• CLIENT INFO
  • POLICY DATA
  • DOCUMENTS
  • HUMAN REVIEW

How to retrieve client compliance data with your AI

Connect Applied Epic to your AI client once. After that, you can pull specific client records or policy files just by asking.

Ask AI about this page

Short answer

How do I pull client compliance data using my AI?

You ask your AI for specific client or policy information, and it pulls the data directly from Applied Epic. You'll get demographics, policy specifics, and attached insurance documents through a simple chat interface. Here is what you get.

The outcomes.

Where the data lands.

The AI pulls information from Applied Epic and organizes it into these results.

CLIENT INFO

Detailed demographics

The AI fetches contact and profile details for any client you name. You get the exact data stored in your system without manual searching.

POLICY DATA

Policy specifics

Get the fine details on coverage, limits, and terms. The AI pulls these directly from the policy records.

DOCUMENTS

Proof of insurance

The AI finds and lists attached files like COIs or policy declarations. You can quickly identify which documents are on file.

HUMAN REVIEW

Compliance check

The AI presents the data for you to look over. You stay in control and decide if the information meets your compliance needs.

The workflow

What your AI does when the request arrives.

The AI acts as a bridge between your chat interface and your Applied Epic database.

  1. Identify the client

    The AI looks up the specific person or entity you mentioned to get their unique identifier.

    get_client

  2. Locate policies

    Once the client is identified, the AI finds all active or historical policies tied to that account.

    get_policy

  3. Find documents

    The AI scans the policy records to find any uploaded files or proofs of insurance.

    list_attachments

  4. Deliver results

    The AI compiles the demographics, policy details, and file lists into a readable response for you.

    get_clientget_policylist_attachments

Try it

Copy these to start.

Use these prompts to begin interacting with your Applied Epic data.

Starting points

Swap out the bracketed names for the actual client or policy names in your Applied Epic system.

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"
    }
  }
}
Copy into chat04

  • Get the contact details for [Client Name].

  • Show me all active policies for [Client Name].

  • Find the proof of insurance documents attached to [Policy Number].

  • List all attachments for the policy held by [Client Name].

  • Claude
  • ChatGPT
  • Cursor
  • VS Code
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  • JetBrains
  • Cline

Start here

Connect Applied Epic once, then ask.

You only need to link your account once. Your credentials stay encrypted, and you can immediately start asking questions in your preferred AI client.

Connect Applied Epic to your AI

FAQ

How this task behaves.

  • 01

    Can the AI change client information in Applied Epic?

    No. The AI can only read data from your system. It cannot edit, delete, or create new records.

  • 02

    Can I download the files the AI finds?

    The AI can list and identify the attachments, but you will need to access the actual files through your standard workflow.

  • 03

    Does the AI see all my data?

    The AI only accesses the specific client or policy data you ask for through the tools provided.

  • 04

    Can I use this to update policy expiration dates?

    No. This connection is read-only. You must perform all updates directly within Applied Epic.

  • 05

    What happens if the AI can't find a client?

    If the name doesn't match a record in Applied Epic, the AI will tell you it couldn't find a match.

  • More questions about Applied Epic? See everything the Applied Epic Connector can do

Connect Applied Epic to Claude, Cursor, ChatGPT & more