Insurance Document Retention PlanをAIに接続

Insurance Document Retention Plan Connector

準備完了です。MCPクライアントを選択し、セットアップ手順に従ってください。

コネクタリンクhttps://edge.vinkius.com/vk_preview_veF2BQZq8o1cpyOHaTcxyC7X7NrZfWq0a2tmMFfC/mcpコピー

Claude Desktop

以下の手順で数秒で接続できます。

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.

設定 · claude_desktop_config.jsonコピー

{
  "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

各クライアントの手順ガイドはこちらです。 接続方法

Claude向けのガイド付きセットアップ？ Insurance Document Retention PlanへのClaudeアクセスを許可する方法

このConnectorが対応するすべてのAIクライアントを見る ↑

• 01

  コンプライアンス担当者

  規制に基づいた書類の保存と廃棄のプロセスを管理します。

• 02

  保険業務オペレーター

  大量の保険証券や請求書類のライフサイクルを効率的に管理します。

• 03

  リスク管理責任者

  書類の管理状況から生じる法的・規制上のリスクを監視します。

• 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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