coi-tracker-mcp

MCP server for COI (Certificate of Insurance) tracking and compliance verification.

Analyze certificates of insurance, check expiration dates, verify coverage against industry requirements, and identify compliance gaps — directly from your AI assistant.

Installation

npx coi-tracker-mcp

Claude Desktop

Add to claude_desktop_config.json:

{
  "mcpServers": {
    "coi-tracker": {
      "command": "npx",
      "args": ["-y", "coi-tracker-mcp"]
    }
  }
}

VS Code

Add to .vscode/mcp.json:

{
  "servers": {
    "coi-tracker": {
      "command": "npx",
      "args": ["-y", "coi-tracker-mcp"]
    }
  }
}

Tools

analyze_coi

Parse a Certificate of Insurance and extract structured data — named insured, coverage types, policy numbers, limits, expiration dates, and compliance flags.

Input:

• text (string, required) — Full text content of the COI document

check_coi_expiration

Check if a policy is expired or expiring soon with urgency assessment and recommended actions.

Input:

• expirationDate (string, required) — Policy expiration date (e.g. "03/15/2026")
• coverageType (string, optional) — Type of coverage
• vendorName (string, optional) — Vendor name for context

coi_requirements

Get standard COI requirements for an industry — required coverages, minimum limits, and endorsements.

Input:

• industry (enum, required) — One of: construction, technology, healthcare, real-estate, manufacturing
• projectValue (string, optional) — Approximate project value for limit recommendations

verify_coi_compliance

Cross-reference a vendor's COI against industry requirements. Identifies coverage gaps, expired policies, and generates a compliance score.

Input:

• coiText (string, required) — Full COI text
• industry (enum, required) — Industry standard to verify against
• additionalRequirements (string, optional) — Extra requirements beyond industry standard

coi_info

Get information about COI management best practices, ACORD 25 forms, and common compliance failures.

Use Cases

• Construction GCs — Verify subcontractor insurance before mobilization
• Property Managers — Track vendor COI expirations across portfolios
• Procurement Teams — Validate supplier coverage meets contract requirements
• Risk Managers — Audit vendor insurance compliance at scale
• Legal/Compliance — Verify Additional Insured and Waiver of Subrogation endorsements

Full Platform

For automated COI management with PDF upload, AI extraction, vendor self-service portal, team dashboards, and expiration alerts, visit VendorShield.

License

MIT