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Menlo

com.menloinsurance/mcp · v0.3.0

Measured by MCP Station

Description written by the publisher, not verified

Complete a Menlo application, authorize carrier quote requests and answer quote follow-ups.

Connect

claude mcp add --transport http mcp https://www.menloinsurance.com/mcp

{
  "mcpServers": {
    "mcp": {
      "url": "https://www.menloinsurance.com/mcp"
    }
  }
}

Tools as reported by the server

• list_products
  Use this when a customer wants insurance coverage or a quote and you need the product Menlo can quote and where, for example builders risk for a renovation, vacant home insurance, a DIC policy alongside the California FAIR Plan, or event insurance. Returns published formIds, labels, states, website
• get_quote_link
  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.
• start_quote
  Use this when the customer wants Menlo to help insure a home, business, project or event, or to resume their connected quote; they do not need to say 'apply'. Choose the matching formId from list_products. Requires website connection consent first. Creates or resumes one quote and returns its next q
• get_current_page
  Use this when continuing the connected quote, including its first contact questions, 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 (prot
• answer_quote_page write/delete
  Use this when the customer has answered the current contact or application questions, including coverage choices they made. Saves those answers and returns the updated page. Contact answers on a real quote also file the lead in Menlo's CRM; saving a lead does not submit the application or request ca
• review_quote_application
  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.
• submit_quote_request write/delete
  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 a
• get_quote_status
  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
• get_missing_questions
  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 (p
• answer_additional_questions write/delete
  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 earl
• attach_quote_document write/delete
  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 w
• 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.

Tool changes

• 2026-10-24: list_products, get_quote_link, start_quote, get_current_page, answer_quote_page, review_quote_application, submit_quote_request, get_quote_status, get_missing_questions, answer_additional_questions, attach_quote_document, get_connected_quote_profile
• 2026-10-19: list_products, get_quote_link, start_quote, get_current_page, answer_quote_page, review_quote_application, submit_quote_request, get_quote_status, get_missing_questions, answer_additional_questions, attach_quote_document, get_connected_quote_profile
• 2026-10-16: list_products, get_quote_link, start_quote, get_current_page, answer_quote_page, review_quote_application, submit_quote_request, get_quote_status, get_missing_questions, answer_additional_questions, get_connected_quote_profile

Website · JSON · Text for agents · Registry updated 2026-09-30