MCP Server Overview

Model Context Protocol (MCP) is a free, open-source standard for connecting AI applications with external tools and data sources. This allows software systems like Socotra to provide LLM functionality to users in a secure way.

The Socotra MCP server connects AI applications like Claude and Cursor with data and functionality from the Socotra API, allowing users to manage their work more effectively by integrating their business accounts with AI applications. Users can automate tasks and perform analysis based on data from their business accounts, documents like emails or spreadsheets, or publicly available data.

Overview

Our MCP server provides two-way communication between the Socotra API and MCP clients embedded within AI applications, empowering users to build complex workflows with LLMs.

The Socotra MCP Server can be used to systematically review policy data and create tasks for human follow-up. You can:

  • Search for policies using various criteria

  • Review policy summaries and transaction details

  • Create and update transactions, such as adding coverage or renewing a policy

  • Create tasks for any policies that need attention or follow-up

  • Assign tasks to appropriate users based on their qualifications

  • Update tasks as work progresses

When users enter a prompt in an AI application, the LLM determines which MCP server tools to use, executes those tools using the MCP client, and then receives a response from the MCP server. The LLM uses this response to generate a natural language response.

Next Steps