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Glama

WhyLingxi 保险顾问 Insurance Advisor

Server Details

保险产品搜索、推荐、保费试算、核保预检。覆盖65家保司483款产品。China insurance MCP server.

Status
Healthy
Last Tested
Transport
Streamable HTTP
URL

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Connect through Glama MCP Gateway for full control over tool access and complete visibility into every call.

MCP client
Glama
MCP server

Full call logging

Every tool call is logged with complete inputs and outputs, so you can debug issues and audit what your agents are doing.

Tool access control

Enable or disable individual tools per connector, so you decide what your agents can and cannot do.

Managed credentials

Glama handles OAuth flows, token storage, and automatic rotation, so credentials never expire on your clients.

Usage analytics

See which tools your agents call, how often, and when, so you can understand usage patterns and catch anomalies.

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Tool Definition Quality

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Available Tools

9 tools
answer_questionInspect

回答保险知识问题。默认返回知识库检索结果;传synthesize:true可获得LLM整合答案。

ParametersJSON Schema
NameRequiredDescriptionDefault
questionYes问题
product_idNo(可选)针对某款产品的问题
synthesizeNo是否调LLM整合答案(默认false,纯检索模式更快)
chatInspect

自然语言多轮对话(适合信息不确定、需要引导的场景,或人类用户直接使用)。

ParametersJSON Schema
NameRequiredDescriptionDefault
messageYes用户消息
session_idNo会话ID,传入可保持多轮对话上下文
check_underwritingInspect

核保预判:根据用户健康状况,评估各产品的可投保性(可正常投保/需加费除外/可能拒保)。

ParametersJSON Schema
NameRequiredDescriptionDefault
ageNo年龄(影响可选产品范围)
categoryNo想投保的险种(不传则评估医疗+重疾+意外+定寿)
product_idsNo指定产品ID列表(不传则自动选取各险种Top产品评估)
health_conditionsYes健康状况列表,如["高血压2级","甲状腺结节3类","乙肝小三阳"]
compare_productsInspect

对比2-5款产品的关键维度(保费、保障、免赔额、续保等),返回结构化对比表。

ParametersJSON Schema
NameRequiredDescriptionDefault
ageNo用于查询精确保费的年龄
genderNo用于查询精确保费的性别
product_idsYes产品ID列表(2-5个)
get_premiumInspect

查询指定产品在特定年龄/性别下的精确保费数据。

ParametersJSON Schema
NameRequiredDescriptionDefault
ageYes年龄
genderNo
product_idYes产品ID
get_product_detailInspect

获取单个产品的结构化信息。compact=true时只返回摘要字段,适合Agent快速浏览;默认返回完整信息含条款详情。

ParametersJSON Schema
NameRequiredDescriptionDefault
compactNo精简模式:只返回核心字段+coverage前8项摘要,省略条款/FAQ详情
product_idYes产品ID
get_schemaInspect

获取调用策略和字段优先级。调用流程:(1)收集用户age后即可调recommend(2)有health_conditions时自动附带核保结论(3)include_reasoning默认false,Agent自行组织语言(4)返回的source_url可直接给用户作为投保链接。本工具返回各能力的字段优先级、缺失影响、默认行为。

ParametersJSON Schema
NameRequiredDescriptionDefault
capabilityNo想了解哪个能力,不传则返回全部
recommendInspect

根据用户画像推荐保险方案(核心工具)。信息不全也可调用——返回最佳推荐+缺失字段提示。传入health_conditions自动附带核保结论。默认纯数据模式(<100ms),设include_reasoning:true生成自然语言理由(+3s)。

ParametersJSON Schema
NameRequiredDescriptionDefault
ageYes年龄(必填)
needsNo需求列表,如["重疾保障","医疗报销","意外防护"]
budgetNo年预算(元)
genderNo
family_roleNo被保人角色
occupation_classNo职业类别(1-6类)
existing_coverageNo已有保障,如["百万医疗","意外险"]
health_conditionsNo既往症,如["高血压2级","甲状腺结节"]
include_reasoningNo是否生成LLM推荐理由(默认false,Agent调用无需开启;设true适用于直接面向人类展示)
has_social_securityNo是否有社保
search_productsInspect

按条件搜索保险产品,返回结构化JSON列表。支持按险种、年龄、预算、关键词筛选。

ParametersJSON Schema
NameRequiredDescriptionDefault
ageNo被保险人年龄
limitNo最多返回条数,默认10
budgetNo年预算上限(元)
keywordNo产品名或保险公司关键词
categoryNo险种:医疗险/重疾险/意外险/定期寿险/终身寿险/年金险/旅游险/团险

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