To let an assistant use these tools, grant Insurance operations on the consent screen, or just
Sales pipeline under its Fine-tune. The scope is pipeline.
Read tools work with Read only or Read & write access; write tools only with
Read & write.
Your assistant doesn't see these tools straight away. It finds them with search_tools or
describe_tools, and runs one with use_tool, passing its name and
arguments. Most assistants do this for you: just ask for what you want.
What your assistant is told about this group
Read the sales pipeline: policy applications (status, stage, risk factors) and the quotes issued (premium, underwriting decision, and whether the customer can buy it), plus quick counts across the whole book. Read-only: customers buy through the checkout. get_quote_calculation shows how a quote's premium was worked out, and list_insurance_analytics_records lists the records behind an analytics figure.
The descriptions below are the ones your assistant reads, so they're written for it. When a connection covers more than one
organisation, the assistant passes org (the organisation's slug, from list_orgs) to say which one.
get_insurance_overview
Read Get insurance overview
Fast counts across the org's book: products, pipeline, policies (total + live), customers, open claims and treaties.
Arguments
| Field | Type | Description |
|---|---|---|
| org | string | Organisation slug: required when this authorization covers more than one organisation (see list_orgs) |
get_insurance_analytics
Read Insurance book analytics
The full book-of-business dashboard in one call: headline stock/flow numbers with a prior-window comparison, the book/underwriting/persistency/reinsurance metric families, distributions (product, cover type, age, sum assured, smoker, decisions, cancellation reasons), daily new-business timeline, persistency cohorts and the in-force trend. Money is in pence; ratios are 0-1 (null when undefined). period: today, week, month (so far), last7, last30, last90, last_month (last30 by default), or custom from/to.
Arguments
| Field | Type | Description |
|---|---|---|
| period | string |
One of: "today", "week", "month", "last7", "last30", "last90", "last_month", "custom"
|
| from | string | YYYY-MM-DD (implies custom) |
| to | string | YYYY-MM-DD (implies custom) |
| product_id | string | Narrow to one product |
| org | string | Organisation slug: required when this authorization covers more than one organisation (see list_orgs) |
list_insurance_analytics_records
Read Insurance analytics drill-down
The records behind one get_insurance_analytics metric, as the dashboard drill page lists them: policies (in_force, new_business, cancellations, cooling_off, rated), premium payments (premium_collected, premium_failed) or reinsurance cessions (cessions_unemitted, cessions_unacked). Same period and product scoping as the analytics tool; compliance-check fixtures excluded. total counts every matching record; at most 200 are returned.
Arguments
| Field | Type | Description |
|---|---|---|
| metric required | string |
One of: "in_force", "new_business", "cancellations", "cooling_off", "rated", "premium_collected", "premium_failed", "cessions_unemitted", "cessions_unacked"
|
| period | string |
One of: "today", "week", "month", "last7", "last30", "last90", "last_month", "custom"
|
| from | string | YYYY-MM-DD (implies custom) |
| to | string | YYYY-MM-DD (implies custom) |
| product_id | string | Narrow to one product |
| limit | integer | |
| org | string | Organisation slug: required when this authorization covers more than one organisation (see list_orgs) |
list_applications
Read List applications
The sales pipeline: policy applications, newest first. status: "referred" is the manual-underwriting referral queue: follow up with get_application for the referral reasons.
Arguments
| Field | Type | Description |
|---|---|---|
| status | string |
One of: "started", "in_capture", "quoted", "referred", "bound", "declined", "postponed", "abandoned", "anonymous", "handed_off"
|
| product_id | string | |
| limit | integer | Default 25, cap 100 |
| org | string | Organisation slug: required when this authorization covers more than one organisation (see list_orgs) |
get_application
Read Get an application
One policy application in full: captured risk factors, pipeline state and the underwriting trace (rule executions with referral/decline reasons): the place to see WHY a case was referred or declined.
Arguments
| Field | Type | Description |
|---|---|---|
| id required | string | |
| org | string | Organisation slug: required when this authorization covers more than one organisation (see list_orgs) |
list_quotes
Read List quotes
Issued quotes, newest first, filterable by status, underwriting decision, product, application and reference.
Arguments
| Field | Type | Description |
|---|---|---|
| status | string |
One of: "issued", "superseded", "expired", "accepted", "rejected"
|
| decision | string |
One of: "accept_standard", "accept_rated", "mixed"
|
| product_id | string | |
| application_id | string | Only quotes issued on this application |
| reference | string | Substring match |
| limit | integer | Default 25, cap 100 |
| org | string | Organisation slug: required when this authorization covers more than one organisation (see list_orgs) |
get_quote
Read Get a quote
One quote with premium, decision and bindability.
Arguments
| Field | Type | Description |
|---|---|---|
| id required | string | |
| org | string | Organisation slug: required when this authorization covers more than one organisation (see list_orgs) |
get_quote_calculation
Read Get a quote's premium calculation
The premium breakdown behind one quote, as the dashboard quote page shows it: per priced component the effective rate-table inputs (assumed_keys were defaulted by the engine), base rate per mille and its table, decision-table loadings, rating, journey and office loadings, and the wholesale annual/monthly and loaded monthly figures (a fixed-price tier component carries fixed_tier instead: the tier's price is the price); then policy fee, multi-benefit discount and total. Money is in pence; decimals are strings.
Arguments
| Field | Type | Description |
|---|---|---|
| id required | string | Quote id |
| org | string | Organisation slug: required when this authorization covers more than one organisation (see list_orgs) |