Synapze — Financial Intermediary MCP
eu.synapze/financial-intermediary-mcpConnect AI agents to licensed financial intermediaries in France: insurance, credit, wealth.
Tools · 17
Trouver un courtier en assurance / Find a licensed insurance broker in France. Recherche par produit (mutuelle, RC Pro, MRH, auto, prévoyance, santé internationale, épargne), ville et langue. Search b…
Informations et branding du courtier / Broker branding and identity. Returns: company name, logo URL, brand color (#hex), address, postal code, phone, ORIAS number, website, specialties, and DDA compl…
Catalogue produits assurance / List insurance products with eligibility criteria, coverage details, and indicative pricing. Filter by category: mrh (habitation/home), rc_pro (responsabilité civile/pro…
Get detailed guarantee information for a specific insurance product. Returns coverage tables (hospitalisation, dental, optical, hearing aids, etc.) with reimbursement rates and limits per formula leve…
Tarification assurance en temps réel / Generate real insurance quotes from partner APIs. Devis mutuelle, prévoyance, RC Pro, MRH, auto, santé internationale. Returns monthly prices per product and lev…
Verify if a specific insurance need is covered by this broker's available products. Returns coverage match score, identified gaps, and recommendations. Useful for comparing what a client needs vs what…
Retrieve the structured product template (fields, sections, types, enums, AI guidelines) for a given insurance product family. Call this BEFORE save_lead whenever you have identified which product the…
Save a client's contact info + structured product data as a lead in the broker's CRM. Use this when the client has confirmed their contact details and you have collected product information that shoul…
Create a callback alert in the broker's CRM and send a WhatsApp welcome template to the client. Use this when the client wants to be contacted by an advisor after receiving quotes. IMPORTANT: Use the …
Save a file (PDF, PPTX, DOCX, etc.) to a client's record in the broker's CRM. Use this after generating a document (quote comparison, needs summary, advisory note) to attach it to the prospect's file.…
Send a document to a client via EMAIL (PDF attachment) and save it to the client's CRM record (S3 + ProspectDocument). The tenant's branded email is used (from BrokerProfile — logo, colors, company na…
Download the official quote PDF from the partner API (e.g., SPVIE). Use this after get_quote when the broker wants to attach the PDF to an email, save it locally, or include it in a comparison documen…
Save a manually-created product offer to a prospect's comparison list in the CRM. Use this when the broker builds a custom offer in Claude (for a product not yet integrated via API, or with specific n…
Get the complete 360-degree view of a client: identity, active projects, quotes, recent calls, recent emails, documents, and consent status. Returns everything a broker needs to prepare for a client i…
Generate quotes for multiple product types at once with the same client profile. Returns a consolidated matrix of all quotes across product families. Use this when the client needs coverage for multip…
Get the prioritized list of leads that need attention: pending callbacks, untouched new leads, stale quotes without follow-up. Each lead includes a reason explaining why it's hot. Use this at the star…
Log a client interaction in the CRM: call, email, WhatsApp, meeting, or note. Records the summary, updates last interaction date, optionally traces RGPD consent, and creates a follow-up reminder if ne…
How to use
Add to your Claude Desktop / Cursor / Cline MCP config:
{
"mcpServers": {
"synapze_—_financial_intermediary_mcp": {
"url": "https://mcp.synapze.eu/v1/{tenant_id}",
"transport": "streamable-http"
}
}
}