Applied Epic MCP Server
Manage insurance clients, policies, and activities with Applied Epic — track renewals and compliance via AI.
Vinkius AI Gateway suporta streamable HTTP e SSE.
Funciona com todos os agentes de IA que você já usa
…e qualquer cliente compatível com MCP
Applied Epic MCP Server: veja o seu AI Agent em ação
Capacidades integradas (9)
create_activity
Create a new activity record
get_account_check
Verify Applied Epic account connection
get_client
Get details for a specific client
get_policy
Get details for a specific policy
list_activities
List all activities (tasks/logs)
list_attachments
List all file attachments
list_clients
List all insurance clients in Applied Epic
list_lines
g., Workers Comp, GL) for a specific policyId. List lines of business for a policy
list_policies
List all insurance policies
O que esse conector desbloqueia
The Applied Epic MCP Server provides a powerful natural language interface to your Applied Systems insurance management platform. Connect your Applied Epic account to your AI agent to gain real-time visibility into your client relationships, policy lifecycles, and agency workflows.
Key Capabilities
- Client Management — List and search for clients, and access full demographic and compliance data.
- Policy Lifecycle — Track active and historical policies, including effective and expiration dates and current statuses.
- Workflow Automation — Create and manage activities (tasks/logs) directly from your chat interface to ensure consistent follow-ups.
- Lines of Business — Drill down into specific lines of business for any policy, such as Workers Comp or General Liability.
- Attachment Oversight — Find and manage documents, photos, and proof of insurance linked to your clients and policies.
- Secure Integration — Uses industry-standard OAuth 2.0 authentication to safely access your agency's data.
Who is this for?
- Insurance Agents — Quickly check client information and policy details without navigating complex menus.
- Account Managers — Monitor upcoming renewals and ensure all compliance tasks are completed on time.
- Agency Operations — Streamline workflow tracking and documentation management using AI-assisted automation.
Perguntas frequentes
Dê aos seus agentes de IA o poder do Applied Epic
Acesse o Applied Epic e mais de 2.000 servidores MCP — prontos para seus agentes usarem, agora mesmo. Sem código cola. Sem integrações customizadas. Apenas plugue o Vinkius AI Gateway e deixe seus agentes trabalharem.
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