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SureLC MCP by usefulapi

SureLC MCP by usefulapi

Remote
usefulapi.ioOther1Updated today

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

  1. 01Find and inspect producers
  2. 02Review producer licenses and appointments
  3. 03Browse firms and firm records
  4. 04Check appointment requests and notes
  5. 05List contracts and carrier details
  6. 06View training and E&O records

Use cases

  1. 01Look up a producer by NPN and review licenses
  2. 02Check firm appointments and licensing details
  3. 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.

Endpointhttps://surelc.usefulapi.io/mcp
Copy install command
Claude CodeTerminal
Cursor.cursor/mcp.json
VS Code.vscode/mcp.json
Claude Desktopclaude_desktop_config.json
Windsurf~/.codeium/windsurf/mcp_config.json

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 README

SureLC 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 /mcp to 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

ToolTypeWhat it does
surelc_list_changed_producersreadList changed producers
surelc_get_producerreadGet a producer
surelc_get_producer_by_npnreadFind a producer by NPN
surelc_list_producers_licensesreadList producer licenses
surelc_list_producer_licensesreadList one producer's licenses
surelc_list_producer_appointmentsreadList one producer's appointments
surelc_list_producer_appointment_requestsreadList one producer's appointment requests
surelc_list_producer_training_coursesreadList one producer's training courses
surelc_list_producer_errors_and_omissionsreadList one producer's errors and omissions
surelc_list_producer_employment_addressesreadList one producer's employment addresses
surelc_list_firmsreadList firms
surelc_get_firmreadGet a firm
surelc_get_firm_by_einreadFind a firm by EIN
surelc_get_firm_by_npnreadFind a firm by NPN
surelc_list_firm_appointmentsreadList a firm's appointments
surelc_list_firm_licensesreadList a firm's licenses
surelc_list_firm_addressesreadList a firm's addresses
surelc_list_appointment_requestsreadList appointment requests
surelc_get_appointment_requestreadGet an appointment request
surelc_list_appointment_request_notesreadList notes on an appointment request
surelc_list_contractsreadList contracts
surelc_list_producer_contractsreadList one producer's contracts
surelc_list_carriersreadList carriers
surelc_get_carrierreadGet a carrier
surelc_list_lookupreadList a reference list
surelc_usage_statusmetaUsage status (free-tier meter)
surelc_request_featuremetaRequest a missing feature
surelc_upgrademetaUpgrade to Pro or Pro+
surelc_cancel_subscriptionmetaCancel 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

PlanPriceLimit
Free$050 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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