MCP For Claude Marketplace
Applied Epic

Applied Epic MCP Connector for Claude

A+

Manage insurance clients, policies, and activities with Applied Epic — track renewals and compliance via AI.

9 tools Official Updated Jun 28, 2026 Official Vinkius Partner
More Details Connect to Claude

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.
agency-managementpolicy-trackingclient-recordscompliance-monitoringinsurance-workflowsrenewal-management

9 tools expose this connector's capabilities to your AI agent.

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

See how to talk to your AI agent using Applied Epic.

List all active insurance clients.

I've retrieved your active clients. You have 150 active clients, including 'Global Logistics Inc.' and 'Downtown Realty'.

Show me upcoming policy expirations for next month.

You have 12 policies expiring next month. The largest is 'Policy #ABC-123' for 'Global Logistics Inc.' expiring on the 15th.

Create an activity 'Renewal Follow-up' for client ID 'C998877'.

Activity 'Renewal Follow-up' has been successfully created and linked to client 'C998877'.

Register your application in the [Applied Dev Center](https://developer.myappliedproducts.com/) to receive a Client ID and Client Secret. You will also need your Enterprise ID and Epic Database Name.

Related Connectors

AI

Airtable MCP

7 tools Official

Query databases, manage records, and orchestrate workflows across your connected Airtable bases with full flexibility.

A+ View details →
EE

Eurostat Economy — EU Financial Intelligence MCP

6 tools Official

Official EU economic data: quarterly GDP for all 27 member states, government debt and deficit (Maastricht criteria), HICP inflation (the ECB's target measure), interest rates, and EUR exchange rates.

A+ View details →
HA

Haystack (deepset Cloud) MCP

7 tools Official

Build and manage AI-powered search and RAG pipelines via deepset Cloud — search documents, run pipelines, and manage workspaces.

A+ View details →
EQ

Equixly MCP

10 tools Official

Automate API security testing via Equixly — manage target services, trigger autonomous AI pentests, and audit vulnerability findings directly from any AI agent.

A+ View details →