# White Swan — Pipedream Connect

> 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.

- API slug: `white_swan` (use in MCP headers and tool keys)
- Auth: API key (Pipedream-managed)
- Categories: Commerce
- Website: https://www.whiteswan.io/
- This page (HTML): https://pipedream.com/apps/white-swan
- Tools: 4 actions · 2 triggers

## Connect via MCP (recommended)

- Endpoint: `https://remote.mcp.pipedream.net/v3`
- Headers: `Authorization: Bearer <token>` · `x-pd-project-id` · `x-pd-environment` · `x-pd-external-user-id` · `x-pd-app-slug: white_swan`

```ts
import { Client } from "@modelcontextprotocol/sdk/client/index.js"
import { StreamableHTTPClientTransport } from "@modelcontextprotocol/sdk/client/streamableHttp.js"
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 accessToken = await pd.rawAccessToken

const transport = new StreamableHTTPClientTransport(
  new URL("https://remote.mcp.pipedream.net/v3"),
  {
    requestInit: {
      headers: {
        Authorization: `Bearer ${accessToken}`,
        "x-pd-project-id": process.env.PIPEDREAM_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",
  },
})
```

Docs: [MCP guide](https://pipedream.com/docs/connect/mcp/developers.md)

## API proxy

For a White Swan endpoint with no pre-built tool, the proxy forwards your request with the connected user's credentials attached.

```bash
# The path segment is the target URL, URL-safe base64 encoded:
# https://app.whiteswan.io/api/1.1/wf/plan_requests

curl "https://api.pipedream.com/v1/connect/{project_id}/proxy/aHR0cHM6Ly9hcHAud2hpdGVzd2FuLmlvL2FwaS8xLjEvd2YvcGxhbl9yZXF1ZXN0cw?external_user_id={external_user_id}&account_id=apn_xxxxxxx" \
  -H "Authorization: Bearer {access_token}" \
  -H "x-pd-environment: production"
```

Docs: [API proxy guide](https://pipedream.com/docs/connect/api-proxy.md)

## SDK

```ts
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",
  },
})
```

Docs: [Managed auth guide](https://pipedream.com/docs/connect/managed-auth/quickstart.md) · [Tools guide](https://pipedream.com/docs/connect/components.md)

## Actions (4)

### `white_swan-create-pre-fill-info` — Create Pre-fill Info (Write)

Imports client data for pre-filling applications to enrich the user experience. See the documentation

Full schema: https://pipedream.com/apps/white-swan/actions/create-pre-fill-info.md

### `white_swan-get-referred-clients-info` — Get Referred Clients Info (Read-only)

Retrieves information about clients referred from the user's White Swan account. See the documentation

Full schema: https://pipedream.com/apps/white-swan/actions/get-referred-clients-info.md

### `white_swan-list-client-email-options` — List Client Email Options (Read-only)

Retrieves available options for the Client Email field.

Full schema: https://pipedream.com/apps/white-swan/actions/list-client-email-options.md

### `white_swan-submit-complete-plan-request` — Submit Complete Plan Request (Write)

Creates a new comprehensive quote request based on the information provided and generates the final quotation without further data requirements. See the documentation

Full schema: https://pipedream.com/apps/white-swan/actions/submit-complete-plan-request.md

## Triggers (2)

### `white_swan-new-earnings-event` — New Earnings Event (Polling)

Emit new event when a new earnings event is created for your account, such as credits from client referrals or partner payouts.

Full schema: https://pipedream.com/apps/white-swan/triggers/new-earnings-event.md

### `white_swan-new-personal-plan` — New Personal Plan (Polling)

Emit new event when a customer creates a personal plan.

Full schema: https://pipedream.com/apps/white-swan/triggers/new-personal-plan.md

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- All apps: https://pipedream.com/apps — index: https://pipedream.com/llms.txt
- Pipedream docs for agents: https://pipedream.com/docs/llms.txt