MCP For Claude Marketplace
Endorsement Update Plan

Endorsement Update Plan MCP Connector for Claude

A+

Maps insurance asset changes to required documentation and generates submission timelines.

4 tools Official Updated Oct 1, 2026 Official Vinkius Partner
More Details Connect to Claude

This MCP server connects AI agents to insurance policy management workflows. It provides tools to map asset modifications to required documentation using get_change_mapping, verify if evidence is sufficient with validate_endorsement_readiness, create chronological submission schedules via generate_submission_timeline, and identify necessary field updates through reconcile_policy_fields.

endorsementpolicyasset-managementtimelinecompliance

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

generate_submission_timeline

Creates a chronological plan for when documentation must be submitted relative to the effective date

get_change_mapping

Maps specific asset modifications to the required documentation and form fields

reconcile_policy_fields

Identifies which specific endorsement form fields must be updated to reflect the new asset state

validate_endorsement_readiness

Checks if all necessary evidence and data are present to satisfy a proposed endorsement

See how to talk to your AI agent using Endorsement Update Plan.

Map these asset changes to the required documents.

The required documents for these changes are the updated purchase invoice and the professional appraisal report.

Is my evidence enough for the proposed endorsement?

No, the mandatory inspection report for the High-Value Tier asset is currently missing.

When should I submit my documents for an effective date of June 1st?

To meet the June 1st effective date with a 10-day lead time, your submission deadline is May 22nd.

You can use the `validate_endorsement_readiness` tool to compare your proposed changes against the evidence you currently hold.

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