MCP Server

The Insurely MCP server lets AI assistants like Claude interact directly with your Insurely data. Using the Model Context Protocol, you can search collections, analyze insurance policies, review wealth products, and more — all through natural language conversations with your AI assistant.

Prerequisites

You need an Insurely Hub account. Contact support@insurely.com if you don't have one yet.

Getting Started

Add the Insurely MCP server to your AI assistant

Add the Insurely MCP server to your project's .claude/mcp.json:

{
  "mcpServers": {
    "insurely": {
      "type": "http",
      "url": "https://mcp.insurely.com"
    }
  }
}

Restart Claude Code to pick up the new server.

Add the Insurely MCP server to your Claude Desktop configuration file:

macOS: ~/Library/Application Support/Claude/claude_desktop_config.json
Windows: %APPDATA%\Claude\claude_desktop_config.json

{
  "mcpServers": {
    "insurely": {
      "type": "http",
      "url": "https://mcp.insurely.com"
    }
  }
}

Restart Claude Desktop to pick up the new server.

Authenticate with your Hub account

The first time you use an Insurely tool, your browser opens automatically for Hub login. Sign in with your existing Hub credentials. The session persists until the token expires — no need to log in again for subsequent requests.

Start using Insurely tools

You're all set. Ask your AI assistant to interact with your Insurely data — it will automatically use the right tools based on your request.

Available tools

The MCP server provides tools organized into three areas:

Collection discovery

Tool	Description
`search_collections`	Search and filter collections by date, customer, company, assignee, and more
`list_clients`	List all accessible clients and workspaces
`get_collection_info`	Get metadata, contact details, and status history for collections
`get_company_statuses`	Check availability and operational status of insurance companies

Insurance analysis

Tool	Description
`get_insurances`	Get all insurance details including add-ons, deductibles, coverage, and premiums
`get_questionnaire`	Get customer questionnaire responses
`download_document`	Download policy letters or coverage terms documents

Wealth analysis

Tool	Description
`get_wealth_products`	Get financial products (pensions, investments, savings, loans)
`get_wealth_overview`	Get aggregated wealth overview for a user
`get_transactions`	Get transaction history (buys, sells, deposits, withdrawals, etc.)
`get_holdings_and_fees`	Get detailed fund and equity positions with fees

Example prompts

Once connected, try asking your AI assistant things like:

"Search for collections created this week"
"Show me the insurance details for collection X"
"What wealth products does this customer have?"
"Compare the fees across this customer's pension products"
"Download the policy letter for this insurance"
"Which insurance companies are currently experiencing issues?"

Your assistant picks the right tools automatically based on your request.

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