BriteCore AI Connector capabilities

The tools below let an AI agent, copilot or assistant read or change data in your company's BriteCore Platform. Your BriteCore role determines which actions you can use. For changes, the MCP client may ask you to confirm the action before it proceeds.

Capability areas and the related tools available

Policies and Coverage

Resolve an insured's contact record and look up the policies associated with that contact. Review a consolidated policy record for underwriting or service work. Inspect coverage and rating setup: lines of business, policy types, coverages, underwriting questions, and rating configuration across effective dates.

Available tools:

• `get_policies`: Retrieve paginated policies related to a contact.
• `get_policy_snapshot`: Retrieve a grouped, structured policy snapshot for insights generation.
• `retrieve_contact_info`: Retrieve contact information by contact ID.
• `get_all_lines`: Get all lines of business for an effective date.
• `get_all_states`: Get all enabled business locations.
• `get_policy_type_minimal`: Retrieve a policy type without rate-chain data on its items.
• `list_effective_dates`: List configured effective dates.
• `get_policies_with_line_item`: List policies that currently reference a policy-type item.
• `get_policies_with_sub_line`: List policies that currently reference a  subline.
• `get_policy_type_item`: Retrieve a policy-type item, including its rate chain.
• `get_policy_type_item_minimal`: Retrieve a policy-type item with its rate chain reduced to names.
• `get_quoting_questions`: Get the quoting and underwriting questions for a policy type.

Claims

Review claims and their loss history, record, update, or delete losses, adjust reserves, and review exposure accounting.

Available tools:

• `create_claim_loss`: Create a loss for a claim.
• `delete_claim_loss`: Permanently delete a loss record from a claim.
• `get_all_perils`: Retrieve all available claim perils.
• `get_applicable_catastrophes`: Get the catastrophes applicable to a claim.
• `get_claim_losses`: Retrieve a claim's losses by type, with claim-level context.
• `get_claim_snapshot`: Retrieve a grouped, structured claim snapshot.
• `resolve_claim_number`: Resolve a claim number to the claim ID that other claim tools require.
• `update_loss_information`: Update a claim's loss information.
• `add_reserve`: Replace all reserve category amounts for a claim exposure.
• `get_exposure_accounting_data`: Get the accounting data for a claim exposure.
• `list_exposures`: List all exposures for a claim.

Underwriting Rules

Review, validate, and author referral, decline, surcharge, discount, and straight-through-processing rules. You can validate a rule before saving it.

Available tools:

• `create_rule`: Create an underwriting rule.
• `delete_rule`: Soft-delete an underwriting rule and its triggers and effects.
• `get_rule`: Get an underwriting rule with its triggers and effects.
• `get_rules_configuration`: Get the rules configuration for a policy type.
• `list_rules`: List a page of underwriting rules for a policy type.
• `update_rule`: Update an existing underwriting rule.
• `validate_rule`: Validate a rule without creating it.

Reporting and Analytics

Find, run, and download SQL Editor reports; create and revise SQL Editor reports; validate queries; and explore the documented reporting views and data definitions. Legacy report types are outside the connector's reporting scope.

Available tools:

• `check_report_run_status`: Check the status of a launched SQL Editor report job.
• `download_report_file`: Download a completed SQL Editor report file.
• `get_report`: Retrieve an SQL Editor report's full definition.
• `get_report_file_download_url`: Get a temporary download link for a completed SQL Editor report file.
• `list_report_categories`: List the carrier's configured report categories.
• `list_reports`: List SQL Editor reports available to the current user.
• `run_report`: Launch an SQL Editor report job and return its process ID.
• `create_report`: Create a custom SQL Editor report.
• `get_report_examples`: Get report examples grouped by category, including their parameters and referenced views.
• `update_report`: Update an existing custom SQL Editor report.
• `validate_and_execute_query`: Validate a query and return a small preview of its results.
• `get_coverage_schema`: Get the coverage schema across configured policy types.
• `get_view_definition`: Get the SQL definition of one reporting view.
• `get_view_definitions`: Get the SQL definitions of one or more reporting views.
• `get_view_documentation`: Get the documentation for one reporting view.
• `get_view_documentations`: Get the documentation for one or more reporting views.
• `list_views`: List the logical views available to SQL reports.

Documents and Forms

Review and download the forms attached to a product, attach an approved form at policy-type scope, permanently remove that form when the user confirms the hard delete, and verify whether a deliverable was generated for a policy or claim.

Available tools:

• `get_form_download_url`: Get a temporary link for downloading a form file.
• `get_policy_type_forms`: List forms attached to a policy type and its items.
• `attach_form_to_policy_type`: Attach a form file to a policy type.
• `remove_form_from_policy_type`: Permanently remove a form attached at policy-type scope.
• `validate_deliverable_generated`: Verify whether a named deliverable was generated for a policy or claim.

Quoting

Discover the products open to quoting, resolve coverage details to configured product values, and create and rate new-business quotes. You can also preview a premium without saving a quote.

Available tools:

• `create_and_rate_quote`: Create and optionally rate a quote.
• `get_available_policy_types`: Get the policy types available for quote creation.
• `resolve_coverage_names`: Resolve coverage names to configured item IDs while preserving their per-risk structure.

Authentication

Sign in and select the BriteCore role that governs the current session. See [Authentication](./authentication.md) for the full connection flow.

Available tools:

• `list_my_roles`: List the BriteCore roles available to the current connection.
• `select_my_role`: Select one of the roles returned by `list_my_roles` for the current connection.

Large results

If a result is too large for the client, the connector returns a`RESPONSE_TOO_LARGE` error instead of a partial result. Ask for a smaller page or use a more specific tool. For completed reports, use `get_report_file_download_url` to get a download link. Policy and claim snapshots cannot be filtered by section, so use a narrower policy or claim tool when possible.