generated: '2026-07-21'
method: searched
status: published
source: https://docs.socotra.com/docs/ai-guide/mcp-server/overview
server:
  name: Socotra
  transport: http
  url: https://mcp-sandbox.socotra.com/mcp
  auth: OAuth 2.1 (browser redirect to business-account login)
  npm_package: socotra-connected-core-mcp-server
clients:
  cursor:
    mcpServers:
      SocotraSandbox:
        url: https://mcp-sandbox.socotra.com/mcp
  claude_desktop_pro: Settings > Connectors > add custom connector "Socotra" with the URL above.
  claude_desktop_free:
    mcpServers:
      Socotra:
        command: npx
        args:
        - -y
        - mcp-remote
        - https://mcp-sandbox.socotra.com/mcp
tools:
- name: Get Policy Summary
  description: Retrieve a policy's summary information for a tenant.
- name: Get Accounts for Tenant
  description: Fetch a list of accounts associated with a given tenant.
- name: Get Policies by Account
  description: Retrieve all policies linked to a specific account.
- name: Get Quote Summary
  description: Obtain a quote's summary details for a tenant.
- name: Create Quote
  description: Generate a new quote for an account.
- name: Add Quote Elements
  description: Insert elements into a draft quote.
- name: Update Quote
  description: Modify existing quote elements and validate or price it.
- name: Underwrite Quote
  description: Process underwriting on a priced quote.
- name: Issue Quote
  description: Finalize an underwritten or accepted quote.
- name: Create Transaction
  description: Initiate a new transaction for a policy.
- name: Update Transaction
  description: Modify elements within an existing transaction.
- name: Get Assigned Tasks
  description: Retrieve tasks assigned to the current user.
- name: Create Task
  description: Generate a new task for a tenant.
- name: Update Task
  description: Modify task details and information.
- name: Get Task
  description: Fetch a specific task including its diary entries.
- name: Create Association
  description: Link a user association with a specific reference.
- name: Manage User Qualifications
  description: Access or modify user qualifications.
- name: Append Diary Entry
  description: Add a new diary entry to a task.
- name: Who Am I
  description: Retrieve current user information.
- name: Get Tenant Users
  description: List all users assigned to a specific tenant.
- name: Get Assigned Tenants
  description: Retrieve all tenants assigned to the current user.
- name: Search
  description: Query for accounts, policies, and other system entities.
- name: Create Tenant
  description: Deploy a configuration to establish a new tenant.
- name: Validate Config
  description: Check a configuration without deploying it.
- name: Redeploy Config Tenant
  description: Apply updated configuration to an existing tenant.
- name: Format Config
  description: Standardize a config to Socotra's specifications.
- name: Get Config Difference
  description: Compare proposed and deployed tenant configurations.
deployment:
  mode: remote
  endpoint: https://mcp-sandbox.socotra.com/mcp
  verified: probed
  probe: gated
  checked: '2026-09-11'
  source: wall re-adjudication 2026-09-11 (RFC 9728 / JSON-RPC envelope)
  probe_prior: wall
  probe_why: RFC 9728 challenge on the MCP path only