About SureLC MCP by usefulapi
SureLC MCP by usefulapi is a hosted, read-only server for accessing SureLC from MCP clients. It covers producer and firm records, licensing, appointments, contracts, and related details without changing account data.
Key features
- 01Find and inspect producers
- 02Review producer licenses and appointments
- 03Browse firms and firm records
- 04Check appointment requests and notes
- 05List contracts and carrier details
- 06View training and E&O records
Use cases
- 01Look up a producer by NPN and review licenses
- 02Check firm appointments and licensing details
- 03Review appointment requests, contracts, or E&O information
MCP support
Exposes read-only SureLC producer, firm, license, appointment, contract, carrier, and related records as MCP tools.
Configuration
Remote servers need no local install. Pick your client, then copy the config or install in one click.
https://surelc.usefulapi.io/mcpclaude mcp add --transport http io-usefulapi-surelc https://surelc.usefulapi.io/mcp{"mcpServers":{"io-usefulapi-surelc":{"type":"http","url":"https://surelc.usefulapi.io/mcp"}}}Open in Cursor{"servers":{"io-usefulapi-surelc":{"type":"http","url":"https://surelc.usefulapi.io/mcp"}}}Open in VS Code{"mcpServers":{"io-usefulapi-surelc":{"type":"http","url":"https://surelc.usefulapi.io/mcp"}}}{"mcpServers":{"io-usefulapi-surelc":{"serverUrl":"https://surelc.usefulapi.io/mcp"}}}Run commands in a terminal; paste JSON into the client’s MCP config and restart. Servers that need sign-in will prompt on first connect.
Tools
Details
From the project READMESureLC MCP by usefulapi
Use your SureLC account from Claude, Cursor, or any MCP client. It reads producers, firms, licenses, carrier appointments and contracts, and it changes nothing. Hosted, no local install: connect with your own credentials.
Live endpoint: https://surelc.usefulapi.io/mcp · Homepage: https://usefulapi.io
Connect
- Claude (claude.ai, Desktop): open Customize → Connectors, click + Add → Add custom connector, and paste
https://surelc.usefulapi.io/mcp. - Claude Code:
claude mcp add --transport http surelc https://surelc.usefulapi.io/mcp, then run/mcpto log in. - VS Code: Add to VS Code.
- Cursor and other clients: add the URL as a remote MCP server:
{
"mcpServers": {
"surelc": {
"url": "https://surelc.usefulapi.io/mcp"
}
}
}
Add only the URL. Do not add an Authorization header or an API key to the client config: the server signs you in with OAuth, and the login page asks for your SureLC credentials.
Step-by-step setup, where to find your credentials, and FAQ: https://usefulapi.io/surelc/
On first connect you provide a SureLC API key. Your admin creates it under Account & Settings → API Tokens in SureLC, and SuranceBay must first enable key management for that user. The server validates it and stores it per user. No keys go in config files.
Tools
| Tool | Type | What it does |
|---|---|---|
surelc_list_changed_producers | read | List changed producers |
surelc_get_producer | read | Get a producer |
surelc_get_producer_by_npn | read | Find a producer by NPN |
surelc_list_producers_licenses | read | List producer licenses |
surelc_list_producer_licenses | read | List one producer's licenses |
surelc_list_producer_appointments | read | List one producer's appointments |
surelc_list_producer_appointment_requests | read | List one producer's appointment requests |
surelc_list_producer_training_courses | read | List one producer's training courses |
surelc_list_producer_errors_and_omissions | read | List one producer's errors and omissions |
surelc_list_producer_employment_addresses | read | List one producer's employment addresses |
surelc_list_firms | read | List firms |
surelc_get_firm | read | Get a firm |
surelc_get_firm_by_ein | read | Find a firm by EIN |
surelc_get_firm_by_npn | read | Find a firm by NPN |
surelc_list_firm_appointments | read | List a firm's appointments |
surelc_list_firm_licenses | read | List a firm's licenses |
surelc_list_firm_addresses | read | List a firm's addresses |
surelc_list_appointment_requests | read | List appointment requests |
surelc_get_appointment_request | read | Get an appointment request |
surelc_list_appointment_request_notes | read | List notes on an appointment request |
surelc_list_contracts | read | List contracts |
surelc_list_producer_contracts | read | List one producer's contracts |
surelc_list_carriers | read | List carriers |
surelc_get_carrier | read | Get a carrier |
surelc_list_lookup | read | List a reference list |
surelc_usage_status | meta | Usage status (free-tier meter) |
surelc_request_feature | meta | Request a missing feature |
surelc_upgrade | meta | Upgrade to Pro or Pro+ |
surelc_cancel_subscription | meta | Cancel the Pro subscription |
read tools are read-only; write tools mutate data (clients should confirm them); meta tools report usage, manage your subscription or send a feature request.
Pricing
| Plan | Price | Limit |
|---|---|---|
| Free | $0 | 50 tool calls / month |
| Pro (per user) | $9/mo or $90/yr (2 months free) | Unlimited* |
*Pro has a fair use limit of 10,000 tool calls a month on this server. For more, write to [email protected].
Pro covers this server only. Subscribe with surelc_upgrade (it returns a Stripe Checkout link). Cancel any time with surelc_cancel_subscription: Pro continues to the end of the paid period, with no refund for the current period, and running surelc_upgrade before then undoes the cancel. Or write to [email protected].
License
MIT — see LICENSE. Documentation only; the server is hosted.
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