Synapze — Financial Intermediary MCP
Connect AI agents to licensed financial intermediaries in France: insurance, credit, wealth.
我該用這個嗎
品質與安全性
根據工具定義與協定合規性的自動化分析。
上下文成本
這是每次將伺服器的工具載入模型上下文時所消耗的約略 token 數量。數量越高,可用於其他工作的注意力就越少。
安裝
一鍵安裝
將以下內容加入你的 `claude_desktop_config.json` 檔案:
{
"mcpServers": {
"financial-intermediary-mcp": {
"url": "https://mcp.synapze.eu/v1/{tenant_id}"
}
}
}遠端端點
https://mcp.synapze.eu/v1/{tenant_id}streamable-httphttps://mcp.synapze.eu/v1/registrystreamable-http它能做什麼
工具清單
工具(4)
🟢find_broker(product, city, language, sub_specialty, ticket)
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.
輸入結構描述
{
"type": "object",
"properties": {
"product": {
"default": "protection_juridique",
"description": "Insurance product. Legal protection only: 'protection_juridique' (alias 'pj').",
"type": "string"
},
"city": {
"description": "City or zone in France (e.g. 'paris', 'lyon', 'marseille')",
"type": "string"
},
"language": {
"default": "fr",
"description": "Preferred language: fr, en",
"type": "string"
},
"sub_specialty": {
"description": "Sub-specialty niche within the product (e.g. 'architectes', 'sci_is', 'dirigeants')",
"type": "string"
},
"ticket": {
"description": "Project amount in EUR (for routing large-ticket cases)",
"type": "number"
}
},
"$schema": "http://json-schema.org/draft-07/schema#"
}🟢get_broker_info(broker_code)
Informations et branding du courtier / Broker branding and identity. Returns: company name, logo URL, brand color (#hex), address, postal code, phone, ORIAS number, website, specialties, and DDA compliance status. ALWAYS call this before generating any document (PDF, PPTX, comparison, advisory note) to brand it with the broker's logo, color, name, address, and ORIAS number.
輸入結構描述
{
"type": "object",
"properties": {
"broker_code": {
"description": "Broker code returned by find_broker. Optional in broker-authenticated mode.",
"type": "string"
}
},
"$schema": "http://json-schema.org/draft-07/schema#"
}🟢get_products(broker_code, category)
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.
輸入結構描述
{
"type": "object",
"properties": {
"broker_code": {
"description": "Broker code returned by find_broker. Optional in broker-authenticated mode.",
"type": "string"
},
"category": {
"description": "Product category. Legal protection only: 'protection_juridique' (alias 'pj').",
"type": "string"
}
},
"$schema": "http://json-schema.org/draft-07/schema#"
}🟢get_quote(broker_code, product_type, age, postal_code, coverage_areas, ...)
Tarification protection juridique / Generate a real legal protection insurance quote (protection juridique) from a licensed French broker's partner insurers. Returns indicative monthly and annual prices per formula. Call find_broker first to get a broker_code, then get_products to see the available formulas. Only two client inputs are needed: age (in years) and French postal code. Never ask the client for a date of birth, an identity document, or any personal detail beyond these two — this connector does not accept them.
輸入結構描述
{
"type": "object",
"properties": {
"broker_code": {
"description": "Broker code returned by find_broker. Optional in broker-authenticated mode.",
"type": "string"
},
"product_type": {
"default": "protection_juridique",
"description": "Product type. Legal protection only — the sole product this connector covers.",
"type": "string",
"enum": [
"protection_juridique",
"pj"
]
},
"age": {
"type": "integer",
"minimum": 18,
"maximum": 100,
"description": "Client age in whole years (e.g. 40). Used for rating. Do NOT send a date of birth."
},
"postal_code": {
"type": "string",
"pattern": "^\\d{5}$",
"description": "French postal code, 5 digits (e.g. '75011'). Used for territorial rating."
},
"coverage_areas": {
"description": "Dispute areas the client wants covered: consumer, housing, employment, neighbourhood, automotive, digital, tax, administrative.",
"type": "array",
"items": {
"type": "string",
"enum": [
"consumer",
"housing",
"employment",
"neighbourhood",
"automotive",
"digital",
"tax",
"administrative"
]
}
},
"formula_level": {
"description": "Desired formula level, if the client already has a preference.",
"type": "string",
"enum": [
"essentielle",
"etendue",
"complete"
]
},
"budget": {
"description": "Client's monthly budget in euros (e.g. 20). Results sorted by proximity to budget.",
"type": "number"
},
"show_all": {
"description": "Return ALL quotes instead of top 5. Use only when the client asks for more options.",
"type": "boolean"
}
},
"required": [
"age",
"postal_code"
],
"$schema": "http://json-schema.org/draft-07/schema#"
}社群
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