Use cases

Typical broker use cases

A broker may use the MCP server to:

• retrieve a consolidated view of a client's contract;
• understand the current allocation and performance;
• identify pending operations and missing documents;
• verify whether a fund is eligible for a contract;
• retrieve the information needed to prepare a client meeting;
• explain the status of an arbitrage, premium payment, or withdrawal;
• compare funds available within the relevant product;
• review the objectives and allocation of each management compartment.

Access remains limited to the clients, contracts, and data the broker is authorized to view.

Typical subscriber use cases

A subscriber may use the MCP server to ask questions such as:

• What is the current value of my contract?
• Where is my money invested?
• How has my contract performed?
• What is the objective of each compartment?
• Has my latest payment been received and invested?
• What is the status of my withdrawal?
• Which documents are still missing?
• When is my next scheduled payment?
• What fees apply to my contract?
• Which documents are available for download?

The MCP client can use Quarzo Life data to provide a clear explanation, but it must not present itself as providing personalized financial, legal, or tax advice.