• REWARDS
  • INSURANCE
  • USER
  • HUMAN

How to manage employee benefits with your AI

Connect Betterfly to your AI client once. After that, your agent handles the data retrieval for rewards and insurance details.

Ask AI about this page

Short answer

How can I use my AI to manage employee benefits?

Your agent uses Betterfly tools to fetch specific user reward balances and insurance coverage information. You get immediate access to the data needed for support or auditing through a simple chat interface.

Where the data goes.

The outcomes of your requests.

Your agent sorts information into these specific categories based on what you ask.

REWARDS

Reward balance lookups

The AI pulls current reward totals for specific employees. You get the exact numbers needed for individual inquiries.

INSURANCE

Coverage detail checks

Your agent lists available insurance plans and policy specifics. This makes verifying coverage a matter of seconds.

USER

Employee profile data

The AI identifies the correct user to ensure you are looking at the right account. It pulls the necessary context automatically.

HUMAN

Manual plan updates

The AI cannot change insurance plans or edit user profiles. You must log in to the Betterfly portal to make those changes.

The workflow

What your AI does when the request arrives.

The AI acts as a bridge between your chat interface and the Betterfly database.

  1. Identify the user

    The agent finds the specific person you are asking about to ensure data accuracy.

    get_user

  2. Check reward status

    The AI looks up exactly how many rewards a specific user has accumulated.

    get_user_rewards

  3. Review insurance plans

    Your agent pulls the list of insurance options and coverage details available.

    list_insurance

  4. Consolidate information

    The AI combines the user profile, rewards, and insurance data into a single response.

    get_userget_user_rewardslist_insurance

Try it

Copy these to start.

Use these prompts to kick off a task with your agent.

Starting points

Replace the names in brackets with the actual employee names or plan types you need to check.

Betterfly Connector

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

Connector linkhttps://edge.vinkius.com/vk_preview_ODYAsxuaMgutcOCVeELB3Phwhxrwl1t2mVsdz3fo/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 — Betterfly capabilities are ready to use.
Configuration · claude_desktop_config.jsonCopy
{
  "mcpServers": {
    "betterfly-mcp": {
      "url": "https://edge.vinkius.com/vk_preview_ODYAsxuaMgutcOCVeELB3Phwhxrwl1t2mVsdz3fo/mcp"
    }
  }
}
Copy into chat04

  • Check the reward balance for Sarah Jenkins.

  • What insurance coverage is available for Michael Chen?

  • List all insurance plans currently in the system.

  • Does David Miller have enough rewards to redeem a benefit?

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

Start here

Connect Betterfly once, then ask.

Click the link to connect. Your login credentials stay encrypted on our side. The full walkthrough lives on the Connector page.

Connect Betterfly to your AI

FAQ

How this task behaves.

  • 01

    Can the AI change an employee's insurance plan?

    No. The AI can only read and list existing insurance information. You must handle plan changes manually.

  • 02

    Can the AI delete user reward history?

    No. The tools only allow the AI to retrieve reward data, not modify or delete it.

  • 03

    Do I need to log in to Betterfly every time I ask a question?

    No. You connect the Betterfly MCP once, and your AI client handles the authenticated requests from then on.

  • 04

    Can the AI see all employee data or just specific users?

    The AI can access any user data you specifically ask for using the provided tools.

  • 05

    Will the AI suggest new insurance products?

    No. The AI only lists the insurance coverage that is already present in the Betterfly system.

  • More questions about Betterfly? See everything the Betterfly Connector can do

Connect Betterfly to Claude, Cursor, ChatGPT & more