Skip to main content
Glama
pramodmisra

Carrier Accounting MCP

by pramodmisra
OverviewSchemaSourceRelated ServersDiscussionsAdmin
Python
Local

Carrier Accounting MCP

Insurance Carrier Accounting Automation for Snellings Walters Insurance

Automates the full carrier statement lifecycle: ingest → normalize → validate → review → post to Applied Epic.

Quick Start

# 1. Clone and setup
git clone <repo>
cd carrier-accounting-mcp
pip install -r requirements.txt
playwright install chromium

# 2. Configure
cp .env.example .env
# Edit .env with your BigQuery and Epic credentials

# 3. Create BigQuery tables
bq query --use_legacy_sql=false < data_lake/schemas/staging_tables.sql

# 4. Start the MCP server (trial mode by default — safe)
python mcp_server/server.py

# 5. Start the monitoring dashboard
streamlit run dashboard/daily_monitoring.py

# 6. Run tests
pytest tests/ -v

Related MCP server: MCP-Finance-Reconciliation

Core Workflow

1. ingest_carrier_statement(file, carrier, mode="trial")
      ↓ Parses PDF or Excel, normalizes with Claude LLM,
        validates against BigQuery, stages for review

2. Daily: accounting team reviews dashboard at localhost:8501
      ↓ Reviews exception queue, approves/rejects transactions

3. When ready for live: set mode="live" per carrier
      ↓ Auto-posts ≥95% confidence transactions to Epic
      ↓ <95% still go to human review queue

Supported Carriers

  • Nationwide (Excel)

  • Travelers (PDF)

  • (Add more — see docs/adding_carriers.md)

Documentation

Doc

Contents

CLAUDE.md

Full project context for Claude Code sessions

docs/adding_carriers.md

How to onboard a new carrier

docs/trial_run_guide.md

Guide for the accounting team

docs/epic_sdk_setup.md

Applied Epic SDK configuration

carrier_configs/carrier_template.yaml

Template for new carrier configs

Architecture

Carrier Files (PDF/Excel/Portal)
    → Ingestion (pdfplumber / pandas / playwright)
    → Normalization (Claude LLM → canonical schema)
    → Validation (BigQuery: policy match, duplicate check)
    → Confidence Scoring (auto ≥95%, review 80-94%, reject <80%)
    → Staging (BigQuery shadow table in trial / live table in live)
    → Applied Epic SDK (live mode only)
    → Audit Trail (BigQuery)
    → Daily Dashboard (Streamlit)

Safety Features

  • Trial mode default: Zero Epic writes until explicitly switched to live

  • Confidence thresholds: Only ≥95% confidence transactions auto-post

  • Duplicate detection: Prevents double-posting

  • Rollback support: Can void Epic entries if needed

  • Full audit trail: Every transaction tracked source → Epic entry ID

  • Human review queue: Exceptions always go to accounting team before posting

This server cannot be deployed

One endpoint for every MCP toolRayrun runs every MCP server behind one URL and holds the credentials. Each call is decided per client, tool, and argument, then recorded.ray.runAd

Maintenance

ActivityStale
ResponsivenessUnresponsive

Resources

Related MCP Connectors

Related MCP Servers

  • MCP-Finance-Reconciliation

    Aditya-j101
    A
    license
    Not graded
    quality
    D
    maintenance
    Automates month-end close reconciliation tasks including bank statement matching, GL account reconciliation, intercompany balance checking, and close task tracking.
    1
    Apache 2.0

  • Ledger

    janvrsinsky
    A
    license
    Not graded
    quality
    B
    maintenance
    An accounting-ops agent that reconciles payments against open orders, auto-books provably safe payments through a deterministic policy gate, and escalates exceptions to a human queue with audit trails.
    MIT

  • edi-mcp

    heocoi
    A
    license
    A
    quality
    C
    maintenance
    Let AI agents read, validate and acknowledge EDI documents. Parses raw X12 and EDIFACT interchanges into structured JSON, validates envelope integrity, produces plain-language summaries, and generates 997 Functional Acknowledgments.
    4
    MIT