# Applied Epic MCP for AI Agents MCP > Applied Epic connects your AI client directly to your insurance management platform data. It lets you search for clients and policies in real-time, track compliance activities, and manage policy lifecycles using natural conversation. Get instant visibility into everything from account demographics to upcoming renewals. ## Overview - **Category:** erp-operations - **Price:** Free - **Tags:** agency-management, policy-tracking, client-records, compliance-monitoring, insurance-workflows, renewal-management ## Description This MCP gives your agent a full natural language view of Applied Epic. Instead of clicking through menus to find client details or check policy statuses, you just ask for it. You can get real-time visibility across all your agency's data—from listing current clients and searching specific policies to finding attached documents like proof of insurance. Need to keep track of follow-ups? Use the MCP to generate activity records directly from your chat, ensuring no renewal task gets missed. It also lets you drill down into specific lines of business for any policy or list all related files. Because this integration is hosted on Vinkius, connecting it is straightforward, and your agent can access this data instantly. It's built to handle the complexity of insurance workflows: monitor compliance tasks, track everything from effective dates to expiration statuses, and manage full client demographics—all without ever leaving your chat window. You just talk to your AI client. ## Tools ### create_activity Logs a new task, call, or reminder against an account in the system. ### get_account_check Verifies that your connection to Applied Epic is working correctly and authorized. ### get_client Retrieves all demographic and compliance details for a single client ID. ### get_policy Fetches the full status, effective dates, and current details of one specific policy. ### list_activities Retrieves a comprehensive list of all past or pending tasks and logs associated with an account. ### list_attachments Finds and lists all documents, photos, or proof-of-insurance files linked to clients or policies. ### list_clients Gives a list of every insurance client recorded in the Applied Epic system. ### list_lines Lists all specific lines of business (e.g., GL, Workers Comp) associated with one policy ID. ### list_policies Retrieves a list of every insurance policy currently on file in the agency’s records. ## Prompt Examples **Prompt:** ``` What policies do I have for client ID 9876? Are there any expiring soon? ``` **Response:** ``` **Client: Global Logistics Inc. (ID 9876)** Here is the policy overview: * **Policy #A123:** General Liability, $1M coverage. Expires: **Oct 15, 2024**. * **Policy #B456:** Workers Comp, $500k coverage. Expires: Oct 15, 2025 (Active). There are two policies expiring within the next 90 days. You should follow up with them immediately. ``` **Prompt:** ``` List all documents attached to Downtown Realty and tell me if I have current proof of insurance. ``` **Response:** ``` **Client: Downtown Realty** Found 3 attachments: * `DO_R_Policy_2024.pdf` (Date: 2024-01-05) * `Photos_Site_Walkthrough.zip` (Date: 2024-02-20) * **Proof of Insurance Certificate.** (Status: Current, Valid until Oct 31, 2024) You've got the proof of insurance attached and it looks good for now. ``` **Prompt:** ``` What lines of business does Policy #C789 cover? And what are my open tasks for that account? ``` **Response:** ``` **Policy #C789 Coverage:** This policy covers: * General Liability (GL) * Umbrella * Commercial Auto **Open Tasks/Activities:** We have 2 follow-ups logged: 1. Review Annual Compliance Report (Due: End of Month) 2. Send Renewal Notice Reminder (Due: Next week) ``` ## Capabilities ### Search and view all client records List all insurance clients in the platform or fetch specific details for a single account. ## Use Cases ### Client onboarding and record verification A new account manager needs to verify client history. They prompt their agent: 'List all clients and find the attached documents for Global Logistics Inc.' The MCP uses `list_clients` and `list_attachments` to give them a single, verifiable snapshot of the client's file. ### Preparing for quarterly reviews An account manager needs an overview. They ask: 'Show me all policies expiring next quarter.' The MCP uses `list_policies` and filters by date to provide a targeted list, ensuring nothing slips through the cracks before renewal. ### Handling compliance gaps An agent realizes they missed a task. They prompt: 'What follow-ups are due for John Doe?' The MCP uses `list_activities` to immediately surface all open tasks and missing logs, allowing them to use `create_activity` to set the next reminder. ### Investigating coverage gaps A user questions a policy's coverage. They ask: 'What lines of business does Policy #ABC-123 cover?' The MCP uses `list_lines` to drill down, confirming if it includes Workers Comp or General Liability. ## Benefits - Stop bouncing between tabs. You can get full policy details or list all clients just by asking your agent a question. - Keep track of compliance tasks instantly. If you need to log a follow-up call, use `create_activity` right from the chat interface. - Never lose proof of insurance again. Use `list_attachments` to find and manage documents linked to any client or policy ID. - Get lifecycle visibility fast. Easily check if policies are expiring soon by using `get_policy` for status checks. - Deep dive into coverage. Instead of guessing, use the MCP to list all specific lines of business for a given policy, like General Liability. ## How It Works The bottom line is that your AI client acts as an intermediary, letting you talk to the complex backend system without ever needing to navigate its menus. 1. Connect your Applied Epic account credentials to the MCP using standard OAuth 2.0 security. 2. Your AI client accesses the structured data through the Vinkius platform, translating natural language requests into specific API calls (e.g., 'list all clients'). 3. The agent receives formatted data—like a list of expiring policies or open tasks—and presents it back to you in plain text. ## Frequently Asked Questions **How does the Applied Epic MCP help me manage client policies?** The Applied Epic MCP gives you a single way to access all your policy information. You can ask it for current status, expiration dates, and specific details on coverage lines without clicking through multiple screens. **Can I use the Applied Epic MCP to log tasks or calls?** Yes. When you need to remember a follow-up call or set a compliance task for an account, your agent can create that activity record instantly using this MCP. It keeps your work history accurate and organized. **What kind of documents can I find with the Applied Epic MCP?** You can list all file attachments tied to clients or policies. This includes proof of insurance, photos, contracts, and any other critical document stored in your agency's record keeping system. **Is the Applied Epic MCP secure for sensitive client data?** Yes, it uses industry-standard OAuth 2.0 authentication, ensuring that only authorized connections can access and manage your confidential client and policy information. **How do I check if a client exists in Applied Epic using the MCP?** You simply ask to list clients or fetch specific details by name or ID. The MCP uses its tools to search the entire database, confirming existence and pulling full demographic data for you. **Does the Applied Epic MCP only work with one type of insurance?** No. It manages a wide variety of lines of business, such as Workers Comp or General Liability. You can drill down into any policy to see exactly what coverage is included.