Estate Document Location Guide

Estate Document Location Guide MCP Connector for Claude

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A centralized indexing service for locating and managing sensitive estate-related documentation.

4 tools Official Updated Oct 1, 2026 Official Vinkius Partner

This MCP server provides a centralized indexing service to help users locate and manage sensitive estate-related documentation. It connects AI agents to a structured repository of record categories, storage locations, and authorized access contacts. Using tools like get_document_by_category and find_location_by_document, agents can quickly identify where specific files are kept and who to contact for retrieval. The service also includes list_all_access_contacts to identify authorized individuals and verify_location_freshness to ensure the information remains reliable and up to date.

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

get_document_by_category

Answers the question: Where can I find documents belonging to a specific classification?

list_all_access_contacts

Answers the question: Who are the people I can reach out to regarding estate matters?

verify_location_freshness

Answers the question: Is the information for this location still reliable and up to date?

find_location_by_document

Answers the question: I have a specific document name; where is it located and who do I contact?

See how to talk to your AI agent using Estate Document Location Guide.

Where can I find documents belonging to the Vital Records category?

The Vital Records include the Birth Certificate (located in the Digital Vault) and the Marriage License (located in the Safe Deposit Box).

I have the 'Last Will and Testament'. Where is it located and who is the contact?

The Last Will and Testament is located in the Legal Filing Cabinet. Please contact the Executor, Jane Doe, for retrieval.

Who are the authorized contacts for Financial Assets?

The authorized contacts for Financial Assets are John Smith (Trustee) and Sarah Jenkins (Executor).

You can use the `get_document_by_category` tool by providing the specific classification name you are looking for.

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