This listing does not publish a public endpoint or install command yet. Open the vendor documentation above for access details, then follow the general steps in our connection guide.
Step 2
Authenticate with Enterprise
Access is provisioned by the vendor or your firm's administrator. Ask your account team for MCP access, sandbox credentials and the allowed data scopes.
Step 3
Verify, then widen access
Restart your client, confirm the server's tools appear, and run one read-only question first. Keep client-side approval prompts on for any tool that can write, trade or send. Confirm with your firm's compliance policy before connecting systems holding client data.
Read-only: compare the planning inputs on file for <client name> in the planning tool against what the insurance and annuity records actually show, and list what is missing, stale or inconsistent before I build or update a plan: income, expenses, balances, coverage amounts, riders, premiums, beneficiaries, goals and assumptions. Output Item / Value in plan / Value at source / Status / Last updated. Do not edit the plan or write any assumption — flag gaps and mismatches rather than filling them in.
Guardrail · Read-only. Never let a tool invent a planning assumption.
Read-only: list <client name>'s in-force coverage — life, disability, LTC, annuity riders — with carrier, benefit, term and cost, then compare against the protection need implied by the plan. Flag gaps and expiring coverage. No product recommendations and no applications. Note where policy data could not be verified.
Guardrail · Read-only. Product recommendations require suitability review, not a chat tool.
In-force policy summary
Every policy on one page, with the details that matter.
Insurance & Annuity ReviewInsurance & Annuities
Read-only: build one in-force summary for <client name> by combining every connected insurance source — carrier or policy-administration data and any independent policy-review or annuity-data tool. Show carrier, type, face amount or benefit, premium, term or maturity, ownership, beneficiaries and the source tool for each line, and flag any field where two sources disagree or one source has no record of a policy. Mask policy numbers to the last four characters. Do not change beneficiaries, request changes, or submit anything to a carrier.
Guardrail · Read-only. Beneficiary and ownership changes are never done from a chat tool.
