Applied Epic Connector for AI agents.
9 live capabilities
Manage insurance policies and client data through natural language.
Waiting for input…
Why people use Applied Epic
Applied Epic for Insurance Agency Policy Management
This Connector changes that by letting you just ask. You get the specific data you need right in your chat interface, whether it's a list of upcoming renewals or the specific lines of business for a new policy. You get your time back to focus on your clients.
What Vinkius changes
You get to stop clicking through menus and start getting answers in plain English.
Use it from Claude, ChatGPT, Cursor or another AI client you already have.
One account · 5,900+ Connectors
- Real-world use case 01
Quick renewal checks
An agent asks the agent to find all policies expiring next month.
- Real-world use case 02
Client onboarding
An ops person asks for the demographic info of a new client.
- Real-world use case 03
Compliance audits
An account manager asks to find all proof of insurance for a specific account.
Complete set · 9capabilities
The complete Applied Epic capability set.
These are the exact actions your AI can choose when you ask it to work with Applied Epic.
01—03
3 capabilities in this set.
Part of 9 available through Applied Epic.
- 01 Capability
List clients
List all insurance clients in Applied Epic. This lets you see every client record managed in your system.
- 02 Capability
List lines
List lines of business for a policy. This shows you the specific types of coverage like GL or Workers Comp.
- 03 Capability
Get policy
Get details for a specific policy. Use this to see the status, dates, and specific coverage details for a policy.
04—06
3 capabilities in this set.
Part of 9 available through Applied Epic.
- 04 Capability
Create activity
Create a new activity record. This lets you log a phone call or set a follow-up task in one go.
- 05 Capability
Get account check
Verify Applied Epic account connection. Use this to make sure your agent has the right access to your data.
- 06 Capability
Get client
Get details for a specific client. This pulls the full demographic and compliance profile for any account.
07—09
3 capabilities in this set.
Part of 9 available through Applied Epic.
- 07 Capability
List activities
List all activities (tasks/logs). This gives you a full history of all interactions and tasks in your agency.
- 08 Capability
List attachments
List all file attachments. Use this to find photos or proof of insurance documents linked to your clients.
- 09 Capability
List policies
List all insurance policies. Use this to see every policy across your entire agency.
Set up in minutes
One URL. Then ask Applied Epic to work.
Claude and ChatGPT only need the Connector URL. Copy it once, add it in settings, and use Applied Epic from the conversation.
Choose your client
Live previewAdvanced clients IDE · CLI
Claude · Web + desktop
Connector URL · ready to paste
Streamable HTTPhttps://edge.vinkius.com/vk_preview_qOuRgQwuG2ow13u3DPs78aiiQin4wiNqFopPz68G/mcp - Step 01
Open Connectors
In Claude Web or Claude Desktop, open Settings and choose Connectors.
- Step 02
Add the URL
Choose Add custom connector, name it Applied Epic, and paste the URL above.
- Step 03
Turn it on in chat
Select +, open Connectors, and enable Applied Epic for the conversation.
ChatGPT · Web + desktop
Connector URL · ready to paste
Streamable HTTPhttps://edge.vinkius.com/vk_preview_qOuRgQwuG2ow13u3DPs78aiiQin4wiNqFopPz68G/mcp - Step 01
Open MCP settings
On desktop, open Settings and MCP servers. On web, open your workspace app or connector settings.
- Step 02
Add the URL
Choose Add server with Streamable HTTP, or create a custom MCP app, then paste the Applied Epic URL.
- Step 03
Save and start
Save the connection and enable Applied Epic in your conversation. Desktop may ask you to restart once.
Cursor · IDE configuration
Advanced setup
{
"mcpServers": {
"applied-epic": {
"url": "https://edge.vinkius.com/vk_preview_qOuRgQwuG2ow13u3DPs78aiiQin4wiNqFopPz68G/mcp"
}
}
}- Step 01
Open MCP Settings
Press Cmd+Shift+P (macOS) or Ctrl+Shift+P (Windows/Linux) → search "MCP Settings"
- Step 02
Add the server config
Paste the JSON configuration above into the mcp.json file that opens
- Step 03
Save the file
Cursor will automatically detect the new Connector
- Step 04
Start using Applied Epic
Open Agent mode in chat and ask: "Using Applied Epic, help me...". 9 tools available
VS Code Copilot · IDE configuration
Advanced setup
{
"mcpServers": {
"applied-epic": {
"url": "https://edge.vinkius.com/vk_preview_qOuRgQwuG2ow13u3DPs78aiiQin4wiNqFopPz68G/mcp"
}
}
}- Step 01
Create MCP config
Create a .vscode/mcp.json file in your project root
- Step 02
Add the server config
Paste the JSON configuration above
- Step 03
Enable Agent mode
Open GitHub Copilot Chat and switch to Agent mode using the dropdown
- Step 04
Start using Applied Epic
Ask Copilot: "Using Applied Epic, help me...". 9 tools available
Windsurf · IDE configuration
Advanced setup
{
"mcpServers": {
"applied-epic": {
"url": "https://edge.vinkius.com/vk_preview_qOuRgQwuG2ow13u3DPs78aiiQin4wiNqFopPz68G/mcp"
}
}
}- Step 01
Open MCP Settings
Go to Settings → MCP Configuration or press Cmd+Shift+P and search "MCP"
- Step 02
Add the server
Paste the JSON configuration above into mcp_config.json
- Step 03
Save and reload
Windsurf will detect the new server automatically
- Step 04
Start using Applied Epic
Open Cascade and ask: "Using Applied Epic, help me...". 9 tools available
Cline · IDE configuration
Advanced setup
{
"mcpServers": {
"applied-epic": {
"url": "https://edge.vinkius.com/vk_preview_qOuRgQwuG2ow13u3DPs78aiiQin4wiNqFopPz68G/mcp"
}
}
}- Step 01
Open Cline MCP Settings
Click the Connectors icon in the Cline sidebar panel
- Step 02
Add remote server
Click "Add Connector" and paste the configuration above
- Step 03
Enable the server
Toggle the server switch to ON
- Step 04
Start using Applied Epic
Ask Cline: "Using Applied Epic, help me...". 9 tools available
Claude Code · Terminal command
Advanced setup
claude mcp add applied-epic --transport http "https://edge.vinkius.com/vk_preview_qOuRgQwuG2ow13u3DPs78aiiQin4wiNqFopPz68G/mcp"- Step 01
Install Claude Code
Run npm install -g @anthropic-ai/claude-code if not already installed
- Step 02
Add the Connector
Run the command above in your terminal
- Step 03
Verify the connection
Run claude mcp to list connected servers, or type /mcp inside a session
- Step 04
Start using Applied Epic
Ask Claude: "Using Applied Epic, show me...". 9 tools are ready
Where the request belongs
Work Applied Epic can move forward.
This is for insurance professionals who spend too much time hunting for data in a complex ERP. It's for the agent who needs to know a client's status in seconds while on a live call.
Insurance Agent
Checks client profiles and policy details quickly while talking to customers.
Account Manager
Monitors upcoming renewals and ensures all compliance tasks are finished on time.
Agency Operations
Manages documentation and tracks workflow activities for the entire agency.
Build the capability set
Add more capabilities.
Each Connector adds new actions and data without changing how you work.
Browse ConnectorsAgency Elephant
Track insurance agency performance, manage agent commissions, and monitor policy renewals for better business intelligence.
Berg System CRM
Close more deals with a CRM built for financial advisors that tracks client relationships, policies, and follow-ups.
Guidewire ClaimCenter
Manage insurance claims via ClaimCenter. track claim status, monitor exposures, and manage activities directly from any AI agent.
Lemonade
Manage Lemonade insurance. generate quotes, retrieve policy details, file claims, and handle cancellations via AI.
Cedar AI
Process insurance documents with AI that extracts claims data, validates coverage, and accelerates underwriting decisions.
Ask Kodiak
Search and manage commercial insurance products with Ask Kodiak. track carrier appetite and classifications via AI.
Bring your own AI
Change the model, client or framework. Keep Applied Epic connected.
-
Claude -
ChatGPT -
Gemini -
Cursor -
VS Code -
Windsurf -
ZCode -
Cline -
Zed -
Continue -
Kiro -
Roo Code -
Zencoder -
Goose -
Void -
Augment Code -
Amp -
Qodo -
Tabnine -
Pieces -
Sourcegraph Cody -
JetBrains -
Warp -
Amazon Q -
Antigravity -
BoltAI -
Raycast -
Jan -
LM Studio -
AnythingLLM -
Open WebUI -
Msty -
Cherry Studio -
LibreChat -
TypingMind -
Chorus -
5ire -
n8n -
LangChain -
LlamaIndex -
CrewAI -
Vercel AI SDK
Before you connect
Questions about Applied Epic.
The practical details behind the request, access and result.
Can the Applied Epic MCP see my private client data?
Yes, it connects to your specific Applied Epic account. It only sees the data your agency has authorized through the secure OAuth 2.0 connection.
How do I connect my agency to this Connector?
You just need to link your Applied Epic account to the Connector via the Vinkius platform. Once connected, your agent can start accessing your agency's records.
Can I use this to find missing insurance documents?
Yes. You can ask your agent to find attachments like proof of insurance or photos for any specific client or policy.
Does the Applied Epic MCP help with renewals?
It makes renewals much easier by allowing you to quickly list all policies and filter them by expiration date so you can stay on top of them.
Can I log phone calls using this?
You can. Just tell your agent to create a new activity or log a note for a specific client, and it will update your records automatically.
Is my data safe with the Applied Epic MCP?
Security is a priority. The Connector uses industry-standard OAuth 2.0 to ensure your agency's data remains private and protected.
How do I get my Applied Epic API credentials?
Register your application in the Applied Dev Center to receive a Client ID and Client Secret. You will also need your Enterprise ID and Epic Database Name.
What is the Database Name?
The Database Name is the internal name of your Applied Epic database. You can find this information in your Epic platform settings or by contacting your agency's system administrator.
Can I see document attachments?
Yes, the list_attachments capability allows you to find documents and files linked to clients and policies, though the content itself remains secured in your Epic platform.
One connection away
Give your agent a direct line to Applied Epic.
Connect Applied Epic once. Keep it beside 5,900+ managed Connectors when the next task needs more.
Explore every Connector No credit card required · Free tier available