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 Personal lines household rounding
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 pl-household-rounding’s skill folder directly.
What it needs from you: Nothing from your client. Everything it needs is already in Zywave. Run it and review the output.
Details to fill in when you run it:
- Nothing. Optionally a state to narrow the book.
3. Paste the example prompt
In a new Claude chat, paste this. Swap the names, states, and numbers for your own.
Which of our personal lines clients should we be talking to about an umbrella or a second home?
Source: Written for this skill by the R&D AI Experience team.
Every suggestion is “worth reviewing” because the CRM can’t see what’s already carried. Read-only.
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.
Next
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