MCP Connector

The Hedge MCP connector is a Model Context Protocol server for your brokerage’s book at Hedge. Connect it to an AI tool and the assistant can read your book to answer questions. If you also approve write access at connect time, it can create and submit risks and manage your market preferences on your behalf. Everything is scoped to your own brokerage.

What it can read

Read access comes with every connection (the broker_mcp scope).

Submissions

Status, readiness, and details of the risks you have in market.

Policies

Your bound policies and their key terms.

Payments

Commission payments and payout status.

Appetite

Which markets want a class of business, and what they need to quote.

Market access

Which markets, programs, and individual lines your brokerage receives quotes from, with your own on/off preferences.

Read tools: list_my_submissions, get_submission, search_insureds, list_my_policies, get_policy, list_payments, check_appetite, get_market_requirements, get_market_turnaround_stats, get_market_access, get_submission_requirements.

What it can do with write access

Approving the broker_submit scope on the consent screen adds the write tools. The connection can then:

• Create and submit risks: create_submission, upload_document (ACORDs, loss runs, supplementals), finalize_submission to start marketing.
• Work carrier questions: save_carrier_answers and request_carrier_quote for instant-quote carriers.
• Manage market preferences: set_market_access turns a market, one of its programs, or a single line of business on or off for new submissions. This mirrors the Markets tab in the broker portal and requires the connection to belong to a brokerage admin.

Note

Two switches control write access: the broker_submit scope you approve at connect time, and the Agent write access setting under Settings, Connected apps in the broker portal. Turn the setting off and every connected tool drops back to read-only immediately. Toggling market access additionally requires an admin account, matching the portal.

Connect it

The connector works with any MCP-capable client, including Claude, ChatGPT, Cursor, and Claude Code.

1. Copy the connector URL. Find the Hedge connector URL in the broker portal under Settings, Connected apps.

2. Add it to your AI tool. Paste the URL into your client’s connector or MCP server settings:

   • Claude and Claude Code: add it as a custom connector.
   • ChatGPT: add it as a connector.
   • Cursor: add it as an MCP server.

3. Sign in and approve. The tool opens the broker portal. Sign in and approve the connection. The consent screen shows exactly what the tool will be able to do; write access is a separate line you can decline for a read-only connection.

4. Ask away. The assistant can now answer questions like “which of my submissions are waiting on the carrier” or “what did I get paid last month”, and with write access, “submit this risk to market” or “turn off the GL line on that program”.

Manage and revoke access

Every connected tool shows up as a connected app. Manage or revoke them any time under Settings, Connected apps in the broker portal. You can revoke a single connection or disconnect everything at once. A revoked tool has to go back through the approval screen if it reconnects.

The connector authenticates with OAuth 2.1, the same model the CLI and API use. See Authentication for details.