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url: /mcp/use-cases.md
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# Use cases

## Typical broker use cases

A broker may use the MCP server to:

* retrieve a consolidated view of a client's contract;
* understand the current allocation and performance;
* identify pending operations and missing documents;
* verify whether a fund is eligible for a contract;
* retrieve the information needed to prepare a client meeting;
* explain the status of an arbitrage, premium payment, or withdrawal;
* compare funds available within the relevant product;
* review the objectives and allocation of each management compartment.

Access remains limited to the clients, contracts, and data the broker is
authorized to view.

## Typical subscriber use cases

A subscriber may use the MCP server to ask questions such as:

* What is the current value of my contract?
* Where is my money invested?
* How has my contract performed?
* What is the objective of each compartment?
* Has my latest payment been received and invested?
* What is the status of my withdrawal?
* Which documents are still missing?
* When is my next scheduled payment?
* What fees apply to my contract?
* Which documents are available for download?

The MCP client can use Quarzo Life data to provide a clear explanation, but
it must not present itself as providing personalized financial, legal, or
tax advice.