Platform · MCP

Put your compliance data
to work with AI

Give your AI agents a direct line into Regzact. Our MCP server exposes the full power of Regzact, letting your in-house agents query and manage your organisation’s regulatory compliance in real time — working with live records, not yesterday’s export.

A standard way for AI to reach real systems

MCP — the Model Context Protocol — is an open standard, for connecting AI applications to the systems where work actually happens. Think of it as a common socket: any agent that supports MCP can plug in to any MCP server.

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Host and client

The AI application

The host is the application a person uses — a desktop assistant, a chat tool, an IDE or an in-house agent. Inside it, an MCP client holds the connection to each server the user has added.

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Server

The system of record

An MCP server sits in front of a system — here, Regzact — and describes what an agent is allowed to do with it, in a form the model can understand and call.

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Tools

Actions the agent can take

Tools are named operations with defined inputs: search a register, read a partner file, create a task, update a record. The agent chooses which tool to call and with what inputs.

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Resources

Data the agent can read

Resources are the records and documents a server makes available as context, so the model answers from your data rather than from what it learned in training.

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Prompts

Reusable instructions

Servers can also offer prompt templates for common jobs, so a repeated task — a weekly review, a board summary — runs the same way each time.

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Open standard

Build once, connect anywhere

Because MCP is a shared protocol, one server works with many AI applications. There is no need for a separate bespoke integration for every assistant your firm tries.

From answering questions to doing the work

Without MCP, an assistant only knows what you paste into it. With MCP, it can look things up and take action in the systems you already use — developers connect code repositories, sales teams connect CRMs, finance teams connect ledgers.

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Live data

Current, not copied

The agent reads the record as it is now. There is no spreadsheet export going out of date on someone’s desktop, and no confidential file pasted into a chat window.

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Action

Act, not only answer

Where a server exposes write tools, the agent can complete the step it has just recommended — log the entry, raise the task, send the reminder.

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Across systems

Several servers, one conversation

An agent can hold connections to several servers at once, so it can combine compliance data from Regzact with, say, email or a policy administration system in a single task.

The full platform, available to your agents

The Regzact MCP server covers the full functionality of Regzact. Whatever your compliance team can do in the app, an agent connected on their behalf can query or manage through MCP.

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1 · Connect

Add Regzact to your agent

Add the Regzact MCP server to an MCP-compatible AI application and sign in to your organisation.

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2 · Discover

The agent learns the tools

The agent receives the list of Regzact tools and what each one does — across every app on the platform.

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3 · Query

Ask in plain English

Ask a question the way you would ask a colleague. The agent picks the tools, reads the current records, and answers from Regzact.

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4 · Manage

Update and evidence

Ask the agent to act, and it creates or updates the record in Regzact — so the result sits on the same audit trail as work done in the app.

One server, every Regzact app

Each insurance use case below maps to a Regzact app. It shows what an agent can query, what it can manage, and the kind of request an insurance compliance team might make.

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Third Parties

Oversee brokers, MGAs and suppliers

Insurers and MGAs carry responsibility for the partners they distribute through. An agent can keep that oversight moving between reviews.

Find partners with outstanding due diligence or unsigned terms of business
Summarise a partner’s profile, questionnaire answers and open actions
Raise follow-up tasks and reminders on the partner file
Example request

“Which of our brokers haven’t returned this year’s oversight questionnaire? Chase each one and give me a list by region.”

Explore Third Parties

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Fitness & Probity

Keep staff fit and proper

Fitness & Probity in Ireland and SM&CR in the UK both depend on accurate, current records for every relevant person.

List who is due for annual certification or F&P review
Show which PCF, SMF or prescribed responsibility a person holds
Record an assessment outcome or request missing evidence
Example request

“Who has certification falling due in the next 60 days, and which of them still have missing qualification evidence?”

Explore Fitness & Probity

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Risk

Know the risk position

Boards and regulators expect a current view of compliance risk, not last quarter’s snapshot.

Report open risks, scores and overdue mitigating actions
Compare risk across the firm and its partner network
Update a risk and its actions when the position changes
Example request

“Summarise our highest-scoring risks and every overdue action for the risk committee pack.”

Explore Risk

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Registers

Run complaints, breaches and conflicts

Registers carry mandated clocks — complaint response times, breach notification windows — that are easy to miss.

Log a complaint, error, gift, conflict, data request or data breach
Flag entries approaching a response or notification deadline
Categorise entries and report trends and root causes
Example request

“Which open complaints are within five working days of a deadline? Draft the holding updates for my review.”

Explore Registers

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Document Management

Find policies and evidence

Questionnaires, audits and regulator requests all start with “show us the document”.

Find the current version of a policy or procedure
Check what evidence is held — and what is missing or out of date
Answer questionnaire questions from documents already on file
Example request

“Answer this capacity provider’s due-diligence questionnaire from our policies, and list any questions we have no evidence for.”

Explore Document Management

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Consumers

Protect customers

Consumer Duty in the UK and the Consumer Protection Code in Ireland both require evidence of how customers were treated.

Run sanctions screening on a customer or a batch of customers
Confirm whether renewal and CPC notifications were sent on time
Review customer complaints alongside the customer record
Example request

“Screen this list of new policyholders against UK and EU sanctions, and show me only the matches that need a human decision.”

Explore Consumers

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AI Compliance Studio

Find and close the gaps

AI Compliance Studio assesses compliance against the rules and best practice. Through MCP, those findings can drive the agent’s next steps.

Run or retrieve a compliance assessment or healthcheck
Pull the recommended actions mapped to the underlying regulations
Turn findings into tasks in the relevant Regzact app
Example request

“Where are we weakest against the Consumer Protection Code 2025? Create an action for each gap and assign it to the owner.”

Explore AI Compliance Studio

One request, several apps

Because one server covers the whole platform, an agent can join the dots between apps. A monthly compliance review might run like this.

Registers

Pull the month’s events

New complaints, errors and breaches, with any that breached a response or notification deadline.

Third Parties

Link them to partners

Group the events by broker or MGA, and flag partners with rising volumes or open oversight actions.

Risk

Update the risk view

Reflect the pattern in the relevant risk scores and raise mitigating actions with owners.

Document Management

Draft the board summary

Produce a summary for the compliance committee from the records — for a person to review and approve.

Agents that stay inside the rules

Letting an AI act on compliance data needs the same controls as letting a person do it.

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Permissions

The same access as the user

An agent connects on behalf of a signed-in Regzact user and works within that user’s organisation and role-based permissions. It cannot see or change what the user could not.

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Evidence

On the audit trail

Records created or updated through MCP live in Regzact, alongside everything else, so the firm can still show what was done and when.

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Judgement

People make the calls

Use agents to gather, draft and chase. Keep regulatory judgements — whether to notify, uphold or certify — with the accountable person.

Start Your Trial Today.

Join insurers, MGAs, and brokers across the UK and Ireland who have made compliance a strategic advantage. Book a personalised demo and see Regzact working with your own network.

No credit card required All regulatory frameworks included Set up in under a day

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