The MCP server directory for wealth management.

ACORD Solutions Group · Insurance & Annuities

MCP layered across ACORD Solutions Group's digital insurance suite, including ADEPT (Data Exchange Platform & Translator) and ACORD Transcriber, so agentic AI can execute end-to-end workflows from indication and appetite through quote, bind, endorsement, accounting, claims and settlement inside defined compliance, validation and audit controls.

btholath (open source) · Insurance & Annuities

Python/FastMCP server exposing retirement annuities data, resources and prompt templates for annuity education and case design.

BriteCore · Insurance & Annuities

Open MCP Service layer across the BriteCore P&C platform, acting as a governed orchestration surface over policy, billing, claims, document and workflow APIs so carriers and partners can build their own AI agents on the same infrastructure as BriteCore's native copilots. Vendor describes enforcement of authentication, fine-grained access control, rate limiting, auditability, compliance controls, human-in-the-loop governance and observability. All vendor-described, not independently verified. Caveats: available to BriteCore platform carriers, not a public endpoint. Shipped alongside eight embedded copilots as the first phase of a broader roadmap, multi-agent orchestration across renewals, premium-to-cash and other processes was still future work at announcement. Connection details are arranged with the vendor; start with read-only scopes.

Duck Creek Technologies · Insurance & Annuities

MCP support within Duck Creek's insurance-native Agentic AI Platform. Its AI Gateway layer provides a marketplace, registry and standardised protocols (MCP and A2A) so Duck Creek, partner and carrier-built agents can reach core policy, claims, billing and risk data, alongside new agentic underwriting and FNOL applications. Caveats: MCP here is one protocol inside a broader agentic platform, not a standalone published MCP server, treat this listing as protocol support rather than a discrete server. Duck Creek core customers only. The FNOL application was built with Google Cloud on Gemini models. Connection details are not publicly published.

One Inc · Insurance & Annuities

Brings One Inc insurance payments data into a carrier's own AI assistants, Claude, ChatGPT Enterprise, Microsoft Copilot. Rather than a vendor-hosted environment. Speeds PremiumPay and ClaimsPay integrations through AI-assisted code generation, documentation and testing, and gives business users on-demand reporting across payments and internal systems.

openinsurance-wiki contributors · Insurance & Annuities

Read-only knowledge-base server for insurance products and coverages: search, product and coverage lookup, comparisons and overlap detection.

Riskcovry · Insurance & Annuities

India's first insurance-sector MCP server, built for distribution: enterprise AI agents can generate quotes, compare policies across insurers, transact and issue policies across motor, health and general lines. LLM-agnostic and designed to embed in the AI stacks of banks, brokers and distribution partners with human-in-the-loop models.

Root · Insurance & Annuities

Vendor-published server for insurance quotes, policy management and product module development on the Root platform.

Savvly · Insurance & Annuities

Longevity-linked retirement product tools: projections, eligibility checks, product comparisons and FAQs for the SEC-registered Savvly fund.

Seaworthy Insurance Agency · Insurance & Annuities

Open server for disability insurance with an agent-callable quote request action plus carrier and coverage research tools.

Socotra · Insurance & Annuities

Connects agentic AI to the Socotra Insurance Suite for policy and billing workflows with capability-scoped auth, encrypted agent sessions and policy-aware authorization. Every action is logged, permissioned and traceable, with human-in-the-loop checkpoints and setup guides for Claude, Cursor and VS Code.

Strider Labs (unofficial) · Insurance & Annuities

Unofficial connector for auto, home, life and renters quotes, policy lookup, claims, payments and agent search.

Sure · Insurance & Annuities

Insurtech platform MCP capability that lets AI agents quote, bind and service insurance policies through Sure's carrier and distribution rails.

Verisk · Insurance & Annuities

Two vendor connectors in Claude for Verisk's insurance analytics under its own data governance: Underwriting Intelligence (ISO Indications) for loss cost trends, experience insights and filing signals, and XactRestore for researched restoration pricing and estimating intelligence.

VisitorsCoverage · Insurance & Annuities

Treppy MCP Server exposes travel insurance quoting to AI assistants including OpenAI, Claude and Cursor, returning real-time quotes from multiple carriers with quote-to-compare functionality and coverage details across hundreds of plans, without per-carrier integrations. Caveats: travel insurance only, narrow relevance to wealth management. Free public beta at announcement; beta terms and pricing may have changed. Quoting and comparison, not binding. Connection details are not publicly published.