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Redbird MCP Integration

Connect Corebridge to Claude with Redbird MCP

Connect Corebridge to Claude through Redbird MCP and work with your insurance and retirement data directly in chat. Ask questions about policy portfolios, update annuity records, and generate compliance reports without switching between systems.

Work with Corebridge in Claude through Redbird MCP

Your team can ask Claude to query, update, and automate Corebridge data — all through Redbird MCP, directly from the chat interface.

Query

Query policy performance and annuity data in Claude

Pull Corebridge policy data, annuity balances, and product performance metrics through Redbird into Claude conversations. Get instant answers about portfolio holdings, contribution trends, and policyholder status without opening dashboards.

Update

Update policyholder records and annuity contributions from chat

Update Corebridge policy details, log distribution events, and adjust annuity contribution data directly from Claude through Redbird. Keep your retirement plan records current without navigating back to the platform.

Report

Generate compliance and financial performance reports on demand

Ask Claude to compile Corebridge policy analytics, retirement plan summaries, and regulatory compliance reports through Redbird. Turn complex data into formatted reports ready for stakeholders and auditors.

Sync

Sync policyholder data with CRM and analytics tools

Move Corebridge policyholder records, annuity details, and contribution history to your connected CRM or analytics platforms through Redbird. Keep client data synchronized across your financial services stack from Claude.

Alert

Monitor retirement plan milestones and distribution schedules

Set up alerts in Claude that watch Corebridge for upcoming distribution dates, policy anniversaries, or contribution thresholds through Redbird. Stay ahead of client needs and compliance deadlines with proactive notifications.

Three steps to connect Corebridge to Claude

Redbird MCP bridges your tools with your AI chat — securely connecting Corebridge so Claude can read and write your data on demand.

01

Connect Corebridge to Redbird

Authorize Redbird to access your Corebridge account. Redbird MCP handles authentication and permissions securely — no code required.

02

Open Claude

Open your Claude chat interface. Redbird MCP is available as a connected tool, giving Claude access to your Corebridge data and workflows.

03

Ask about your policy and annuity data

Ask Claude anything about your Corebridge data through Redbird — query records, trigger updates, generate reports, or move data to other connected tools.

Redbird enables data movement in any direction

Through Redbird MCP, Claude can read from Corebridge, write to Corebridge, and move data between Corebridge and other connected tools — all from a single chat message.

Read

Pull policy and retirement plan analytics

Ask Claude to retrieve Corebridge policy performance data, annuity balances, and contribution histories through Redbird. Get immediate visibility into your insurance and retirement portfolios without leaving the chat.

Write

Update annuity records and policy details

Tell Claude to update Corebridge policyholder information, log new contributions, or adjust distribution schedules through Redbird. Make data changes conversationally and keep records accurate in real time.

Cross-tool

Sync policy data to Salesforce CRM

Ask Claude to move Corebridge policyholder details, annuity product information, and client interaction history into Salesforce through Redbird. Keep your CRM updated with the latest financial services data automatically.

Ready to bring Corebridge into Claude?

Connect Corebridge to Claude through Redbird MCP and start working with your insurance and retirement data directly in chat—no switching, no exports, just conversation.

Get started → Book a demo