eu.synapze/financial-intermediary-mcp

repo:https://github.com/ycdvll/synapze-mcp

Connect AI agents to licensed financial intermediaries in France: insurance, credit, wealth.

transport:: remote
credential class:: open
repo:: https://github.com/ycdvll/synapze-mcp

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Tools

find_broker
Trouver un courtier en assurance / Find a licensed insurance broker in France. Recherche par produit (auto, moto, MRH/habitation, RC Pro, protection juridique, épargne, assurance vie, PER), ville et langue. Search by product type, city, and language. Returns broker name, specialties, DDA compliance status, and connection endpoint.
shallow
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.
shallow
get_products
Catalogue produits assurance / List insurance products with eligibility criteria, coverage details, and indicative pricing. A category is required. Categories: auto, moto, mrh (habitation/home), rc_pro (responsabilité civile/professional liability), protection_juridique (legal), epargne (savings), assurance_vie (life savings), per (retirement savings).
shallow
get_quote
Tarification assurance en temps réel / Generate real insurance quotes from partner APIs. Devis auto, moto, habitation (MRH), RC Pro, protection juridique, épargne, assurance vie, PER. Returns monthly prices per product and level. No PII stored or returned. IMPORTANT — birth_date + postal_code are REQUIRED for all products. Use product_data for product-specific information. Call get_products first to see quoteRequirements.guidance for each product — it tells you exactly what to ask the client. product_data examples by product_type: • auto / moto: {marque, modele, annee, immatriculation, energie, puissance_fiscale, km_annuel, usage, stationnement, date_permis, bonus_malus, sinistres_3ans, formule: tiers/tiers_etendu/tous_risques} • mrh: {type_logement: appartement/maison, statut_occupant: proprietaire/locataire/pno, surface, nb_pieces, etage, annee_construction, alarme, valeur_mobilier} • rc_pro: {activite, code_naf, nb_salaries, ca_annuel} • protection_juridique (pj): {domaine, nb_salaries} • per: {revenus_annuels, tmi, versement_initial, versement_mensuel, profil_risque: prudent/equilibre/dynamique} • assurance_vie: {versement_initial, versement_mensuel, profil_risque, horizon_placement_annees}
shallow

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