Synapze — Financial Intermediary MCP

Added value: +"protection_juridique"

Previous value: -"Insurance product type: auto, moto, mrh, rc_pro, protection_juridique, epargne, assurance_vie, per"New value: +"Insurance product. Legal protection only: 'protection_juridique' (alias 'pj')."

Removed value: -[
-  "product"
-]

Previous value: -"Product category filter: auto, moto, mrh, rc_pro, protection_juridique, epargne, assurance_vie, per"New value: +"Product category. Legal protection only: 'protection_juridique' (alias 'pj')."

Added value: +{
+  "description": "Client age in whole years (e.g. 40). Used for rating. Do NOT send a date of birth.",
+  "maximum": 100,
+  "minimum": 18,
+  "type": "integer"
+}

Removed value: -{
-  "description": "Client birth date in YYYY-MM-DD format (e.g. '1988-05-15')",
-  "type": "string"
-}

Previous value: -"Client's monthly budget in euros (e.g. 80). Results sorted by proximity to budget."New value: +"Client's monthly budget in euros (e.g. 20). Results sorted by proximity to budget."

Removed value: -{
-  "description": "Children details for family coverage",
-  "items": {
-    "properties": {
-      "birth_date": {
-        "description": "Child birth date YYYY-MM-DD",
-        "type": "string"
-      },
-      "gender": {
-        "description": "Child gender: M or F",
-        "type": "string"
-      }
-    },
-    "required": [
-      "birth_date"
-    ],
-    "type": "object"
-  },
-  "type": "array"
-}

Added value: +{
+  "description": "Dispute areas the client wants covered: consumer, housing, employment, neighbourhood, automotive, digital, tax, administrative.",
+  "items": {
+    "enum": [
+      "consumer",
+      "housing",
+      "employment",
+      "neighbourhood",
+      "automotive",
+      "digital",
+      "tax",
+      "administrative"
+    ],
+    "type": "string"
+  },
+  "type": "array"
+}

Added value: +{
+  "description": "Desired formula level, if the client already has a preference.",
+  "enum": [
+    "essentielle",
+    "etendue",
+    "complete"
+  ],
+  "type": "string"
+}

Removed value: -{
-  "description": "Gender: M or F",
-  "type": "string"
-}

Removed value: -{
-  "description": "Whether the client has a spouse/partner to cover",
-  "type": "boolean"
-}

Removed value: -{
-  "description": "Number of children to cover",
-  "type": "number"
-}

Previous value: -"French postal code (e.g. '75008', '92150'). Required for all products."New value: +"French postal code, 5 digits (e.g. '75011'). Used for territorial rating."

Added value: +"^\\d{5}$"

Removed value: -{
-  "additionalProperties": {},
-  "description": "Product-specific data object. Fields depend on product_type — see description above for examples per product. Call get_products first to see quoteRequirements.guidance for the exact fields to collect.",
-  "propertyNames": {
-    "type": "string"
-  },
-  "type": "object"
-}

Added value: +"protection_juridique"

Previous value: -"Product type: auto, moto, mrh, rc_pro, protection_juridique (pj), epargne, assurance_vie, per"New value: +"Product type. Legal protection only — the sole product this connector covers."

Added value: +[
+  "protection_juridique",
+  "pj"
+]

Previous value: -"Return ALL quotes instead of top 5. Use only when client asks for more options."New value: +"Return ALL quotes instead of top 5. Use only when the client asks for more options."

Removed value: -{
-  "description": "Spouse birth date in YYYY-MM-DD format",
-  "type": "string"
-}

Previous value: -[
-  "product_type",
-  "birth_date"
-]New value: +[
+  "age",
+  "postal_code"
+]

Previous value: -"Insurance product type: mrh, rc_pro, sante, sante_internationale (international health/expat/WHV), prevoyance, auto, epargne"New value: +"Insurance product type: auto, moto, mrh, rc_pro, protection_juridique, epargne, assurance_vie, per"

Previous value: -"Product category filter: mrh, rc_pro, sante, sante_internationale, prevoyance, auto, epargne"New value: +"Product category filter: auto, moto, mrh, rc_pro, protection_juridique, epargne, assurance_vie, per"

Removed value: -{
-  "description": "Coverage zone for sante_internationale: monde_usa, monde_hors_usa, europe, asie_oceanie, ameriques.",
-  "type": "string"
-}

Removed value: -{
-  "description": "Coverage start date YYYY-MM-DD for sante_internationale. Defaults to 30 days from now.",
-  "type": "string"
-}

Removed value: -{
-  "description": "Destination country (e.g. 'Canada', 'Australie', 'Thailand'). REQUIRED for sante_internationale.",
-  "type": "string"
-}

Removed value: -{
-  "description": "Insurance regime for sante_internationale: premier_euro, complement_cfe, complement_secu, etudiant. Do NOT confuse with 'regime' (French social security).",
-  "type": "string"
-}

Removed value: -{
-  "description": "Client nationality for sante_internationale (e.g. 'France'). Defaults to France.",
-  "type": "string"
-}

Previous value: -"French postal code (e.g. '75008', '92150'). Required for French products, not needed for sante_internationale."New value: +"French postal code (e.g. '75008', '92150'). Required for all products."

Previous value: -"Product type: sante, sante_tns, sante_internationale, auto, mrh, emprunteur, rc_pro, gav, prevoyance, pj, ij, per, assurance_vie, scolaire, epargne"New value: +"Product type: auto, moto, mrh, rc_pro, protection_juridique (pj), epargne, assurance_vie, per"

Removed value: -{
-  "description": "French social security regime: general, tns, alsace_moselle. For sante/sante_tns only.",
-  "type": "string"
-}

Previous value: -"Product family code (e.g. 'sante', 'auto', 'mrh'). See supported values in description."New value: +"Product family code. ⚠️ HEALTH: pick the SPECIFIC sub-family, NOT the generic 'sante': use 'sante_internationale' for expats/abroad (Malaisie, Canada, Thaïlande…), 'sante_tns' for self-employed/indépendants in France, 'sante_surcomplementaire' for top-up on existing mutuelle, and 'sante' ONLY for standard individual/family health in France (salariés/retraités). Other values: auto, moto, mrh, gav, rc_pro, ij, emprunteur, assurance_vie, per, temporaire_deces, scolaire, protection_juridique, embedded_insurance."

Previous value: -"Product family code (same as used in get_product_template): sante, sante_tns, auto, mrh, gav, rc_pro, emprunteur, etc. Required if you pass filled_data."New value: +"Product family code — MUST BE THE SAME VALUE YOU USED IN THE PREVIOUS get_quote OR get_product_template CALL. Required if you pass filled_data. ⚠️ HEALTH INSURANCE DISAMBIGUATION — pick the SPECIFIC sub-family, NEVER use the generic 'sante' as a catch-all: • 'sante_internationale' → expatriates, WHV, digital nomads, anyone living/moving ABROAD (e.g. Malaisie, Canada, Thaïlande, Dubai, expat). • 'sante_tns' → self-employed / TNS / indépendants / freelance / auto-entrepreneurs in France. • 'sante_surcomplementaire' → top-up coverage on an existing mutuelle. • 'sante' → ONLY for a standard individual/family health insurance in France (salariés, retraités), NOT international, NOT TNS. Other families: auto, moto, mrh, gav, rc_pro, ij, emprunteur, assurance_vie, per, temporaire_deces, scolaire, protection_juridique, embedded_insurance. If the client is an expat or lives abroad, ALWAYS use 'sante_internationale'. Using 'sante' in that case creates a WRONG project in CRM."

Previous value: -"Message to accompany the document on WhatsApp (e.g. 'Voici votre comparatif santé internationale')"New value: +"Custom message body for the email (will be inserted in the email body). Example: 'Suite à notre échange, voici le comparatif des 3 offres santé internationale...'. If omitted, a default generic message referencing the cabinet is used."

Previous value: -"Client phone number with country code (WhatsApp recipient)"New value: +"Client phone number with country code — used to locate the prospect in CRM"

Previous value: -"Brief summary of client's needs, budget, preferences (e.g. 'Health insurance, budget 80€/month, needs good dental coverage')"New value: +"Free-text summary of client's situation/preferences (appended to prospect notes)."

Added value: +{
+  "additionalProperties": {},
+  "description": "Structured product data keyed by field ID from the product template. Example (sante): {couverture_type: 'famille', niveau_hospitalisation: 4, enfants: [{prenom: 'Leo', dateNaissance: '2018-06-01'}], budget_max: 120, date_effet: '2026-05-01'}. Call get_product_template first to discover valid field IDs/enums.",
+  "propertyNames": {
+    "type": "string"
+  },
+  "type": "object"
+}

Added value: +{
+  "description": "Product family code (same as used in get_product_template): sante, sante_tns, auto, mrh, gav, rc_pro, emprunteur, etc. Required if you pass filled_data.",
+  "type": "string"
+}

Previous value: -"Insurance product type: sante, sante_tns, rc_pro, mrh, prevoyance, gav, pj"New value: +"Legacy alias for product_family. Prefer product_family for new integrations. If both are passed, product_family wins."

Previous value: -"Broker code returned by find_broker"New value: +"Broker code returned by find_broker. Optional in broker-authenticated mode."

Removed value: -[
-  "broker_code"
-]

Previous value: -"Broker code returned by find_broker"New value: +"Broker code returned by find_broker. Optional in broker-authenticated mode."

Previous value: -[
-  "broker_code",
-  "client_phone"
-]New value: +[
+  "client_phone"
+]

Previous value: -"Broker code returned by find_broker"New value: +"Broker code returned by find_broker. Optional in broker-authenticated mode."

Previous value: -[
-  "broker_code",
-  "need"
-]New value: +[
+  "need"
+]

Previous value: -"Broker code returned by find_broker"New value: +"Broker code returned by find_broker. Optional in broker-authenticated mode."

Previous value: -[
-  "broker_code",
-  "product_name"
-]New value: +[
+  "product_name"
+]

Previous value: -"Broker code returned by find_broker"New value: +"Broker code returned by find_broker. Optional in broker-authenticated mode."

Removed value: -[
-  "broker_code"
-]

Previous value: -"Broker code returned by find_broker"New value: +"Broker code returned by find_broker. Optional in broker-authenticated mode."

Previous value: -[
-  "broker_code",
-  "product_type",
-  "birth_date"
-]New value: +[
+  "product_type",
+  "birth_date"
+]

Previous value: -"Broker code returned by find_broker"New value: +"Broker code returned by find_broker. Optional in broker-authenticated mode."

Previous value: -[
-  "broker_code",
-  "client_phone",
-  "file_name",
-  "content_base64"
-]New value: +[
+  "client_phone",
+  "file_name",
+  "content_base64"
+]

Previous value: -"Broker code returned by find_broker"New value: +"Broker code returned by find_broker. Optional in broker-authenticated mode."

Previous value: -[
-  "broker_code",
-  "client_phone",
-  "first_name",
-  "last_name"
-]New value: +[
+  "client_phone",
+  "first_name",
+  "last_name"
+]

Previous value: -"Broker code returned by find_broker"New value: +"Broker code returned by find_broker. Optional in broker-authenticated mode."

Previous value: -[
-  "broker_code",
-  "client_phone",
-  "file_name",
-  "content_base64"
-]New value: +[
+  "client_phone",
+  "file_name",
+  "content_base64"
+]

Added value: +{
+  "description": "Broker code returned by find_broker",
+  "type": "string"
+}

Previous value: -"Reference from a previous get_quote call (e.g. 'MCP-20260326-A1B2C3D4')"New value: +"Reference from a previous get_quote call"

Previous value: -[
-  "client_phone"
-]New value: +[
+  "broker_code",
+  "client_phone"
+]

Previous value: -"Broker code from find_broker (e.g. 'jmassure', 'protecsia')"New value: +"Broker code returned by find_broker"

Added value: +{
+  "description": "Broker code returned by find_broker",
+  "type": "string"
+}

Previous value: -[
-  "need"
-]New value: +[
+  "broker_code",
+  "need"
+]

Previous value: -"Broker code from find_broker (e.g. 'jmassure', 'protecsia')"New value: +"Broker code returned by find_broker"

Previous value: -"Product name from get_quote results (e.g. 'Neoliane Energik', 'SPVIE Santé Génius')"New value: +"Product name as returned by get_products or get_quote"

Added value: +{
+  "description": "Broker code returned by find_broker",
+  "type": "string"
+}

Added value: +[
+  "broker_code"
+]

Previous value: -"Broker code from find_broker (e.g. 'jmassure', 'protecsia')"New value: +"Broker code returned by find_broker"

Previous value: -"Broker code from find_broker (e.g. 'jmassure', 'protecsia')"New value: +"Broker code returned by find_broker"

Added value: +{
+  "description": "Client's date of birth in YYYY-MM-DD format",
+  "type": "string"
+}

Removed value: -{
-  "description": "Broker code from find_broker (e.g. 'jmassure', 'protecsia')",
-  "type": "string"
-}

Previous value: -"Brief context about the client's need"New value: +"Brief context about the client's need (e.g. 'RC Pro quote for architect')"

Added value: +{
+  "description": "Client's email address",
+  "type": "string"
+}

Added value: +{
+  "description": "Client's first name",
+  "type": "string"
+}

Added value: +{
+  "description": "Client's gender: 'M' or 'F'",
+  "type": "string"
+}

Added value: +{
+  "description": "Client's last name",
+  "type": "string"
+}

Added value: +{
+  "description": "Client's postal code (e.g. '75001')",
+  "type": "string"
+}

Previous value: -"Preferred appointment time in ISO 8601"New value: +"Preferred appointment time in ISO 8601 (e.g. '2026-03-26T10:00')"

Previous value: -"Reference from a previous get_quote call"New value: +"Reference from a previous get_quote call (e.g. 'MCP-20260326-A1B2C3D4')"

Previous value: -[
-  "broker_code",
-  "client_phone"
-]New value: +[
+  "client_phone"
+]

Removed value: -{
-  "description": "Broker code from find_broker (e.g. 'jmassure', 'protecsia')",
-  "type": "string"
-}

Previous value: -"Description of current coverage if any"New value: +"Description of current coverage if any, to identify gaps"

Previous value: -"Description of the insurance need"New value: +"Description of the insurance need (e.g. 'professional liability for architect firm with 3 employees')"

Previous value: -[
-  "broker_code",
-  "need"
-]New value: +[
+  "need"
+]

Removed value: -{
-  "description": "Broker code from find_broker (e.g. 'jmassure', 'protecsia')",
-  "type": "string"
-}

Previous value: -"Product category filter: mrh, rc_pro, sante, prevoyance, auto, epargne"New value: +"Product category filter: mrh, rc_pro, sante, sante_internationale, prevoyance, auto, epargne"

Removed value: -[
-  "broker_code"
-]

Previous value: -"Client birth date YYYY-MM-DD (e.g. '1988-05-15')"New value: +"Client birth date in YYYY-MM-DD format (e.g. '1988-05-15')"

Added value: +{
+  "description": "Client's monthly budget in euros (e.g. 80). Results sorted by proximity to budget.",
+  "type": "number"
+}

Added value: +{
+  "description": "Children details for family coverage",
+  "items": {
+    "properties": {
+      "birth_date": {
+        "description": "Child birth date YYYY-MM-DD",
+        "type": "string"
+      },
+      "gender": {
+        "description": "Child gender: M or F",
+        "type": "string"
+      }
+    },
+    "required": [
+      "birth_date"
+    ],
+    "type": "object"
+  },
+  "type": "array"
+}

Added value: +{
+  "description": "Coverage zone for sante_internationale: monde_usa, monde_hors_usa, europe, asie_oceanie, ameriques.",
+  "type": "string"
+}

Added value: +{
+  "description": "Coverage start date YYYY-MM-DD for sante_internationale. Defaults to 30 days from now.",
+  "type": "string"
+}

Added value: +{
+  "description": "Destination country (e.g. 'Canada', 'Australie', 'Thailand'). REQUIRED for sante_internationale.",
+  "type": "string"
+}

Previous value: -"Whether client has a spouse to cover"New value: +"Whether the client has a spouse/partner to cover"

Added value: +{
+  "description": "Insurance regime for sante_internationale: premier_euro, complement_cfe, complement_secu, etudiant. Do NOT confuse with 'regime' (French social security).",
+  "type": "string"
+}

Added value: +{
+  "description": "Client nationality for sante_internationale (e.g. 'France'). Defaults to France.",
+  "type": "string"
+}

Previous value: -"French postal code (e.g. '75008', '92150')"New value: +"French postal code (e.g. '75008', '92150'). Required for French products, not needed for sante_internationale."

Added value: +{
+  "additionalProperties": {},
+  "description": "Product-specific data object. Fields depend on product_type — see description above for examples per product. Call get_products first to see quoteRequirements.guidance for the exact fields to collect.",
+  "propertyNames": {
+    "type": "string"
+  },
+  "type": "object"
+}

Previous value: -"Product type: sante, sante_tns, rc_pro, mrh, prevoyance, gav, pj"New value: +"Product type: sante, sante_tns, sante_internationale, auto, mrh, emprunteur, rc_pro, gav, prevoyance, pj, ij, per, assurance_vie, scolaire, epargne"

Previous value: -"Social security regime: general, tns, alsace_moselle"New value: +"French social security regime: general, tns, alsace_moselle. For sante/sante_tns only."

Added value: +{
+  "description": "Return ALL quotes instead of top 5. Use only when client asks for more options.",
+  "type": "boolean"
+}

Previous value: -"Spouse birth date YYYY-MM-DD"New value: +"Spouse birth date in YYYY-MM-DD format"

Previous value: -[
-  "broker_code",
-  "product_type",
-  "birth_date",
-  "postal_code"
-]New value: +[
+  "broker_code",
+  "product_type",
+  "birth_date"
+]

Previous value: -"Insurance product type: mrh, rc_pro, sante, prevoyance, auto, epargne, expatrie"New value: +"Insurance product type: mrh, rc_pro, sante, sante_internationale (international health/expat/WHV), prevoyance, auto, epargne"

Added value: +{
+  "description": "Sub-specialty niche within the product (e.g. 'architectes', 'sci_is', 'dirigeants')",
+  "type": "string"
+}

Added value: +{
+  "description": "Project amount in EUR (for routing large-ticket cases)",
+  "type": "number"
+}