Add the Zywave MCP as a custom connector, then add skills per chat.
Connection details
| Field | Value |
|---|---|
| Server URL | https://ai.zywave.com/mcp/v1 |
| Transport | Streamable HTTP (Server-sent events (SSE) is not supported.) |
| Protocol version | 2025-03-26 |
| Authentication | OAuth 2.1 with PKCE (S256 challenge method) |
| Authorization endpoint | https://auth.zywave.com/connect/authorize |
| Token endpoint | https://auth.zywave.com/connect/token |
| Revocation endpoint | https://auth.zywave.com/connect/revocation |
| Scopes | mcp, api.accounts, api.content, api.companies, offline_access (optional) |
| Client registration | Manual. The server does not support Dynamic Client Registration, so a Zywave administrator registers each client in the Zywave Admin tool and issues the client ID and redirect URI. |
Full reference, including what each scope covers and what the 22 tools do: MCP Apps.
1. Connect the Zywave MCP to Claude
- Open connector settings. In Claude, open Settings and find the connectors section, then choose to add a custom connector.
- Paste the Zywave MCP server URL. Use the server URL in the connection details above. Leave the transport at the default; the Zywave MCP speaks streamable HTTP and does not support the older SSE transport.
- Sign in to Zywave and approve the scopes. Claude hands you off to auth.zywave.com to complete the OAuth 2.1 + PKCE sign-in. Approve the scopes listed in the connection details above.
Menu labels move between Claude releases. If you cannot find the connector screen, search settings for “connector”.
Do this once per person, or once per tenant if your admin sets it up. Every other skill in the catalog reuses the same connector.
2. Add ERISA fidelity bond compliance sweep
Published in the public Zywave/skills marketplace. From a terminal: gh skill install Zywave/skills --all installs every skill there, this one included, into 49+ AI clients. In Claude Desktop or Code, add the marketplace once (/plugin marketplace add Zywave/skills) and install the zywave-skills plugin. See the full install guide for Claude’s exact steps, or open erisa-bond-compliance-sweep’s skill folder directly.
What it needs from you: A few details from you. You supply the specifics in the prompt, company, state, size, dates.
Details to fill in when you run it:
- A territory, or nothing for a client-only sweep
3. Paste the example prompt
In a new Claude chat, paste this. Swap the names, states, and numbers for your own.
Run a fidelity bond sweep across our benefits book and the Wisconsin market.
Source: Written for this skill by the R&D AI Experience team.
Clients first. The shortfall formula is in the workbook so anyone can check it. Live-evaluated Sep 2026. One limitation. The market-data bond filter is currently ignored server-side, so prospect sweeps scan a budgeted territory (about 1 in 8 employers scanned has a shortfall) rather than looking up a list; the client sweep is unaffected.
Check that it worked
If nothing comes back, or the client says it has no tools, paste this instead. You should get a tool list and five real accounts.
Which Zywave tools can you use? Then show me my five most recently updated accounts.
Source: verbatim from the Zywave MCP Skills Library prototype’s setup page.
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