Menlo

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

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What it can do

    What data it sees

    Do you need an account

    No: the server works without sign-in

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

    How to connect

    How to connect Menlo to Claude

    The server address to paste into Claude settings:

    https://www.menloinsurance.com/mcp

    1. Open Claude (claude.ai or the desktop app).
    2. Go to Settings → Connectors.
    3. Click Add custom connector.
    4. Paste the server address copied below into Remote MCP server URL and click Add.
    5. In a chat, click + → Connectors and switch the new connector on.

    Custom connectors are available on Free, Pro, Max, Team and Enterprise plans (Free is limited to one). On Team and Enterprise an organization Owner adds the connector first under Organization settings → Connectors.

    Authorization

    After you click Add, a sign-in window for the service opens. Sign in with your own account and approve access. Claude never sees your password.

    How to connect Menlo to ChatGPT

    The server address to paste into ChatGPT settings:

    https://www.menloinsurance.com/mcp

    1. Open ChatGPT in a browser (chatgpt.com). A Plus, Pro, Business, Enterprise or Edu plan is required.
    2. Turn on developer mode once: Settings → Apps → Advanced settings → Developer mode.
    3. Open Settings → Connectors and click Create.
    4. Fill in the form: Name (anything), Description (one line about what the service does), MCP server URL (copy it below).
    5. Under Authentication choose OAuth if the service requires sign-in, otherwise None. Click Create.
    6. In a new chat open + → Apps/Connectors and enable the connector.

    OpenAI has renamed this section before (Connectors → Apps/Plugins). If the label differs, search settings for "developer mode". On Business/Enterprise workspaces an admin must allow custom connectors first.

    Authorization

    On first use ChatGPT opens the service's sign-in window. Sign in and approve access.

    How to connect Menlo to Cursor

    The server address to paste into Cursor settings:

    https://www.menloinsurance.com/mcp

    Fastest: click Open in Cursor below and confirm the prompt.

    Manually:

    1. In Cursor open Settings → Cursor Settings → MCP and click Add new global MCP server.
    2. Paste the JSON copied below into ~/.cursor/mcp.json (per project: .cursor/mcp.json in the repo root).
    3. Save the file. The server appears in the MCP list; authorize it there if asked.

    Authorization

    If the service needs sign-in, an authorize button appears next to the server in the MCP list.

    Server tool list (11)

    Raw names from tools/list. Only developers need these.

    list_productsLists 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_linkReturns 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_pageReturns 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_pageSaves 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.
    review_quote_applicationReturns 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_requestAccepts 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.
    get_quote_statusReturns 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_questionsReturns 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_questionsSaves 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.
    get_connected_quote_profileReturns 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.