Use with Claude

The Effective plugin for Claude lets you compare insurance products, filings, coverage wording, and rate changes, review actuarial evidence, and prepare working filings without leaving Claude. Claude signs in as you through OAuth, so you don’t need an API key.

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What the plugin adds

• The Effective connector. It connects Claude to Effective’s remote MCP server so Claude can search and read carriers, products, filings, and source documents, and manage working filings.
• The effective skill. It helps Claude turn insurance tasks into the right Effective calls, from comparing competitors to preparing filings and reviewing evidence.

The plugin runs no local scripts, hooks, or executables.

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Before you start

• An Effective account. If your organization already uses Effective, ask its Effective administrator to invite you. If it doesn’t, email [email protected] with your organization’s name to request a workspace.
• Effective credits. Discovery and some other requests use your organization’s Effective credits, as API requests do.
• A paid Claude plan (Pro, Max, Team, or Enterprise). On Team and Enterprise plans, an owner may need to make the Effective plugin or connector available before members can install it.

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Install the plugin

You don’t enter a server URL or run any setup commands. The plugin is saved to your Claude account, so it also syncs to Claude Code (v2.1.273 or later) when you sign in with the same Claude account. It doesn’t sync when Claude Code uses an API key or runs on a cloud provider such as Amazon Bedrock.

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Sign in with OAuth

When you connect, Claude opens Effective’s sign-in page in your browser.

1. Sign in with the account your organization uses for Effective.
2. Review and approve the access Claude asks for.
3. Return to Claude. Effective shows as connected.

Claude stores the OAuth token. You don’t create or paste credentials. The connection can request two scopes: Scopes cap what Claude can do. Your role and your organization’s access rules still apply, so Claude can never see or change more than you can in Effective.

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Manage tool permissions

In Customize → Connectors, select Effective to see its tools. For each tool, choose whether Claude uses it automatically, asks you first, or never uses it. For example, block the tools that create or update working filings if you only want Claude to research.

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Try it

Claude picks the Effective tools it needs from your request, so you don’t have to name them. Try:

• Compare competitors’ filed rate changes for a line of business and state, with supporting evidence.
• Compare exclusions and endorsements in two filings, including form numbers and editions.
• Review a filing’s actuarial memo and summarize the assumptions behind its rate change.
• Create or update a working filing and organize its document references by schedule.
• Review an objection letter and draft a response.

Preparing a working filing in Effective doesn’t submit it to a regulator.

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Disconnect or remove

• Disconnect: open Customize → Plugins, select Effective, and disconnect Effective on the plugin’s Connectors tab. You can also disconnect from Customize → Connectors. The plugin stays installed.
• Turn off: select Disable plugin to turn Effective off without removing it.
• Remove: select Remove to remove the plugin from your Claude account.

Disconnecting deletes Claude’s token. It doesn’t change your Effective data.

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Troubleshooting

• Effective isn’t in the plugin directory: your organization may not allow it yet. Ask your Claude owner or administrator.
• Sign-in doesn’t finish: sign in with your Effective account, not a personal one, and complete the sign-in when Claude prompts you. If you aren’t a member of an Effective workspace, ask your administrator for an invitation.
• Claude doesn’t use Effective: check that Effective shows as connected, then name Effective in your request.
• The connection stops responding: disconnect and connect again from the plugin’s Connectors tab. This doesn’t affect your Effective data.
• Claude can read but not make changes: the connection may lack mcp:write, or your role may not allow the change. Disconnect and connect again, then check your role in Effective.
• Requests fail with a credits error: your organization may be out of Effective credits. Ask your Effective administrator.
• Claude can’t find something you can see in Effective: Claude uses your account’s access, and not every Effective feature is available to Claude yet. Email support with what you asked and what you expected.

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Need help?

Email [email protected] or see Support.