Menlo
Complete a Menlo application, authorize carrier quote requests and answer quote follow-ups.
Should I use this
Quality & Safety
A
Based on automated analysis of tool definitions and protocol compliance.
Context Cost
~8,297Tokens (tool definitions)
~7.4 KBTypical response size
Significant attention impact (6.48% of 128k context)
This is the approximate number of tokens consumed each time the server's tools are loaded into a model's context. Higher counts reduce the attention available for other tasks.
Install
One-Click Install
Add this to your `claude_desktop_config.json` file:
{
"mcpServers": {
"mcp": {
"url": "https://www.menloinsurance.com/mcp"
}
}
}Remote endpoints
https://www.menloinsurance.com/mcpstreamable-httpWhat it can do
Tool inventory
Tools (11)
🟢 Read-only🟡 Write🔴 Delete⚪ Unknown
🟢list_products(locale)
Lists Menlo’s published quote forms with the states each serves, its website quote link and how requests are processed. Availability does not guarantee eligibility or a carrier quote.
Input Schema
{
"type": "object",
"properties": {
"locale": {
"default": "en",
"type": "string",
"enum": [
"en",
"es"
]
}
},
"$schema": "https://json-schema.org/draft/2020-12/schema",
"additionalProperties": false
}Output Schema
{
"type": "object",
"properties": {
"products": {
"type": "array",
"items": {
"type": "object",
"properties": {
"formId": {
"type": "string"
},
"label": {
"type": "string"
},
"quoteUrl": {
"type": "string",
"format": "uri"
},
"availableStates": {
"type": "array",
"items": {
"type": "string"
}
},
"quotingProcess": {
"type": "string"
}
},
"required": [
"formId",
"label",
"quoteUrl",
"availableStates",
"quotingProcess"
],
"additionalProperties": false
}
}
},
"required": [
"products"
],
"$schema": "https://json-schema.org/draft/2020-12/schema",
"additionalProperties": false
}🟢get_quote_link(formId, locale)
Returns the website quote form link for a published formId. Does not create or submit an application or read private quotes.
Input Schema
{
"type": "object",
"properties": {
"formId": {
"type": "string",
"pattern": "^[a-z][a-z0-9-]{0,60}$"
},
"locale": {
"default": "en",
"type": "string",
"enum": [
"en",
"es"
]
}
},
"required": [
"formId"
],
"$schema": "https://json-schema.org/draft/2020-12/schema",
"additionalProperties": false
}Output Schema
{
"type": "object",
"properties": {
"product": {
"type": "object",
"properties": {
"formId": {
"type": "string"
},
"label": {
"type": "string"
},
"quoteUrl": {
"type": "string",
"format": "uri"
},
"availableStates": {
"type": "array",
"items": {
"type": "string"
}
}
},
"required": [
"formId",
"label",
"quoteUrl",
"availableStates"
],
"additionalProperties": false
},
"nextStep": {
"type": "string"
}
},
"required": [
"product",
"nextStep"
],
"$schema": "https://json-schema.org/draft/2020-12/schema",
"additionalProperties": false
}🟡start_quote(formId, locale)
Creates one empty quote draft for a published formId selected from the customer's stated need, or resumes the one existing connected quote. Requires website OAuth consent first. Repeated calls return the same quote; a different product cannot replace it. Returns the current application page. Does not request carrier pricing, accept insurance terms or submit the application.
Input Schema
{
"type": "object",
"properties": {
"formId": {
"description": "Published formId from list_products, chosen for the customer's stated insurance need. Required for a new connection; omit to resume its existing quote.",
"type": "string",
"pattern": "^[a-z][a-z0-9-]{0,60}$"
},
"locale": {
"default": "en",
"type": "string",
"enum": [
"en",
"es"
]
}
},
"$schema": "https://json-schema.org/draft/2020-12/schema",
"additionalProperties": false
}Output Schema
{
"type": "object",
"properties": {
"demo": {
"type": "boolean"
},
"quoteNumber": {
"type": "integer",
"minimum": -9007199254740991,
"maximum": 9007199254740991
},
"formId": {
"type": "string"
},
"formRevisionId": {
"type": "string"
},
"baseRevision": {
"type": "integer",
"minimum": -9007199254740991,
"maximum": 9007199254740991
},
"stage": {
"type": "string"
},
"section": {
"type": "string",
"enum": [
"easy",
"recommendation",
"application",
"review",
"waiting",
"out_of_area",
"cancelled"
]
},
"websiteRequired": {
"type": "boolean"
},
"websiteRequiredReason": {
"anyOf": [
{
"type": "string"
},
{
"type": "null"
}
]
},
"websiteUrl": {
"type": "string",
"format": "uri"
},
"geography": {
"anyOf": [
{
"type": "object",
"properties": {
"eligible": {
"type": "boolean"
},
"state": {
"anyOf": [
{
"type": "string"
},
{
"type": "null"
}
]
},
"basis": {
"type": "string",
"enum": [
"license",
"product"
]
}
},
"required": [
"eligible",
"state"
],
"additionalProperties": false
},
{
"type": "null"
}
]
},
"page": {
"anyOf": [
{
"type": "object",
"properties": {
"id": {
"type": "string"
},
"title": {
"type": "string"
},
"index": {
"type": "integer",
"minimum": -9007199254740991,
"maximum": 9007199254740991
},
"pageCount": {
"type": "integer",
"minimum": -9007199254740991,
"maximum": 9007199254740991
},
"questions": {
"type": "array",
"items": {
"type": "object",
"properties": {
"id": {
"type": "string"
},
"label": {
"type": "string"
},
"control": {
"type": "string"
},
"required": {
"type": "boolean"
},
"answerOnWebsite": {
"type": "boolean"
},
"readOnly": {
"type": "boolean"
},
"helpText": {
"type": "string"
},
"options": {
"type": "array",
"items": {
"type": "object",
"properties": {
"value": {
"anyOf": [
{
"type": "string"
},
{
"type": "number"
},
{
"type": "boolean"
}
]
},
"label": {
"type": "string"
}
},
"required": [
"value",
"label"
],
"additionalProperties": false
}
},
"prefillValue": {
"anyOf": [
{
"type": "string",
"maxLength": 4000
},
{
"type": "number"
},
{
"type": "boolean"
},
{
"maxItems": 100,
"type": "array",
"items": {
"type": "string",
"maxLength": 500
}
},
{
"type": "null"
}
]
}
},
"required": [
"id",
"label",
"control",
"required",
"answerOnWebsite",
"readOnly"
],
"additionalProperties": false
}
},
"answerSchema": {
"type": "object",
"propertyNames": {
"type": "string"
},
"additionalProperties": {}
}
},
"required": [
"id",
"title",
"index",
"pageCount",
"questions",
"answerSchema"
],
"additionalProperties": false
},
{
"type": "null"
}
]
},
"nextStep": {
"type": "string"
}
},
"required": [
"demo",
"quoteNumber",
"formId",
"formRevisionId",
"baseRevision",
"stage",
"section",
"websiteRequired",
"websiteRequiredReason",
"websiteUrl",
"geography",
"page",
"nextStep"
],
"$schema": "https://json-schema.org/draft/2020-12/schema",
"additionalProperties": false
}🟢get_current_page(locale)
Returns the connected quote’s current page: grouped questions, visibility conditions, ZIP/state prefills, and whether the page must be completed on Menlo’s website (coverage choices and protected questions). Reading does not start carrier processing.
Input Schema
{
"type": "object",
"properties": {
"locale": {
"default": "en",
"type": "string",
"enum": [
"en",
"es"
]
}
},
"$schema": "https://json-schema.org/draft/2020-12/schema",
"additionalProperties": false
}Output Schema
{
"type": "object",
"properties": {
"demo": {
"type": "boolean"
},
"quoteNumber": {
"type": "integer",
"minimum": -9007199254740991,
"maximum": 9007199254740991
},
"formId": {
"type": "string"
},
"formRevisionId": {
"type": "string"
},
"baseRevision": {
"type": "integer",
"minimum": -9007199254740991,
"maximum": 9007199254740991
},
"stage": {
"type": "string"
},
"section": {
"type": "string",
"enum": [
"easy",
"recommendation",
"application",
"review",
"waiting",
"out_of_area",
"cancelled"
]
},
"websiteRequired": {
"type": "boolean"
},
"websiteRequiredReason": {
"anyOf": [
{
"type": "string"
},
{
"type": "null"
}
]
},
"websiteUrl": {
"type": "string",
"format": "uri"
},
"geography": {
"anyOf": [
{
"type": "object",
"properties": {
"eligible": {
"type": "boolean"
},
"state": {
"anyOf": [
{
"type": "string"
},
{
"type": "null"
}
]
},
"basis": {
"type": "string",
"enum": [
"license",
"product"
]
}
},
"required": [
"eligible",
"state"
],
"additionalProperties": false
},
{
"type": "null"
}
]
},
"page": {
"anyOf": [
{
"type": "object",
"properties": {
"id": {
"type": "string"
},
"title": {
"type": "string"
},
"index": {
"type": "integer",
"minimum": -9007199254740991,
"maximum": 9007199254740991
},
"pageCount": {
"type": "integer",
"minimum": -9007199254740991,
"maximum": 9007199254740991
},
"questions": {
"type": "array",
"items": {
"type": "object",
"properties": {
"id": {
"type": "string"
},
"label": {
"type": "string"
},
"control": {
"type": "string"
},
"required": {
"type": "boolean"
},
"answerOnWebsite": {
"type": "boolean"
},
"readOnly": {
"type": "boolean"
},
"helpText": {
"type": "string"
},
"options": {
"type": "array",
"items": {
"type": "object",
"properties": {
"value": {
"anyOf": [
{
"type": "string"
},
{
"type": "number"
},
{
"type": "boolean"
}
]
},
"label": {
"type": "string"
}
},
"required": [
"value",
"label"
],
"additionalProperties": false
}
},
"prefillValue": {
"anyOf": [
{
"type": "string",
"maxLength": 4000
},
{
"type": "number"
},
{
"type": "boolean"
},
{
"maxItems": 100,
"type": "array",
"items": {
"type": "string",
"maxLength": 500
}
},
{
"type": "null"
}
]
}
},
"required": [
"id",
"label",
"control",
"required",
"answerOnWebsite",
"readOnly"
],
"additionalProperties": false
}
},
"answerSchema": {
"type": "object",
"propertyNames": {
"type": "string"
},
"additionalProperties": {}
}
},
"required": [
"id",
"title",
"index",
"pageCount",
"questions",
"answerSchema"
],
"additionalProperties": false
},
{
"type": "null"
}
]
},
"nextStep": {
"type": "string"
}
},
"required": [
"demo",
"quoteNumber",
"formId",
"formRevisionId",
"baseRevision",
"stage",
"section",
"websiteRequired",
"websiteRequiredReason",
"websiteUrl",
"geography",
"page",
"nextStep"
],
"$schema": "https://json-schema.org/draft/2020-12/schema",
"additionalProperties": false
}🔴answer_quote_page(locale, eventId, baseRevision, answers)
Saves answers to ordinary questions on the connected quote’s current application page and returns the updated page. A save can overwrite earlier answers and can start or resume eligible carrier processing under the website’s existing rules; it is not final submission. Protected information, coverage choices, consent and signatures are not accepted. Takes the current baseRevision and an eventId; the same eventId with the same answers returns the original result.
Input Schema
{
"type": "object",
"properties": {
"locale": {
"default": "en",
"type": "string",
"enum": [
"en",
"es"
]
},
"eventId": {
"type": "string",
"pattern": "^[A-Za-z0-9_-]{8,128}$",
"description": "Unique submission ID; retry identical answers with the same eventId"
},
"baseRevision": {
"type": "integer",
"minimum": 0,
"maximum": 9007199254740991,
"description": "Current baseRevision returned by get_current_page"
},
"answers": {
"minItems": 1,
"maxItems": 100,
"type": "array",
"items": {
"type": "object",
"properties": {
"questionId": {
"type": "string",
"minLength": 1,
"maxLength": 160
},
"status": {
"type": "string",
"enum": [
"confirmed",
"unknown",
"declined"
]
},
"value": {
"anyOf": [
{
"type": "string",
"maxLength": 4000
},
{
"type": "number"
},
{
"type": "boolean"
},
{
"maxItems": 100,
"type": "array",
"items": {
"type": "string",
"maxLength": 500
}
},
{
"type": "null"
}
]
}
},
"required": [
"questionId",
"status",
"value"
],
"additionalProperties": false
},
"description": "Only customer-confirmed facts from the current page with answerOnWebsite false; readonly prefills are server-owned"
}
},
"required": [
"eventId",
"baseRevision",
"answers"
],
"$schema": "https://json-schema.org/draft/2020-12/schema",
"additionalProperties": false
}Output Schema
{
"type": "object",
"properties": {
"demo": {
"type": "boolean"
},
"quoteNumber": {
"type": "integer",
"minimum": -9007199254740991,
"maximum": 9007199254740991
},
"formId": {
"type": "string"
},
"formRevisionId": {
"type": "string"
},
"baseRevision": {
"type": "integer",
"minimum": -9007199254740991,
"maximum": 9007199254740991
},
"stage": {
"type": "string"
},
"section": {
"type": "string",
"enum": [
"easy",
"recommendation",
"application",
"review",
"waiting",
"out_of_area",
"cancelled"
]
},
"websiteRequired": {
"type": "boolean"
},
"websiteRequiredReason": {
"anyOf": [
{
"type": "string"
},
{
"type": "null"
}
]
},
"websiteUrl": {
"type": "string",
"format": "uri"
},
"geography": {
"anyOf": [
{
"type": "object",
"properties": {
"eligible": {
"type": "boolean"
},
"state": {
"anyOf": [
{
"type": "string"
},
{
"type": "null"
}
]
},
"basis": {
"type": "string",
"enum": [
"license",
"product"
]
}
},
"required": [
"eligible",
"state"
],
"additionalProperties": false
},
{
"type": "null"
}
]
},
"page": {
"anyOf": [
{
"type": "object",
"properties": {
"id": {
"type": "string"
},
"title": {
"type": "string"
},
"index": {
"type": "integer",
"minimum": -9007199254740991,
"maximum": 9007199254740991
},
"pageCount": {
"type": "integer",
"minimum": -9007199254740991,
"maximum": 9007199254740991
},
"questions": {
"type": "array",
"items": {
"type": "object",
"properties": {
"id": {
"type": "string"
},
"label": {
"type": "string"
},
"control": {
"type": "string"
},
"required": {
"type": "boolean"
},
"answerOnWebsite": {
"type": "boolean"
},
"readOnly": {
"type": "boolean"
},
"helpText": {
"type": "string"
},
"options": {
"type": "array",
"items": {
"type": "object",
"properties": {
"value": {
"anyOf": [
{
"type": "string"
},
{
"type": "number"
},
{
"type": "boolean"
}
]
},
"label": {
"type": "string"
}
},
"required": [
"value",
"label"
],
"additionalProperties": false
}
},
"prefillValue": {
"anyOf": [
{
"type": "string",
"maxLength": 4000
},
{
"type": "number"
},
{
"type": "boolean"
},
{
"maxItems": 100,
"type": "array",
"items": {
"type": "string",
"maxLength": 500
}
},
{
"type": "null"
}
]
}
},
"required": [
"id",
"label",
"control",
"required",
"answerOnWebsite",
"readOnly"
],
"additionalProperties": false
}
},
"answerSchema": {
"type": "object",
"propertyNames": {
"type": "string"
},
"additionalProperties": {}
}
},
"required": [
"id",
"title",
"index",
"pageCount",
"questions",
"answerSchema"
],
"additionalProperties": false
},
{
"type": "null"
}
]
},
"nextStep": {
"type": "string"
}
},
"required": [
"demo",
"quoteNumber",
"formId",
"formRevisionId",
"baseRevision",
"stage",
"section",
"websiteRequired",
"websiteRequiredReason",
"websiteUrl",
"geography",
"page",
"nextStep"
],
"$schema": "https://json-schema.org/draft/2020-12/schema",
"additionalProperties": false
}🟢review_quote_application(locale)
Returns the connected application's ordinary answers, exact quote-authorization consent, Terms link and a short-lived revision-bound reviewToken when ready. Protected values are excluded. Reading does not request carrier quotes or accept terms.
Input Schema
{
"type": "object",
"properties": {
"locale": {
"default": "en",
"type": "string",
"enum": [
"en",
"es"
]
}
},
"$schema": "https://json-schema.org/draft/2020-12/schema",
"additionalProperties": false
}Output Schema
{
"type": "object",
"properties": {
"demo": {
"type": "boolean"
},
"quoteNumber": {
"type": "integer",
"minimum": -9007199254740991,
"maximum": 9007199254740991
},
"baseRevision": {
"type": "integer",
"minimum": -9007199254740991,
"maximum": 9007199254740991
},
"readyToSubmit": {
"type": "boolean"
},
"alreadySubmitted": {
"type": "boolean"
},
"reviewToken": {
"anyOf": [
{
"type": "string"
},
{
"type": "null"
}
]
},
"expiresAt": {
"anyOf": [
{
"type": "string"
},
{
"type": "null"
}
]
},
"answers": {
"type": "array",
"items": {
"type": "object",
"properties": {
"questionId": {
"type": "string"
},
"label": {
"type": "string"
},
"value": {}
},
"required": [
"questionId",
"label",
"value"
],
"additionalProperties": false
}
},
"websiteOnlyAnswerCount": {
"type": "integer",
"minimum": -9007199254740991,
"maximum": 9007199254740991
},
"requiredWebsiteQuestionIds": {
"type": "array",
"items": {
"type": "string"
}
},
"termsVersion": {
"type": "string"
},
"termsUrl": {
"type": "string",
"format": "uri"
},
"consentText": {
"type": "string"
},
"confirmationText": {
"type": "string"
},
"websiteUrl": {
"type": "string",
"format": "uri"
},
"nextStep": {
"type": "string"
}
},
"required": [
"demo",
"quoteNumber",
"baseRevision",
"readyToSubmit",
"alreadySubmitted",
"reviewToken",
"expiresAt",
"answers",
"websiteOnlyAnswerCount",
"requiredWebsiteQuestionIds",
"termsVersion",
"termsUrl",
"consentText",
"confirmationText",
"websiteUrl",
"nextStep"
],
"$schema": "https://json-schema.org/draft/2020-12/schema",
"additionalProperties": false
}🔴submit_quote_request(reviewToken, baseRevision, termsVersion, locale, customerConfirmation)
Accepts the customer's explicitly confirmed application review and displayed quote consent, records acceptance of Menlo's Terms and requests eligible carrier quotes through Menlo's existing workflow. Sends application information to carriers and may authorize consumer reports. Requires separate quotes:submit OAuth permission, a current reviewToken and the exact customerConfirmation from the displayed review; OAuth and saved answers do not constitute agreement. Identical reviewToken and payload retries return the original submission without duplicate requests. Does not purchase, bind coverage, choose coverage, sign a carrier application or enroll in SMS. Other MCP clients retain broker-review holds; the reviewer demo never dispatches.
Input Schema
{
"type": "object",
"properties": {
"reviewToken": {
"type": "string",
"pattern": "^[A-Za-z0-9_-]{43}$",
"description": "Short-lived reviewToken returned by review_quote_application; never invent one"
},
"baseRevision": {
"type": "integer",
"minimum": 0,
"maximum": 9007199254740991
},
"termsVersion": {
"type": "string",
"const": "quote-terms-2026-09-27"
},
"locale": {
"type": "string",
"enum": [
"en",
"es"
]
},
"customerConfirmation": {
"type": "string",
"enum": [
"I reviewed my application, agree to Menlo’s Terms of Service and authorize Menlo to request carrier quotes with the consumer-report consent shown above.",
"Revisé mi solicitud, acepto los Términos del servicio de Menlo y autorizo a Menlo a solicitar cotizaciones a las aseguradoras con el consentimiento para informes del consumidor mostrado arriba."
],
"description": "Exact confirmationText from the review, only after the customer explicitly confirms the displayed application and consent; never infer consent from OAuth, an answer save or an earlier request"
}
},
"required": [
"reviewToken",
"baseRevision",
"termsVersion",
"locale",
"customerConfirmation"
],
"$schema": "https://json-schema.org/draft/2020-12/schema",
"additionalProperties": false
}Output Schema
{
"type": "object",
"properties": {
"demo": {
"type": "boolean"
},
"quoteNumber": {
"type": "integer",
"minimum": -9007199254740991,
"maximum": 9007199254740991
},
"formId": {
"type": "string"
},
"formRevisionId": {
"type": "string"
},
"revision": {
"type": "integer",
"minimum": -9007199254740991,
"maximum": 9007199254740991
},
"stage": {
"type": "string"
},
"ownerQuote": {
"type": "boolean"
},
"aggregate": {
"type": "object",
"properties": {
"status": {
"type": "string"
},
"total": {
"type": "integer",
"minimum": -9007199254740991,
"maximum": 9007199254740991
},
"terminal": {
"type": "integer",
"minimum": -9007199254740991,
"maximum": 9007199254740991
},
"quoted": {
"type": "integer",
"minimum": -9007199254740991,
"maximum": 9007199254740991
},
"referred": {
"type": "integer",
"minimum": -9007199254740991,
"maximum": 9007199254740991
},
"declined": {
"type": "integer",
"minimum": -9007199254740991,
"maximum": 9007199254740991
},
"blocked": {
"type": "integer",
"minimum": -9007199254740991,
"maximum": 9007199254740991
}
},
"required": [
"status",
"total",
"terminal",
"quoted",
"referred",
"declined",
"blocked"
],
"additionalProperties": false
},
"carriers": {
"type": "array",
"items": {
"type": "object",
"properties": {
"carrierId": {
"type": "string"
},
"status": {
"type": "string"
},
"quote": {
"anyOf": [
{
"type": "object",
"properties": {
"carrier": {
"type": "string",
"minLength": 1,
"maxLength": 120
},
"intro": {
"type": "string",
"minLength": 1,
"maxLength": 500
},
"dueToday": {
"type": "string",
"maxLength": 40,
"pattern": "^(?:0\\.(?:0[1-9]|[1-9]\\d)|[1-9]\\d*\\.\\d{2})$"
},
"monthly": {
"type": "string",
"maxLength": 40,
"pattern": "^(?:0\\.(?:0[1-9]|[1-9]\\d)|[1-9]\\d*\\.\\d{2})$"
},
"monthlyCount": {
"type": "integer",
"exclusiveMinimum": 0,
"maximum": 60
},
"yearly": {
"type": "string",
"maxLength": 40,
"pattern": "^(?:0\\.(?:0[1-9]|[1-9]\\d)|[1-9]\\d*\\.\\d{2})$"
},
"startDate": {
"type": "string",
"format": "date",
"pattern": "^(?:(?:\\d\\d[2468][048]|\\d\\d[13579][26]|\\d\\d0[48]|[02468][048]00|[13579][26]00)-02-29|\\d{4}-(?:(?:0[13578]|1[02])-(?:0[1-9]|[12]\\d|3[01])|(?:0[469]|11)-(?:0[1-9]|[12]\\d|30)|(?:02)-(?:0[1-9]|1\\d|2[0-8])))$"
},
"coverages": {
"minItems": 1,
"maxItems": 20,
"type": "array",
"items": {
"type": "string",
"minLength": 1,
"maxLength": 120
}
},
"limits": {
"minItems": 1,
"maxItems": 20,
"type": "array",
"items": {
"type": "object",
"properties": {
"label": {
"type": "string",
"minLength": 1,
"maxLength": 120
},
"value": {
"type": "string",
"minLength": 1,
"maxLength": 120
}
},
"required": [
"label",
"value"
],
"additionalProperties": false
}
},
"subjectTo": {
"minItems": 1,
"maxItems": 20,
"type": "array",
"items": {
"type": "string",
"minLength": 1,
"maxLength": 300
}
}
},
"required": [
"carrier"
],
"additionalProperties": false
},
{
"type": "null"
}
]
},
"declineReason": {
"anyOf": [
{
"type": "string"
},
{
"type": "null"
}
]
},
"informationSubmitted": {
"type": "boolean"
}
},
"required": [
"carrierId",
"status",
"quote",
"declineReason",
"informationSubmitted"
],
"additionalProperties": false
}
},
"additionalQuestionCount": {
"type": "integer",
"minimum": -9007199254740991,
"maximum": 9007199254740991
},
"nextAction": {
"type": "string",
"enum": [
"answer_page",
"finish_on_website",
"answer_questions",
"broker_review",
"wait",
"review",
"review_application",
"cancelled"
]
},
"websiteUrl": {
"type": "string",
"format": "uri"
},
"pricingNotice": {
"type": "string"
},
"notificationStatus": {
"type": "string",
"enum": [
"subscribed",
"not_subscribed"
]
},
"notificationExpiresAt": {
"anyOf": [
{
"type": "string"
},
{
"type": "null"
}
]
},
"progressMessage": {
"type": "string"
}
},
"required": [
"demo",
"quoteNumber",
"formId",
"formRevisionId",
"revision",
"stage",
"ownerQuote",
"aggregate",
"carriers",
"additionalQuestionCount",
"nextAction",
"websiteUrl",
"pricingNotice",
"notificationStatus",
"notificationExpiresAt",
"progressMessage"
],
"$schema": "https://json-schema.org/draft/2020-12/schema",
"additionalProperties": false
}🟢get_quote_status(locale)
Returns the connected quote’s stage, carrier outcomes and available quotes. Premiums are indicative carrier results and nothing is bound. Includes a waiting-on-carriers message and whether an MCP Events quote.updated subscription is active. Reading does not activate notifications, start carrier processing or list other quotes.
Input Schema
{
"type": "object",
"properties": {
"locale": {
"default": "en",
"type": "string",
"enum": [
"en",
"es"
]
}
},
"$schema": "https://json-schema.org/draft/2020-12/schema",
"additionalProperties": false
}Output Schema
{
"type": "object",
"properties": {
"demo": {
"type": "boolean"
},
"quoteNumber": {
"type": "integer",
"minimum": -9007199254740991,
"maximum": 9007199254740991
},
"formId": {
"type": "string"
},
"formRevisionId": {
"type": "string"
},
"revision": {
"type": "integer",
"minimum": -9007199254740991,
"maximum": 9007199254740991
},
"stage": {
"type": "string"
},
"ownerQuote": {
"type": "boolean"
},
"aggregate": {
"type": "object",
"properties": {
"status": {
"type": "string"
},
"total": {
"type": "integer",
"minimum": -9007199254740991,
"maximum": 9007199254740991
},
"terminal": {
"type": "integer",
"minimum": -9007199254740991,
"maximum": 9007199254740991
},
"quoted": {
"type": "integer",
"minimum": -9007199254740991,
"maximum": 9007199254740991
},
"referred": {
"type": "integer",
"minimum": -9007199254740991,
"maximum": 9007199254740991
},
"declined": {
"type": "integer",
"minimum": -9007199254740991,
"maximum": 9007199254740991
},
"blocked": {
"type": "integer",
"minimum": -9007199254740991,
"maximum": 9007199254740991
}
},
"required": [
"status",
"total",
"terminal",
"quoted",
"referred",
"declined",
"blocked"
],
"additionalProperties": false
},
"carriers": {
"type": "array",
"items": {
"type": "object",
"properties": {
"carrierId": {
"type": "string"
},
"status": {
"type": "string"
},
"quote": {
"anyOf": [
{
"type": "object",
"properties": {
"carrier": {
"type": "string",
"minLength": 1,
"maxLength": 120
},
"intro": {
"type": "string",
"minLength": 1,
"maxLength": 500
},
"dueToday": {
"type": "string",
"maxLength": 40,
"pattern": "^(?:0\\.(?:0[1-9]|[1-9]\\d)|[1-9]\\d*\\.\\d{2})$"
},
"monthly": {
"type": "string",
"maxLength": 40,
"pattern": "^(?:0\\.(?:0[1-9]|[1-9]\\d)|[1-9]\\d*\\.\\d{2})$"
},
"monthlyCount": {
"type": "integer",
"exclusiveMinimum": 0,
"maximum": 60
},
"yearly": {
"type": "string",
"maxLength": 40,
"pattern": "^(?:0\\.(?:0[1-9]|[1-9]\\d)|[1-9]\\d*\\.\\d{2})$"
},
"startDate": {
"type": "string",
"format": "date",
"pattern": "^(?:(?:\\d\\d[2468][048]|\\d\\d[13579][26]|\\d\\d0[48]|[02468][048]00|[13579][26]00)-02-29|\\d{4}-(?:(?:0[13578]|1[02])-(?:0[1-9]|[12]\\d|3[01])|(?:0[469]|11)-(?:0[1-9]|[12]\\d|30)|(?:02)-(?:0[1-9]|1\\d|2[0-8])))$"
},
"coverages": {
"minItems": 1,
"maxItems": 20,
"type": "array",
"items": {
"type": "string",
"minLength": 1,
"maxLength": 120
}
},
"limits": {
"minItems": 1,
"maxItems": 20,
"type": "array",
"items": {
"type": "object",
"properties": {
"label": {
"type": "string",
"minLength": 1,
"maxLength": 120
},
"value": {
"type": "string",
"minLength": 1,
"maxLength": 120
}
},
"required": [
"label",
"value"
],
"additionalProperties": false
}
},
"subjectTo": {
"minItems": 1,
"maxItems": 20,
"type": "array",
"items": {
"type": "string",
"minLength": 1,
"maxLength": 300
}
}
},
"required": [
"carrier"
],
"additionalProperties": false
},
{
"type": "null"
}
]
},
"declineReason": {
"anyOf": [
{
"type": "string"
},
{
"type": "null"
}
]
},
"informationSubmitted": {
"type": "boolean"
}
},
"required": [
"carrierId",
"status",
"quote",
"declineReason",
"informationSubmitted"
],
"additionalProperties": false
}
},
"additionalQuestionCount": {
"type": "integer",
"minimum": -9007199254740991,
"maximum": 9007199254740991
},
"nextAction": {
"type": "string",
"enum": [
"answer_page",
"finish_on_website",
"answer_questions",
"broker_review",
"wait",
"review",
"review_application",
"cancelled"
]
},
"websiteUrl": {
"type": "string",
"format": "uri"
},
"pricingNotice": {
"type": "string"
},
"notificationStatus": {
"type": "string",
"enum": [
"subscribed",
"not_subscribed"
]
},
"notificationExpiresAt": {
"anyOf": [
{
"type": "string"
},
{
"type": "null"
}
]
},
"progressMessage": {
"type": "string"
}
},
"required": [
"demo",
"quoteNumber",
"formId",
"formRevisionId",
"revision",
"stage",
"ownerQuote",
"aggregate",
"carriers",
"additionalQuestionCount",
"nextAction",
"websiteUrl",
"pricingNotice",
"notificationStatus",
"notificationExpiresAt",
"progressMessage"
],
"$schema": "https://json-schema.org/draft/2020-12/schema",
"additionalProperties": false
}🟢get_missing_questions(locale)
Returns the connected quote’s outstanding follow-up questions and correction requests, deduplicated across carriers, with the current baseRevision. Questions marked for the website (protected information) cannot be answered through this connection.
Input Schema
{
"type": "object",
"properties": {
"locale": {
"default": "en",
"type": "string",
"enum": [
"en",
"es"
]
}
},
"$schema": "https://json-schema.org/draft/2020-12/schema",
"additionalProperties": false
}Output Schema
{
"type": "object",
"properties": {
"demo": {
"type": "boolean"
},
"quoteNumber": {
"type": "integer",
"minimum": -9007199254740991,
"maximum": 9007199254740991
},
"formRevisionId": {
"type": "string"
},
"baseRevision": {
"type": "integer",
"minimum": -9007199254740991,
"maximum": 9007199254740991
},
"stage": {
"type": "string"
},
"websiteUrl": {
"type": "string",
"format": "uri"
},
"sections": {
"type": "array",
"items": {
"type": "object",
"properties": {
"title": {
"type": "string"
},
"questions": {
"type": "array",
"items": {
"type": "object",
"properties": {
"id": {
"type": "string"
},
"label": {
"type": "string"
},
"control": {
"type": "string"
},
"required": {
"type": "boolean"
},
"helpText": {
"type": "string"
},
"options": {
"type": "array",
"items": {
"type": "object",
"properties": {
"value": {
"anyOf": [
{
"type": "string"
},
{
"type": "number"
},
{
"type": "boolean"
}
]
},
"label": {
"type": "string"
}
},
"required": [
"value",
"label"
],
"additionalProperties": false
}
},
"answerOnWebsite": {
"type": "boolean"
},
"askedBy": {
"type": "array",
"items": {
"type": "string"
}
},
"correction": {
"anyOf": [
{
"type": "object",
"properties": {
"answerRevision": {
"type": "integer",
"minimum": -9007199254740991,
"maximum": 9007199254740991
},
"reason": {
"type": "string"
},
"requireChangedValue": {
"type": "boolean"
}
},
"required": [
"answerRevision",
"reason",
"requireChangedValue"
],
"additionalProperties": false
},
{
"type": "null"
}
]
}
},
"required": [
"id",
"label",
"control",
"required",
"answerOnWebsite",
"askedBy",
"correction"
],
"additionalProperties": false
}
},
"answerSchema": {
"type": "object",
"propertyNames": {
"type": "string"
},
"additionalProperties": {}
}
},
"required": [
"title",
"questions",
"answerSchema"
],
"additionalProperties": false
}
},
"nextStep": {
"type": "string"
}
},
"required": [
"demo",
"quoteNumber",
"formRevisionId",
"baseRevision",
"stage",
"websiteUrl",
"sections",
"nextStep"
],
"$schema": "https://json-schema.org/draft/2020-12/schema",
"additionalProperties": false
}🔴answer_additional_questions(locale, eventId, baseRevision, answers)
Saves answers to the connected quote’s outstanding follow-up questions and returns the updated status. A save can overwrite earlier answers and resume affected carrier processing. Coverage limits, deductibles, consent, attestations and protected information are not accepted; they are completed on Menlo’s website. Takes the current baseRevision and an eventId; the same eventId with the same answers returns the original result.
Input Schema
{
"type": "object",
"properties": {
"locale": {
"default": "en",
"description": "Language for the resulting quote status",
"type": "string",
"enum": [
"en",
"es"
]
},
"eventId": {
"type": "string",
"pattern": "^[A-Za-z0-9_-]{8,128}$",
"description": "Stable unique ID for this answer submission; retries reuse the same ID and identical answers"
},
"baseRevision": {
"type": "integer",
"minimum": 0,
"maximum": 9007199254740991,
"description": "The revision returned by get_missing_questions; conflicts require rereading questions"
},
"answers": {
"minItems": 1,
"maxItems": 100,
"type": "array",
"items": {
"type": "object",
"properties": {
"questionId": {
"type": "string",
"minLength": 1,
"maxLength": 160
},
"status": {
"type": "string",
"enum": [
"confirmed",
"unknown",
"declined"
]
},
"value": {
"anyOf": [
{
"type": "string",
"maxLength": 4000
},
{
"type": "number"
},
{
"type": "boolean"
},
{
"maxItems": 100,
"type": "array",
"items": {
"type": "string",
"maxLength": 500
}
},
{
"type": "null"
}
]
}
},
"required": [
"questionId",
"status",
"value"
],
"additionalProperties": false
},
"description": "Only customer-confirmed facts from current additional questions whose answerOnWebsite is false; coverage choices the customer made are fine; never protected information, consent, signatures, owner answers or uploads"
}
},
"required": [
"eventId",
"baseRevision",
"answers"
],
"$schema": "https://json-schema.org/draft/2020-12/schema",
"additionalProperties": false
}Output Schema
{
"type": "object",
"properties": {
"demo": {
"type": "boolean"
},
"quoteNumber": {
"type": "integer",
"minimum": -9007199254740991,
"maximum": 9007199254740991
},
"formId": {
"type": "string"
},
"formRevisionId": {
"type": "string"
},
"revision": {
"type": "integer",
"minimum": -9007199254740991,
"maximum": 9007199254740991
},
"stage": {
"type": "string"
},
"ownerQuote": {
"type": "boolean"
},
"aggregate": {
"type": "object",
"properties": {
"status": {
"type": "string"
},
"total": {
"type": "integer",
"minimum": -9007199254740991,
"maximum": 9007199254740991
},
"terminal": {
"type": "integer",
"minimum": -9007199254740991,
"maximum": 9007199254740991
},
"quoted": {
"type": "integer",
"minimum": -9007199254740991,
"maximum": 9007199254740991
},
"referred": {
"type": "integer",
"minimum": -9007199254740991,
"maximum": 9007199254740991
},
"declined": {
"type": "integer",
"minimum": -9007199254740991,
"maximum": 9007199254740991
},
"blocked": {
"type": "integer",
"minimum": -9007199254740991,
"maximum": 9007199254740991
}
},
"required": [
"status",
"total",
"terminal",
"quoted",
"referred",
"declined",
"blocked"
],
"additionalProperties": false
},
"carriers": {
"type": "array",
"items": {
"type": "object",
"properties": {
"carrierId": {
"type": "string"
},
"status": {
"type": "string"
},
"quote": {
"anyOf": [
{
"type": "object",
"properties": {
"carrier": {
"type": "string",
"minLength": 1,
"maxLength": 120
},
"intro": {
"type": "string",
"minLength": 1,
"maxLength": 500
},
"dueToday": {
"type": "string",
"maxLength": 40,
"pattern": "^(?:0\\.(?:0[1-9]|[1-9]\\d)|[1-9]\\d*\\.\\d{2})$"
},
"monthly": {
"type": "string",
"maxLength": 40,
"pattern": "^(?:0\\.(?:0[1-9]|[1-9]\\d)|[1-9]\\d*\\.\\d{2})$"
},
"monthlyCount": {
"type": "integer",
"exclusiveMinimum": 0,
"maximum": 60
},
"yearly": {
"type": "string",
"maxLength": 40,
"pattern": "^(?:0\\.(?:0[1-9]|[1-9]\\d)|[1-9]\\d*\\.\\d{2})$"
},
"startDate": {
"type": "string",
"format": "date",
"pattern": "^(?:(?:\\d\\d[2468][048]|\\d\\d[13579][26]|\\d\\d0[48]|[02468][048]00|[13579][26]00)-02-29|\\d{4}-(?:(?:0[13578]|1[02])-(?:0[1-9]|[12]\\d|3[01])|(?:0[469]|11)-(?:0[1-9]|[12]\\d|30)|(?:02)-(?:0[1-9]|1\\d|2[0-8])))$"
},
"coverages": {
"minItems": 1,
"maxItems": 20,
"type": "array",
"items": {
"type": "string",
"minLength": 1,
"maxLength": 120
}
},
"limits": {
"minItems": 1,
"maxItems": 20,
"type": "array",
"items": {
"type": "object",
"properties": {
"label": {
"type": "string",
"minLength": 1,
"maxLength": 120
},
"value": {
"type": "string",
"minLength": 1,
"maxLength": 120
}
},
"required": [
"label",
"value"
],
"additionalProperties": false
}
},
"subjectTo": {
"minItems": 1,
"maxItems": 20,
"type": "array",
"items": {
"type": "string",
"minLength": 1,
"maxLength": 300
}
}
},
"required": [
"carrier"
],
"additionalProperties": false
},
{
"type": "null"
}
]
},
"declineReason": {
"anyOf": [
{
"type": "string"
},
{
"type": "null"
}
]
},
"informationSubmitted": {
"type": "boolean"
}
},
"required": [
"carrierId",
"status",
"quote",
"declineReason",
"informationSubmitted"
],
"additionalProperties": false
}
},
"additionalQuestionCount": {
"type": "integer",
"minimum": -9007199254740991,
"maximum": 9007199254740991
},
"nextAction": {
"type": "string",
"enum": [
"answer_page",
"finish_on_website",
"answer_questions",
"broker_review",
"wait",
"review",
"review_application",
"cancelled"
]
},
"websiteUrl": {
"type": "string",
"format": "uri"
},
"pricingNotice": {
"type": "string"
},
"notificationStatus": {
"type": "string",
"enum": [
"subscribed",
"not_subscribed"
]
},
"notificationExpiresAt": {
"anyOf": [
{
"type": "string"
},
{
"type": "null"
}
]
},
"progressMessage": {
"type": "string"
}
},
"required": [
"demo",
"quoteNumber",
"formId",
"formRevisionId",
"revision",
"stage",
"ownerQuote",
"aggregate",
"carriers",
"additionalQuestionCount",
"nextAction",
"websiteUrl",
"pricingNotice",
"notificationStatus",
"notificationExpiresAt",
"progressMessage"
],
"$schema": "https://json-schema.org/draft/2020-12/schema",
"additionalProperties": false
}🟢get_connected_quote_profile
Returns the identifier and display name of the one connected quote, or a new-quote connection label before its draft is started. The connection covers one quote, not a customer account.
Input Schema
{
"type": "object",
"properties": {},
"$schema": "https://json-schema.org/draft/2020-12/schema",
"additionalProperties": false
}Output Schema
{
"type": "object",
"properties": {
"id": {
"type": "string",
"minLength": 1,
"pattern": "\\S"
},
"name": {
"type": "string"
}
},
"required": [
"id",
"name"
],
"$schema": "https://json-schema.org/draft/2020-12/schema",
"additionalProperties": false
}Community
Evidence
Recent observations
verifiedversion not recorded11 tools