ai.serff/ca-rate-filings
ai.serff/ca-rate-filingsNatural-language search over California's public insurance rate, rule & form filings.
Tools · 17
Search the SERFF filings corpus by carrier, NAIC, product line, state, year-range, filing type, or bureau lineage. Returns a lite row shape per match (SERFF id, state, year, NAIC, group code, carrier …
Pure vector search over per-filing extraction-summary embeddings (one embedding per filing, ~59K rows total). Each hit is a filing whose extraction summary is semantically closest to your query, with …
Pure vector search over per-filing actuarial-memorandum embeddings (`extract_embeds` where `kind='actuarial_memo'`). Each hit is a filing whose memo is semantically closest to your query, with the mat…
Pure vector search over per-chunk full-document embeddings (`filing_embeds`, ~12.4M rows across ~65K filings — each filing sliced into ~190 paragraph-sized chunks). The most granular semantic surface …
Returns the structured-data JSON artefacts the pipeline extracted from a filing's source PDFs. Use this when the question is about **rating mechanics, data tables, risk curves, calculation steps, or c…
Lists **what's in** each extracted artefact for a filing — section counts, item names, and the page each item came from — without returning any of the bulky factor tables, descriptions, or rate rows t…
Returns a short-lived **V4-signed GCS URL** for a single SOURCE file (PDF / XLSM / XLSX / DOC / ZIP) the carrier submitted for a SERFF filing. The link is intended for **display to the end user** — th…
Returns an actuarial narrative summary for a single SERFF id — the **Filing Type** header, the **"What This Filing Does"** section (concrete bullet-pointed change list with page citations for Rate / R…
Returns the predecessor, superseded, and companion filings that **this filing itself** cites in its supporting documentation. Carrier-claimed lineage extracted from inside the PDF (e.g. "supersedes XX…
Returns the **reconciled lineage chain** for a SERFF id — leaf filing plus ordered predecessors back to the bureau root. Each chain entry includes the SERFF id, position (0 = leaf), role (`leaf` / `pr…
Lists the **source files** (PDFs, XLS spreadsheets, DOC manuals, ZIP archives) ingested for a SERFF id. Returns metadata only — name, size in bytes, MIME-class type (`pdf` / `spreadsheet` / `document`…
**Scope warning — read before reaching for this tool.** The products corpus is a curated subset of filings, not the canonical breadth. Many filings are absent by design: bureau-only rows, withdrawals,…
Returns the full record for a single product — by `product_id` (uuid) OR `leaf_serff`. Each call expands the predecessor chain into a list of {position, serff, filing} where each filing is the slim me…
Returns the sibling products of a given product — other products whose chain shares a bureau filing (ISO / AAIS / NCCI / WCRT / WCRB / SURE) or a cross-carrier predecessor with the seed product. The s…
Returns the prior revisions of a product — other products in the same lineage cluster (same `company_name`, `state`, `lob`) with an older `leaf_filing_date`. Distinct from `get_product_siblings`, whic…
Returns the resolved identity behind the current MCP bearer — email, company_name, account_type (free vs production), and company_reference. Quota-exempt: this is an identity probe, not a value-bearin…
Diagnostic snapshot of the deployed MCP server: build identifier, server_version (1.0.<PR> tag), boot time, advertised tool names, a hash of the tool surface, and corpus_updated_at (freshest watermark…
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How to use
Add to your Claude Desktop / Cursor / Cline MCP config:
{
"mcpServers": {
"ai.serff/ca-rate-filings": {
"url": "https://api.serff.ai/mcp",
"transport": "streamable-http"
}
}
}