Resources / MCP Connector
Workflow and Servicing Automation (MCP)
All 138 tools. Any assistant, partner system, or carrier can call the same surface our agents call.
138
tools
11
categories
6
surfaces
Endorsements
request_endorsement_*
named_insured_changeaddress_changeownership_changeadd_locationclose_relocate_locationchange_occupancyadjust_property_limitsbusiness_incomeordinance_lawwind_hail_deductibleequipment_breakdownprotective_safeguardscontractors_equipmentinstallation_floatercomputer_fine_artsadditional_insuredper_project_aggregategl_limits_changedesignated_premisesadd_vehicleremove_vehicleadd_driverhnoaauto_state_optionswc_add_statewc_class_code_changewc_waiver_subrowc_alternate_employerumbrella_limit_changeumbrella_underlying_scheduleumbrella_ai_follow_formprofessional_services_changeprofessional_limits_changeretro_date_changeerp_tailcyber_sublimitscyber_controlscyber_vendor_requirementpollution_jobsitepollution_transportationpollution_nodsbuilders_risk_budget_increasebuilders_risk_term_extensionbuilders_risk_permission_occupycrime_employee_theftcrime_social_engineeringdo_subsidiary_additionepli_wage_hourepli_third_partyloss_payee_mortgageecertificate_holder_onlywc_payroll_employee_updaterevenue_limit_reviewequipment_value_changedescription_of_operationswc_payroll_auditdeductible_change
Policy change and cancellation
search_endorsement_forms_by_iso_coderequest_policy_endorsement_additionanalyze_policy_change_requirementsrequest_mid_term_cancellationrequest_non_renewal_noticelist_endorsement_requestsget_endorsement_status
Documents and retrieval
get_document_download_linkupload_documentget_document_statuslist_company_documentsimport_policy_dataread_document_extracted_fieldscorrect_document_extracted_fieldlist_user_corrections_historyrevert_field_correctionget_document_table_of_contentslist_document_typessearch_document_sectionsfetch_document_pagesget_document_extracted_details
Coverage and claims
search_policy_exclusions_complete_sectionanalyze_claims_coverage_scenariodeep_claims_analysisexplain_insurance_term_or_conceptgenerate_coverage_recommendationssearch_policy_coverage_detailscalculate_total_insurance_costscheck_regulatory_complianceget_policy_renewal_informationexplore_policy_relationships
Account, CRM and org
list_org_membersmanage_org_memberslist_company_contactsupdate_company_infopropose_fact_changelist_company_addressesadd_subsidiaryupdate_checkin_frequencymanage_slack_accessadd_business_locationget_company_profilenavigate_portal
Memory, schema and search
list_my_tool_capabilitiesask_clarifying_questionsearch_webrecall_conversation_historydescribe_company_schemaquery_company_datasearch_conversation_historysearch_conversation_topicssearch
Certificates and ACORD
analyze_certificate_of_insurance_requirementsgenerate_acord_certificatelist_acord_form_dataupdate_acord_form_dataget_coi_historygenerate_acord_form_pdflist_available_acord_forms
Quoting and carriers
compare_policy_options_and_quoteslive_market_activitylist_available_carrierslist_available_coveragesget_quote_questionssubmit_quote_requestget_quote_status
Surety and bonds
bond_finder_linksget_bond_requirementsstart_bond_quotesubmit_bond_quote_answersget_bond_quote_statussuggest_bondsgenerate_bond_form
Billing, BOR and renewals
list_invoicesget_billing_statuslist_renewal_proposalsget_bor_statusinitiate_bor_signingget_billing_information
Email and scheduling
send_email_via_gwsschedule_meeting
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