PolicyOne MCP Server

The PolicyOne Model Context Protocol (MCP) server exposes policy, submission, renewal, and underwriting agent task data to any MCP-compatible AI client.

What is MCP?

Model Context Protocol is an open standard that lets AI models call structured tools backed by real data sources. The PolicyOne MCP server implements this standard over stdio transport.

Package location

policyone-platform/
  packages/
    mcp/
      package.json       @policyone/mcp
      tsconfig.json
      src/
        server.ts        Entry point
        tools/
          policies.ts    list_policies · get_policy · list_submissions · get_submission
          agent-tasks.ts get_agent_tasks · complete_agent_task
          renewals.ts    list_renewals

Running the server

Development

pnpm --filter @policyone/mcp dev

Environment variables

Available tools (7)

Policies

Underwriting Agent Tasks

Renewals

Example: list renewals

{
  "tool": "list_renewals",
  "arguments": {
    "tenantId": "550e8400-e29b-41d4-a716-446655440000",
    "withinDays": 30,
    "producerCode": "SMITH-TX-001"
  }
}

Response:

{
  "count": 5,
  "windowDays": 30,
  "windowStart": "2026-07-01",
  "windowEnd": "2026-07-31",
  "policies": [
    {
      "id": "...",
      "policyNumber": "POL-2025-000567",
      "status": "in_force",
      "stateCode": "TX",
      "expirationDate": "2026-07-15",
      ...
    }
  ]
}

Example: get UW tasks for a submission

{
  "tool": "get_agent_tasks",
  "arguments": {
    "tenantId": "550e8400-e29b-41d4-a716-446655440000",
    "taskKind": "quote_review",
    "entityId": "sub-uuid-here"
  }
}

Connecting to Claude Desktop

Add to ~/Library/Application Support/Claude/claude_desktop_config.json:

{
  "mcpServers": {
    "policyone": {
      "command": "pnpm",
      "args": ["--filter", "@policyone/mcp", "dev"],
      "cwd": "/path/to/policyone-platform",
      "env": {
        "DATABASE_URL": "postgresql://..."
      }
    }
  }
}

Tenant isolation

Every tool requires a tenantId UUID. All queries are scoped to that tenant with no cross-tenant access.

Task kinds reference