# Synapze — Financial Intermediary MCP MCP server

Connect AI agents to licensed financial intermediaries in France: insurance, credit, wealth.

## Links
- Registry page: https://www.getdrio.com/mcp/eu-synapze-financial-intermediary-mcp
- Repository: https://github.com/ycdvll/synapze-mcp
- Website: https://mcp.synapze.eu

## Install
- Endpoint: https://mcp.synapze.eu/v1/{tenant_id}
- Auth: Auth required by registry metadata

## Setup notes
- Remote URL variable: tenant_id (required)
- Remote header: Authorization (required; secret)
- The upstream registry signals required auth or secrets.
- Remote endpoint: https://mcp.synapze.eu/v1/{tenant_id}
- Header: Authorization
- URL variable: tenant_id
- Remote endpoint: https://mcp.synapze.eu/v1/registry

## Tools
- find_broker - Trouver un courtier en assurance / Find a licensed insurance broker in France. Recherche par produit (mutuelle, RC Pro, MRH, auto, prévoyance, santé internationale, épargne), ville et langue. Search by product type, city, and language. Returns broker name, specialties, DDA compliance status, and connection endpoint. Endpoint: https://mcp.synapze.eu/v1/{tenant_id}
- get_broker_info - Informations et branding du courtier / Broker branding and identity. Returns: company name, logo URL, brand color (#hex), address, postal code, phone, ORIAS number, website, specialties, and DDA compliance status. ALWAYS call this before generating any document (PDF, PPTX, comparison, advisory note) to brand it with the broker's logo, color, name, address, and ORIAS number. Endpoint: https://mcp.synapze.eu/v1/{tenant_id}
- get_products - Catalogue produits assurance / List insurance products with eligibility criteria, coverage details, and indicative pricing. Filter by category: mrh (habitation/home), rc_pro (responsabilité civile/professional liability), sante (mutuelle/health), sante_internationale (expatriés/international health), prevoyance (life), epargne (savings), auto. Endpoint: https://mcp.synapze.eu/v1/{tenant_id}
- get_product_details - Get detailed guarantee information for a specific insurance product. Returns coverage tables (hospitalisation, dental, optical, hearing aids, etc.) with reimbursement rates and limits per formula level. Use this after get_quote to show the client exactly what a product covers. The client can then compare two products by calling this tool twice. Endpoint: https://mcp.synapze.eu/v1/{tenant_id}
- get_quote - Tarification assurance en temps réel / Generate real insurance quotes from partner APIs. Devis mutuelle, prévoyance, RC Pro, MRH, auto, santé internationale. Returns monthly prices per product and level. No PII stored or returned.

IMPORTANT — Required fields depend on product_type:
• For French products (sante, sante_tns, mrh, rc_pro, prevoyance, auto, gav, pj, emprunteur, etc.): birth_date + postal_code are REQUIRED. Use regime (general/tns/alsace_moselle) for health products.
• For sante_internationale (expat/WHV/nomad international health): birth_date + destination_country are REQUIRED. postal_code is NOT needed. Use insurance_regime (premier_euro/complement_cfe/complement_secu/etudiant) instead of regime. Also collect coverage_zone and departure_date.

Use product_data for product-specific information. Call get_products first to see quoteRequirements.guidance for each product — it tells you exactly what to ask the client.

product_data examples by product_type:
• auto: {marque, modele, annee, immatriculation, energie, puissance_fiscale, km_annuel, usage, stationnement, date_permis, bonus_malus, sinistres_3ans, formule: tiers/tiers_etendu/tous_risques}
• mrh: {type_logement: appartement/maison, statut_occupant: proprietaire/locataire/pno, surface, nb_pieces, etage, annee_construction, alarme, valeur_mobilier}
• emprunteur: {montant_pret, duree_pret_mois, taux_pret, type_pret: residence_principale/secondaire/investissement, fumeur, quotite_pct}
• rc_pro: {activite, code_naf, nb_salaries, ca_annuel}
• gav: {formule: individuelle/famille, seuil_intervention_pct: 5/10/15/30}
• per: {revenus_annuels, tmi, versement_initial, versement_mensuel, profil_risque: prudent/equilibre/dynamique}
• assurance_vie: {versement_initial, versement_mensuel, profil_risque, horizon_placement_annees} Endpoint: https://mcp.synapze.eu/v1/{tenant_id}
- check_coverage - Verify if a specific insurance need is covered by this broker's available products. Returns coverage match score, identified gaps, and recommendations. Useful for comparing what a client needs vs what the broker can offer. Endpoint: https://mcp.synapze.eu/v1/{tenant_id}
- get_product_template - Retrieve the structured product template (fields, sections, types, enums, AI guidelines) for a given insurance product family. Call this BEFORE save_lead whenever you have identified which product the client is interested in (health, car, home, etc.). The template tells you exactly which fields to collect and which enum values to use in filled_data. Supported product_family values: sante, sante_tns, sante_internationale, sante_surcomplementaire, auto, moto, mrh, emprunteur, assurance_vie, per, gav, rc_pro, ij, temporaire_deces, scolaire, protection_juridique, embedded_insurance. Endpoint: https://mcp.synapze.eu/v1/{tenant_id}
- save_lead - Save a client's contact info + structured product data as a lead in the broker's CRM. Use this when the client has confirmed their contact details and you have collected product information that should be persisted for the broker follow-up. WORKFLOW: (1) Call get_product_template({product_family}) first to discover the exact field IDs and enum values, (2) collect the answers from the client, (3) call save_lead with product_family and filled_data keyed by those field IDs. ALWAYS ask the client for their phone number, first name, and last name. Include quote_ref from a previous get_quote call when available. Endpoint: https://mcp.synapze.eu/v1/{tenant_id}
- book_appointment - Create a callback alert in the broker's CRM and send a WhatsApp welcome template to the client. Use this when the client wants to be contacted by an advisor after receiving quotes. IMPORTANT: Use the same broker_code from your previous find_broker/get_quote/get_products call. Always collect the client's phone number, first_name, and last_name before calling this tool. Endpoint: https://mcp.synapze.eu/v1/{tenant_id}
- save_document - Save a file (PDF, PPTX, DOCX, etc.) to a client's record in the broker's CRM. Use this after generating a document (quote comparison, needs summary, advisory note) to attach it to the prospect's file. The client must already exist as a lead (use save_lead first). BRANDING: Before generating any document, always call get_broker_info first to retrieve the broker's logo URL, brand color, company name, ORIAS number, and address — use these to brand the document. The file content must be base64-encoded. Endpoint: https://mcp.synapze.eu/v1/{tenant_id}
- send_document - Send a document to a client via EMAIL (PDF attachment) and save it to the client's CRM record (S3 + ProspectDocument). The tenant's branded email is used (from BrokerProfile — logo, colors, company name, address, contact email). PREREQUISITE: the prospect must have an email address. If not, call save_lead first with the client's email, or ask the client for their email. The tool will return a clear error if email is missing. BRANDING: Before generating the document itself, always call get_broker_info to retrieve the broker's logo URL, brand color, company name, ORIAS number, and address — use these to brand the document content (header, footer). The file content must be base64-encoded. The document is uploaded to S3, a ProspectDocument record is created linked to the prospect, then the email is sent to the prospect's email address with the file as attachment. Endpoint: https://mcp.synapze.eu/v1/{tenant_id}
- download_quote_pdf - Download the official quote PDF from the partner API (e.g., SPVIE). Use this after get_quote when the broker wants to attach the PDF to an email, save it locally, or include it in a comparison document. Pass the product metadata from a previous get_quote call along with the client info. Returns the PDF as base64. Endpoint: https://mcp.synapze.eu/v1/{tenant_id}
- save_custom_quote - Save a manually-created product offer to a prospect's comparison list in the CRM. Use this when the broker builds a custom offer in Claude (for a product not yet integrated via API, or with specific negotiated pricing). The custom quote appears next to the API-generated quotes in the prospect's file. The prospect must already exist — use save_lead first if needed. Endpoint: https://mcp.synapze.eu/v1/{tenant_id}
- get_client_360 - Get the complete 360-degree view of a client: identity, active projects, quotes, recent calls, recent emails, documents, and consent status. Returns everything a broker needs to prepare for a client interaction. Endpoint: https://mcp.synapze.eu/v1/{tenant_id}
- bulk_quote - Generate quotes for multiple product types at once with the same client profile. Returns a consolidated matrix of all quotes across product families. Use this when the client needs coverage for multiple products (e.g. sante + prevoyance + gav). Endpoint: https://mcp.synapze.eu/v1/{tenant_id}
- get_hot_leads - Get the prioritized list of leads that need attention: pending callbacks, untouched new leads, stale quotes without follow-up. Each lead includes a reason explaining why it's hot. Use this at the start of the day to know who to call first. Endpoint: https://mcp.synapze.eu/v1/{tenant_id}
- log_interaction - Log a client interaction in the CRM: call, email, WhatsApp, meeting, or note. Records the summary, updates last interaction date, optionally traces RGPD consent, and creates a follow-up reminder if needed. Use this after every client exchange to maintain DDA compliance and CRM accuracy. Endpoint: https://mcp.synapze.eu/v1/{tenant_id}
- find_broker - Trouver un courtier en assurance / Find a licensed insurance broker in France. Recherche par produit (mutuelle, RC Pro, MRH, auto, prévoyance, santé internationale, épargne), ville et langue. Search by product type, city, and language. Returns broker name, specialties, DDA compliance status, and connection endpoint. Endpoint: https://mcp.synapze.eu/v1/registry
- get_broker_info - Informations et branding du courtier / Broker branding and identity. Returns: company name, logo URL, brand color (#hex), address, postal code, phone, ORIAS number, website, specialties, and DDA compliance status. ALWAYS call this before generating any document (PDF, PPTX, comparison, advisory note) to brand it with the broker's logo, color, name, address, and ORIAS number. Endpoint: https://mcp.synapze.eu/v1/registry
- get_products - Catalogue produits assurance / List insurance products with eligibility criteria, coverage details, and indicative pricing. Filter by category: mrh (habitation/home), rc_pro (responsabilité civile/professional liability), sante (mutuelle/health), sante_internationale (expatriés/international health), prevoyance (life), epargne (savings), auto. Endpoint: https://mcp.synapze.eu/v1/registry
- get_product_details - Get detailed guarantee information for a specific insurance product. Returns coverage tables (hospitalisation, dental, optical, hearing aids, etc.) with reimbursement rates and limits per formula level. Use this after get_quote to show the client exactly what a product covers. The client can then compare two products by calling this tool twice. Endpoint: https://mcp.synapze.eu/v1/registry
- get_quote - Tarification assurance en temps réel / Generate real insurance quotes from partner APIs. Devis mutuelle, prévoyance, RC Pro, MRH, auto, santé internationale. Returns monthly prices per product and level. No PII stored or returned.

IMPORTANT — Required fields depend on product_type:
• For French products (sante, sante_tns, mrh, rc_pro, prevoyance, auto, gav, pj, emprunteur, etc.): birth_date + postal_code are REQUIRED. Use regime (general/tns/alsace_moselle) for health products.
• For sante_internationale (expat/WHV/nomad international health): birth_date + destination_country are REQUIRED. postal_code is NOT needed. Use insurance_regime (premier_euro/complement_cfe/complement_secu/etudiant) instead of regime. Also collect coverage_zone and departure_date.

Use product_data for product-specific information. Call get_products first to see quoteRequirements.guidance for each product — it tells you exactly what to ask the client.

product_data examples by product_type:
• auto: {marque, modele, annee, immatriculation, energie, puissance_fiscale, km_annuel, usage, stationnement, date_permis, bonus_malus, sinistres_3ans, formule: tiers/tiers_etendu/tous_risques}
• mrh: {type_logement: appartement/maison, statut_occupant: proprietaire/locataire/pno, surface, nb_pieces, etage, annee_construction, alarme, valeur_mobilier}
• emprunteur: {montant_pret, duree_pret_mois, taux_pret, type_pret: residence_principale/secondaire/investissement, fumeur, quotite_pct}
• rc_pro: {activite, code_naf, nb_salaries, ca_annuel}
• gav: {formule: individuelle/famille, seuil_intervention_pct: 5/10/15/30}
• per: {revenus_annuels, tmi, versement_initial, versement_mensuel, profil_risque: prudent/equilibre/dynamique}
• assurance_vie: {versement_initial, versement_mensuel, profil_risque, horizon_placement_annees} Endpoint: https://mcp.synapze.eu/v1/registry
- check_coverage - Verify if a specific insurance need is covered by this broker's available products. Returns coverage match score, identified gaps, and recommendations. Useful for comparing what a client needs vs what the broker can offer. Endpoint: https://mcp.synapze.eu/v1/registry
- get_product_template - Retrieve the structured product template (fields, sections, types, enums, AI guidelines) for a given insurance product family. Call this BEFORE save_lead whenever you have identified which product the client is interested in (health, car, home, etc.). The template tells you exactly which fields to collect and which enum values to use in filled_data. Supported product_family values: sante, sante_tns, sante_internationale, sante_surcomplementaire, auto, moto, mrh, emprunteur, assurance_vie, per, gav, rc_pro, ij, temporaire_deces, scolaire, protection_juridique, embedded_insurance. Endpoint: https://mcp.synapze.eu/v1/registry
- save_lead - Save a client's contact info + structured product data as a lead in the broker's CRM. Use this when the client has confirmed their contact details and you have collected product information that should be persisted for the broker follow-up. WORKFLOW: (1) Call get_product_template({product_family}) first to discover the exact field IDs and enum values, (2) collect the answers from the client, (3) call save_lead with product_family and filled_data keyed by those field IDs. ALWAYS ask the client for their phone number, first name, and last name. Include quote_ref from a previous get_quote call when available. Endpoint: https://mcp.synapze.eu/v1/registry
- book_appointment - Create a callback alert in the broker's CRM and send a WhatsApp welcome template to the client. Use this when the client wants to be contacted by an advisor after receiving quotes. IMPORTANT: Use the same broker_code from your previous find_broker/get_quote/get_products call. Always collect the client's phone number, first_name, and last_name before calling this tool. Endpoint: https://mcp.synapze.eu/v1/registry
- save_document - Save a file (PDF, PPTX, DOCX, etc.) to a client's record in the broker's CRM. Use this after generating a document (quote comparison, needs summary, advisory note) to attach it to the prospect's file. The client must already exist as a lead (use save_lead first). BRANDING: Before generating any document, always call get_broker_info first to retrieve the broker's logo URL, brand color, company name, ORIAS number, and address — use these to brand the document. The file content must be base64-encoded. Endpoint: https://mcp.synapze.eu/v1/registry
- send_document - Send a document to a client via EMAIL (PDF attachment) and save it to the client's CRM record (S3 + ProspectDocument). The tenant's branded email is used (from BrokerProfile — logo, colors, company name, address, contact email). PREREQUISITE: the prospect must have an email address. If not, call save_lead first with the client's email, or ask the client for their email. The tool will return a clear error if email is missing. BRANDING: Before generating the document itself, always call get_broker_info to retrieve the broker's logo URL, brand color, company name, ORIAS number, and address — use these to brand the document content (header, footer). The file content must be base64-encoded. The document is uploaded to S3, a ProspectDocument record is created linked to the prospect, then the email is sent to the prospect's email address with the file as attachment. Endpoint: https://mcp.synapze.eu/v1/registry
- download_quote_pdf - Download the official quote PDF from the partner API (e.g., SPVIE). Use this after get_quote when the broker wants to attach the PDF to an email, save it locally, or include it in a comparison document. Pass the product metadata from a previous get_quote call along with the client info. Returns the PDF as base64. Endpoint: https://mcp.synapze.eu/v1/registry
- save_custom_quote - Save a manually-created product offer to a prospect's comparison list in the CRM. Use this when the broker builds a custom offer in Claude (for a product not yet integrated via API, or with specific negotiated pricing). The custom quote appears next to the API-generated quotes in the prospect's file. The prospect must already exist — use save_lead first if needed. Endpoint: https://mcp.synapze.eu/v1/registry
- get_client_360 - Get the complete 360-degree view of a client: identity, active projects, quotes, recent calls, recent emails, documents, and consent status. Returns everything a broker needs to prepare for a client interaction. Endpoint: https://mcp.synapze.eu/v1/registry
- bulk_quote - Generate quotes for multiple product types at once with the same client profile. Returns a consolidated matrix of all quotes across product families. Use this when the client needs coverage for multiple products (e.g. sante + prevoyance + gav). Endpoint: https://mcp.synapze.eu/v1/registry
- get_hot_leads - Get the prioritized list of leads that need attention: pending callbacks, untouched new leads, stale quotes without follow-up. Each lead includes a reason explaining why it's hot. Use this at the start of the day to know who to call first. Endpoint: https://mcp.synapze.eu/v1/registry
- log_interaction - Log a client interaction in the CRM: call, email, WhatsApp, meeting, or note. Records the summary, updates last interaction date, optionally traces RGPD consent, and creates a follow-up reminder if needed. Use this after every client exchange to maintain DDA compliance and CRM accuracy. Endpoint: https://mcp.synapze.eu/v1/registry

## Resources
Not captured

## Prompts
- morning_briefing - Briefing du matin Prépare le briefing quotidien du courtier : leads prioritaires, rappels en attente, prospects à relancer. Le courtier voit en 30 secondes ce qu'il doit faire dans la journée.
- prepare_client_call - Préparer un appel client Prépare un appel avec un client : fiche complète, historique, points de discussion et recommandations produit. Arguments: client_phone
- full_comparison - Comparatif multi-produits Génère un comparatif complet multi-produits avec branding courtier. Tarification réelle depuis les API partenaires, tableau comparatif structuré, recommandation personnalisée. Arguments: birth_date, postal_code, product_types, gender, regime
- post_call_wrap - Post-appel — tracer et relancer Après un appel client : résume l'échange, trace dans le CRM, programme la relance. Conformité DDA automatique. Arguments: client_phone, call_notes, consent_given
- new_prospect_onboarding - Nouveau prospect — qualification + devis Qualifie un nouveau prospect et génère un premier devis. Crée le lead dans le CRM avec toutes les infos collectées. Arguments: client_phone, first_name, last_name, product_type
- renewal_review - Revue échéance — comparer ancien vs nouveau Analyse le contrat actuel d'un client et propose de meilleures offres avant l'échéance. Génère un comparatif ancien vs nouveau. Arguments: client_phone
- morning_briefing - Briefing du matin Prépare le briefing quotidien du courtier : leads prioritaires, rappels en attente, prospects à relancer. Le courtier voit en 30 secondes ce qu'il doit faire dans la journée.
- prepare_client_call - Préparer un appel client Prépare un appel avec un client : fiche complète, historique, points de discussion et recommandations produit. Arguments: client_phone
- full_comparison - Comparatif multi-produits Génère un comparatif complet multi-produits avec branding courtier. Tarification réelle depuis les API partenaires, tableau comparatif structuré, recommandation personnalisée. Arguments: birth_date, postal_code, product_types, gender, regime
- post_call_wrap - Post-appel — tracer et relancer Après un appel client : résume l'échange, trace dans le CRM, programme la relance. Conformité DDA automatique. Arguments: client_phone, call_notes, consent_given
- new_prospect_onboarding - Nouveau prospect — qualification + devis Qualifie un nouveau prospect et génère un premier devis. Crée le lead dans le CRM avec toutes les infos collectées. Arguments: client_phone, first_name, last_name, product_type
- renewal_review - Revue échéance — comparer ancien vs nouveau Analyse le contrat actuel d'un client et propose de meilleures offres avant l'échéance. Génère un comparatif ancien vs nouveau. Arguments: client_phone

## Metadata
- Owner: eu.synapze
- Version: 1.0.1
- Runtime: Streamable Http
- Transports: HTTP
- License: Not captured
- Language: Not captured
- Stars: Not captured
- Updated: Mar 26, 2026
- Source: https://registry.modelcontextprotocol.io