RiskAdvisor MCP Server

RiskAdvisor is the all-new smart-form software for insurance agencies that empowers your producers and virtual assistants, while making your agency more commission, and reducing your E&O exposure.

View RiskAdvisor docs

Surveys & Forms

Getting started

Configure and install the MCP server for your preferred client

Configuration

Loading...

Client-specific instructions

Follow the instructions below for your specific MCP client

Navigate to Settings, then Cursor Settings
Select MCP on the left
Click Add new global MCP server at the top right
Copy and paste the server config to your existing file, then save

Available tools

Add all 3 actions as tools in your MCP client

Create Client

Create a new client in RiskAdvisor. See the documentation

Create Risk Profile

Creates a risk profile in RiskAdvisor. See the documentation

Update Client

Updates an existing in RiskAdvisor. See the documentation

Brought to you by Pipedream. View our Terms and Privacy Policy.