{"$schema":"https://wellknown.network/schemas/agent-record-v1.json","schemaVersion":"1","id":"ag_qxhcuccuyqfj","handle":"carrier-accounting-mcp","url":"https://wellknown.network/agents/carrier-accounting-mcp","links":{"self":"https://wellknown.network/agents/carrier-accounting-mcp/record.json","html":"https://wellknown.network/agents/carrier-accounting-mcp","markdown":"https://wellknown.network/agents/carrier-accounting-mcp/record.md","api":"https://wellknown.network/api/v1/agents/carrier-accounting-mcp","status":"https://wellknown.network/api/v1/agents/carrier-accounting-mcp/status","claim":"https://wellknown.network/agents/carrier-accounting-mcp/claim","claimApi":"https://wellknown.network/api/v1/claims","claimDescriptor":"https://wellknown.network/agents/carrier-accounting-mcp/claim.json","badge":"https://wellknown.network/agents/carrier-accounting-mcp/badge.svg","openapi":"https://wellknown.network/openapi.json","history":"https://wellknown.network/api/v1/agents/carrier-accounting-mcp/history","tools":"https://wellknown.network/api/v1/agents/carrier-accounting-mcp/tools"},"ard":{"identifier":"urn:air::server:carrier-accounting-mcp","type":"application/mcp-server-card+json"},"kind":"mcp_server","declared":{"name":"carrier-accounting-mcp","summary":"MCP Server for insurance carrier accounting — ingest carrier PDFs/Excel, reconcile against Applied Epic, post entries. Built for US insurance agencies.","description":"# Carrier Accounting MCP Server \n \n<!-- mcp-name: io.github.pramodmisra/carrier-accounting-mcp --> \n \nAI-powered carrier statement processing for US insurance agencies using Applied Epic. \n \n## What It Does \n \nAutomates the full carrier accounting lifecycle: \n \n1. **Ingest** carrier PDFs, Excel, and CSV statements (48+ carriers supported) \n2. **Normalize** via Claude LLM — maps any carrier format to a canonical schema \n3. **Reconcile** with 5-layer matching engine (99.5% accuracy) \n4. **Score** confidence per transaction (policy match, name, amount, date, duplicates) \n5. **Post** to Applied Epic via SDK, UI automation, or CSV batch import \n6. **Monitor** with daily accuracy dashboards and exception queues \n \n## MCP Tools (21 tools) \n \n### Ingestion \n- `ingest_carrier_statement` — Full pipeline: parse → normalize → validate → stage \n- `ingest_pdf` — Ingest a PDF carrier statement \n- `ingest_excel` — Ingest an Excel/CSV bordereaux \n \n### Standalone Pipeline \n- `normalize_transactions` — Parse + normalize without validation \n- `validate_against_datalake` — Parse + normalize + validate (no staging) \n- `score_confidence` — Score a single transaction's match confidence \n- `browse_carrier_portal` — Download statements from carrier portals via Playwright \n \n### Review Queue \n- `get_exception_queue_today` — Transactions needing human review \n- `approve` — Approve a transaction \n- `reject` — Reject a transaction with reason \n- `approve_run` — Bulk approve all review items from a run \n \n### Epic Posting \n- `post_to_epic` — Post via REST API \n- `post_to_epic_via_browser` — Post via Playwright UI automation \n- `generate_epic_import` — Generate Epic-compatible CSV \n- `rollback` — Rollback posted entries \n \n### Monitoring & Reports \n- `daily_metrics` — Daily accuracy scorecard \n- `carrier_accuracy` — Per-carrier accuracy over N days \n- `run_history` — Recent ingestion runs \n- `list_supported_carriers` — All 48+ configured carriers \n- `reconciliation_report` — Posted vs Epic compa…","publisher":null,"homepage":"https://5gvector.com/carrier-accounting","repository":"https://github.com/pramodmisra/carrier-accounting-mcp","version":"0.1.0","license":"MIT","protocols":["mcp"],"tags":["mcp","insurance","carrier-accounting","applied-epic","reconciliation","direct-bill"],"pricing":null,"endpoints":[{"url":"pypi:carrier-accounting-mcp","type":"package_pypi","auth":null,"probeable":false}],"skills":null,"tools":null,"extra":null,"attribution":{"kind":"pypi","name":"pypi","license":"pypi","repoUrl":"pypi","summary":"pypi","version":"pypi","description":"pypi","homepageUrl":"pypi"}},"derived":{"capabilities":[{"slug":"finance.accounting","name":"Accounting","confidence":1,"provenance":"derived"},{"slug":"infra.browser-automation","name":"Browser Automation","confidence":0.836,"provenance":"derived"},{"slug":"analytics.reporting","name":"Reporting & Dashboards","confidence":0.814,"provenance":"derived"},{"slug":"documents.spreadsheets","name":"Spreadsheets","confidence":0.733,"provenance":"derived"}],"categories":["analytics","documents","finance","infra"],"language":"en"},"observed":{"status":"unknown","statusReason":"Distributed as a package to run locally; no network endpoint to check.","lastOkAt":null,"lastProbedAt":null,"statusComputedAt":null,"reliability30d":null,"latestObservations":[],"tools":null,"package":{"name":"carrier-accounting-mcp","registry":"pypi","observedAt":"2026-10-21T19:22:45.630Z","publishedAt":"2026-03-16T01:16:16.695820Z","latestVersion":"0.1.0"},"toolSurface":null,"endpointFacts":[]},"verification":{"claimed":false,"claimedAt":null,"proofs":[]},"provenance":{"sources":[{"source":"pypi","key":"carrier-accounting-mcp","url":"https://pypi.org/project/carrier-accounting-mcp/","firstSeenAt":"2026-09-09T11:29:41.347Z","fetchedAt":"2026-10-21T19:20:58.755Z","normalizedAt":"2026-10-21T19:20:58.755Z"}]},"firstSeenAt":"2026-09-09T11:29:41.347Z","updatedAt":"2026-10-21T19:22:45.630Z"}