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Glama

Synapze — Financial Intermediary MCP

Server Details

Connect AI agents to licensed insurance brokers in France via MCP. Quotes, appointments, WhatsApp.

Status
Healthy
Last Tested
Transport
Streamable HTTP
URL

See and control every tool call

Log every tool call with full inputs and outputs
Control which tools are enabled per connector
Manage credentials once, use from any MCP client
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Available Tools

8 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
NameRequiredDescriptionDefault
contextNoBrief context about the client's need
quote_refNoReference from a previous get_quote call
broker_codeYesBroker code from find_broker (e.g. 'jmassure', 'protecsia')
client_phoneYesClient phone number with country code (e.g. '+33612345678')
preferred_slotNoPreferred 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
NameRequiredDescriptionDefault
needYesDescription of the insurance need
broker_codeYesBroker code from find_broker (e.g. 'jmassure', 'protecsia')
current_coverageNoDescription 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
NameRequiredDescriptionDefault
cityNoCity or zone in France (e.g. 'paris', 'lyon', 'marseille')
productYesInsurance product type: mrh, rc_pro, sante, prevoyance, auto, epargne, expatrie
languageNoPreferred language: fr, enfr
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
NameRequiredDescriptionDefault
broker_codeYesBroker code from find_broker (e.g. 'jmassure', 'protecsia')
get_product_detailsInspect

Get detailed guarantee information for a specific insurance product. Returns coverage tables (hospitalisation, dental, optical, hearing aids, etc.) with reimbursement rates and limits per formula level. Use this after get_quote to show the client exactly what a product covers. The client can then compare two products by calling this tool twice.

ParametersJSON Schema
NameRequiredDescriptionDefault
level_nameNoSpecific coverage level/formula name (e.g. 'EN3', 'Confort - Formule B', 'AS2'). If omitted, returns the full product sheet with all levels.
broker_codeYesBroker code from find_broker (e.g. 'jmassure', 'protecsia')
product_nameYesProduct name from get_quote results (e.g. 'Neoliane Energik', 'SPVIE Santé Génius')
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
NameRequiredDescriptionDefault
categoryNoProduct category filter: mrh, rc_pro, sante, prevoyance, auto, epargne
broker_codeYesBroker 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
NameRequiredDescriptionDefault
genderNoGender: M or F
regimeNoSocial security regime: general, tns, alsace_moselle
birth_dateYesClient birth date YYYY-MM-DD (e.g. '1988-05-15')
has_spouseNoWhether client has a spouse to cover
broker_codeYesBroker code from find_broker (e.g. 'jmassure', 'protecsia')
postal_codeYesFrench postal code (e.g. '75008', '92150')
product_typeYesProduct type: sante, sante_tns, rc_pro, mrh, prevoyance, gav, pj
spouse_birth_dateNoSpouse birth date YYYY-MM-DD
number_of_childrenNoNumber 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
NameRequiredDescriptionDefault
emailNoClient's email address
genderNoClient's gender: 'M' or 'F'
contextNoBrief summary of client's needs, budget, preferences (e.g. 'Health insurance, budget 80€/month, needs good dental coverage')
last_nameYesClient's last name
quote_refNoReference from a previous get_quote call (e.g. 'MCP-20260326-A1B2C3D4')
birth_dateNoClient's date of birth in YYYY-MM-DD format
first_nameYesClient's first name
broker_codeYesBroker code from find_broker (e.g. 'jmassure', 'protecsia')
postal_codeNoClient's postal code (e.g. '75001')
client_phoneYesClient phone number with country code (e.g. '+33612345678')
product_typeNoInsurance product type: sante, sante_tns, rc_pro, mrh, prevoyance, gav, pj

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

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