Agency Nexus in your AI assistant

The connector lets an AI assistant read and work with your agency's records in Agency Nexus, with your access and under the rules below. It is for agency staff: owners, producers, account managers and CSRs.

• Ask about your book. Clients, policies, upcoming renewals, claims, certificates of insurance, ACORD forms, tasks, notes, CRM opportunities and reports.
• Get work done. Create tasks and notes, record a claim, prepare a renewal, draft a certificate or an ACORD form, move an opportunity, and update client and policy records.
• Send messages. Emails, text messages, signature requests and certificates for clients, carriers or signers are prepared by the assistant and sent from Agency Nexus only after you approve the exact preview: in the chat in Claude, ChatGPT and Cursor, or in Agency Nexus in other assistants.

• An Agency Nexus account at an agency.
• AI assistant access turned on for your agency. An owner or administrator does this once, on the MCP page in the Agency Nexus menu or in Settings › Integrations.
• An AI assistant that supports MCP connectors, such as ChatGPT or Claude.

Each person connects their own assistant. When Agency Nexus appears in your assistant's directory of plugins or connectors, add it from there. Until then, add it as a custom connector with this address: https://mcp.agencynexus.io/mcp.

• Claude: Customize › Connectors › Add custom connector, and paste the address.
• ChatGPT, Grok and Cursor: add a new connector or MCP server in the assistant's settings, and paste the address.

The assistant opens the Agency Nexus sign-in. Sign in with your Agency Nexus account, then choose on the consent screen which permissions the assistant receives. Read permissions are selected; permissions to make changes are not, unless you select them.

• “Which of my clients' policies expire in the next 30 days?”
• “Give me a summary of Sunshine Roofing: policies, open claims and tasks.”
• “What is the status of the open claim for Sunshine Roofing?”
• “Create a task to call Gulf Coast Dental about their renewal tomorrow.”
• “Draft a certificate of insurance for Palm Harbor Logistics, with Acme Warehousing as holder.”

The names are examples. Use your own clients, policies and carriers.

The assistant acts with your access, never more: it sees only the clients and policies you can already see in Agency Nexus, within the permissions you approved. You can grant read access alone, and your agency can turn off specific tools for everyone.

Nothing is changed or sent without you. How you approve a change depends on the change and on your assistant:

• Routine changes — a note, a task, an opportunity, assigning a producer — are made as soon as they are requested, from any connection, bots included, and are recorded as made through the assistant. Claude, ChatGPT, Cursor and Claude Code still ask you before each action. An agency admin can turn on Approve every change in Settings › MCP (off by default): then routine changes also wait for your yes, and the sign-in screen says so before you connect.
• High-impact changes — policies, amounts, claim details, a client's contact details — in Claude, ChatGPT and Cursor show you a summary of what changes, from what to what, and are made only after you say yes in the chat (or in its confirmation form). In other assistants, and in apps on your computer such as Claude Code, the assistant gives you a link to review and approve the change in Agency Nexus.
• Messages to anyone outside the agency — an email, a text message, a certificate, a signature request, a carrier submission, a campaign — in Claude, ChatGPT and Cursor show you the exact preview first: recipients, subject, text, attachments and channel. Agency Nexus sends them only after you say yes in the chat, checking again that the recipients, the text and your permissions are still the same. In other assistants and in apps on your computer, the assistant gives you a link: you review the message in Agency Nexus and send it from there.

Records cannot be deleted through the assistant. They are archived, with your confirmation.

Some fields are withheld from every result, including dates of birth and tax identifiers (FEIN). Premium amounts are returned only by the tools for amounts, and only if you approved that permission. No tool moves money: payments and commissions are recorded, not transferred. How your assistant's provider handles what it receives is covered by your agreement with that provider; how we handle it is in the Privacy Policy.

You, or an administrator of your agency, can revoke a connection at any time on the MCP page in Agency Nexus. The assistant loses access on its next request. An administrator can also turn off AI assistant access for the whole agency.

• “AI assistant access is turned off for this agency.” An owner or administrator has to turn it on first, on the MCP page in the Agency Nexus menu or in Settings › Integrations.
• “This client asked for access that is not available in this agency.” The permissions the assistant asked for are not enabled for your agency. An owner or administrator controls them in Settings › Integrations.
• The assistant can read but says it cannot make changes. Change permissions were not selected when you connected. Disconnect, connect again and select them on the consent screen.
• The assistant shows you a summary or a preview and asks you to confirm. In Claude, ChatGPT and Cursor, that change is high impact or goes outside the agency; in other assistants, routine changes ask too. Read it and say yes in the chat to make it; say no and nothing changes.
• The assistant gives you a link and says the change is awaiting approval. In assistants other than Claude, ChatGPT and Cursor, and in apps on your computer such as Claude Code, high-impact changes are approved in Agency Nexus. Open the link, review and approve it, then go back to the chat.
• A message, certificate or signature request was not sent. In Claude, ChatGPT and Cursor, messages are sent only after you say yes to their preview in the chat; if something changed since the preview (the recipients, the text, the record), nothing is sent: ask the assistant to prepare it again. In other assistants they are never sent from the chat: open the review link the assistant gives you and send it from Agency Nexus.
• The assistant stopped working with Agency Nexus. The connection was revoked, AI assistant access was turned off for the agency, or your account is no longer active. Ask your administrator, then connect again.

For help connecting an assistant, to report a problem or a security concern, write to [email protected]. Include the assistant you use and what happened. We answer on business days.