Umbrellar MCP for AI. Process claims, validate policies, sync product data.

You connect your AI client directly to Umbrellar’s core operations. This means you don't have to jump between dashboards or manually run API calls for basic checks. Your agent handles everything across product lifecycle management, warranty processing, and data syncing—it just performs the actions you tell it to.

Process Claims:
When someone needs a claim filed, your AI client uses create_claim to submit and log all the necessary details into your system right away. If you need to follow up on an existing case, it'll use get_claim to pull up all the current status information for that specific warranty claim.

You can also modify records after they’re filed; if notes change or a status needs adjusting, running update_claim lets your agent change existing claim details without starting over.

Manage Policies and Warranties:
Dealing with policies requires precision. To verify if a policy even exists before you proceed, the system runs validate_policy, matching the provided ID and order name against your records. If you need to pull up all the fine print on one specific plan, get_policy fetches detailed information using both its unique ID and its full name.

When you're looking at the scope of what Umbrellar offers, list_policies pulls a complete list of every defined policy framework available across your platform. Similarly, to see all the coverage options you sell, list_warranties lists every single active or inactive warranty plan that your business maintains. If you're just trying to get a bird's-eye view of what exists in your catalog, list_claims pulls up a full list of every claim ever filed within your system for review.

Check Product Status:
Before anything else happens, you need to confirm coverage. Your agent uses check_product_eligibility to determine if a specific product meets all the requirements necessary for warranty coverage according to Umbrellar's ruleset. If the product is brand new and needs official documentation in your system, you run register_product, which adds that product into your main database, typically fulfilling manufacturer or OEM documentation needs.

For keeping everything clean and up-to-date across different sales channels, running sync_products automatically transfers all necessary product data between Shopify and Umbrellar, making sure both records are totally aligned.

Your AI client uses these tools to handle complex operations in sequence. You can ask it to get a warranty's specific details using get_warranty, or if you need general information on every single service package available across your company, it runs list_warranties and provides that data set. The system also gives you the power to look at all defined policy frameworks by running list_policies.

When checking eligibility for a product, the agent doesn't just check; it confirms if the item qualifies using check_product_eligibility, which is key because coverage rules are complex and specific to the hardware or service.

When you need to manage claims, the process moves from initial submission via create_claim to retrieval of status details with get_claim. If a claim needs changes—like adding an adjuster's note or changing its internal status—you simply invoke update_claim, and it handles the modification immediately. The platform also allows you to verify policy existence using both ID and order name through validate_policy before retrieving the full details with get_policy.

For catalog management, remember that sync_products keeps your Shopify inventory in sync with Umbrellar's records, so you don't have data gaps. Furthermore, if you ever need to document a product that hasn't been officially registered yet, running register_product handles the creation of that record for future reference.