Carrier Accounting MCP Server

AI-powered carrier statement processing for US insurance agencies using Applied Epic.

What It Does

Automates the full carrier accounting lifecycle:

1. Ingest carrier PDFs, Excel, and CSV statements (48+ carriers supported)
2. Normalize via Claude LLM — maps any carrier format to a canonical schema
3. Reconcile with 5-layer matching engine (99.5% accuracy)
4. Score confidence per transaction (policy match, name, amount, date, duplicates)
5. Post to Applied Epic via SDK, UI automation, or CSV batch import
6. Monitor with daily accuracy dashboards and exception queues

MCP Tools (21 tools)

Ingestion

• ingest_carrier_statement — Full pipeline: parse → normalize → validate → stage
• ingest_pdf — Ingest a PDF carrier statement
• ingest_excel — Ingest an Excel/CSV bordereaux

Standalone Pipeline

• normalize_transactions — Parse + normalize without validation
• validate_against_datalake — Parse + normalize + validate (no staging)
• score_confidence — Score a single transaction's match confidence
• browse_carrier_portal — Download statements from carrier portals via Playwright

Review Queue

• get_exception_queue_today — Transactions needing human review
• approve — Approve a transaction
• reject — Reject a transaction with reason
• approve_run — Bulk approve all review items from a run

Epic Posting

• post_to_epic — Post via REST API
• post_to_epic_via_browser — Post via Playwright UI automation
• generate_epic_import — Generate Epic-compatible CSV
• rollback — Rollback posted entries

Monitoring & Reports

• daily_metrics — Daily accuracy scorecard
• carrier_accuracy — Per-carrier accuracy over N days
• run_history — Recent ingestion runs
• list_supported_carriers — All 48+ configured carriers
• reconciliation_report — Posted vs Epic comparison
• trial_diff_report — Shadow mode: what would have posted vs Epic

Supported Carriers (48+)

Hartford, Hanover, Central, Donegal, Liberty Mutual, Berkley, Progressive, Westfield, Principal, Cigna, BCBS, Allied, Guardian, Unum, Sun Life, Accident Fund, Guard, AmTrust, CNA, Sentry, and 28 more.

Quick Start

pip install carrier-accounting-mcp
carrier-accounting-mcp --port 8000

Or add to Claude Desktop config:

{
  "mcpServers": {
    "carrier-accounting": {
      "command": "carrier-accounting-mcp",
      "args": ["--port", "8000"]
    }
  }
}

Part of 5G Vector

This MCP server is the AI engine behind 5G Vector — the data, analytics, and automation platform for Applied Epic insurance agencies.

Full web UI, team collaboration, Stripe billing, and multi-tenant support available at 5gvector.com/carrier-accounting.