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
~11,087Tokens (tool definitions)
~8.8 KBTypical response size
Significant attention impact (8.66% 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 (12)
🟢 Read-only🟡 Write🔴 Delete⚪ Unknown
🟢list_products(locale)
Use this when a customer wants an insurance quote and you need the coverage Menlo can quote and where, for example builders risk insurance for a home renovation, vacant home insurance, a difference-in-conditions (DIC) policy alongside the California FAIR Plan, or event insurance for a wedding. Returns each published quote form's formId, label, states served, website quote link and how requests are processed. Availability does not guarantee eligibility or a carrier quote. Do not use for claims or changes to an existing policy.
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)
Use this when the customer prefers to fill in a quote request on Menlo's website rather than in chat. Returns the website link for a formId from list_products. Does not create, read or submit an application.
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"
],
"$schema": "https://json-schema.org/draft/2020-12/schema",
"additionalProperties": false
}🟡start_quote(formId, locale)
Use this when the customer wants to apply in chat for a product from list_products, such as event insurance for a wedding, or to resume the one quote this connection holds. Requires website sign-in consent first. Creates one empty draft for the formId that matches the customer's stated need; repeated calls return the same quote and a different product cannot replace it. Returns the current application page. Does not request carrier pricing, accept terms or submit the application.
Input Schema
{
"type": "object",
"properties": {
"formId": {
"description": "Published formId from list_products, chosen for the customer's stated insurance need. Required for a new connection; omit to resume its existing quote.",
"type": "string",
"pattern": "^[a-z][a-z0-9-]{0,60}$"
},
"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"
}
]
},
"attachDocument": {
"type": "boolean",
"const": true
}
},
"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)
Use this when continuing the connected quote's application, and again after every save. Returns the current page: grouped questions, visibility conditions, ZIP/state prefills, document questions (attachDocument) and whether the page must be completed on Menlo’s website (protected questions). Reading never starts carrier processing. Do not use for carrier follow-up questions after submission; use get_missing_questions.
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"
}
]
},
"attachDocument": {
"type": "boolean",
"const": true
}
},
"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)
Use this when the customer has answered questions on the current application page, including coverage choices they made. Saves those answers and returns the updated page. Takes the current baseRevision and an eventId; the same eventId with the same answers returns the original result. 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. Do not use for protected information, consent, signatures or a document upload (use attach_quote_document).
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"
}
]
},
"attachDocument": {
"type": "boolean",
"const": true
}
},
"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"
],
"$schema": "https://json-schema.org/draft/2020-12/schema",
"additionalProperties": false
}🟢review_quote_application(locale)
Use this when the current page reports section review and the customer wants to request quotes. Returns the application's answers, the exact quote-authorization consent, the Terms link and a short-lived revision-bound reviewToken when ready; show them to the customer. Protected values are excluded. Reading does not request carrier quotes or accept terms.
Input Schema
{
"type": "object",
"properties": {
"locale": {
"default": "en",
"type": "string",
"enum": [
"en",
"es"
]
}
},
"$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"
],
"$schema": "https://json-schema.org/draft/2020-12/schema",
"additionalProperties": false
}🔴submit_quote_request(reviewToken, baseRevision, termsVersion, locale, customerConfirmation)
Use this only after the customer has seen review_quote_application's answers and consent and explicitly confirmed them in this conversation. Records acceptance of Menlo's Terms and requests eligible carrier quotes through Menlo's existing workflow. Sends application information to carriers and may authorize consumer reports. Requires separate quotes:submit OAuth permission, a current reviewToken and the exact customerConfirmation from the displayed review; OAuth and saved answers do not constitute agreement. Identical reviewToken and payload retries return the original submission without duplicate requests. Does not purchase, bind coverage, choose coverage, sign a carrier application or enroll in SMS. Other MCP clients retain broker-review holds; the reviewer demo never dispatches.
Input Schema
{
"type": "object",
"properties": {
"reviewToken": {
"type": "string",
"pattern": "^[A-Za-z0-9_-]{43}$",
"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-2026-10-07"
},
"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": {
"intro": {
"type": "string",
"minLength": 1,
"maxLength": 500
},
"building": {
"type": "string",
"minLength": 1,
"maxLength": 120
},
"issuer": {
"description": "The actual issuing insurer, admitted or surplus (nonadmitted) status, and exact result text evidencing that status. Omit unless this quote explicitly identifies both; never infer from its broker, MGA, premium or insurer name.",
"type": "object",
"properties": {
"name": {
"type": "string",
"minLength": 1,
"maxLength": 120
},
"paper": {
"type": "string",
"enum": [
"admitted",
"surplus"
]
},
"evidence": {
"type": "string",
"minLength": 1,
"maxLength": 500
}
},
"required": [
"name",
"paper",
"evidence"
],
"additionalProperties": false
},
"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])))$"
},
"term": {
"type": "string",
"minLength": 1,
"maxLength": 120
},
"fees": {
"minItems": 1,
"maxItems": 10,
"type": "array",
"items": {
"type": "object",
"properties": {
"label": {
"type": "string",
"minLength": 1,
"maxLength": 120
},
"amount": {
"type": "string",
"maxLength": 40,
"pattern": "^(?:0\\.(?:0[1-9]|[1-9]\\d)|[1-9]\\d*\\.\\d{2})$"
}
},
"required": [
"label",
"amount"
],
"additionalProperties": false
}
},
"taxes": {
"minItems": 1,
"maxItems": 10,
"type": "array",
"items": {
"type": "object",
"properties": {
"label": {
"type": "string",
"minLength": 1,
"maxLength": 120
},
"amount": {
"type": "string",
"maxLength": 40,
"pattern": "^(?:0\\.(?:0[1-9]|[1-9]\\d)|[1-9]\\d*\\.\\d{2})$"
}
},
"required": [
"label",
"amount"
],
"additionalProperties": false
}
},
"validUntil": {
"type": "string",
"format": "date",
"pattern": "^(?:(?:\\d\\d[2468][048]|\\d\\d[13579][26]|\\d\\d0[48]|[02468][048]00|[13579][26]00)-02-29|\\d{4}-(?:(?:0[13578]|1[02])-(?:0[1-9]|[12]\\d|3[01])|(?:0[469]|11)-(?:0[1-9]|[12]\\d|30)|(?:02)-(?:0[1-9]|1\\d|2[0-8])))$"
},
"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
}
},
"subjectivities": {
"minItems": 1,
"maxItems": 20,
"type": "array",
"items": {
"type": "string",
"minLength": 1,
"maxLength": 300
}
},
"underwritingApproval": {
"description": "\"pending\" when the carrier calls this price indicative, an indication or an estimate, or shows it with a referral, underwriter review or pending-approval notice; omit for a firm quote.",
"type": "string",
"const": "pending"
},
"carrier": {
"type": "string",
"minLength": 1,
"maxLength": 120
},
"subjectTo": {
"minItems": 1,
"maxItems": 20,
"type": "array",
"items": {
"type": "string",
"minLength": 1,
"maxLength": 300
}
}
},
"required": [
"coverages",
"limits",
"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"
],
"$schema": "https://json-schema.org/draft/2020-12/schema",
"additionalProperties": false
}🟢get_quote_status(locale)
Use this when the customer asks how their connected quote is going or what happens next. Returns its stage, carrier outcomes, available quotes and next action. Premiums are indicative carrier results and nothing is bound. Includes a waiting-on-carriers message and whether an MCP Events quote.updated subscription is active. Reading does not activate notifications, start carrier processing or list other quotes.
Input Schema
{
"type": "object",
"properties": {
"locale": {
"default": "en",
"type": "string",
"enum": [
"en",
"es"
]
}
},
"$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": {
"intro": {
"type": "string",
"minLength": 1,
"maxLength": 500
},
"building": {
"type": "string",
"minLength": 1,
"maxLength": 120
},
"issuer": {
"description": "The actual issuing insurer, admitted or surplus (nonadmitted) status, and exact result text evidencing that status. Omit unless this quote explicitly identifies both; never infer from its broker, MGA, premium or insurer name.",
"type": "object",
"properties": {
"name": {
"type": "string",
"minLength": 1,
"maxLength": 120
},
"paper": {
"type": "string",
"enum": [
"admitted",
"surplus"
]
},
"evidence": {
"type": "string",
"minLength": 1,
"maxLength": 500
}
},
"required": [
"name",
"paper",
"evidence"
],
"additionalProperties": false
},
"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})$"
},
"startDate": {
"type": "string",
"format": "date",
"pattern": "^(?:(?:\\d\\d[2468][048]|\\d\\d[13579][26]|\\d\\d0[48]|[02468][048]00|[13579][26]00)-02-29|\\d{4}-(?:(?:0[13578]|1[02])-(?:0[1-9]|[12]\\d|3[01])|(?:0[469]|11)-(?:0[1-9]|[12]\\d|30)|(?:02)-(?:0[1-9]|1\\d|2[0-8])))$"
},
"term": {
"type": "string",
"minLength": 1,
"maxLength": 120
},
"fees": {
"minItems": 1,
"maxItems": 10,
"type": "array",
"items": {
"type": "object",
"properties": {
"label": {
"type": "string",
"minLength": 1,
"maxLength": 120
},
"amount": {
"type": "string",
"maxLength": 40,
"pattern": "^(?:0\\.(?:0[1-9]|[1-9]\\d)|[1-9]\\d*\\.\\d{2})$"
}
},
"required": [
"label",
"amount"
],
"additionalProperties": false
}
},
"taxes": {
"minItems": 1,
"maxItems": 10,
"type": "array",
"items": {
"type": "object",
"properties": {
"label": {
"type": "string",
"minLength": 1,
"maxLength": 120
},
"amount": {
"type": "string",
"maxLength": 40,
"pattern": "^(?:0\\.(?:0[1-9]|[1-9]\\d)|[1-9]\\d*\\.\\d{2})$"
}
},
"required": [
"label",
"amount"
],
"additionalProperties": false
}
},
"validUntil": {
"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
}
},
"subjectivities": {
"minItems": 1,
"maxItems": 20,
"type": "array",
"items": {
"type": "string",
"minLength": 1,
"maxLength": 300
}
},
"underwritingApproval": {
"description": "\"pending\" when the carrier calls this price indicative, an indication or an estimate, or shows it with a referral, underwriter review or pending-approval notice; omit for a firm quote.",
"type": "string",
"const": "pending"
},
"carrier": {
"type": "string",
"minLength": 1,
"maxLength": 120
},
"subjectTo": {
"minItems": 1,
"maxItems": 20,
"type": "array",
"items": {
"type": "string",
"minLength": 1,
"maxLength": 300
}
}
},
"required": [
"coverages",
"limits",
"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)
Use this when get_quote_status reports answer_questions or the customer asks what carriers still need. Returns outstanding follow-up questions, document requests (attachDocument) and correction requests, deduplicated across carriers, with the current baseRevision. Questions marked answerOnWebsite (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"
},
"attachDocument": {
"type": "boolean",
"const": true
},
"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)
Use this when the customer has answered outstanding carrier follow-up questions from get_missing_questions. Saves those answers and returns the updated status. Takes the current baseRevision and an eventId; the same eventId with the same answers returns the original result. A save can overwrite earlier answers and resume affected carrier processing. Do not use for application-page questions (answer_quote_page), a document (attach_quote_document), consent, attestations or protected information.
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}$",
"description": "Stable unique ID for this answer submission; retries reuse the same ID and identical answers"
},
"baseRevision": {
"type": "integer",
"minimum": 0,
"maximum": 9007199254740991,
"description": "The revision returned by get_missing_questions; conflicts require rereading questions"
},
"answers": {
"minItems": 1,
"maxItems": 100,
"type": "array",
"items": {
"type": "object",
"properties": {
"questionId": {
"type": "string",
"minLength": 1,
"maxLength": 160
},
"status": {
"type": "string",
"enum": [
"confirmed",
"unknown",
"declined"
]
},
"value": {
"anyOf": [
{
"type": "string",
"maxLength": 4000
},
{
"type": "number"
},
{
"type": "boolean"
},
{
"maxItems": 100,
"type": "array",
"items": {
"type": "string",
"maxLength": 500
}
},
{
"type": "null"
}
]
}
},
"required": [
"questionId",
"status",
"value"
],
"additionalProperties": false
},
"description": "Only customer-confirmed facts from current additional questions whose answerOnWebsite is false; coverage choices the customer made are fine; never protected information, consent, signatures or owner answers. A document goes through attach_quote_document"
}
},
"required": [
"eventId",
"baseRevision",
"answers"
],
"$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": {
"intro": {
"type": "string",
"minLength": 1,
"maxLength": 500
},
"building": {
"type": "string",
"minLength": 1,
"maxLength": 120
},
"issuer": {
"description": "The actual issuing insurer, admitted or surplus (nonadmitted) status, and exact result text evidencing that status. Omit unless this quote explicitly identifies both; never infer from its broker, MGA, premium or insurer name.",
"type": "object",
"properties": {
"name": {
"type": "string",
"minLength": 1,
"maxLength": 120
},
"paper": {
"type": "string",
"enum": [
"admitted",
"surplus"
]
},
"evidence": {
"type": "string",
"minLength": 1,
"maxLength": 500
}
},
"required": [
"name",
"paper",
"evidence"
],
"additionalProperties": false
},
"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})$"
},
"startDate": {
"type": "string",
"format": "date",
"pattern": "^(?:(?:\\d\\d[2468][048]|\\d\\d[13579][26]|\\d\\d0[48]|[02468][048]00|[13579][26]00)-02-29|\\d{4}-(?:(?:0[13578]|1[02])-(?:0[1-9]|[12]\\d|3[01])|(?:0[469]|11)-(?:0[1-9]|[12]\\d|30)|(?:02)-(?:0[1-9]|1\\d|2[0-8])))$"
},
"term": {
"type": "string",
"minLength": 1,
"maxLength": 120
},
"fees": {
"minItems": 1,
"maxItems": 10,
"type": "array",
"items": {
"type": "object",
"properties": {
"label": {
"type": "string",
"minLength": 1,
"maxLength": 120
},
"amount": {
"type": "string",
"maxLength": 40,
"pattern": "^(?:0\\.(?:0[1-9]|[1-9]\\d)|[1-9]\\d*\\.\\d{2})$"
}
},
"required": [
"label",
"amount"
],
"additionalProperties": false
}
},
"taxes": {
"minItems": 1,
"maxItems": 10,
"type": "array",
"items": {
"type": "object",
"properties": {
"label": {
"type": "string",
"minLength": 1,
"maxLength": 120
},
"amount": {
"type": "string",
"maxLength": 40,
"pattern": "^(?:0\\.(?:0[1-9]|[1-9]\\d)|[1-9]\\d*\\.\\d{2})$"
}
},
"required": [
"label",
"amount"
],
"additionalProperties": false
}
},
"validUntil": {
"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
}
},
"subjectivities": {
"minItems": 1,
"maxItems": 20,
"type": "array",
"items": {
"type": "string",
"minLength": 1,
"maxLength": 300
}
},
"underwritingApproval": {
"description": "\"pending\" when the carrier calls this price indicative, an indication or an estimate, or shows it with a referral, underwriter review or pending-approval notice; omit for a firm quote.",
"type": "string",
"const": "pending"
},
"carrier": {
"type": "string",
"minLength": 1,
"maxLength": 120
},
"subjectTo": {
"minItems": 1,
"maxItems": 20,
"type": "array",
"items": {
"type": "string",
"minLength": 1,
"maxLength": 300
}
}
},
"required": [
"coverages",
"limits",
"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
}🔴attach_quote_document(locale, eventId, baseRevision, questionId, file)
Use this when a question marked attachDocument, on the current application page or among carrier follow-ups, asks for a document such as a replacement cost estimate or an existing policy or application, and the customer has attached it or wants to provide it. Pass the customer's attachment as file when this chat app supports file inputs; Menlo checks it is a PDF, JPEG or PNG up to 5 MB, keeps it with that question and saves the question's upload answer, which can resume eligible carrier processing. When no file arrives, returns attached false, a website upload link for the customer and the next step. An attached existing policy or application can suggest answers, saved with answer_quote_page once the customer confirms each. Takes the current baseRevision and an eventId; a retry of the same file reuses its eventId. Do not use for a file that answers no open document question, or for protected information.
Input Schema
{
"type": "object",
"properties": {
"locale": {
"default": "en",
"type": "string",
"enum": [
"en",
"es"
]
},
"eventId": {
"type": "string",
"pattern": "^[A-Za-z0-9_-]{8,128}$",
"description": "Unique ID for this attachment; a retry of the same file reuses it, a different file takes a new one"
},
"baseRevision": {
"type": "integer",
"minimum": 0,
"maximum": 9007199254740991,
"description": "baseRevision from get_current_page or get_missing_questions"
},
"questionId": {
"type": "string",
"pattern": "^[A-Za-z][A-Za-z0-9_.-]{0,159}$",
"description": "ID of a current question marked attachDocument, e.g. fair-plan.replacement_cost_estimate"
},
"file": {
"description": "The document the customer attached in this conversation: a PDF, JPEG or PNG up to 5 MB. Omit it when the chat app cannot pass attached files; Menlo then returns a website upload link",
"type": "object",
"properties": {
"download_url": {
"type": "string",
"maxLength": 4096,
"description": "Temporary download URL ChatGPT supplies for the attached file"
},
"file_id": {
"type": "string",
"maxLength": 512,
"description": "ChatGPT file ID of the attachment"
},
"mime_type": {
"description": "Type ChatGPT reports; Menlo checks the file's own bytes",
"type": "string",
"maxLength": 200
},
"file_name": {
"description": "The attachment's file name",
"type": "string",
"maxLength": 500
}
},
"required": [
"download_url",
"file_id"
]
}
},
"required": [
"eventId",
"baseRevision",
"questionId"
],
"$schema": "https://json-schema.org/draft/2020-12/schema",
"additionalProperties": false
}Output Schema
{
"type": "object",
"properties": {
"demo": {
"type": "boolean"
},
"quoteNumber": {
"type": "integer",
"minimum": -9007199254740991,
"maximum": 9007199254740991
},
"questionId": {
"type": "string"
},
"attached": {
"type": "boolean"
},
"baseRevision": {
"type": "integer",
"minimum": -9007199254740991,
"maximum": 9007199254740991
},
"uploadUrl": {
"anyOf": [
{
"type": "string",
"format": "uri"
},
{
"type": "null"
}
]
},
"uploadUrlExpiresAt": {
"anyOf": [
{
"type": "string"
},
{
"type": "null"
}
]
},
"websiteUrl": {
"type": "string",
"format": "uri"
},
"nextStep": {
"type": "string"
}
},
"required": [
"demo",
"quoteNumber",
"questionId",
"attached",
"baseRevision",
"uploadUrl",
"uploadUrlExpiresAt",
"websiteUrl",
"nextStep"
],
"$schema": "https://json-schema.org/draft/2020-12/schema",
"additionalProperties": false
}🟢get_connected_quote_profile
Use this when you need to know which quote this connection covers. 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 recorded12 tools
verifiedversion not recorded11 tools
verifiedversion not recorded11 tools