Synapze — Financial Intermediary MCP - MCP Connector

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Connect AI agents to licensed financial intermediaries in France: insurance, credit, wealth.

Status: Healthy
Last Tested: 2026-03-30 13:30
Transport: Streamable HTTP
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Available Tools

7 tools

book_appointmentInspect

Book an appointment with an insurance broker via WhatsApp. Sends a personalized message to the client. The broker receives a notification in their CRM. Returns confirmation status. Phone number is transmitted to the broker but never stored by this server.

ParametersJSON Schema

Name	Required	Description
`context`	No	Brief context about the client's need
`quote_ref`	No	Reference from a previous get_quote call
`broker_code`	Yes	Broker code from find_broker (e.g. 'jmassure', 'protecsia')
`client_phone`	Yes	Client phone number with country code (e.g. '+33612345678')
`preferred_slot`	No	Preferred appointment time in ISO 8601

check_coverageInspect

Verify if a specific insurance need is covered by a broker's products. Returns coverage match score, identified gaps, and recommendations.

ParametersJSON Schema

Name	Required	Description
`need`	Yes	Description of the insurance need
`broker_code`	Yes	Broker code from find_broker (e.g. 'jmassure', 'protecsia')
`current_coverage`	No	Description of current coverage if any

find_brokerInspect

Find the most relevant licensed insurance broker in France for a given need. Searches by product type (MRH home insurance, RC Pro professional liability, health insurance, life insurance, savings, auto, expatriate coverage), location, and language. Returns broker name, specialties, availability, and connection endpoint. DDA-compliant broker matching.

ParametersJSON Schema

Name	Required	Description	Default
`city`	No	City or zone in France (e.g. 'paris', 'lyon', 'marseille')
`product`	Yes	Insurance product type: mrh, rc_pro, sante, prevoyance, auto, epargne, expatrie
`language`	No	Preferred language: fr, en	fr

get_broker_infoInspect

Get detailed information about a specific insurance broker: address, specialties, opening hours, languages spoken, products offered, and DDA compliance status. Use the broker_code returned by find_broker.

ParametersJSON Schema

Name	Required	Description	Default
`broker_code`	Yes	Broker code from find_broker (e.g. 'jmassure', 'protecsia')

get_productsInspect

List insurance products available from a broker with eligibility criteria, coverage details, and indicative pricing ranges. Use the broker_code returned by find_broker.

ParametersJSON Schema

Name	Required	Description	Default
`category`	No	Product category filter: mrh, rc_pro, sante, prevoyance, auto, epargne
`broker_code`	Yes	Broker code from find_broker (e.g. 'jmassure', 'protecsia')

get_quoteInspect

Generate real insurance quotes with actual pricing from partner APIs (SPVIE, Néoliane, Alptis). Requires birth_date (YYYY-MM-DD) and postal_code for accurate pricing. Ask the user for their birth date and postal code before calling this tool. Returns monthly prices per product and coverage level.

ParametersJSON Schema

Name	Required	Description
`gender`	No	Gender: M or F
`regime`	No	Social security regime: general, tns, alsace_moselle
`birth_date`	Yes	Client birth date YYYY-MM-DD (e.g. '1988-05-15')
`has_spouse`	No	Whether client has a spouse to cover
`broker_code`	Yes	Broker code from find_broker (e.g. 'jmassure', 'protecsia')
`postal_code`	Yes	French postal code (e.g. '75008', '92150')
`product_type`	Yes	Product type: sante, sante_tns, rc_pro, mrh, prevoyance, gav, pj
`spouse_birth_date`	No	Spouse birth date YYYY-MM-DD
`number_of_children`	No	Number of children to cover

save_leadInspect

Save a client's contact information and insurance needs as a lead in the broker's CRM. Use this when a client has received quotes and wants to go further — the broker will contact them to finalize the subscription. IMPORTANT: Always ask the client for their phone number, first name, and last name before calling this tool. Include the quote_ref from a previous get_quote call and any relevant context about their needs.

ParametersJSON Schema

Name	Required	Description
`email`	No	Client's email address
`gender`	No	Client's gender: 'M' or 'F'
`context`	No	Brief summary of client's needs, budget, preferences (e.g. 'Health insurance, budget 80€/month, needs good dental coverage')
`last_name`	Yes	Client's last name
`quote_ref`	No	Reference from a previous get_quote call (e.g. 'MCP-20260326-A1B2C3D4')
`birth_date`	No	Client's date of birth in YYYY-MM-DD format
`first_name`	Yes	Client's first name
`broker_code`	Yes	Broker code from find_broker (e.g. 'jmassure', 'protecsia')
`postal_code`	No	Client's postal code (e.g. '75001')
`client_phone`	Yes	Client phone number with country code (e.g. '+33612345678')
`product_type`	No	Insurance product type: sante, sante_tns, rc_pro, mrh, prevoyance, gav, pj

Verify Ownership

Claim this connector by publishing a /.well-known/glama.json file on your server's domain with the following structure:

{
  "$schema": "https://glama.ai/mcp/schemas/connector.json",
  "maintainers": [
    {
      "email": "your-email@example.com"
    }
  ]
}

The email address must match the email associated with your Glama account. Once verified, the connector will appear as claimed by you.

Synapze — Financial Intermediary MCP

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