCP-compatible client including Claude, Cursor, and Windsurf.

  • 03

    How does the MCP handle document destruction?

    The MCP uses the calculate_document_disposition capability to determine exactly when a document is due for destruction.

  • 04

    Does this MCP help with regulatory compliance?

    Yes, it includes a capability to evaluate compliance risks and another to retrieve standard retention rules.

  • 05

    Do I need to host the MCP myself?

    No, Vinkius hosts and manages the MCP for you, so it is ready to use immediately after connection.

  • 06

    How does the retention period get calculated?

    The retention period is determined by the intersection of the document type and the regulatory tier, or by a user-provided override via calculate_document_disposition.

  • 07

    What are the different storage tiers?

    Documents are assigned to Hot storage if active, Cold storage if nearing their end date, or marked Ready for Purge if they have passed their retention date.

  • 08

    Can I override standard retention rules?

    Yes, you can use the calculate_document_disposition capability with the userOverrideYears parameter to extend the retention of a specific document.

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