White Swan icon

CONNECT APP

Build with White Swan

White Swan’s digital platform and expert advisors makes it easy to get your clients any type of life insurance solution with the highest best-interest standards and most convenient experience.

Commerce

  • API key

MCP

Give your agent White Swan tools

Every White Swan action is exposed as an MCP tool on Pipedream's remote server. Point a client at it with your end user's ID and Connect resolves that user's White Swan account for each tool call — you store no tokens.

// accessToken: mint a short-lived token with the Connect SDK — see the MCP guide
const transport = new StreamableHTTPClientTransport(
  new URL("https://remote.mcp.pipedream.net/v3"),
  {
    requestInit: {
      headers: {
        Authorization: `Bearer ${accessToken}`,
        "x-pd-project-id": "{project_id}",
        "x-pd-environment": "production",
        "x-pd-external-user-id": "{external_user_id}", // any stable ID for this user in your system
        "x-pd-app-slug": "white_swan",
      },
    },
  },
)

const mcp = new Client({ name: "my-agent", version: "1.0.0" })
await mcp.connect(transport)

const { tools } = await mcp.listTools()

// e.g. run Create Pre-fill Info:
const result = await mcp.callTool({
  name: "white_swan-create-pre-fill-info",
  arguments: {
    firstName: "First Name",
    lastName: "Last Name",
  },
})

API PROXY

Call the White Swan API directly

For an endpoint with no pre-built tool, the Connect proxy forwards your request to the White Swan API with the connected user's credentials attached. You store no tokens and write no refresh logic.

const resp = await pd.proxy.get({
  externalUserId: "{external_user_id}", // any stable ID for this user in your system
  accountId: "apn_xxxxxxx",
  url: "https://app.whiteswan.io/api/1.1/wf/plan_requests",
})

// Any allowed White Swan endpoint works here. Pipedream attaches the
// connected account's credentials to the outgoing request.

SDK

Run White Swan actions from your backend

Connect a user's White Swan account once, then run Create Pre-fill Info on their behalf from your own code — TypeScript, Python, or plain HTTP.

import { PipedreamClient } from "@pipedream/sdk"

const pd = new PipedreamClient({
  projectId: process.env.PIPEDREAM_PROJECT_ID!,
  clientId: process.env.PIPEDREAM_CLIENT_ID!,
  clientSecret: process.env.PIPEDREAM_CLIENT_SECRET!,
  projectEnvironment: "production",
})

const result = await pd.actions.run({
  id: "white_swan-create-pre-fill-info",
  externalUserId: "{external_user_id}", // any stable ID for this user in your system
  configuredProps: {
    white_swan: { authProvisionId: "apn_xxxxxxx" },
    firstName: "First Name",
    lastName: "Last Name",
  },
})

REFERENCE

App details

Reference metadata for the White Swan connector in the Pipedream registry.

App slug
white_swan
Authentication
API key
Categories
Commerce
Actions
4
Triggers
2
API proxy
Available