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Query AMS360 clients, policies, renewals, and activities with natural language.
Copy the install command and let the AI configure it · recommended for beginners
No copy-paste install info for "ams360-mcp-server" yet — see the docs or source repo.
Please query AMS360 for the basic information and related activity records of the client Acme Insurance.
Returns the client record along with a summary of related activities.
List the policies in AMS360 that are due for renewal soon and sort them by renewal date.
Returns a list of upcoming renewals sorted by renewal date.
Find the policies under a specific client and summarize the related activity records.
Returns the client's policy list and a summary of associated activities.
Insurance operations or office staff can use natural language to query client and policy data in AMS360 directly, reducing manual lookup steps. It fits situations where teams need to respond to customer questions quickly.
Teams can query renewal-related information to quickly review policies approaching renewal. It is useful for routine renewal follow-up and prioritization.
When users need to understand client interactions or business progress, they can retrieve and review activity records in one place. This is useful for checking context and follow-up status.
This is an MCP server for Vertafore AMS360 WSAPI v3. It supports natural-language queries for clients, policies, renewals, and activities.
Based on the provided description, it can query clients, policies, renewals, and activities. For field-level details, see the source repository.
It is known to connect to Vertafore AMS360 WSAPI v3. The current material does not provide installation, authentication, or runtime details, so see the source repository.
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