Insurely MCP

Build financial AI on real data

Everyone is building AI-powered financial products. But AI is only as good as the data it runs on. The solutions that will actually work are the ones built on real, consented, structured financial data. Insurely MCP makes that possible. It is the first permissioned financial data connector for AI development in Europe — designed to work with AI assistants and agent-based systems, and giving companies access to pension, investment, insurance and mortgage data across Europe.

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What it is

Insurely MCP connects your AI assistant directly to Insurely's financial data infrastructure. Instead of building custom integrations, your advisors and AI products can access real, up-to-date client data through a single, secure connection — inside the AI tools and workflows they already use.

What you can do with it

Prepare for client meetings in seconds

Ask your AI assistant for a full brief on a client's pension, investment and insurance holdings before you walk into the meeting.

Answer client questions instantly

Get accurate, data-driven answers without switching between tools and platforms.

Build new products

Advisors who use AI tools like Claude Code can build client-facing applications on top of Insurely data — no development team needed.

How to get started

Add a small configuration snippet to your Claude.

Create an account or log in with your existing Insurely Hub credentials.

Just talk to your AI normally. No need to navigate Insurely's interface at all.

Step-by-step guide

Frequently asked questions

Existing customers can start using MCP straight away at no additional cost, each advisor just needs an Insurely account. New companies need to sign a partnership agreement with Insurely first, which covers data access, pricing and which data categories are included.

Any AI tool that supports MCP connectors, such as Claude Code by Anthropic. Please refer to https://docs.insurely.com/integration/mcp/quick-start/ for the latest guides.

In larger organisations, IT administrators may need to whitelist the Insurely MCP server or enable MCP connectivity at a policy level. In smaller organisations, individual users can often configure it directly.

No. Insurely MCP provides access to structured, consented financial information. It does not generate recommendations or execute actions. Users retain full decision responsibility.

Data is only shared when a user explicitly connects their accounts and only in response to a specific query. Insurely acts as a secure intermediary. Data is never used to train AI models.