Finance Toolkit
500+ transparent financial methods calculated from raw statements, not third-party endpoints.
Description from the maker (original English)
Insurance agency AI policy drafts, data-rule checks, workflows, and pricing.
These three are never merged into one score: opinions, measurements and popularity are different things.
We have not written a plain-language summary for this one yet. Below are the facts we read from the registry.
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Works in Claude on the web, desktop and mobile:
https://www.integrated-ai.com/mcpRun this in your terminal
claude mcp add --transport http integrated-ai https://www.integrated-ai.com/mcpPaste into .cursor/mcp.json in your project, or ~/.cursor/mcp.json
{
"mcpServers": {
"integrated-ai": {
"url": "https://www.integrated-ai.com/mcp"
}
}
}Your browser asks to open the app, then the app shows the settings and asks you to confirm. Key values are left empty for you to fill in.
Paste into .vscode/mcp.json in your project
{
"servers": {
"integrated-ai": {
"type": "http",
"url": "https://www.integrated-ai.com/mcp"
}
}
}Your browser asks to open the app, then the app shows the settings and asks you to confirm. Key values are left empty for you to fill in.
ChatGPT connects only to servers on the internet:
https://www.integrated-ai.com/mcpMenu names can differ slightly by plan and over time.
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These settings are generated from the maker’s registry entry. If the README says otherwise, follow the README.
Tool names and descriptions exactly as the server reported them on Nov 7, 2026. The maker wrote them, not us; we show them as plain text.
build_governance_policyDraft an AI governance policy for an insurance agency from the public Integrated AI template. Requires agency type (benefits, pc, or both), state, the AI tools in use, and agency size. Fills those fields where the template has a place for them and leaves the agency name in bracke
check_data_safetyClassify a task or a description of the data against the template's green, yellow, and red rules for PII and PHI. Returns green (allowed in an approved tool), yellow (mask individual identifiers first), or red (do not enter), with the rule that matched. Rules guidance only, not l
assess_ai_readinessTake short answers about an insurance agency and return 5 to 10 starting workflows from the built-in benefits and P&C library. Asks for line of business, team size, how AI is used today, whether data rules are written, and the main bottleneck.
find_workflowsSearch a built-in library of benefits and P&C workflows, including renewal comparison, census cleanup, SBC comparison, loss-run summary, quote comparison, and COI review. Returns matching workflows with steps and a starter prompt.
about_integrated_aiReturn a short public description of Integrated AI, the Foundation price ($12,000 for the first 10 seats, plus $500 per additional seat), the Partner retainer prices ($1,500, $2,000, or $2,500 a month), and links to the Foundation page, the booking page, and brad@integrated-ai.co
We check information anyone can see; we have not read the code. Checks that do not apply are left out of the count. · Checked Nov 8, 2026
The registry name was verified against the domain integrated-ai.com (the registry checks domain ownership)
We have not read this repo from GitHub yet
We have not read this repo from GitHub yet
Responded in 374 ms (HTTP 200)
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Read 5 tool descriptions and found no hidden instructions to the AI
Compared with every active server in this category in the registry. Stars count only when the publisher owns the repo.
It passed 3 of 3 applicable basic checks. We have not read the code. Before adding a key or token, see what access the server asks for and use a key with only the permissions you need.
The registry does not list a required key, though some servers ask you to sign in on first use.
It runs in the maker’s cloud. Connect over the internet with nothing to install, but what you send passes through the maker’s servers.
The GitHub repo last changed –, and the latest version (1.0.0) reached the registry 17 days ago.
Apps that support MCP, such as Claude Desktop, Claude Code, Cursor and VS Code. It connects by URL, so apps that accept remote MCP servers work too, such as ChatGPT in developer mode.
In the same category: Finance Toolkit, SolidInvoice, Korea Tax Calculator
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Reading a card:↓ Downloads per weeki★ GitHub starsiThree pillars: reviews · checks · usageiUpdated = latest version published to the registryi
500+ transparent financial methods calculated from raw statements, not third-party endpoints.
Create and send invoices and quotes, manage clients, and track payments in SolidInvoice.
Korean tax calculation and tax-audit judgment MCP: 96 tools with statutory citations.
No README found in the repo