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Connect Insurance Policy Record Plan to ChatGPT and Claude

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. Keep your policies, renewals, and claims organized in one place.

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 · 4 capabilities

We ship only the actions that matter.

Capability set01 / 01

01-04

4 capabilities in this set.

Part of 4 available through Insurance Policy Record Plan.

  1. 01

    Check claim readiness

    This capability checks if a specific policy and its covered assets have all the required documentation. It helps you confirm you are ready to file before you submit a claim.

  2. 02

    Get document map

    This capability creates a structured map of where your policy documents are stored. It tells your agent exactly where to find specific files.

  3. 03

    Get policy register

    This capability provides a secure, high-level summary of all managed insurance policies. You can filter these results by privacy level.

  4. 04

    Get review calendar

    This capability pulls a schedule of upcoming policy audits. It uses renewal dates to show you what needs attention next.

Real work

What teams actually run

01

Renewal Tracking

Use the review calendar to stay ahead of upcoming policy expiration dates.

02

Document Retrieval

Ask your agent to find the exact file path for a specific policy document.

03

Claim Readiness

Verify that an asset has all the required paperwork before starting a claim process.

04

Portfolio Overview

Get a quick summary of all active policies through the policy register.

One connector, every AI

Insurance Policy Record 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 Policy Record 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.

Observed, not estimated

960ms average. Fast in production.

Insurance Policy Record Plan is checked daily against the live service.

Daily averagePeak 1218ms
Sep 28Today
Fastest day
786ms
Slowest day
1218ms
14-day trend
Improving-33%

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 Policy Record Plan, so you can see the experience inside your AI.

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

Insurance Policy Record Plan Connector

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

Connector linkhttps://edge.vinkius.com/vk_preview_Yaijj91gItJ87HJAmbVGzFB322ROqQ7eSvoFY78e/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 Policy Record Plan capabilities are ready to use.
Configuration · claude_desktop_config.jsonCopy
{
  "mcpServers": {
    "insurance-policy-record-plan-mcp": {
      "url": "https://edge.vinkius.com/vk_preview_Yaijj91gItJ87HJAmbVGzFB322ROqQ7eSvoFY78e/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 Insurance Policy Record Plan in Claude and other AIs

See all the AI clients this connector works with ↑

Who it's for

Built for the work Insurance Policy Record Plan owners hand off.

This MCP is built for professionals managing multiple insurance assets or complex policy portfolios.

  • 01

    Risk Managers

    They hand off the task of tracking renewal dates and audit schedules to the agent.

  • 02

    Insurance Administrators

    They use the agent to quickly locate specific policy documents and maps.

  • 03

    Compliance Officers

    They rely on the agent to verify that all documentation meets readiness standards.

FAQ

Questions Insurance Policy Record Plan owners ask.

  • 01

    How do I see my insurance policy summaries?

    You can ask your agent to use the get_policy_register capability to see a high-level summary of your policies.

  • 02

    Can I check if I have the right documents for a claim?

    Yes, the check_claim_readiness capability evaluates if a policy and its assets have the necessary documentation.

  • 03

    How does the MCP handle document locations?

    The get_document_map capability generates a structured view showing exactly where your policy files are stored.

  • 04

    Can I track upcoming policy renewals?

    Yes, the get_review_calendar capability retrieves a schedule of upcoming audits based on your renewal dates.

  • 05

    Which AI clients can use this MCP?

    This MCP works with any MCP-compatible client, including Claude, Cursor, Windsurf, and VS Code.

  • 06

    How does the system handle sensitive policy information?

    The system uses privacy categorization to assign sensitivity tiers. You can use get_policy_register with specific privacy levels to ensure only authorized information is retrieved.

  • 07

    How can I know if I am ready to file a claim?

    You can use the check_claim_readiness capability to evaluate if all required documents for a specific asset are organized and verified.

  • 08

    How are renewal alerts managed?

    Renewal alerts are managed via a review calendar. By using get_review_calendar, you can see a schedule of upcoming audits based on policy lead-time rules.

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