Hi there,
Today we're launching the BenefitFlow MCP: a connector to your AI assistant (Claude, ChatGPT, CoPilot, etc.) that lets you interact with BenefitFlow data outside the platform and in plain language.
Now you can prospect and research employers, brokers, and contacts in your AI Chat window. Gather insights and buying signals, build lead lists, or enrich a list of accounts you already own with BenefitFlow data points. You're in control.
It's built for sellers, not developers. You connect once, sign in with your existing BenefitFlow account, and start asking questions. Until now, prospecting meant exporting, tab-hopping, and rebuilding lists in a spreadsheet. The BenefitFlow MCP closes that gap.
🔎 Prospect for accounts and people
Describe the list you want, down to funding type and renewal date, and get employers, brokers, or benefits decision-makers back. Reveal verified email and phone when you're ready to act.
💼 Research accounts and relationships
Pull a full profile in one shot: firmographics, funding, renewals, buying signals, key partners, and the broker who has the relationship. Ask it from either side, from the employer or from the broker.
📄 Bulk-enrich a list
Paste a list of names or domains and match every row straight to BenefitFlow records. No manual lookup and no export needed.
🔌 Plugs in where you already work
Add BenefitFlow as a connector in Claude (desktop, web, or Claude Code), ChatGPT (paid plan with Developer mode), or any custom agent that speaks MCP, then sign in and approve access. No API keys, no developer setup.
🔒 Your data, your permissions
The MCP connection authenticates with your BenefitFlow account and returns responses based on your existing permissions. It's read-only, apart from contact reveals, which show a free cost estimate and ask for your approval before spending credits. Every MCP call is logged and capped.
There's no separate subscription. Firmographics, relationships, and native signals are included, and contact reveals draw on the same credits you already use in the app.
🎓 Resources
Check out the resources below to get the most out of the MCP:
Connect BenefitFlow to Claude and ChatGPT
Thanks for reading!
Questions about the MCP? Reach out to your Customer Success Manager or email CustomerTeam@benefit-flow.com
- The BenefitFlow Team