Read producers, firms, licenses, appointments, contracts and E&O policies in SureLC. Hosted by usefulapi: connect it to Claude, ChatGPT, Cursor or any MCP client.
Turn on the SureLC connector, then ask in plain words. The AI picks the tools.
For insurance agencies that track producer licenses and carrier appointments in SureLC.
List the license records of all producers, then check a producer's E&O policies and read their expiry dates.
Find a producer by NPN, then list the carrier appointments and filter them by status, such as terminated.
List the appointment requests of one producer for one carrier, then read the notes written on a request.
Look up a firm by its EIN, then list the firm's licenses and its carrier appointments.
List the training courses of one producer with their completion status, to see which courses are still open.
The login page asks for your SureLC API key (x-api-key).
Find it in SureLC → Account & Settings → API Tokens. SuranceBay must first enable key management for your admin user. Your key is used only to call the API on your behalf and to derive a private account id; it is never shown to anyone.
Team and Enterprise: an Owner adds the connector for the organization first.
No Add custom MCP server option? It depends on your account or workspace settings: see OpenAI's guide.
Run this command, then run /mcp in Claude Code to log in:
Add to Cursor or add this to ~/.cursor/mcp.json:
{
"mcpServers": {
"surelc": {
"url": "https://surelc.usefulapi.io/mcp"
}
}
} Add to VS Code or add this to .vscode/mcp.json:
{
"servers": {
"surelc": {
"type": "http",
"url": "https://surelc.usefulapi.io/mcp"
}
}
} Run these commands. The second one opens the login page:
Windsurf, Cline, Zed and other MCP clients: add this URL as a remote MCP server (Streamable HTTP). The client then opens the login page in your browser.
Add only the URL. Do not add an Authorization header or an API key to the client config. The server signs you in with OAuth: the login page asks for your SureLC API key (x-api-key). If the config has such a header, remove it: some clients then send that header instead of the login token, and every call fails with 401.
| Plan | Price | Limit |
|---|---|---|
| Free | $0 | 50 tool calls / month |
| Proper user | $9/mo · $90/yr | Unlimited* |
*Pro fair use limit: 10,000 tool calls a month on this server. For more, write to [email protected].
Pro covers this SureLC server only. Subscribe with surelc_upgrade (it returns a Stripe Checkout link). Cancel any time with surelc_cancel_subscription: Pro continues to the end of the paid period, with no refund for the current period, and running surelc_upgrade before then undoes the cancel. Or write to [email protected].
surelc_list_changed_producerssurelc_get_producersurelc_get_producer_by_npnsurelc_list_producers_licensessurelc_list_producer_licensessurelc_list_producer_appointmentssurelc_list_producer_appointment_requestssurelc_list_producer_training_coursessurelc_list_producer_errors_and_omissionssurelc_list_producer_employment_addressessurelc_list_firmssurelc_get_firmsurelc_get_firm_by_einsurelc_get_firm_by_npnsurelc_list_firm_appointmentssurelc_list_firm_licensessurelc_list_firm_addressessurelc_list_appointment_requestssurelc_get_appointment_requestsurelc_list_appointment_request_notessurelc_list_contractssurelc_list_producer_contractssurelc_list_carrierssurelc_get_carriersurelc_list_lookupsurelc_usage_statussurelc_request_featuresurelc_upgradesurelc_cancel_subscriptionFind expiring licenses and E&O policies. Check a producer's carrier appointments. Review open appointment requests for a carrier. Review a firm's licenses and appointments. Track a producer's training courses. See what you can do for the details.
No. usefulapi is an independent service. It is not affiliated with or endorsed by SureLC. The server calls the SureLC API with your own SureLC access, so it sees only the data that your account can see.
Yes. In Claude, add this server's URL as a custom connector. In ChatGPT, add it as a custom MCP server in Plugins. Then log in once. Cursor, VS Code, Claude Code and Codex work too. See the setup steps.
The login page asks for your SureLC API key (x-api-key). See Before you connect for where to find it.
No. Add only the URL. Do not add an Authorization header or an API key to the client config. The server signs you in with OAuth: the login page asks for your SureLC API key (x-api-key). If the config has such a header, remove it: some clients then send that header instead of the login token, and every call fails with 401.
The login stores them encrypted in the authorization grant of your connection. The server uses them to call the SureLC API for you and to derive a private account id for usage metering. usefulapi does not show them on any page or in any reply. To stop all access, remove the connector and change or delete these credentials in SureLC.
All 25 SureLC tools are marked read-only.
The Free plan gives 50 tool calls / month. Pro costs $9/mo or $90/yr, with unlimited tool calls (fair use limit: 10,000 tool calls a month), for this SureLC server only. Cancel any time: Pro then runs to the end of the paid period. Run surelc_usage_status to see how many calls you used.
Ask the AI to run surelc_upgrade: it returns a Stripe Checkout link. To cancel, run surelc_cancel_subscription. Pro continues to the end of the paid period.
Tell the AI what you wanted to do. It can send the request with surelc_request_feature. We store the text with the server name, the type of AI client and the tool you tried, not with your account, and read every request when we plan new tools. You can send up to 5 requests per day.
Any client that supports remote MCP servers (Streamable HTTP) with OAuth login: Claude (web and desktop), Claude Code, ChatGPT, Codex, Cursor, VS Code, Windsurf and others.
This is a Model Context Protocol endpoint — meant to be connected from an AI client, not opened in a browser. An invalid_token response at the URL is the auth gate working as designed; clients authenticate automatically.
Need a tool this server does not have, or a connection to another system? We build custom integrations and MCP servers.