v0.0.41 · latest release

Pathpoint MCP Server

From "I need a GL quote" to bind request — in one conversation. The Pathpoint MCP server for Claude, installed in one line.

macOS / Linux · bash
curl -fsSL https://raw.githubusercontent.com/outline-insurance/mcp/main/install.sh | bash
Windows · PowerShell
irm https://raw.githubusercontent.com/outline-insurance/mcp/main/install.ps1 | iex

See it before you install it — the guide walks a real risk from first ask to bind request, step by step.

Read the agent guide →

Re-run any time to upgrade. Pin a version with P_VERSION=x.y.z.

What it does

Your E&S back office, in plain English

Pathpoint is the full-service E&S wholesaler that helps commercial brokers and agents navigate E&S with confidence — and the Pathpoint MCP server brings it into Claude. Describe the risk the way you'd describe it to a colleague; Claude fills the application, checks appetite, submits to markets, and walks the quotes back to you.

Ask in plain Englishthe bundled skill teaches Claude E&S: what to ask, what each product needs, when to check appetite.
Claude does the paperworkthe application, class codes, market submission, quote comparison, subjectivities.
You stay in controlevery submission and bind request is summarized and confirmed with you first.
Capabilities

Intake to bind request, conversationally

Everything an agent does on a risk, available as a conversation — no forms, no portal tabs.

Start a submission

Describe the risk or hand over an ACORD; Claude fills the application and finds the class code.

plain EnglishACORD upload

Check appetite

Know before you submit whether it quotes, refers, or declines — and what to change.

appetitepre-submit

Submit & compare quotes

One confirmation sends it to markets; instant quotes come back in the same conversation.

submitcompare

Clear subjectivities

See what the carrier needs, answer in chat, attach files.

answerupload

Request the bind

Readiness check, explicit confirmation, licensed-agent routing when your agency needs it.

readinessbind

Stay on top of your book

Morning round-ups, activity feeds, notes, renewals, drafts you forgot about.

action itemsrenewals
1
conversation, intake to bind request
0
passwords typed into chat
3
platforms · arm64 + amd64
1
line to install
After install

Log in and connect Claude

The installer drops the binary on your PATH (adding a marked block to your shell rc when needed — opt out with P_NO_MODIFY_PATH=1), wires the MCP server into Claude Desktop, and installs the Pathpoint plugin into Claude Code. Two steps remain. Then read the agent guide — a full quote-to-bind walkthrough.

1

Authenticate

Opens a local browser form on 127.0.0.1 with a per-run nonce — your password never touches the terminal and never leaves your machine except to call Pathpoint directly.

# Defaults to prod — your everyday Pathpoint account
p login
2

Start managing risks

Ask Claude in plain English, or call the CLI directly for scripts and CI.

p query risk --riskId "ece93c0d-…"
p schema list --filter quote

Claude Desktop config

Added automatically by the installer. By hand, run p install-desktop-config — it finds the real config on every platform (including Windows MSIX installs) and merges the entry natively, no jq needed; --dry-run previews. Or edit the config yourself:

{
  "mcpServers": {
    "pathpoint": {
      "command": "/path/to/p",
      "args": ["mcp-serve"]
    }
  }
}

Claude Code plugin

Installed automatically when the claude CLI is on your PATH — the skill plus the p mcp-serve MCP server, no separate MCP setup needed. The plugin version tracks each p release. To install or update by hand:

claude plugin marketplace add https://github.com/outline-insurance/mcp.git
claude plugin install pathpoint@outline-insurance --scope user

Claude.ai & Claude Desktop skill

Plugins are Claude Code–only, and the skill adds guidance, not tools — the Pathpoint tools run locally, so risk work needs Claude Desktop (wired up by the installer) or Claude Code. To add the skill on claude.ai or Claude Desktop: grab pathpoint-plugin.zip from the latest release (the installer also stages a copy in Downloads when it detects Claude Desktop), then upload it under Settings → Capabilities → Plugins → Upload local plugin. Upload pathpoint-plugin.zip, not pathpoint-skill.zip — the plugin dialog requires a .claude-plugin/plugin.json manifest and rejects the bare-skill zip, which is only for the older Skills → Create skill importer.

Troubleshooting

Windows SmartScreenClick More info → Run anyway. Expected only when the download's checksum couldn't be verified (the binary is unsigned).
macOS Gatekeeperxattr -d com.apple.quarantine "$(which p)"
p: command not foundOpen a new terminal, or source your shell rc — the installer appends a marked PATH block to it. If you set P_NO_MODIFY_PATH=1, add the install directory to PATH yourself.
Checksums not verifiedThe installer couldn't fetch checksums.txt, so the download's integrity wasn't confirmed — Gatekeeper / SmartScreen will prompt before first run. Re-run the installer to retry; a checksum mismatch always fails.
Session expiredp login — it re-checks the saved session with the server and re-authenticates when it is stale
Anything elsep doctor prints a one-shot report (version, session, install health) — include it when reporting a problem
Upgradingp update installs the latest release in place (p update --check to just look)
Get started

One line. You're connected.

Install the Pathpoint MCP server and quote your next E&S risk by talking to Claude.

curl -fsSL https://raw.githubusercontent.com/outline-insurance/mcp/main/install.sh | bash
Download a release View on GitHub Read the agent guide