Policy Consolidation BriefをAIに接続

Policy Consolidation Brief 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_EBU9u3u25UY1t8iYgt4PoCR1gPf7zLzIJZ2P3aan/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 — Policy Consolidation Brief capabilities are ready to use.

設定 · claude_desktop_config.jsonコピー

{
  "mcpServers": {
    "policy-consolidation-brief-mcp": {
      "url": "https://edge.vinkius.com/vk_preview_EBU9u3u25UY1t8iYgt4PoCR1gPf7zLzIJZ2P3aan/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？ Policy Consolidation Brief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

  個人資産管理者

  住宅や車両など、複数の保険契約を効率的に管理したい方。

• 02

  企業の財務・リスク管理担当者

  法人として加入している保険の重複を排除し、コスト削減を目指す担当者。

• 03

  保険代理店・コンサルタント

  顧客の保険ポートフォリオを分析し、最適な集約プランを提案したいプロフェッショナル。

• 01

  How does this MCP find duplicate insurance?

  The agent uses the find_coverage_duplications capability to check if multiple policies are protecting the exact same asset.

• 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

  Will this help me avoid coverage gaps?

  Yes, by using the map_renewal_timeline capability, your agent can organize all expirations so you can renew policies before they lapse.

• 04

  Does it provide insurer contact information?

  Yes, the generate_insurer_contacts capability produces a list of contact details for the insurers in your schedules.

• 05

  What is a consolidation plan?

  It is a document created by the create_consolidation_plan capability that outlines which policies you should keep and which you should cancel.

• 06

  How does the capability identify duplicate coverage?

  The find_coverage_duplications capability flags a duplication only if the covered asset identifier matches exactly across different policy IDs.

• 07

  Can I consolidate policies with different renewal dates?

  Yes. The map_renewal_timeline capability organizes all upcoming expirations, and the create_consolidation_plan capability uses these dates to suggest termination actions that prevent coverage gaps.

• 08

  How are insurer contact details retrieved?

  The generate_insurer_contacts capability extracts contact information directly from the provided policy schedules, respecting any user service preferences.

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