Rivera Insurance Group · data as of 2026-09-18

MedsPocket clients

Invite a client

4Sharing with you

1Connected, not shared

1Invites waiting

5Alerts to act on

Dorothy M.

Sharing with you Medicare link until 2027-10-16

Current plan Medicare coverage record

Sample Advantage Plus (HMO)

H0000-001 · MAPD

Drug spending 2026

$1,085 of $2,100 cap

Alerts

New medicine: Jardiance 10 mg tablet, first filled 2026-08-05. Check formulary coverage for next year.

Medicines Part D fills

Medicine	Qty / days	Fills	First	Last	Prescriber	Paid last
Jardiance 10 mg tablet	30 / 30	2	2026-08-05	2026-09-04	Dr. Lena Ortiz · 1000000002	$47
Eliquis 5 mg tablet	60 / 30	18	2025-03-10	2026-09-02	Dr. Ana Patel · 1000000001	$47
Atorvastatin 40 mg tablet	90 / 90	11	2024-02-01	2026-08-10	Dr. Lena Ortiz · 1000000002	$0
Metformin 500 mg tablet	180 / 90	12	2023-11-20	2026-07-15	Dr. Lena Ortiz · 1000000002	$0
Lisinopril 10 mg tablet	90 / 90	17	2022-06-01	2026-06-28	Dr. Lena Ortiz · 1000000002	$0

Prescribers for network checks

Dr. Ana Patel Cardiology · NPI 1000000001
Dr. Lena Ortiz Internal Medicine · NPI 1000000002

Medical claims Original Medicare only

None. Medicare Advantage medical claims stay with the carrier.

What Ambrose sends to THE BRAIN for the plan comparison

{
  "client_id": "dorothy-m",
  "current_plan": {
    "contract_id": "H0000",
    "plan_id": "001",
    "name": "Sample Advantage Plus (HMO)",
    "coverage_type": "MAPD"
  },
  "drugs": [
    {
      "name": "Jardiance 10 mg tablet",
      "ndc": null,
      "quantity": 30,
      "days_supply": 30
    },
    {
      "name": "Eliquis 5 mg tablet",
      "ndc": null,
      "quantity": 60,
      "days_supply": 30
    },
    {
      "name": "Atorvastatin 40 mg tablet",
      "ndc": null,
      "quantity": 90,
      "days_supply": 90
    },
    {
      "name": "Metformin 500 mg tablet",
      "ndc": null,
      "quantity": 180,
      "days_supply": 90
    },
    {
      "name": "Lisinopril 10 mg tablet",
      "ndc": null,
      "quantity": 90,
      "days_supply": 90
    }
  ],
  "prescriber_npis": [
    "1000000002",
    "1000000001"
  ],
  "dual_status_code": "NA"
}

Harold K.

Sharing with you Medicare link until 2027-09-29

Current plan Medicare coverage record

Sample Rx Saver (PDP)

S0000-002 · Original Medicare + Medigap + PDP

Drug spending 2026

$1,760 of $2,100 cap

Alerts

Levothyroxine 75 mcg tablet looks 31 days past its refill (last filled 2026-07-20).
$1760 of the $2100 Part D out-of-pocket cap spent this year.

Medicines Part D fills

Medicine	Qty / days	Fills	First	Last	Prescriber	Paid last
Xarelto 20 mg tablet	30 / 30	28	2024-05-02	2026-09-01	Dr. Ana Patel · 1000000001	$95
Tamsulosin 0.4 mg capsule	90 / 90	7	2025-01-15	2026-08-20	Dr. Marcus Chen · 1000000003	$0
Levothyroxine 75 mcg tablet	30 / 30	58	2021-09-09	2026-07-20	Dr. Grace Okafor · 1000000004	$2

Prescribers for network checks

Dr. Ana Patel Cardiology · NPI 1000000001
Dr. Marcus Chen Urology · NPI 1000000003
Dr. Grace Okafor Endocrinology · NPI 1000000004

Medical claims Original Medicare only

Doctor visits: 14
Outpatient: 3

What Ambrose sends to THE BRAIN for the plan comparison

{
  "client_id": "harold-k",
  "current_plan": {
    "contract_id": "S0000",
    "plan_id": "002",
    "name": "Sample Rx Saver (PDP)",
    "coverage_type": "Original Medicare + Medigap + PDP"
  },
  "drugs": [
    {
      "name": "Xarelto 20 mg tablet",
      "ndc": null,
      "quantity": 30,
      "days_supply": 30
    },
    {
      "name": "Tamsulosin 0.4 mg capsule",
      "ndc": null,
      "quantity": 90,
      "days_supply": 90
    },
    {
      "name": "Levothyroxine 75 mcg tablet",
      "ndc": null,
      "quantity": 30,
      "days_supply": 30
    }
  ],
  "prescriber_npis": [
    "1000000001",
    "1000000003",
    "1000000004"
  ],
  "dual_status_code": "NA"
}

Linda P.

Sharing with you Medicare link until 2026-10-30

Current plan Medicare coverage record

Sample Advantage Value (HMO)

H0000-003 · MAPD

Drug spending 2026

$42 of $2,100 cap

Alerts

Medicare connection expires in 42 days (2026-10-30). Ask Linda to reconnect.
Dual-eligible (code 02). Review D-SNP options.

Medicines Part D fills

Medicine	Qty / days	Fills	First	Last	Prescriber	Paid last
Trulicity 1.5 mg pen	4 / 28	20	2025-02-11	2026-09-10	Dr. Grace Okafor · 1000000004	$4.9
Gabapentin 300 mg capsule	90 / 30	23	2024-10-01	2026-09-05	Dr. Lena Ortiz · 1000000002	$1.6

Prescribers for network checks

Dr. Grace Okafor Endocrinology · NPI 1000000004
Dr. Lena Ortiz Internal Medicine · NPI 1000000002

Medical claims Original Medicare only

None. Medicare Advantage medical claims stay with the carrier.

What Ambrose sends to THE BRAIN for the plan comparison

{
  "client_id": "linda-p",
  "current_plan": {
    "contract_id": "H0000",
    "plan_id": "003",
    "name": "Sample Advantage Value (HMO)",
    "coverage_type": "MAPD"
  },
  "drugs": [
    {
      "name": "Trulicity 1.5 mg pen",
      "ndc": null,
      "quantity": 4,
      "days_supply": 28
    },
    {
      "name": "Gabapentin 300 mg capsule",
      "ndc": null,
      "quantity": 90,
      "days_supply": 30
    }
  ],
  "prescriber_npis": [
    "1000000004",
    "1000000002"
  ],
  "dual_status_code": "02"
}

CMS sandbox test patient

Sharing with you Medicare link until 2027-10-18

Real CMS sandbox records (synthetic patient -88888888888888), run through lib/normalize.js. The plan IDs are CMS sandbox placeholders.

Current plan Medicare coverage record

Plan name from THE BRAIN lookup

C-C

Drug spending 2026

$0 of $2,100 cap

Medicines Part D fills

Medicine	Qty / days	Fills	First	Last	Prescriber	Paid last
TYLENOL EXTRA STRENGTH - ACETAMINOPHEN NDC 667159747	60 / 30	1	2015-05-12	2015-05-12	DR. ROBERT BISBEE MD · 1750384806	$235.85

Prescribers for network checks

DR. ROBERT BISBEE MD Internal Medicine Physician · NPI 1750384806

Medical claims Original Medicare only

Doctor visits: 1
Medical equipment: 1
Outpatient: 1
Hospital stays: 1
Skilled nursing: 1
Hospice: 1
Home health: 1

What Ambrose sends to THE BRAIN for the plan comparison

{
  "client_id": "cms-sandbox",
  "current_plan": {
    "contract_id": "C",
    "plan_id": "C",
    "name": null,
    "coverage_type": null
  },
  "drugs": [
    {
      "name": "TYLENOL EXTRA STRENGTH - ACETAMINOPHEN",
      "ndc": "667159747",
      "quantity": 60,
      "days_supply": 30
    }
  ],
  "prescriber_npis": [
    "1750384806"
  ],
  "dual_status_code": "AA"
}

Alerts across your book

highLinda P. Medicare connection expires in 42 days (2026-10-30). Ask Linda to reconnect.
mediumDorothy M. New medicine: Jardiance 10 mg tablet, first filled 2026-08-05. Check formulary coverage for next year.
mediumHarold K. $1760 of the $2100 Part D out-of-pocket cap spent this year.
mediumLinda P. Dual-eligible (code 02). Review D-SNP options.
lowHarold K. Levothyroxine 75 mcg tablet looks 31 days past its refill (last filled 2026-07-20).

Invite a client

Text preview

No health details ever go in the text. It only has the link.

Ask Ambrose

How an agent would use it in the Ambrose chat. The tool calls are the real MCP tools below; the replies are illustrative.

Who in my book needs attention before AEP?

→ medspocket_list_alerts

Three clients: Linda P.’s Medicare connection expires Oct 30, and she’s dual-eligible, so she’s worth a D-SNP review. Harold K. has spent $1,760 of the $2,100 drug cap and looks a month late on Levothyroxine. Dorothy M. started Jardiance in August; check it’s on the formulary for 2027.

Pull Dorothy’s meds and compare 2027 plans.

Is a Scope of Appointment on file for Dorothy?

Yes, signed Sep 16.

→ medspocket_brain_input { client_id: "dorothy-m", soa_on_file: true }

→ THE BRAIN · AEP crosswalk + plan comparison

Dorothy’s on H0000-001 with 5 medicines from 2 prescribers. I’ve run the 2027 comparison: her current plan’s 2027 version, plus the 3 lowest-cost alternatives that cover all 5 and keep both doctors in network. It’s ready in her review packet. I won’t text her any of it.

Connect MedsPocket to Ambrose

MCP server

Endpoint: https://medspocket.com/mcp
Transport: HTTP (streamable, JSON)
Auth header: Authorization: Bearer <agency key>
Discovery: /.well-known/mcp.json

In Ambrose: MCPs → Add → slug medspocket, transport http, the URL above, and the header.

Tools

medspocket_list_clientsList the agency's MedsPocket clients with connection status (invited / connected / shared), consent expiry and alert counts. Contains no medical detail.
medspocket_get_client_profileCurrent plan (Part C/D contract + plan ID), medicines with fills and prescribers, prescribers, drug spending this year, medical claim counts, and alerts, for a client who shares with the agent.
medspocket_brain_inputCompact input for THE BRAIN plan comparison: current contract/plan ID and each medicine with NDC (when known), quantity and days supply, plus prescriber NPIs for network checks.
medspocket_list_alertsThings to act on across all clients: consent expiring, new medicines, refill gaps, near the Part D out-of-pocket cap, dual-eligible (D-SNP review).
medspocket_create_inviteCreate the agent's personal MedsPocket link for a client and a suggested text message (no health details in it). Does NOT send anything; send it through GHL.

Questions

How does Ambrose get MedsPocket data?

Through the MedsPocket MCP server. The agency adds it in Ambrose once with its API key, and Ambrose can then list clients, pull a shared profile, and hand the drug list and current plan to THE BRAIN.

Can an agent see a client’s medicines without their permission?

No. A client has to connect their own Medicare account and separately choose to share with that agent. Clients who connect but don’t share only show a status.

Does MedsPocket text plan or drug details to clients?

No. Plan, drug and prescriber details stay in the agent’s view. Messages to clients only ever contain the invite link and scheduling.

MedsPocket clients

Dorothy M.

Harold K.

Linda P.

Margaret T.

James W.

CMS sandbox test patient

Alerts across your book

Invite a client

Ask Ambrose

Connect MedsPocket to Ambrose

Questions