# Stedi Agent
Source: https://www.stedi.com/docs/healthcare/stedi-agent

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title: Stedi Agent
sidebarTitle: "Stedi Agent"
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The Stedi Agent is an AI assistant that helps you resolve common issues with eligibility checks and answers questions about supported payers.

The Stedi Agent is available in the Stedi portal for all plans. To use it, you must be at least an [Operator](/healthcare/accounts-and-billing#members) role within your Stedi account.

## Resolve failed eligibility checks

You can use the Stedi Agent to troubleshoot and resolve common recoverable eligibility check errors automatically.

To resolve an eligibility check failure with the Stedi Agent:

1. Go to the [Eligibility searches page](https://portal.stedi.com/app/healthcare/eligibility).
2. Click **Resolve with Stedi Agent** next to an eligibility search. This is button is only available next to eligibility searches with common recoverable errors.
3. The Stedi Agent opens a side panel in Debug view.
4. The Stedi Agent analyzes the eligibility request and works through best practice recovery strategies based on the error type. For example, if the payer returned an error code `75` (Subscriber/Insured Not Found), the agent may try different combinations of patient data or adjust the name format to find a match in the payer's system.

Each time the agent retries the eligibility check, it stores the new request in the same eligibility search record and it shows up in Debug view in real time. This allows you to see the history of attempts and the progression of the agent's troubleshooting efforts.

The agent only accesses data from the eligibility search it's working on. It can't access data from other searches, customers, or systems.

## Get payer details

The Stedi Agent can answer your questions about supported payers. It can help you:

* Find the payer ID for supported payers.
* Map your internal payer names to Stedi's supported payers.
* Determine which payers require [transaction enrollment](/healthcare/transaction-enrollment).
* Identify which payers support medical, dental, or both use cases.
* Get help with other payer-related questions.

To start chatting with the Stedi Agent:

1. Go to the [Chats page](https://portal.stedi.com/app/healthcare/chats) in the Stedi portal.
2. Click **New chat** and select **Payer Finder**.
3. Type your question in the chat window and press **Enter.** For example, you could ask "What is the payer ID for Aetna?" or "Does Cigna support dental use cases?" You can also ask more complex questions, like "Which payers support dental use cases and require transaction enrollment?" Talk to Stedi Agent like you would a human support agent.
4. Ask follow-up questions as needed. You can ask multiple questions about different payers in the same chat.

The Stedi Agent will respond to your questions and display its answers in the chat window.

## Review chat history

You can review a list of all past chats with the Stedi Agent on the [Chats page](https://portal.stedi.com/app/healthcare/chats) in the Stedi portal. Click any chat to open it and review the conversation history. You can restart any previous chat by sending a new message.

The chat history contains both your conversations about payer details and any recovery attempts the agent made while troubleshooting eligibility check failures.

## Usage notes

Please note:

* The Stedi Agent is available on all paid Stedi plans at no additional cost beyond those for related API calls.
* The agent is assistive. Outputs can be incorrect or incomplete. Verify all responses before taking any action based on them.
* You are responsible for any actions you instruct or authorize the AI service to take, including generating billable requests on your behalf.
* Your chats with the Stedi Agent aren't private - they're visible to anyone with access to your Stedi account.

## Stedi Agent vs. MCP server

The Stedi Agent and the Model Context Protocol (MCP) server can both help you resolve failed eligibility checks and find payer information, but they serve different use cases.

* The [Stedi Agent](/healthcare/stedi-agent) is a Stedi-controlled, AI assistant within the Stedi portal. It's ready to use whenever you need it. Unlike the MCP server, you can't manage or invoke the Stedi Agent programmatically - you can only use it within the Stedi portal. The Stedi Agent is built on top of the MCP server, meaning it uses the MCP server's exposed tools to perform actions.
* The [MCP Server](/healthcare/mcp-server) provides a set of tools, which are a wrapper around Stedi's APIs, that AI agents can use to find payer information and perform and troubleshoot eligibility checks. The MCP server includes the same retry logic (in a prompt) that the Stedi Agent uses to automatically resolve eligibility check failures.

  You can use the MCP server to build your own AI agents tailored to your use case. Unlike the Stedi Agent, you'll need to install and configure the MCP server for your preferred AI agent.