Socotra
Automate Socotra policyholders, policies, claims, claim payables, policyholder invoices, lifecycle updates, and claim polling.
Tools
| Name | Description |
|---|---|
create_policyholderCreate a Socotra policyholder. | Create a Socotra policyholder. |
get_policyholderGet a Socotra policyholder by locator. | Get a Socotra policyholder by locator. |
update_policyholderUpdate a Socotra policyholder by locator. | Update a Socotra policyholder by locator. |
list_policyholder_policiesFetch policies associated with one policyholder. | Fetch policies associated with one policyholder. |
list_policyholder_invoicesFetch invoice metadata associated with one policyholder. | Fetch invoice metadata associated with one policyholder. |
create_policyCreate a Socotra policy from a policyholder and exposure payload. | Create a Socotra policy from a policyholder and exposure payload. |
get_policyGet a Socotra policy by locator. | Get a Socotra policy by locator. |
create_claimCreate a Socotra claim. | Create a Socotra claim. |
update_claimUpdate a Socotra claim, including status changes such as open or closed where configured. | Update a Socotra claim, including status changes such as open or closed where configured. |
get_claimGet a Socotra claim by locator. | Get a Socotra claim by locator. |
list_claimsFind Socotra claims in a created timestamp range. Returns claim records without downloading media bodies. | Find Socotra claims in a created timestamp range. Returns claim records without downloading media bodies. |
list_policy_claimsFetch all claims for a specific Socotra policy. | Fetch all claims for a specific Socotra policy. |
discard_claimDiscard a Socotra claim by exact locator. | Discard a Socotra claim by exact locator. |
create_claim_payableCreate a subclaim payable. | Create a subclaim payable. |
get_claim_payableGet a Socotra claim payable by locator. | Get a Socotra claim payable by locator. |
reverse_claim_payableReverse a Socotra claim payable. | Reverse a Socotra claim payable. |
overwrite_policyholder_dataPermanently overwrite specified policyholder fields; use only for documented expunge workflows. | Permanently overwrite specified policyholder fields; use only for documented expunge workflows. |
Triggers
| Name | Description |
|---|---|
claim_created_or_updatedPoll Socotra claims after an initial baseline using the claims date-range endpoint. | Poll Socotra claims after an initial baseline using the claims date-range endpoint. |
Quick Start
import { WeavzClient } from '@weavz-io/sdk'
const weavz = new WeavzClient({ apiKey: 'wvz_...' })
const result = await weavz.actions.execute('socotra', 'create_policyholder', {
workspaceId: '550e8400-e29b-41d4-a716-446655440000',
integrationAlias: 'socotra',
input: { /* ... */ },
})Related Integrations
Works well with
Frequently Asked Questions
How do I connect Socotra to my app?
Use Weavz Hosted Connect for Custom authentication. Install the SDK, create a connection through the connect portal or API, then execute tools programmatically.
What tools does Socotra support?
Socotra supports 17 tools including Create Policyholder, Policyholder, Update Policyholder, List Policyholder Policies, List Policyholder Invoices, and more.
Can I use Socotra with AI agents?
Yes. Add Socotra to an MCP server in Tool Mode or Code Mode. Code Mode provides 3 meta-tools with on-demand API discovery so agents can compose stateful workflows without loading every action schema up front.
Can Socotra be used in stateful agent workflows?
Yes. Agents can combine Socotra tools with Filesystem, State KV, Human Gates, input partials, and other workspace integrations while keeping execution scoped to the selected workspace or end user.
What authentication does Socotra use?
Socotra uses Custom. Weavz stores credentials securely and uses them for authorized action execution.
How much does the Socotra integration cost?
The Socotra integration is included on all Weavz plans including the free tier with 20,000 actions per month. No credit card required.
What triggers does Socotra support?
Socotra supports 1 triggers including Claim Created or Updated.
Connect Socotra in minutes
Get 20,000 free action executions every month. No credit card required.