Easy Intake — AI & agent onboarding

MCP: Yes — Easy Intake ships a native MCP server (easyintake-mcp, stdio). See the dedicated page: easyintakeapp.com/docs/mcp.html (explicit answer for assistants and directories).

Machine-facing entry point for coding agents and integrations. Product marketing lives on the home page.

Hosts

• Engine API: https://api.easyintakeapp.com
• Dashboard (Clerk): https://app.easyintakeapp.com
• OpenAPI (synced from monorepo): /.well-known/openapi.json
• LLM summary: /llms.txt

Auth model (do not conflate)

• Browser dashboard: Clerk session on app.easyintakeapp.com.
• Engine REST / WebSocket: HS256 JWT signed with API_JWT_SECRET. Operator routes require purpose: "operator" and org_id in the JWT payload (minted by the Next.js BFF).
• Partner webhook: X-Webhook-Secret + X-Source: cotizarahora — separate from Clerk and operator JWT.

Protocol discovery (no auth)

curl -sS "https://api.easyintakeapp.com/api/agent/v1/meta" | jq .

Sandbox webhook JSON (example)

curl -sS "https://api.easyintakeapp.com/api/agent/v1/sandbox/lead-captured-example" | jq .

Partner webhook (cotizarahora)

Full field reference and response semantics: markdown in the easy-intake-app repo at api-contract/WEBHOOK_SPEC.md. Handler returns 200, 400, 401, or 500 only.

curl -sS -X POST "https://api.easyintakeapp.com/api/webhooks/intake" \
  -H "Content-Type: application/json" \
  -H "X-Webhook-Secret: $COTIZARAHORA_WEBHOOK_SECRET" \
  -H "X-Source: cotizarahora" \
  -d '{"event":"lead.captured","timestamp":"2026-04-21T12:00:00Z","source":"cotizarahora","vertical":"insurance","data":{"lead_id":"00000000-0000-0000-0000-000000000001","phone":"+15105550100","preferred_language":"es","first_name":"Test","last_name":"User","email":"test@example.com","insurance_type":"life","zip_code":"94103"}}'

Operator REST (Bearer JWT)

Set TOKEN to a dashboard-minted operator JWT. Responses are JSON; see OpenAPI for shapes.

curl -sS "https://api.easyintakeapp.com/api/intake/sessions" \
  -H "Authorization: Bearer $TOKEN" | jq '.[0]'

curl -sS "https://api.easyintakeapp.com/api/intake/field-templates" \
  -H "Authorization: Bearer $TOKEN" | jq .

MCP server (Cursor / Claude Code)

Package: @easy-intake/mcp-server in the monorepo. Binary: easyintake-mcp (stdio).

# From the easy-intake-app repo after build:
export EASYINTAKE_API_BASE_URL="https://api.easyintakeapp.com"
export EASYINTAKE_OPERATOR_JWT="<operator JWT>"
node packages/mcp-server/dist/index.js

Register the command in your MCP client config pointing at the built dist/index.js (or global install if published).

CLI

Package: @easy-intake/eia-cli, binary eia.

export EASYINTAKE_API_BASE_URL="https://api.easyintakeapp.com"
export EASYINTAKE_OPERATOR_JWT="<operator JWT>"
eia meta
eia sessions list
eia builder-analyze-url --url "https://example.com/contact"

Human-in-the-loop

Production intake supports operator review and applicant self-service. Agents should surface HITL states from session JSON rather than assuming full straight-through automation.