Build a connection that fits your workflow.
Tell us what your application needs to do. Our team will confirm supported access, data fields and delivery options before you begin implementation.
-
01
Find and match
Names, CRD or NPN Your own file -
02
Enrich your records
Licenses Firm Email Phone -
03
Deliver it
APIJSONFilesSFTP
Start with the work you need to do.
- 01
Find and match records
Describe the people or firms you need to identify, the identifiers you hold and the fields you want returned.
- 02
Enrich your systems
Define what to add to your CRM, warehouse or application, including how you handle existing records.
- 03
Plan delivery
Volume, format and update frequency. We review your requirements and confirm a supported approach.
Six read-only tools for your AI assistant.
Claude and ChatGPT connect to Accupoint over MCP. You sign in with your Accupoint account and approve access. The assistant picks the right tool for each question.
- Add Accupoint as a custom connector in Claude, or in ChatGPT's developer mode
- Sign in and approve. No keys to copy
- The same fields, values and counts as the platform
| Tool | What it answers |
|---|---|
list_search_fields | Every filter field and its operators, plus the allowed values for fixed-choice fields, for individuals or firms. |
find_values | Real values for open-ended fields, the way the search pickers find them: carriers, lines of authority, cities, metros, firms, agencies. |
count_records | An exact count for up to 20 filters. |
summarize_records | Contact coverage, registration mix, each channel and the top states for an audience. |
search_records | Matching records, up to 50 a page, sortable. |
get_profile | One profile by CRD, NPN, firm CRD or firm id. |
Get the data by API or by file.
JSONConfirm the interface before you build.
Request the documentation and access details for your account. Confirm authentication, supported operations, limits and response formats with our team.
file dropbucket / shareCSVPrefer files to an API?
SFTP, cloud delivery and scheduled exports carry the same fields, on a schedule that suits your project.
Bring us your integration requirements.
Share your use case, fields and expected volume so we can discuss the next step.