How does the retention period get calculated?

The retention period is determined by the intersection of the document type and the regulatory tier, or by a user-provided override via `calculate_document_disposition`.

What are the different storage tiers?

Documents are assigned to Hot storage if active, Cold storage if nearing their end date, or marked Ready for Purge if they have passed their retention date.

Can I override standard retention rules?

Yes, you can use the `calculate_document_disposition` tool with the `userOverrideYears` parameter to extend the retention of a specific document.

Insurance Document Retention Plan MCP Connector for Claude

A+

Automated storage and review scheduling for insurance documentation.

4 tools Official Updated Oct 1, 2026 Official Vinkius Partner

More Details Connect to Claude

This MCP server provides tools to manage the lifecycle of insurance documents. It allows AI agents to retrieve retention rules via get_retention_schedule, calculate specific document disposition dates with calculate_document_disposition, generate comprehensive storage plans using generate_storage_plan, and identify regulatory risks through evaluate_compliance_risk. It ensures compliance by mapping document types to required storage tiers like Hot, Cold, or Ready for Purge.

insuranceretentioncompliancedocument-lifecycleaudit

Connect to Claude

Subscribe on Vinkius, then add this connector to Claude.ai or Claude Code.

① Claude.ai (web app)

Go to Settings → Connectors → Add custom connector
Paste the MCP endpoint URL below

https://edge.vinkius.com/vk_preview_veF2BQZq8o1cpyOHaTcxyC7X7NrZfWq0a2tmMFfC/mcp

② Claude Code (terminal)

claude mcp add --transport http insurance-document-retention-plan https://edge.vinkius.com/vk_preview_veF2BQZq8o1cpyOHaTcxyC7X7NrZfWq0a2tmMFfC/mcp

③ Claude Desktop

Add to claude_desktop_config.json:

{
  "mcpServers": {
    "insurance-document-retention-plan": {
      "url": "https://edge.vinkius.com/vk_preview_veF2BQZq8o1cpyOHaTcxyC7X7NrZfWq0a2tmMFfC/mcp"
    }
  }
}

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