Integration · Accounting
Connect Claude & ChatGPT to ComTrack
Ask your AI what commission came in on a policy, which rows belong to one agent, or what a carrier paid around a certain date in ComTrack. It searches your insurance commission rows by agent, carrier, client name, policy number and date. The connection only reads data, so nothing in ComTrack is changed.
Free plan, no credit card. Takes about a minute.
Try asking
“What commission rows do we have for policy 4471-22?”
The AI searches commission rows by that policy number and lists the matches.
“Show me Maria Lopez's commissions.”
It searches commission rows by agent name. Partial names work too.
“What did we get from this carrier around March 1?”
It searches by carrier and date and returns the rows closest to that date.
What your AI can do
Search by agent or carrier
Find commission rows for one agent or one carrier, with partial matches.
Search by client or policy
Look up rows by the client's full name or the policy number.
Search by date
Give any readable date and get the rows closest to it.
“Find the commissions for client John Carter.”
It searches commission rows by the client's full name.
“Which rows does agent Smith have with this carrier?”
It combines the agent and carrier filters in one search.
“Sum up the commission rows for this policy.”
It finds the rows for the policy and adds them up from the returned data.
1 tools for ComTrack
These tools are switched on when you connect. You can switch any of them off, or require your approval before it runs.
search_commissionsSearch insurance commission rows. Filter by `agent_name`, `carrier`, `client_full_name` or `policy_number` (partial matches work) and `date` (any readable date; returns rows closest to it). All filters are optional.
Set up in three steps
- 1
Pick the app
Create a free PipMCP account and choose ComTrack from the app list.
- 2
Paste your key
Paste your ComTrack API key. In the ComTrack app open the Integrations tab and copy your API Key.
- 3
Add the link to your AI
You get a personal MCP link. Add it to Claude, ChatGPT or Cursor:
- Click your name, then Settings › Connectors › Add custom connector.
- Paste your link as the Remote MCP server URL.
- Switch it on from the + menu in a chat.
Questions
What can the AI do in ComTrack?
The AI can search your insurance commission rows, filtered by agent name, carrier, client full name, policy number and date. Partial matches work, and all filters are optional. It cannot create, change or delete anything in ComTrack.
Does the AI see my ComTrack API key?
No. Your ComTrack API key is encrypted at rest and never shown to the AI. After you save it, it is not shown again, not even to you. The AI only sees the results of the tools it calls.
Can I control what the AI is allowed to do?
Yes. You choose whether the search tool is switched on, and you can set it to require your approval before it runs. Every tool call is logged.
Does it work with ChatGPT?
Yes. In ChatGPT go to Settings › Apps & Connectors › Advanced and turn on Developer mode, then add your PipMCP link. Developer mode needs a paid ChatGPT plan: Plus, Pro, Business or Enterprise. The same link also works in Claude (Settings › Connectors › Add custom connector), Cursor and other MCP clients.
What does it cost?
PipMCP has a free plan with no credit card required. Paid plans bill per completed task. You also need your own ComTrack account.
How does the date filter work?
You can give the date in any readable format, such as 2026-03-01 or March 1, 2026. ComTrack returns the commission rows closest to that date, so you do not need an exact match.
Let your AI work in ComTrack today.
Start free. Your key stays encrypted, and you decide what the AI may do.
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