Ca Rate Filings

Search the SERFF filings corpus by carrier, NAIC, product line, state, year-range, filing type, or bureau lineage. Returns a lite row shape per match (SERFF id, state, year, NAIC, group code, carrier name, product name, filing type / status / date). For the substance of a filing, follow up with `get

Pure vector search over per-filing extraction-summary embeddings (one embedding per filing, ~59K rows total). Each hit is a filing whose extraction summary is semantically closest to your query, with the matching excerpt and lite filing metadata (state, year, company, product type, filing type, fili

Pure vector search over per-filing actuarial-memorandum embeddings (`extract_embeds` where `kind='actuarial_memo'`). Each hit is a filing whose memo is semantically closest to your query, with the matching excerpt and lite filing metadata. **Cost**: one query-embedding call + one indexed Postgres l

Pure vector search over per-chunk full-document embeddings (`filing_embeds`, ~12.4M rows across ~65K filings — each filing sliced into ~190 paragraph-sized chunks). The most granular semantic surface in the corpus. **Cost**: one query-embedding call + one indexed Postgres lookup. No LLM planning, n

Returns the structured-data JSON artefacts the pipeline extracted from a filing's source PDFs. Use this when the question is about **rating mechanics, data tables, risk curves, calculation steps, or coverage / form definitions** — anything where the narrative summary isn't enough and the LLM needs t

Lists **what's in** each extracted artefact for a filing — section counts, item names, and the page each item came from — without returning any of the bulky factor tables, descriptions, or rate rows themselves. **Call this FIRST**, before `get_filing_extracts`, for any "what does this filing contai

Returns a short-lived **V4-signed GCS URL** for a single SOURCE file (PDF / XLSM / XLSX / DOC / ZIP) the carrier submitted for a SERFF filing. The link is intended for **display to the end user** — they click it in their browser to download the file. **CRITICAL: DO NOT fetch this URL yourself.** Su

Returns an actuarial narrative summary for a single SERFF id — the **Filing Type** header, the **"What This Filing Does"** section (concrete bullet-pointed change list with page citations for Rate / Rule / Form / New Programme / Withdrawal filings), the structured **Description**, and the key refere

Returns the predecessor, superseded, and companion filings that **this filing itself** cites in its supporting documentation. Carrier-claimed lineage extracted from inside the PDF (e.g. "supersedes XXXX-NNNN", "loss costs adopted from NCCI-NNNN"). Distinct from `get_filing_lineage`, which returns t

Returns the **reconciled lineage chain** for a SERFF id — leaf filing plus ordered predecessors back to the bureau root. Each chain entry includes the SERFF id, position (0 = leaf), role (`leaf` / `predecessor`), and a lite filing record (state, year, carrier name, product name, filing type, filing

Lists the **source files** (PDFs, XLS spreadsheets, DOC manuals, ZIP archives) ingested for a SERFF id. Returns metadata only — name, size in bytes, MIME-class type (`pdf` / `spreadsheet` / `document` / `csv` / `archive` / `other`), file extension, modified timestamp. Pair with `get_filing_source_f

**Scope warning — read before reaching for this tool.** The products corpus is a curated subset of filings, not the canonical breadth. Many filings are absent by design: bureau-only rows, withdrawals, correspondences, prior revisions (collapsed into the latest), and any filing the build pipeline has

Returns the full record for a single product — by `product_id` (uuid) OR `leaf_serff`. Each call expands the predecessor chain into a list of {position, serff, filing} where each filing is the slim metadata (state, year, carrier, product, filing type, status, date). Saves the round-trip you'd otherw

Returns the sibling products of a given product — other products whose chain shares a bureau filing (ISO / AAIS / NCCI / WCRT / WCRB / SURE) or a cross-carrier predecessor with the seed product. The shared filing is the "source" both products adopted from — multiple carriers' parallel adoptions of t

Returns the prior revisions of a product — other products in the same lineage cluster (same `company_name`, `state`, `lob`) with an older `leaf_filing_date`. Distinct from `get_product_siblings`, which returns peers sharing a bureau / cross-carrier source. Use to answer "how has this programme evol

Returns the resolved identity behind the current MCP bearer — email, company_name, account_type (free vs production), and company_reference. Quota-exempt: this is an identity probe, not a value-bearing call. Returns nulls for fields mono has no value for. Useful for an MCP client to confirm "who am

Diagnostic snapshot of the deployed MCP server: build identifier, server_version (1.0.<PR> tag), boot time, advertised tool names, a hash of the tool surface, and corpus_updated_at (freshest watermark across the filings pipeline). Call this first when you suspect the connector is showing a stale too