Model Context Protocol · Remote · OAuth
The Annuity MCP Server
Give Claude, ChatGPT or any AI app live annuity quotes, illustrations and your client book, using the same data as the Annuities Genius app.
https://app.annuitiesgenius.com/mcp
Claude · Annuities Genius connector
Best 5-year MYGA for $250k in Texas, A-rated or better?
Comparing MYGA rates · 5 years · Texas · A-rated or better
Here are the top 3 right now, all guaranteed for the full 5 years. Want me to illustrate the best
one for the Hendersons?
Works with
Claude
ChatGPT
Claude Code
Cursor
Grok
Meta AI
Copilot
+ any MCP client
What your AI can do with annuities
Shop the market
Live MYGA, fixed indexed, income, lifetime income and death benefit quotes across carriers.
Compare MYGA rates
Rank FIAs
Price guaranteed income
Build illustrations
Fixed and indexed illustrations, plus product and carrier details to back up every recommendation.
Illustrate a product
Explain a rider
Check carrier ratings
Work your book
Look up clients, cases, notes and decks, then open new cases and keep records up to date.
Find a client
Add case notes
Pull a proposal deck
Prompts advisors actually use
“What is the best 5-year MYGA for $250k in Texas, A-rated or better?”
“Compare the top 3 FIAs for a 62-year-old with a 10-year horizon.”
“How much guaranteed lifetime income does $400k buy starting at 67?”
“Summarize my notes on the Garcia case and draft a follow-up email.”
Connect Claude or ChatGPT in 3 steps
- 1. Copy the server URL:
https://app.annuitiesgenius.com/mcp - 2. Add it as a custom connector in Claude, ChatGPT, Cursor, Copilot or any MCP app.
- 3. Sign in to Annuities Genius and press Authorize.
Secure by design
- ✓ OAuth sign-in, no API keys to paste
- ✓ Every connection only reaches your own clients
- ✓ Every call is logged, and you can revoke access any time
- ✓ Lookups are free; quotes use credits at the same rate as the app
Find Your Answers
Frequently Asked Questions
MCP (Model Context Protocol) is the open standard AI apps use to connect to outside tools. The Annuities Genius MCP server lets Claude, ChatGPT and other AI apps run real annuity quotes and illustrations and read your client book, instead of guessing from training data.
Yes. Add it as a custom connector in ChatGPT developer mode. It also works with Claude, Claude Code, Cursor, Grok, Meta AI, Copilot and any app that supports remote MCP servers.
Every Annuities Genius plan includes it. Looking things up is free; quotes and illustrations use credits at the same rate as in the app.
No. Each connection is approved by you through an Annuities Genius sign-in and only reaches your own clients. Every call is logged in your account, and you can revoke access at any time.
Yes. Quotes come from the same product and rate data that powers the Annuities Genius app.
Put real annuity data in your AI
Included in every Annuities Genius plan.