MCP for COIOps
COIOps exposes the same vendor vault, document scores, job-gate, and chase flows your team uses in the app — as MCP tools over an authenticated HTTP endpoint. Tools return document scores, not live carrier verification. Certificate ≠ policy. Not legal advice.
Connect
- Sign in to your org and open Settings → MCP keys (or use the demo key from
npm run seedlocally). - Create an org API key. Copy the
coiops_…secret once — it is hashed at rest and never shown again. - Point your MCP client at
POST https://app.coiops.com/api/mcpwithAuthorization: Bearer coiops_…. - Call
tools/listthentools/call(JSON-RPC 2.0). Optionalprompts/list,resources/list. Every call is org-isolated. - On writes, you may send
Idempotency-Keyforingest_coi_pdf,request_updated_coi, andset_gate_status(per canonicaldocs/MCP.md).
Tool catalog (this build)
list_vendors
List vendors for the authenticated org. Optional gate_status / query filter.
get_vendor
Vendor + latest certificate summary + gate + open deficiencies.
upsert_vendor
Create or update a vendor.
ingest_coi_pdf
Store the real COI PDF and run extraction. Queues needs_review. Does not invent a carrier or auto-clear the gate.
check_requirements
Score vendor against template (explicit → job → org default). Writes RequirementScore + Deficiencies. Document score only — not live carrier verify.
list_expiring_cois
Coverage lines expiring within N days.
request_updated_coi
Create a chase record and email a magic-link upload when Resend or SMTP is configured. If mail is unset, the chase is stored and not marked sent.
block_vendor_if_noncompliant
Confirm-gated: block vendor when latest score fail or coverage expired.
Confirm-gated write — pass confirm:true.
set_gate_status
Set gate status. confirm required for cleared / override_cleared. Reason mandatory.
Confirm-gated write — pass confirm:true.
run_morning_compliance_brief
Ops brief: blocked, expiring, unanswered chases, review queue.
list_templates
List requirement templates for the org.
upsert_template
Create or update a requirement template. confirm required when changing org-default template.
export_compliance_pack
Post-MVP: generate compliance pack download URL.
sync_status_outbound
Post-MVP: push gate status to external system.
create_customer_ask
Insert ask→build→ping backlog item.
Metering
Subscriptions stay asset-capped (vendors per plan). MCP tool calls are logged as billable units so agents can be metered alongside seats. Included MCP actions by plan — metering is live; monthly included quotas and overage pricing are TBD (not invented on this page).
| Weight class | Illustrative units | Example tools |
|---|---|---|
| read | 1 | list_vendors, get_vendor, list_expiring_cois |
| write | 5 | upsert_vendor, check_requirements, request_updated_coi |
| heavy | 25 | ingest_coi_pdf, run_morning_compliance_brief |
Per-tool weights in code: list_vendors=1, get_vendor=1, list_expiring_cois=1, run_morning_compliance_brief=25…
Rate limits & honesty
- Invalid or revoked keys return
401. - Plan limits (e.g. Free vendor cap) return
409. - Chase email uses Resend or SMTP when configured; otherwise the chase is stored and not marked sent.
- Hard per-tenant rate limits are not published yet — abuse protection may return 429 with retry guidance.