CaseChaser for Alexa+

Ask Alexa what the insurance company promised, when the refund is due, and whether they kept their word. Say "chase it" and a disclosed AI assistant phones them, writes down the new promise, and escalates when it breaks. Offers and denials come back to you as a question; nothing about your money is decided by an assistant.

This is a self-hosted MCP server (Streamable HTTP, MCP specification 2025-11-25 and later; the bundled SDK negotiates 2026-07-28) that gives Alexa+ voice access to a household's open cases: insurance claims, refunds, warranty repairs, lost deliveries, billing disputes. Calls are placed through the CALL-E phone-agent API; the case logic (commitment ledger, escalation ladder, ten call-suppression reasons, masked evidence pack) is the casechaser package included in this repository.

"Alexa, what did Northstar promise about my claim?"
    -> case_status  -> "They committed to issue the reimbursement by 9 September. Their words: 'You should see the payment within five business days.'"

"Alexa, chase my Brightline refund."
    -> chase_case   -> "Call placed. Outcome offer made. They made an offer: 'We can offer a goodwill credit of 60 dollars instead of the refund.' Do you accept or decline?"

"Decline, I want the full refund."
    -> record_decision -> "Recorded. Brightline case RF-4471 is open. Next chase will carry your decision."

Quick start (no real calls)

uv sync
uv run python server.py            # Streamable HTTP at http://127.0.0.1:8000/mcp, fixture mode, two demo cases seeded
uv run pytest                      # 4 end-to-end tests through a real MCP client

Point any MCP client at http://127.0.0.1:8000/mcp. For Alexa+, register the server URL as a self-hosted MCP server in your Alexa+ developer settings (expose it over HTTPS with a tunnel or a host; see Deployment). The server ships instructions telling the assistant to read the say field aloud verbatim and never to accept or decline offers itself.

Fixture mode runs the real CALL-E client against a local fake of the Calls API with seven terminal-call fixtures, so every voice path (commitment, broken promise, offer, denial, customer action, identity refusal, resolved) can be exercised without a phone call or an API key.

Related MCP server: Zava Insurance MCP Server

Tools

Every tool returns a say field written for speech and structured fields for display.

Safety, in code

• Policy holds before any call: quiet hours in the company's own time zone, two calls per day, eight total, twenty hours apart, no call while a company promise is within its grace period or while a user decision is pending, closed cases, waiting-on-customer cases, malformed or emergency numbers. chase_case reports the hold instead of dialling; override_holds exists for demos and is named in the response.

• Hard boundaries in every task: the agent says it is an AI assistant calling on behalf of the customer, never gives payment or identity secrets, never accepts, negotiates, or declines any amount, never changes the case or account, never mentions legal action.

• Closed result schema: every field required, outcome enumerated; anything else is rejected as unusable.

• Idempotency: one Idempotency-Key per case per day, so a repeated voice command cannot dial twice.

• Live mode is opt-in: CASECHASER_MODE=live plus CALLE_API_KEY; the default is fixture.

• Masking: hotlines are masked in every response and in the evidence pack.

Live mode

cp .env.example .env     # set CASECHASER_MODE=live and CALLE_API_KEY
uv run python server.py

Side effects in live mode: one outbound phone call per chase_case to the case hotline, disclosed as an AI assistant. Nothing else.

Deployment

Dockerfile runs the server on 0.0.0.0:8000 in fixture mode with data under /data. Put it behind HTTPS (any reverse proxy or tunnel) before registering it with Alexa+. Set CASECHASER_DATA to a persistent volume.

Layout

server.py            MCP server: tools, resource, spoken views, mode switch
casechaser/          case ledger, policy, planner, CALL-E client + fake server, engine, evidence pack
fixtures/            seven terminal CALL-E call fixtures
demo_cases.json      two fictional cases seeded on first start
tests/               end-to-end tests through the MCP Python client over Streamable HTTP

Product feedback

See docs/product-feedback.md for notes on building against the MCP Streamable HTTP transport and the Alexa+ documentation.

Limitations

• One recipient per call; no conference calls.

• The assistant cannot pass one-time-code identity checks; such calls end as an authorisation question for the user.

• Fixture mode returns canned results; live results depend on the company answering.