MCP-Server

Synapze — Financial Intermediary MCP

eu.synapze/financial-intermediary-mcp
Finanzen & Investieren Öffentlich und erreichbar MCP 2025-11-25

Was dieses MCP kann

Finds licensed French brokers for legal-protection insurance, provides broker and product details, and generates indicative quotes.

find_broker
Trouver un courtier en protection juridique / Find a licensed French insurance broker for legal protection insurance (protection juridique). Search by city and language. Returns broker name, city, regulatory status and the endpoint to quote with. Legal protection is the only product this connector covers.
Nur Lesen Idempotent
Eingabeschema
{'type': 'object', '$schema': 'http://json-schema.org/draft-07/schema#', 'properties': {'city': {'type': 'string', 'description': "City or zone in France (e.g. 'paris', 'lyon', 'marseille')"}, 'ticket': {'type': 'number', 'description': 'Project amount in EUR (for routing large-ticket cases)'}, 'product': {'type': 'string', 'default': 'protection_juridique', 'description': "Insurance product. Legal protection only: 'protection_juridique' (alias 'pj')."}, 'language': {'type': 'string', 'default': 'fr', 'description': 'Preferred language: fr, en'}, 'sub_specialty': {'type': 'string', 'description': "Sub-specialty niche within the product (e.g. 'architectes', 'sci_is', 'dirigeants')"}}}
get_broker_info
Informations et branding du courtier / Broker branding and identity. Returns: company name, logo URL, brand color (#hex), address, postal code, phone, ORIAS number, website, specialties, and DDA compliance status. ALWAYS call this before generating any document (PDF, PPTX, comparison, advisory note) to brand it with the broker's logo, color, name, address, and ORIAS number.
Nur Lesen Idempotent
Eingabeschema
{'type': 'object', '$schema': 'http://json-schema.org/draft-07/schema#', 'properties': {'broker_code': {'type': 'string', 'description': 'Broker code returned by find_broker. Optional in broker-authenticated mode.'}}}
get_products
Catalogue protection juridique / List a broker's legal protection products (protection juridique) with their formulas, eligibility criteria and coverage details. Call this before get_quote to see which formulas the broker distributes.
Nur Lesen Externer Zugriff Idempotent
Eingabeschema
{'type': 'object', '$schema': 'http://json-schema.org/draft-07/schema#', 'properties': {'category': {'type': 'string', 'description': "Product category. Legal protection only: 'protection_juridique' (alias 'pj')."}, 'broker_code': {'type': 'string', 'description': 'Broker code returned by find_broker. Optional in broker-authenticated mode.'}}}
get_quote
Tarification protection juridique / Generate a real legal protection insurance quote (protection juridique) from a licensed French broker's partner insurers. Returns indicative monthly and annual prices per formula. Call find_broker first to get a broker_code, then get_products to see the available formulas. Only two client inputs are needed: age (in years) and French postal code. Never ask the client for a date of birth, an identity document, or any personal detail beyond these two — this connector does not accept them.
Nur Lesen Externer Zugriff
Eingabeschema
{'type': 'object', '$schema': 'http://json-schema.org/draft-07/schema#', 'required': ['age', 'postal_code'], 'properties': {'age': {'type': 'integer', 'maximum': 100, 'minimum': 18, 'description': 'Client age in whole years (e.g. 40). Used for rating. Do NOT send a date of birth.'}, 'budget': {'type': 'number', 'description': "Client's monthly budget in euros (e.g. 20). Results sorted by proximity to budget."}, 'show_all': {'type': 'boolean', 'description': 'Return ALL quotes instead of top 5. Use only when the client asks for more options.'}, 'broker_code': {'type': 'string', 'description': 'Broker code returned by find_broker. Optional in broker-authenticated mode.'}, 'postal_code': {'type': 'string', 'pattern': '^\\d{5}$', 'description': "French postal code, 5 digits (e.g. '75011'). Used for territorial rating."}, 'product_type': {'enum': ['protection_juridique', 'pj'], 'type': 'string', 'default': 'protection_juridique', 'description': 'Product type. Legal protection only â\x80\x94 the sole product this connector covers.'}, 'formula_level': {'enum': ['essentielle', 'etendue', 'complete'], 'type': 'string', 'description': 'Desired formula level, if the client already has a preference.'}, 'coverage_areas': {'type': 'array', 'items': {'enum': ['consumer', 'housing', 'employment', 'neighbourhood', 'automotive', 'digital', 'tax', 'administrative'], 'type': 'string'}, 'description': 'Dispute areas the client wants covered: consumer, housing, employment, neighbourhood, automotive, digital, tax, administrative.'}}}
Hinzugefügt
get_quote
17. September 2026 12:39
Hinzugefügt
get_products
17. September 2026 12:39
Hinzugefügt
get_broker_info
17. September 2026 12:39
Hinzugefügt
find_broker
17. September 2026 12:39