BerniePortal (Preview)

BerniePortal benefits data in Microsoft 365 Copilot and Copilot Studio.

This connector is available in the following products and regions:

Service Class Regions
Copilot Studio Premium All Power Automate regions except the following:
     -   US Government (GCC)
     -   US Government (GCC High)
     -   China Cloud operated by 21Vianet
     -   US Department of Defense (DoD)
Logic Apps Standard All Logic Apps regions except the following:
     -   Azure Government regions
     -   Azure China regions
     -   US Department of Defense (DoD)
Power Apps Premium All Power Apps regions except the following:
     -   US Government (GCC)
     -   US Government (GCC High)
     -   China Cloud operated by 21Vianet
     -   US Department of Defense (DoD)
Power Automate Premium All Power Automate regions except the following:
     -   US Government (GCC)
     -   US Government (GCC High)
     -   China Cloud operated by 21Vianet
     -   US Department of Defense (DoD)
Contact
Name BerniePortal
URL https://www.bernieportal.com
Email help@bernieportal.com
Connector Metadata
Publisher BerniePortal
Website https://www.bernieportal.com
Privacy Policy https://www.bernieportal.com/privacy-policy
Categories AI;Data

BerniePortal MCP Connector

BerniePortal is a benefits administration and HR platform for employers and the insurance agencies and brokers that serve them. The BerniePortal MCP Connector lets Microsoft 365 Copilot and Microsoft Copilot Studio answer questions about a user's BerniePortal book of business: employer clients, renewals, offered plans and premiums, enrollment, elections, and related brokerage data.

Publisher

BerniePortal

Prerequisites

To use this app, you must have an active BerniePortal account. New to BerniePortal? Visit https://www.bernieportal.com to learn more and contact our team.

  • An active BerniePortal account with an agency, broker, service team member, or employer administrator role.
  • Access to at least one employer with the BerniePortal Benefits feature enabled.
  • Permission in your Microsoft tenant to add connectors to Microsoft 365 Copilot or Microsoft Copilot Studio.

Supported operations

The connector exposes a small search-and-invoke surface. Copilot searches the BerniePortal tool catalog for the right capability and then invokes it, so the catalog can grow without changing the connector.

search-mcp-tools

Searches the BerniePortal tool catalog with a natural-language query and returns ranked matches with descriptions and input schemas.

invoke-mcp-tool

Invokes a catalog tool returned by search-mcp-tools with JSON arguments. Catalog tools are read-only and cover:

  • Agency structure: agencies, brokers, and service team members.
  • Employer clients: client list, branding, enrollment context, and renewals.
  • Offers and plans: offer summary, offered plans, premium grids, and employee vs employer cost share by tier.
  • Enrollment: enrollment overview, election roster, off-renewal employees, coverage tier breakdown, health plan mix, HSA contributions, and projected renewal benefit costs.
  • Book of business analytics: enrollment summary, ancillary take-up, plan enrollment ranking, renewal-over-renewal enrollment comparison, and waived coverage trends.
  • Documents and files: plan documents (SBC, enrollment guides), employee election confirmation PDFs, and employee roster exports, delivered as short-lived authenticated download links.
  • Employee life event eligibility by benefit type.

report-mcp-tool-failure

Records feedback when BerniePortal could not fulfill a request, either because no catalog tool fit the request or because a tool returned data that did not answer the question. This is the only tool that writes data, and it only stores the feedback report.

Obtaining credentials

The connector uses OAuth 2.0 with the authorization code flow. Users sign in with their existing BerniePortal credentials, including multi-factor authentication when their account requires it. No API key is needed.

Getting started

  1. Add the BerniePortal connector in Microsoft 365 Copilot or Microsoft Copilot Studio. Connection steps are also available at https://app.bernieportal.com/mcp-connector.
  2. When prompted, sign in to BerniePortal with your agency, broker, service team member, or employer administrator account.
  3. Review the requested access (Use MCP tools) and select Authorize.
  4. Ask Copilot a question such as:
    • "List my employer clients in BerniePortal."
    • "What renewals are open for Acme Corp?"
    • "Show the employee vs employer cost share by tier for the Acme Corp PPO plan."
    • "Which clients in my book have the lowest enrollment rate?"

Support

BerniePortal provides connector support by email at help@bernieportal.com. Help articles are available in the BerniePortal Support Center at https://help.bernieportal.com. Microsoft Teams chat support is not offered.

The connector is available in English only.

Known issues and limitations

  • Access follows BerniePortal permissions. Copilot only sees employer clients the signed-in user can access in BerniePortal, and tools that are not available to the user's role are not returned by search.
  • Employer data is limited to clients with the BerniePortal Benefits feature enabled. Other clients are not returned.
  • The connector is built for agency, broker, and service team member users. Employer administrators can only use the employee roster export and life event eligibility tools. Employees cannot use the connector.
  • The connector is read-only except for report-mcp-tool-failure. It cannot change plans, elections, or employer settings.
  • Plan documents, election PDFs, and roster exports are returned as short-lived download links that require the user to be signed in to BerniePortal. Links expire and must be requested again after expiry.
  • Large rosters and election lists are paginated. Copilot may need to request additional pages for complete results.
  • Book of business comparisons and trends require at least two renewal periods of history for a client.
  • Projected renewal benefit costs are available only for open renewals.

Actions

BerniePortal

BerniePortal benefits data in Microsoft 365 Copilot and Copilot Studio.

BerniePortal

Operation ID:
InvokeMCP

BerniePortal benefits data in Microsoft 365 Copilot and Copilot Studio.