Installation Guide - For Developers

For: Developers building custom insurance applications with MCP

Time: 10 minutes

Security: Maximum - your credentials never leave your machine

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What You'll Need

• Node.js 18+
• Supabase account
• Code editor
• Terminal/command line

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Step 1: Create Opensure Account

1. Go to https://app.opensure.dev
2. Click "Sign Up"
3. Enter email and password
4. Verify email
5. Login to dashboard

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Step 2: Generate API Key

1. Go to Settings → API Keys
2. Click "Generate New API Key"
3. Copy the key (starts with osk_)
4. Save it securely - you'll need it for your .env file

This key validates your tenant access - it does NOT contain database credentials.

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Step 3: Download Database Schema

1. Go to Settings → Database
2. Click "Download Schema SQL"
3. Save opensure_schema_v2.2.0.sql to your project

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Step 4: Set Up Your Supabase

1. Go to https://supabase.com
2. Create new project
3. Wait for database provisioning
4. Go to SQL Editor
5. Open the downloaded opensure_schema_v2.2.0.sql
6. Run the script
7. Verify 35 tables created

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Step 5: Get Your Database Connection String

1. In Supabase, go to Settings → Database
2. Copy "Connection string (URI)"
3. Replace [YOUR-PASSWORD] with your actual database password

Example:

postgresql://postgres:[email protected]:5432/postgres  # pragma: allowlist secret

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Step 6: Install Opensure MCP Server

npm install -g @opensure/mcp-server-stdio

Verify installation:

opensure-mcp --version

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Step 7: Configure Local Environment

Create .env file in your project:

# Opensure API Key (validates tenant access)
OPENSURE_API_KEY=osk_your_key_here  # pragma: allowlist secret

# Your Supabase Database (NEVER sent to Opensure)
DATABASE_URL=postgresql://postgres:[email protected]:5432/postgres  # pragma: allowlist secret

CRITICAL: These credentials stay on YOUR machine only.

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Step 8: Configure Claude Desktop

Edit ~/Library/Application Support/Claude/claude_desktop_config.json:

{
  "mcpServers": {
    "opensure": {
      "command": "opensure-mcp",
      "env": {
        "OPENSURE_API_KEY": "osk_your_key_here",  # pragma: allowlist secret
        "DATABASE_URL": "postgresql://..."
      }
    }
  }
}

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Step 9: Test Your Setup

Restart Claude Desktop, then try:

List my insurance clients

Claude should respond with data from your Supabase database.

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What Gets Sent to Opensure?

• ✅ API key (for tenant validation)
• ✅ Usage metrics (for billing)
• ❌ Database credentials (stay local)
• ❌ Client data (stays in your Supabase)
• ❌ Policy data (stays in your Supabase)

Your data never touches Opensure servers.

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Available MCP Tools

• client.create - Create insurance client
• client.get - Get client by ID
• client.list - List all clients
• client.update - Update client
• policy.create - Create policy
• policy.get - Get policy by ID
• policy.list - List all policies
• policy.update - Update policy

Full API reference →

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Troubleshooting

"Invalid API key" error?

• Verify you copied the full key (starts with osk_)
• Check for extra spaces or line breaks
• Regenerate key if needed

"Database connection failed"?

• Verify DATABASE_URL is correct
• Check Supabase project is active
• Ensure password is correct (no special characters breaking URL)

MCP tools not appearing in Claude?

• Restart Claude Desktop after config changes
• Verify opensure-mcp is in your PATH
• Check Claude Desktop logs for errors

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Next Steps

• View full MCP API reference
• Explore schema documentation
• Build custom workflows

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Need help? [email protected]