Claude + QQCatalyst:
what works today, and what doesn’t.

The gate: QQ API partner or enterprise access

QQCatalyst’s API is a REST service with OAuth sign-in. Third-party apps must register with Vertafore as an API partner, and each agency then grants the app access to its data. For an agency’s own use there is enterprise API access: a key and secret from Vertafore plus a list of the IP addresses that will connect.

No price is published for either route. Vertafore’s Orange Partner Program lists QQCatalyst among the products its vetted partners integrate with.

• The IP allowlist means the bridge should run on a server with a fixed address, not a laptop.
• There is a developer test tenant for building before you touch real data.

What Vertafore gives you, and what it doesn’t

QQCatalyst is actively developed (version 6.0 shipped in May 2026, with release notes updated in October), but Vertafore’s AI work this year (the Velocity AI Platform in April and the Agentic Agency release in September) names AMS360, Sagitta and other products, not QQCatalyst. None of it mentions MCP or Claude.

The API covers the core of the system:

• Contacts: look up, insert, summaries, and lists created or modified in a date range.
• Policies by contact, and tasks by contact or policy, with task updates.
• Pages of 25 rows by default, and a limit of about 60 calls a minute per endpoint per agency.
• No documented webhooks, and no Zapier or Make app.

How you would actually connect Claude to QQCatalyst

With credentials, the bridge is an MCP server on a fixed-address server: it tells Claude which QQCatalyst actions exist and calls the API when asked.

1. 01
   Ask Vertafore for API access

   Partner registration or enterprise credentials through your QQCatalyst account rep. Expect vetting and an IP allowlist.
2. 02
   Build read tools first

   Contacts, policies and tasks. Writes (create and update tasks) come later, behind a confirmation.
3. 03
   Handle the rate limit properly

   Going over the limit returns “unauthorized”, which looks like an expired login. The bridge must back off instead of signing in again.
4. 04
   Mirror for book-wide questions

   Small pages and a per-minute limit make “every policy renewing in March” slow live. A nightly sync into your own store answers it fast.
5. 05
   Host on a fixed address

   A remote server on allowlisted IPs, added to Claude as a custom connector with OAuth so each person signs in as themselves.

The limits that actually matter

• Access is approved by Vertafore per partner and per agency, with no self-serve key and no published price.
• Rate limiting answers “unauthorized”, not “too many requests”, which trips up naive clients.
• No webhooks found, so nothing in QQCatalyst can wake Claude up.
• QQCatalyst is missing from Vertafore’s 2026 AI announcements; plan as if outside AI is the only AI it will get for now.

Claude itself has one more limit on every AMS: it acts when someone asks, or on a scheduled task’s clock. It does not notice a new lead, a changed policy or a cancellation notice on its own. Anything that should happen because something changed in QQCatalyst needs a listener running outside Claude.

If you want QQCatalyst work that runs on its own

We are an engineering team that builds automation on top of the AMS an agency already runs. For QQCatalyst that means one of two things: we build and host the bridge above so your team can ask Claude about the book, or we skip the chat window and build the workflow itself, triggered by QQCatalyst events and checked by rules where a wrong number matters.

• A Claude connector on your QQCatalyst data, hosted on allowlisted addresses, with a nightly mirror for book-wide questions.
• Daily task and renewal digests per producer, built from QQCatalyst without anyone opening a chat.
• Commercial submissions and carrier portal entry from the QQCatalyst record, with quotes written back.

The first build is live in 14 days for $2,499, charged only if your team is using it, then $2,499 a month flat. You keep the code. More on what we automate on top of QQCatalyst.

Trucking agency? Our Market Tracker connector already works in Claude today: it answers carrier questions (filings, X-dates, safety, ISS) from the federal record, so the AMS bridge only has to carry your own book.

Claude + QQCatalyst, answered.