ai.ptally/ptally

up checked 2026-11-10T16:37:30.157Z

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Publisher-provided title

Ptally

Publisher-provided description

Insurance pricing: build, validate and test rating models, then price quotes from your AI client.

Summary by lookupd

Builds, validates and tests insurance rating models, then prices and reviews quotes against stored projects.

Install

Claude Code, remote (streamable-http)

claude mcp add --transport http ptally https://app.ptally.ai/mcp

Codex, remote (streamable-http)

codex mcp add ptally --url https://app.ptally.ai/mcp

Cursor, remote (streamable-http) → .cursor/mcp.json

{
  "mcpServers": {
    "ptally": {
      "url": "https://app.ptally.ai/mcp"
    }
  }
}

Other clients: docs. Or tell your agent: Set up lookupd for me: read https://lookupd.com/agent.md and follow it.

Tools (13 tools)

Publisher-provided text

• get_docs Fetch Ptally documentation by topic. Call BEFORE building or editing a config to load the rules and reference material you need. Topics: "rules" = agent rules,
• get_schema Fetch the full JSON schema for Ptally project config files. Use to check exact field requirements, allowed step types, and property constraints.
• validate_project Server-side schema validation of a project config. Returns { valid: true/false, errors: [...] } with the JSON path, keyword, and message for each issue. Prefer
• get_starter Fetch a worked-example Ptally project for a common line of business. Each example is a small, fully valid project with realistic collection tables, calculations
• get_projects List every project stored on this self-host instance. Returns `{ count, projects: [{ project_reference, name, description }] }`. Descriptions are truncated to 1
• get_project Fetch a project by `project_reference` from the self-host store. Optional `version_reference` pins to a specific version of that project (a version from another
• get_quotes List quotes stored on this self-host instance, newest first (`direction: "asc"` for oldest first). Filter by `project_reference` (from get_projects), `version_r
• get_quote Review one quote in a standard shape, from a stored `quote_reference` (get_quotes) or a pasted `quote` — the dashboard's Copy JSON, a POST /quotes or run_quote
• amend_quote Amend a SAVED quote (a quote_reference from get_quotes): its price (`result`), and optionally `valid` or `sold`, with a required `reason`. Logged in the quote's
• run_quote Price a quote against a stored project: a dry run by default, saved only with `save: true`. Takes `project_reference`, an optional `version_reference` (defaults
• run_version_tests Price every test in a version's tests[] against that version's stored model and compare each with its expected output. Takes `version_reference` (any status but
• patch_version Change a DRAFT version's stored model with an RFC 6902 JSON Patch, merged on the server. Use it for targeted edits; any change to a clipped collection (__contex
• get_health Diagnostic snapshot of the deployed MCP server plus a live probe of its store (sqlite or Postgres). Returns server name and version, protocol version, root, boo

Details

• Version: 1.0.0
• Transports: streamable-http
• Uptime (7 days): 100%
• Median latency: 985 ms
• First indexed: 2026-11-04T15:17:16.365Z
• Last seen in registry: 2026-11-04T15:17:16.365Z
• Website: https://ptally.ai/developer/mcp

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