Metadata-Version: 2.4
Name: carrier-accounting-mcp
Version: 0.1.0
Summary: MCP Server for insurance carrier accounting — ingest carrier PDFs/Excel, reconcile against Applied Epic, post entries. Built for US insurance agencies.
Author-email: 5G Vector <hello@5gvector.com>
License: MIT
Project-URL: Homepage, https://5gvector.com/carrier-accounting
Project-URL: Repository, https://github.com/pramodmisra/carrier-accounting-mcp
Keywords: mcp,insurance,carrier-accounting,applied-epic,reconciliation,direct-bill
Classifier: Development Status :: 4 - Beta
Classifier: Intended Audience :: Financial and Insurance Industry
Classifier: Topic :: Office/Business :: Financial :: Accounting
Classifier: Programming Language :: Python :: 3.11
Classifier: Programming Language :: Python :: 3.12
Requires-Python: >=3.11
Description-Content-Type: text/markdown
Requires-Dist: fastmcp>=0.4.0
Requires-Dist: pdfplumber>=0.10.0
Requires-Dist: openpyxl>=3.1.0
Requires-Dist: pandas>=2.1.0
Requires-Dist: anthropic>=0.23.0
Requires-Dist: pydantic>=2.5.0
Requires-Dist: python-dateutil>=2.8.0
Requires-Dist: python-dotenv>=1.0.0
Requires-Dist: structlog>=23.2.0
Requires-Dist: httpx>=0.25.0
Requires-Dist: tenacity>=8.2.3
Requires-Dist: xlrd>=2.0.0
Requires-Dist: lxml>=5.0.0
Requires-Dist: html5lib>=1.1
Provides-Extra: dev
Requires-Dist: pytest>=7.4.0; extra == "dev"
Requires-Dist: pytest-asyncio>=0.23.0; extra == "dev"
Requires-Dist: pytest-mock>=3.12.0; extra == "dev"

# Carrier Accounting MCP Server

<!-- mcp-name: io.github.pramodmisra/carrier-accounting-mcp -->

AI-powered carrier statement processing for US insurance agencies using Applied Epic.

## What It Does

Automates the full carrier accounting lifecycle:

1. **Ingest** carrier PDFs, Excel, and CSV statements (48+ carriers supported)
2. **Normalize** via Claude LLM — maps any carrier format to a canonical schema
3. **Reconcile** with 5-layer matching engine (99.5% accuracy)
4. **Score** confidence per transaction (policy match, name, amount, date, duplicates)
5. **Post** to Applied Epic via SDK, UI automation, or CSV batch import
6. **Monitor** with daily accuracy dashboards and exception queues

## MCP Tools (21 tools)

### Ingestion
- `ingest_carrier_statement` — Full pipeline: parse → normalize → validate → stage
- `ingest_pdf` — Ingest a PDF carrier statement
- `ingest_excel` — Ingest an Excel/CSV bordereaux

### Standalone Pipeline
- `normalize_transactions` — Parse + normalize without validation
- `validate_against_datalake` — Parse + normalize + validate (no staging)
- `score_confidence` — Score a single transaction's match confidence
- `browse_carrier_portal` — Download statements from carrier portals via Playwright

### Review Queue
- `get_exception_queue_today` — Transactions needing human review
- `approve` — Approve a transaction
- `reject` — Reject a transaction with reason
- `approve_run` — Bulk approve all review items from a run

### Epic Posting
- `post_to_epic` — Post via REST API
- `post_to_epic_via_browser` — Post via Playwright UI automation
- `generate_epic_import` — Generate Epic-compatible CSV
- `rollback` — Rollback posted entries

### Monitoring & Reports
- `daily_metrics` — Daily accuracy scorecard
- `carrier_accuracy` — Per-carrier accuracy over N days
- `run_history` — Recent ingestion runs
- `list_supported_carriers` — All 48+ configured carriers
- `reconciliation_report` — Posted vs Epic comparison
- `trial_diff_report` — Shadow mode: what would have posted vs Epic

## Supported Carriers (48+)

Hartford, Hanover, Central, Donegal, Liberty Mutual, Berkley, Progressive, Westfield,
Principal, Cigna, BCBS, Allied, Guardian, Unum, Sun Life, Accident Fund, Guard,
AmTrust, CNA, Sentry, and 28 more.

## Quick Start

```bash
pip install carrier-accounting-mcp
carrier-accounting-mcp --port 8000
```

Or add to Claude Desktop config:
```json
{
  "mcpServers": {
    "carrier-accounting": {
      "command": "carrier-accounting-mcp",
      "args": ["--port", "8000"]
    }
  }
}
```

## Part of 5G Vector

This MCP server is the AI engine behind [5G Vector](https://5gvector.com) — the data, analytics, and automation platform for Applied Epic insurance agencies.

Full web UI, team collaboration, Stripe billing, and multi-tenant support available at [5gvector.com/carrier-accounting](https://5gvector.com/carrier-accounting).
