NowCerts MCP Server

A comprehensive Model Context Protocol (MCP) server that provides AI assistants with access to all NowCerts API endpoints.

Overview

This MCP server exposes 96+ NowCerts API endpoints as tools that can be used by AI assistants like Claude. It handles OAuth 2.0 authentication automatically and provides a seamless interface to the NowCerts insurance management platform.

Features

Complete API Coverage: All 96+ NowCerts endpoints exposed as MCP tools
Automatic Authentication: OAuth 2.0 password grant flow with automatic token refresh
25+ Entity Types: Agents, Insureds, Policies, Claims, Prospects, Drivers, Vehicles, and more
Type-Safe: Built with TypeScript for reliability
Easy Integration: Works with Claude Desktop and other MCP clients

Installation

Prerequisites

Node.js 20 or higher
NowCerts API credentials (username and password)

Setup

Navigate to the mcp-server directory:

cd mcp-server

Install dependencies:

npm install

Build the TypeScript code:

npm run build

Configuration

Environment Variables

Set your NowCerts credentials as environment variables:

export NOWCERTS_USERNAME="your-username" export NOWCERTS_PASSWORD="your-password"

Claude Desktop Configuration

Add the server to your Claude Desktop configuration file:

MacOS: ~/Library/Application Support/Claude/claude_desktop_config.json Windows: %APPDATA%/Claude/claude_desktop_config.json

{ "mcpServers": { "nowcerts": { "command": "node", "args": ["/absolute/path/to/NowCerts-PHP-SDK/mcp-server/dist/index.js"], "env": { "NOWCERTS_USERNAME": "your-username", "NOWCERTS_PASSWORD": "your-password" } } } }

Available Tools

The server provides 96+ tools organized by category:

Agent Management (1 tool)

nowcerts_agent_getList - Retrieve agents with search and pagination

Insured Management (6 tools)

nowcerts_insured_getList - Get paginated insureds list
nowcerts_insured_getInsureds - Get insureds via Zapier endpoint
nowcerts_insured_insert - Insert new insured
nowcerts_insured_insertNoOverride - Insert without overriding
nowcerts_insured_insuredAndPoliciesInsert - Insert insured with policies
nowcerts_insured_insertWithCustomFields - Insert with custom fields

Policy Management (4 tools)

nowcerts_policy_getList - Get paginated policies list
nowcerts_policy_getPolicies - Find policies with filters
nowcerts_policy_get - Get specific policy
nowcerts_policy_insert - Insert new policy

Quote Management (2 tools)

nowcerts_quote_getQuotes - Retrieve quotes
nowcerts_quote_insert - Insert new quote

Prospect Management (6 tools)

nowcerts_prospect_getProspects - Get prospects
nowcerts_prospect_insert - Insert new prospect
nowcerts_prospect_insertWithCustomFields - Insert with custom fields
nowcerts_prospect_xmlPush - Push prospects via XML
nowcerts_prospect_quoteRequestExternalImportWithProspect - Import quote request with prospect
nowcerts_prospect_quoteRequestExternalImport - Import external quote request

Claim Management (3 tools)

nowcerts_claim_getList - Get paginated claims
nowcerts_claim_getClaims - Get claims via Zapier
nowcerts_claim_insert - Insert new claim

Note Management (2 tools)

nowcerts_note_getNotes - Retrieve notes
nowcerts_note_insert - Insert new note

Tag Management (2 tools)

nowcerts_tag_getTags - Get tags
nowcerts_tag_insert - Apply/insert tag

Driver Management (3 tools)

nowcerts_driver_getDrivers - Get drivers
nowcerts_driver_insert - Insert new driver
nowcerts_driver_bulkInsert - Bulk insert drivers

Vehicle Management (3 tools)

nowcerts_vehicle_getVehicles - Get vehicles
nowcerts_vehicle_insert - Insert new vehicle
nowcerts_vehicle_bulkInsert - Bulk insert vehicles

Task Management (2 tools)

nowcerts_task_getTasks - Get tasks
nowcerts_task_insert - Insert new task

Opportunity Management (2 tools)

nowcerts_opportunity_getOpportunities - Get opportunities
nowcerts_opportunity_insert - Insert new opportunity

Service Request Management (12 tools)

nowcerts_serviceRequest_getAddDriver - Get add driver requests
nowcerts_serviceRequest_getAddressChanges - Get address change requests
nowcerts_serviceRequest_getRemoveDriver - Get remove driver requests
nowcerts_serviceRequest_getReplaceDriver - Get replace driver requests
nowcerts_serviceRequest_getVehicleTransfer - Get vehicle transfer requests
nowcerts_serviceRequest_getGeneric - Get generic service requests
nowcerts_serviceRequest_insertAddDriver - Insert add driver request
nowcerts_serviceRequest_insertAddressChanges - Insert address change request
nowcerts_serviceRequest_insertRemoveDriver - Insert remove driver request
nowcerts_serviceRequest_insertReplaceDriver - Insert replace driver request
nowcerts_serviceRequest_insertVehicleTransfer - Insert vehicle transfer request
nowcerts_serviceRequest_insertGeneric - Insert generic service request

Customer Management (1 tool)

nowcerts_customer_getCustomers - Get customers with search

Custom Panel Management (2 tools)

nowcerts_customPanel_getStructure - Get custom panel structure
nowcerts_customPanel_insert - Insert custom panel data

SMS Management (3 tools)

nowcerts_sms_getSmses - Get SMS messages
nowcerts_sms_insert - Insert/send SMS
nowcerts_sms_twilio - Send SMS via Twilio

Principal Management (3 tools)

nowcerts_principal_getList - Get paginated principals
nowcerts_principal_getPrincipals - Get principals via Zapier
nowcerts_principal_insert - Insert new principal

Property Management (3 tools)

nowcerts_property_getProperties - Get properties
nowcerts_property_insert - Insert new property
nowcerts_property_insertOrUpdate - Insert or update property

Call Log Management (2 tools)

nowcerts_callLogRecord_getCallLogRecords - Get call log records
nowcerts_callLogRecord_insert - Insert call log record

Workers Compensation (1 tool)

nowcerts_workersCompensation_insert - Insert workers comp data

Quote Application Management (3 tools)

nowcerts_quoteApplication_getQuoteApplications - Get quote applications
nowcerts_quoteApplication_push - Push quote applications
nowcerts_quoteApplication_quoteRushPush - Push via QuoteRush

Zapier Integration (2 tools)

nowcerts_zapier_subscribe - Subscribe to webhook
nowcerts_zapier_unsubscribe - Unsubscribe from webhook

Third-Party Integrations (4 tools)

nowcerts_cognito_webHook - Cognito webhook integration
nowcerts_cloudIt_processData - CloudIt data processing
nowcerts_nationwide_callbackUrl - Nationwide callback
nowcerts_agencyRevolution_activities - Agency Revolution activities

Usage Examples

Once configured in Claude Desktop, you can use natural language to interact with NowCerts:

Example 1: Get Insureds

"Can you fetch all insureds created in the last 30 days?"

Claude will use the nowcerts_insured_getList tool with appropriate filters.

Example 2: Create a New Prospect

"Create a new prospect with name 'John Doe', email 'john@example.com', and phone '555-1234'"

Claude will use the nowcerts_prospect_insert tool with the provided data.

Example 3: Search Policies

"Find all auto policies that expire in the next 60 days"

Claude will use the nowcerts_policy_getList tool with date filters.

Development

Build