Menlo
Complete a Menlo application, authorize carrier quote requests and answer quote follow-ups.
Connect it
Settings → Connectors → Add custom connector
URL: https://www.menloinsurance.com/mcpSettings → Apps & Connectors → Advanced → Developer mode
Create connector with URL: https://www.menloinsurance.com/mcp{
"mcpServers": {
"mcp": {
"url": "https://www.menloinsurance.com/mcp"
}
}
}claude mcp add --transport http mcp https://www.menloinsurance.com/mcp{
"servers": {
"mcp": {
"type": "http",
"url": "https://www.menloinsurance.com/mcp"
}
}
}11 tools, verified live
list_productsread-onlyLists 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.
get_quote_linkread-onlyReturns the website quote form link for a published formId. Does not create or submit an application or read private quotes.
start_quoteCreates 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.
get_current_pageread-onlyReturns 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.
answer_quote_pagecan modifySaves 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; th
review_quote_applicationread-onlyReturns 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.
submit_quote_requestcan modifyAccepts 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 displa
get_quote_statusread-onlyReturns 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.
get_missing_questionsread-onlyReturns 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.
answer_additional_questionscan modifySaves 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
get_connected_quote_profileread-onlyReturns 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.
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