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

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

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

Next Steps