MCP Server Tools
Tools allow AI applications to access specific functionality within the Socotra Insurance Suite through our public API endpoints.
The following are tools supported by the Socotra MCP server:
Account and Policy Management
- Get Policy Summary - Get the summary of a policy for a tenant
- Get Accounts for Tenant - Retrieve a list of accounts for a given tenant
- Get Policies by Account - Get all policies associated with a specific account
Quote Management
- Get Quote Summary - Get the summary of a quote for a tenant
- Create Quote - Create a quote for an account
- Add Quote Elements - Add elements to a draft quote
- Update Quote - Update existing elements in a draft quote, and validate or price it
- Underwrite Quote - Underwrite a priced quote
- Issue Quote - Issue an underwritten or accepted quote
Transaction Management
- Create Transaction - Create a transaction for a policy
- Update Transaction - Update elements in an existing transaction
Work Management
- Get Assigned Tasks - Get the tasks assigned to the current user
- Create Task - Create a task for a tenant
- Update Task - Update task details
- Get Task - Get a specific task by locator with its diary entries
- Create Association - Create a user association with a specific reference
- Manage User Qualifications - Get or update user qualifications
- Append Diary Entry - Add a diary entry to a task
User and Access Management
- Who Am I - Get information about the current user
- Get Tenant Users - Get all users assigned to a specific tenant
- Get Assigned Tenants - Get all tenants assigned to the current user
Search
- Search - Search for accounts, policies, and other entities across the system
Deployment
- Create Tenant - Deploy a config to create a new tenant
- Validate Config - Validate a config without deploying it
- Redeploy Config Tenant - Deploy an updated config to an existing tenant
- Format Config - Format a config to Socotra's requirements
- Get Config Difference - Compare a proposed config with the tenant's deployed config