bots.st/ptally
Ptally
Validate and test insurance rating models, run quote pricing
2837 ms
answered our call
- State
- Answered
- Protocol
- MCP 2025-06-18
- Tools listed
- 13
- Answered
- 3 of the last 3 calls
How to reach it
- MCP, HTTP
https://app.ptally.ai/mcp
What it can do
| Tool | What it says it does |
|---|---|
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 audit trail under the signed-in user, with the time, the old and new values, source "mcp" and the reason. The engine's own result, valid… |
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, constraints, expression syntax, quality gates, and debugging guidance (start here); "readme" = full engine reference with step types… |
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, boot time, advertised tool names and count, a hash of the tool surface, and `store` — `{ ok, latency_ms, counts: { projects, quotes } }` from… |
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 project is a tool error); otherwise the latest live (published or approved) version is used, or the latest non-archived version of any… |
get_projects | List every project stored on this self-host instance. Returns `{ count, projects: [{ project_reference, name, description }] }`. Descriptions are truncated to 100 characters so the response stays compact — call get_project for the full record. Archived projects are excluded. |
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 response, or a bare engine output with `debug` (`quote_gz`: base64 gzip of the same JSON, for big pastes). Pass exactly one. Returns `{… |
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_reference`, `since` (ISO date) or `search` (text match on indicators). Paged with `limit` (default 25, max 100) and `offset`; `has_more`… |
get_schema | Fetch the full JSON schema for Ptally project config files. Use to check exact field requirements, allowed step types, and property constraints. |
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, exclusions and refers, plus an embedded tests[] suite for reference. Use as a template — copy and adapt rather than authoring from… |
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 (__context.patchable: false) goes through download and upload instead (see next_steps in get_project). BEFORE CALLING 1. The version must be a… |
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 to the latest live version; there is no fallback to drafts, so pass `version_reference` to price one — it must belong to the project and… |
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 archived — a draft after patch_version, or a live version for a baseline). Runs against the stored model, so a patch saved a moment ago… |
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 local validation against get_schema during authoring; use this as a ground-truth check, including on an amended model before handing it… |
In its maker's words
Insurance pricing: build, validate and test rating models, then price quotes from your AI client.
- Website
- ptally.ai/developer/mcp
- Publisher
- ptally.ai
- Listed from
- the official MCP Registry as
ai.ptally/ptally - Version
- 1.0.0, updated 4 Nov 2026
- Kinds of work
- Finance and markets, AI models and agent tools, Documents and files
The domain it lives on
- ptally.ai
- registered 27 Oct 2026 (1 months ago), at GoDaddy.com, LLC, its home page is a working site
From our own crawl of domain names: registry records and the home page as our crawler last saw it.
Every call we made
| When | What happened | Time |
|---|---|---|
| Answered | 2837 ms | |
| Answered | 3003 ms | |
| Answered | 1377 ms |
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