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Guides users through insurance quote applications, saves ordinary application answers, handles follow-up questions, and authorizes carrier quote requests.
Capacidades
Herramientas
11
herramientas
answer_additional_questions
Save additional quote 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.
Destructivo
Acceso externo
Idempotente
Esquema de entrada
{'type': 'object', '$schema': 'https://json-schema.org/draft/2020-12/schema', 'required': ['eventId', 'baseRevision', 'answers'], 'properties': {'locale': {'enum': ['en', 'es'], 'type': 'string', 'default': 'en', 'description': 'Language for the resulting quote status'}, 'answers': {'type': 'array', 'items': {'type': 'object', 'required': ['questionId', 'status', 'value'], 'properties': {'value': {'anyOf': [{'type': 'string', 'maxLength': 4000}, {'type': 'number'}, {'type': 'boolean'}, {'type': 'array', 'items': {'type': 'string', 'maxLength': 500}, 'maxItems': 100}, {'type': 'null'}]}, 'status': {'enum': ['confirmed', 'unknown', 'declined'], 'type': 'string'}, 'questionId': {'type': 'string', 'maxLength': 160, 'minLength': 1}}, 'additionalProperties': False}, 'maxItems': 100, 'minItems': 1, 'description': 'Only customer-confirmed facts from current additional questions whose answerOnWebsite is false; never coverage choices, protected information, consent, signatures, owner answers or uploads'}, 'eventId': {'type': 'string', 'pattern': '^[A-Za-z0-9_-]{8,128}$', 'description': 'Stable unique ID for this answer submission; retries reuse the same ID and identical answers'}, 'baseRevision': {'type': 'integer', 'maximum': 9007199254740991, 'minimum': 0, 'description': 'The revision returned by get_missing_questions; conflicts require rereading questions'}}, 'additionalProperties': False}
Esquema de salida
{'type': 'object', '$schema': 'https://json-schema.org/draft/2020-12/schema', 'required': ['demo', 'quoteNumber', 'formId', 'formRevisionId', 'revision', 'stage', 'ownerQuote', 'aggregate', 'carriers', 'additionalQuestionCount', 'nextAction', 'websiteUrl', 'pricingNotice', 'notificationStatus', 'notificationExpiresAt', 'progressMessage'], 'properties': {'demo': {'type': 'boolean'}, 'stage': {'type': 'string'}, 'formId': {'type': 'string'}, 'carriers': {'type': 'array', 'items': {'type': 'object', 'required': ['carrierId', 'status', 'quote', 'declineReason', 'informationSubmitted'], 'properties': {'quote': {'anyOf': [{'type': 'object', 'required': ['carrier'], 'properties': {'intro': {'type': 'string', 'maxLength': 500, 'minLength': 1}, 'limits': {'type': 'array', 'items': {'type': 'object', 'required': ['label', 'value'], 'properties': {'label': {'type': 'string', 'maxLength': 120, 'minLength': 1}, 'value': {'type': 'string', 'maxLength': 120, 'minLength': 1}}, 'additionalProperties': False}, 'maxItems': 20, 'minItems': 1}, 'yearly': {'type': 'string', 'pattern': '^(?:0\\.(?:0[1-9]|[1-9]\\d)|[1-9]\\d*\\.\\d{2})$', 'maxLength': 40}, 'carrier': {'type': 'string', 'maxLength': 120, 'minLength': 1}, 'monthly': {'type': 'string', 'pattern': '^(?:0\\.(?:0[1-9]|[1-9]\\d)|[1-9]\\d*\\.\\d{2})$', 'maxLength': 40}, 'dueToday': {'type': 'string', 'pattern': '^(?:0\\.(?:0[1-9]|[1-9]\\d)|[1-9]\\d*\\.\\d{2})$', 'maxLength': 40}, 'coverages': {'type': 'array', 'items': {'type': 'string', 'maxLength': 120, 'minLength': 1}, 'maxItems': 20, 'minItems': 1}, '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])))$'}, 'subjectTo': {'type': 'array', 'items': {'type': 'string', 'maxLength': 300, 'minLength': 1}, 'maxItems': 20, 'minItems': 1}, 'monthlyCount': {'type': 'integer', 'maximum': 60, 'exclusiveMinimum': 0}}, 'additionalProperties': False}, {'type': 'null'}]}, 'status': {'type': 'string'}, 'carrierId': {'type': 'string'}, 'declineReason': {'anyOf': [{'type': 'string'}, {'type': 'null'}]}, 'informationSubmitted': {'type': 'boolean'}}, 'additionalProperties': False}}, 'revision': {'type': 'integer', 'maximum': 9007199254740991, 'minimum': -9007199254740991}, 'aggregate': {'type': 'object', 'required': ['status', 'total', 'terminal', 'quoted', 'referred', 'declined', 'blocked'], 'properties': {'total': {'type': 'integer', 'maximum': 9007199254740991, 'minimum': -9007199254740991}, 'quoted': {'type': 'integer', 'maximum': 9007199254740991, 'minimum': -9007199254740991}, 'status': {'type': 'string'}, 'blocked': {'type': 'integer', 'maximum': 9007199254740991, 'minimum': -9007199254740991}, 'declined': {'type': 'integer', 'maximum': 9007199254740991, 'minimum': -9007199254740991}, 'referred': {'type': 'integer', 'maximum': 9007199254740991, 'minimum': -9007199254740991}, 'terminal': {'type': 'integer', 'maximum': 9007199254740991, 'minimum': -9007199254740991}}, 'additionalProperties': False}, 'nextAction': {'enum': ['answer_page', 'finish_on_website', 'answer_questions', 'broker_review', 'wait', 'review', 'review_application', 'cancelled'], 'type': 'string'}, 'ownerQuote': {'type': 'boolean'}, 'websiteUrl': {'type': 'string', 'format': 'uri'}, 'quoteNumber': {'type': 'integer', 'maximum': 9007199254740991, 'minimum': -9007199254740991}, 'pricingNotice': {'type': 'string'}, 'formRevisionId': {'type': 'string'}, 'progressMessage': {'type': 'string'}, 'notificationStatus': {'enum': ['subscribed', 'not_subscribed'], 'type': 'string'}, 'notificationExpiresAt': {'anyOf': [{'type': 'string'}, {'type': 'null'}]}, 'additionalQuestionCount': {'type': 'integer', 'maximum': 9007199254740991, 'minimum': -9007199254740991}}, 'additionalProperties': False}
answer_quote_page
Save your current application page
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.
Destructivo
Acceso externo
Idempotente
Esquema de entrada
{'type': 'object', '$schema': 'https://json-schema.org/draft/2020-12/schema', 'required': ['eventId', 'baseRevision', 'answers'], 'properties': {'locale': {'enum': ['en', 'es'], 'type': 'string', 'default': 'en'}, 'answers': {'type': 'array', 'items': {'type': 'object', 'required': ['questionId', 'status', 'value'], 'properties': {'value': {'anyOf': [{'type': 'string', 'maxLength': 4000}, {'type': 'number'}, {'type': 'boolean'}, {'type': 'array', 'items': {'type': 'string', 'maxLength': 500}, 'maxItems': 100}, {'type': 'null'}]}, 'status': {'enum': ['confirmed', 'unknown', 'declined'], 'type': 'string'}, 'questionId': {'type': 'string', 'maxLength': 160, 'minLength': 1}}, 'additionalProperties': False}, 'maxItems': 100, 'minItems': 1, 'description': 'Only customer-confirmed facts from the current page with answerOnWebsite false; readonly prefills are server-owned'}, 'eventId': {'type': 'string', 'pattern': '^[A-Za-z0-9_-]{8,128}$', 'description': 'Unique submission ID; retry identical answers with the same eventId'}, 'baseRevision': {'type': 'integer', 'maximum': 9007199254740991, 'minimum': 0, 'description': 'Current baseRevision returned by get_current_page'}}, 'additionalProperties': False}
Esquema de salida
{'type': 'object', '$schema': 'https://json-schema.org/draft/2020-12/schema', 'required': ['demo', 'quoteNumber', 'formId', 'formRevisionId', 'baseRevision', 'stage', 'section', 'websiteRequired', 'websiteRequiredReason', 'websiteUrl', 'geography', 'page', 'nextStep'], 'properties': {'demo': {'type': 'boolean'}, 'page': {'anyOf': [{'type': 'object', 'required': ['id', 'title', 'index', 'pageCount', 'questions', 'answerSchema'], 'properties': {'id': {'type': 'string'}, 'index': {'type': 'integer', 'maximum': 9007199254740991, 'minimum': -9007199254740991}, 'title': {'type': 'string'}, 'pageCount': {'type': 'integer', 'maximum': 9007199254740991, 'minimum': -9007199254740991}, 'questions': {'type': 'array', 'items': {'type': 'object', 'required': ['id', 'label', 'control', 'required', 'answerOnWebsite', 'readOnly'], 'properties': {'id': {'type': 'string'}, 'label': {'type': 'string'}, 'control': {'type': 'string'}, 'options': {'type': 'array', 'items': {'type': 'object', 'required': ['value', 'label'], 'properties': {'label': {'type': 'string'}, 'value': {'anyOf': [{'type': 'string'}, {'type': 'number'}, {'type': 'boolean'}]}}, 'additionalProperties': False}}, 'helpText': {'type': 'string'}, 'readOnly': {'type': 'boolean'}, 'required': {'type': 'boolean'}, 'prefillValue': {'anyOf': [{'type': 'string', 'maxLength': 4000}, {'type': 'number'}, {'type': 'boolean'}, {'type': 'array', 'items': {'type': 'string', 'maxLength': 500}, 'maxItems': 100}, {'type': 'null'}]}, 'answerOnWebsite': {'type': 'boolean'}}, 'additionalProperties': False}}, 'answerSchema': {'type': 'object', 'propertyNames': {'type': 'string'}, 'additionalProperties': {}}}, 'additionalProperties': False}, {'type': 'null'}]}, 'stage': {'type': 'string'}, 'formId': {'type': 'string'}, 'section': {'enum': ['easy', 'recommendation', 'application', 'review', 'waiting', 'out_of_area', 'cancelled'], 'type': 'string'}, 'nextStep': {'type': 'string'}, 'geography': {'anyOf': [{'type': 'object', 'required': ['eligible', 'state'], 'properties': {'basis': {'enum': ['license', 'product'], 'type': 'string'}, 'state': {'anyOf': [{'type': 'string'}, {'type': 'null'}]}, 'eligible': {'type': 'boolean'}}, 'additionalProperties': False}, {'type': 'null'}]}, 'websiteUrl': {'type': 'string', 'format': 'uri'}, 'quoteNumber': {'type': 'integer', 'maximum': 9007199254740991, 'minimum': -9007199254740991}, 'baseRevision': {'type': 'integer', 'maximum': 9007199254740991, 'minimum': -9007199254740991}, 'formRevisionId': {'type': 'string'}, 'websiteRequired': {'type': 'boolean'}, 'websiteRequiredReason': {'anyOf': [{'type': 'string'}, {'type': 'null'}]}}, 'additionalProperties': False}
get_connected_quote_profile
Read connected quote identity
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.
Solo lectura
Idempotente
Esquema de entrada
{'type': 'object', '$schema': 'https://json-schema.org/draft/2020-12/schema', 'properties': {}, 'additionalProperties': False}
Esquema de salida
{'type': 'object', '$schema': 'https://json-schema.org/draft/2020-12/schema', 'required': ['id', 'name'], 'properties': {'id': {'type': 'string', 'pattern': '\\S', 'minLength': 1}, 'name': {'type': 'string'}}, 'additionalProperties': False}
get_current_page
Read your current application page
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.
Solo lectura
Idempotente
Esquema de entrada
{'type': 'object', '$schema': 'https://json-schema.org/draft/2020-12/schema', 'properties': {'locale': {'enum': ['en', 'es'], 'type': 'string', 'default': 'en'}}, 'additionalProperties': False}
Esquema de salida
{'type': 'object', '$schema': 'https://json-schema.org/draft/2020-12/schema', 'required': ['demo', 'quoteNumber', 'formId', 'formRevisionId', 'baseRevision', 'stage', 'section', 'websiteRequired', 'websiteRequiredReason', 'websiteUrl', 'geography', 'page', 'nextStep'], 'properties': {'demo': {'type': 'boolean'}, 'page': {'anyOf': [{'type': 'object', 'required': ['id', 'title', 'index', 'pageCount', 'questions', 'answerSchema'], 'properties': {'id': {'type': 'string'}, 'index': {'type': 'integer', 'maximum': 9007199254740991, 'minimum': -9007199254740991}, 'title': {'type': 'string'}, 'pageCount': {'type': 'integer', 'maximum': 9007199254740991, 'minimum': -9007199254740991}, 'questions': {'type': 'array', 'items': {'type': 'object', 'required': ['id', 'label', 'control', 'required', 'answerOnWebsite', 'readOnly'], 'properties': {'id': {'type': 'string'}, 'label': {'type': 'string'}, 'control': {'type': 'string'}, 'options': {'type': 'array', 'items': {'type': 'object', 'required': ['value', 'label'], 'properties': {'label': {'type': 'string'}, 'value': {'anyOf': [{'type': 'string'}, {'type': 'number'}, {'type': 'boolean'}]}}, 'additionalProperties': False}}, 'helpText': {'type': 'string'}, 'readOnly': {'type': 'boolean'}, 'required': {'type': 'boolean'}, 'prefillValue': {'anyOf': [{'type': 'string', 'maxLength': 4000}, {'type': 'number'}, {'type': 'boolean'}, {'type': 'array', 'items': {'type': 'string', 'maxLength': 500}, 'maxItems': 100}, {'type': 'null'}]}, 'answerOnWebsite': {'type': 'boolean'}}, 'additionalProperties': False}}, 'answerSchema': {'type': 'object', 'propertyNames': {'type': 'string'}, 'additionalProperties': {}}}, 'additionalProperties': False}, {'type': 'null'}]}, 'stage': {'type': 'string'}, 'formId': {'type': 'string'}, 'section': {'enum': ['easy', 'recommendation', 'application', 'review', 'waiting', 'out_of_area', 'cancelled'], 'type': 'string'}, 'nextStep': {'type': 'string'}, 'geography': {'anyOf': [{'type': 'object', 'required': ['eligible', 'state'], 'properties': {'basis': {'enum': ['license', 'product'], 'type': 'string'}, 'state': {'anyOf': [{'type': 'string'}, {'type': 'null'}]}, 'eligible': {'type': 'boolean'}}, 'additionalProperties': False}, {'type': 'null'}]}, 'websiteUrl': {'type': 'string', 'format': 'uri'}, 'quoteNumber': {'type': 'integer', 'maximum': 9007199254740991, 'minimum': -9007199254740991}, 'baseRevision': {'type': 'integer', 'maximum': 9007199254740991, 'minimum': -9007199254740991}, 'formRevisionId': {'type': 'string'}, 'websiteRequired': {'type': 'boolean'}, 'websiteRequiredReason': {'anyOf': [{'type': 'string'}, {'type': 'null'}]}}, 'additionalProperties': False}
get_missing_questions
Read outstanding quote questions
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.
Solo lectura
Idempotente
Esquema de entrada
{'type': 'object', '$schema': 'https://json-schema.org/draft/2020-12/schema', 'properties': {'locale': {'enum': ['en', 'es'], 'type': 'string', 'default': 'en'}}, 'additionalProperties': False}
Esquema de salida
{'type': 'object', '$schema': 'https://json-schema.org/draft/2020-12/schema', 'required': ['demo', 'quoteNumber', 'formRevisionId', 'baseRevision', 'stage', 'websiteUrl', 'sections', 'nextStep'], 'properties': {'demo': {'type': 'boolean'}, 'stage': {'type': 'string'}, 'nextStep': {'type': 'string'}, 'sections': {'type': 'array', 'items': {'type': 'object', 'required': ['title', 'questions', 'answerSchema'], 'properties': {'title': {'type': 'string'}, 'questions': {'type': 'array', 'items': {'type': 'object', 'required': ['id', 'label', 'control', 'required', 'answerOnWebsite', 'askedBy', 'correction'], 'properties': {'id': {'type': 'string'}, 'label': {'type': 'string'}, 'askedBy': {'type': 'array', 'items': {'type': 'string'}}, 'control': {'type': 'string'}, 'options': {'type': 'array', 'items': {'type': 'object', 'required': ['value', 'label'], 'properties': {'label': {'type': 'string'}, 'value': {'anyOf': [{'type': 'string'}, {'type': 'number'}, {'type': 'boolean'}]}}, 'additionalProperties': False}}, 'helpText': {'type': 'string'}, 'required': {'type': 'boolean'}, 'correction': {'anyOf': [{'type': 'object', 'required': ['answerRevision', 'reason', 'requireChangedValue'], 'properties': {'reason': {'type': 'string'}, 'answerRevision': {'type': 'integer', 'maximum': 9007199254740991, 'minimum': -9007199254740991}, 'requireChangedValue': {'type': 'boolean'}}, 'additionalProperties': False}, {'type': 'null'}]}, 'answerOnWebsite': {'type': 'boolean'}}, 'additionalProperties': False}}, 'answerSchema': {'type': 'object', 'propertyNames': {'type': 'string'}, 'additionalProperties': {}}}, 'additionalProperties': False}}, 'websiteUrl': {'type': 'string', 'format': 'uri'}, 'quoteNumber': {'type': 'integer', 'maximum': 9007199254740991, 'minimum': -9007199254740991}, 'baseRevision': {'type': 'integer', 'maximum': 9007199254740991, 'minimum': -9007199254740991}, 'formRevisionId': {'type': 'string'}}, 'additionalProperties': False}
get_quote_link
Get a Menlo quote form link
Returns the website quote form link for a published formId. Does not create or submit an application or read private quotes.
Solo lectura
Idempotente
Esquema de entrada
{'type': 'object', '$schema': 'https://json-schema.org/draft/2020-12/schema', 'required': ['formId'], 'properties': {'formId': {'type': 'string', 'pattern': '^[a-z][a-z0-9-]{0,60}$'}, 'locale': {'enum': ['en', 'es'], 'type': 'string', 'default': 'en'}}, 'additionalProperties': False}
Esquema de salida
{'type': 'object', '$schema': 'https://json-schema.org/draft/2020-12/schema', 'required': ['product', 'nextStep'], 'properties': {'product': {'type': 'object', 'required': ['formId', 'label', 'quoteUrl', 'availableStates'], 'properties': {'label': {'type': 'string'}, 'formId': {'type': 'string'}, 'quoteUrl': {'type': 'string', 'format': 'uri'}, 'availableStates': {'type': 'array', 'items': {'type': 'string'}}}, 'additionalProperties': False}, 'nextStep': {'type': 'string'}}, 'additionalProperties': False}
get_quote_status
Check your Menlo quote
Returns the connected quote’s stage, carrier outcomes and available quotes. Premiums are indicative carrier results and nothing is bound. Includes a waiting-on-carriers message and whether an MCP Events quote.updated subscription is active. Reading does not activate notifications, start carrier processing or list other quotes.
Solo lectura
Idempotente
Esquema de entrada
{'type': 'object', '$schema': 'https://json-schema.org/draft/2020-12/schema', 'properties': {'locale': {'enum': ['en', 'es'], 'type': 'string', 'default': 'en'}}, 'additionalProperties': False}
Esquema de salida
{'type': 'object', '$schema': 'https://json-schema.org/draft/2020-12/schema', 'required': ['demo', 'quoteNumber', 'formId', 'formRevisionId', 'revision', 'stage', 'ownerQuote', 'aggregate', 'carriers', 'additionalQuestionCount', 'nextAction', 'websiteUrl', 'pricingNotice', 'notificationStatus', 'notificationExpiresAt', 'progressMessage'], 'properties': {'demo': {'type': 'boolean'}, 'stage': {'type': 'string'}, 'formId': {'type': 'string'}, 'carriers': {'type': 'array', 'items': {'type': 'object', 'required': ['carrierId', 'status', 'quote', 'declineReason', 'informationSubmitted'], 'properties': {'quote': {'anyOf': [{'type': 'object', 'required': ['carrier'], 'properties': {'intro': {'type': 'string', 'maxLength': 500, 'minLength': 1}, 'limits': {'type': 'array', 'items': {'type': 'object', 'required': ['label', 'value'], 'properties': {'label': {'type': 'string', 'maxLength': 120, 'minLength': 1}, 'value': {'type': 'string', 'maxLength': 120, 'minLength': 1}}, 'additionalProperties': False}, 'maxItems': 20, 'minItems': 1}, 'yearly': {'type': 'string', 'pattern': '^(?:0\\.(?:0[1-9]|[1-9]\\d)|[1-9]\\d*\\.\\d{2})$', 'maxLength': 40}, 'carrier': {'type': 'string', 'maxLength': 120, 'minLength': 1}, 'monthly': {'type': 'string', 'pattern': '^(?:0\\.(?:0[1-9]|[1-9]\\d)|[1-9]\\d*\\.\\d{2})$', 'maxLength': 40}, 'dueToday': {'type': 'string', 'pattern': '^(?:0\\.(?:0[1-9]|[1-9]\\d)|[1-9]\\d*\\.\\d{2})$', 'maxLength': 40}, 'coverages': {'type': 'array', 'items': {'type': 'string', 'maxLength': 120, 'minLength': 1}, 'maxItems': 20, 'minItems': 1}, '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])))$'}, 'subjectTo': {'type': 'array', 'items': {'type': 'string', 'maxLength': 300, 'minLength': 1}, 'maxItems': 20, 'minItems': 1}, 'monthlyCount': {'type': 'integer', 'maximum': 60, 'exclusiveMinimum': 0}}, 'additionalProperties': False}, {'type': 'null'}]}, 'status': {'type': 'string'}, 'carrierId': {'type': 'string'}, 'declineReason': {'anyOf': [{'type': 'string'}, {'type': 'null'}]}, 'informationSubmitted': {'type': 'boolean'}}, 'additionalProperties': False}}, 'revision': {'type': 'integer', 'maximum': 9007199254740991, 'minimum': -9007199254740991}, 'aggregate': {'type': 'object', 'required': ['status', 'total', 'terminal', 'quoted', 'referred', 'declined', 'blocked'], 'properties': {'total': {'type': 'integer', 'maximum': 9007199254740991, 'minimum': -9007199254740991}, 'quoted': {'type': 'integer', 'maximum': 9007199254740991, 'minimum': -9007199254740991}, 'status': {'type': 'string'}, 'blocked': {'type': 'integer', 'maximum': 9007199254740991, 'minimum': -9007199254740991}, 'declined': {'type': 'integer', 'maximum': 9007199254740991, 'minimum': -9007199254740991}, 'referred': {'type': 'integer', 'maximum': 9007199254740991, 'minimum': -9007199254740991}, 'terminal': {'type': 'integer', 'maximum': 9007199254740991, 'minimum': -9007199254740991}}, 'additionalProperties': False}, 'nextAction': {'enum': ['answer_page', 'finish_on_website', 'answer_questions', 'broker_review', 'wait', 'review', 'review_application', 'cancelled'], 'type': 'string'}, 'ownerQuote': {'type': 'boolean'}, 'websiteUrl': {'type': 'string', 'format': 'uri'}, 'quoteNumber': {'type': 'integer', 'maximum': 9007199254740991, 'minimum': -9007199254740991}, 'pricingNotice': {'type': 'string'}, 'formRevisionId': {'type': 'string'}, 'progressMessage': {'type': 'string'}, 'notificationStatus': {'enum': ['subscribed', 'not_subscribed'], 'type': 'string'}, 'notificationExpiresAt': {'anyOf': [{'type': 'string'}, {'type': 'null'}]}, 'additionalQuestionCount': {'type': 'integer', 'maximum': 9007199254740991, 'minimum': -9007199254740991}}, 'additionalProperties': False}
list_products
Find Menlo insurance products
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.
Solo lectura
Idempotente
Esquema de entrada
{'type': 'object', '$schema': 'https://json-schema.org/draft/2020-12/schema', 'properties': {'locale': {'enum': ['en', 'es'], 'type': 'string', 'default': 'en'}}, 'additionalProperties': False}
Esquema de salida
{'type': 'object', '$schema': 'https://json-schema.org/draft/2020-12/schema', 'required': ['products'], 'properties': {'products': {'type': 'array', 'items': {'type': 'object', 'required': ['formId', 'label', 'quoteUrl', 'availableStates', 'quotingProcess'], 'properties': {'label': {'type': 'string'}, 'formId': {'type': 'string'}, 'quoteUrl': {'type': 'string', 'format': 'uri'}, 'quotingProcess': {'type': 'string'}, 'availableStates': {'type': 'array', 'items': {'type': 'string'}}}, 'additionalProperties': False}}}, 'additionalProperties': False}
review_quote_application
Review your application and quote consent
Returns the connected application's ordinary answers, exact quote-authorization consent, Terms link and a short-lived revision-bound reviewToken when ready. Protected values are excluded. Reading does not request carrier quotes or accept terms.
Solo lectura
Idempotente
Esquema de entrada
{'type': 'object', '$schema': 'https://json-schema.org/draft/2020-12/schema', 'properties': {'locale': {'enum': ['en', 'es'], 'type': 'string', 'default': 'en'}}, 'additionalProperties': False}
Esquema de salida
{'type': 'object', '$schema': 'https://json-schema.org/draft/2020-12/schema', 'required': ['demo', 'quoteNumber', 'baseRevision', 'readyToSubmit', 'alreadySubmitted', 'reviewToken', 'expiresAt', 'answers', 'websiteOnlyAnswerCount', 'requiredWebsiteQuestionIds', 'termsVersion', 'termsUrl', 'consentText', 'confirmationText', 'websiteUrl', 'nextStep'], 'properties': {'demo': {'type': 'boolean'}, 'answers': {'type': 'array', 'items': {'type': 'object', 'required': ['questionId', 'label', 'value'], 'properties': {'label': {'type': 'string'}, 'value': {}, 'questionId': {'type': 'string'}}, 'additionalProperties': False}}, 'nextStep': {'type': 'string'}, 'termsUrl': {'type': 'string', 'format': 'uri'}, 'expiresAt': {'anyOf': [{'type': 'string'}, {'type': 'null'}]}, 'websiteUrl': {'type': 'string', 'format': 'uri'}, 'consentText': {'type': 'string'}, 'quoteNumber': {'type': 'integer', 'maximum': 9007199254740991, 'minimum': -9007199254740991}, 'reviewToken': {'anyOf': [{'type': 'string'}, {'type': 'null'}]}, 'baseRevision': {'type': 'integer', 'maximum': 9007199254740991, 'minimum': -9007199254740991}, 'termsVersion': {'type': 'string'}, 'readyToSubmit': {'type': 'boolean'}, 'alreadySubmitted': {'type': 'boolean'}, 'confirmationText': {'type': 'string'}, 'websiteOnlyAnswerCount': {'type': 'integer', 'maximum': 9007199254740991, 'minimum': -9007199254740991}, 'requiredWebsiteQuestionIds': {'type': 'array', 'items': {'type': 'string'}}}, 'additionalProperties': False}
start_quote
Start your connected Menlo quote
Creates one empty quote draft for a published formId selected from the customer's stated need, or resumes the one existing connected quote. Requires website OAuth consent first. Repeated calls return the same quote; a different product cannot replace it. Returns the current application page. Does not request carrier pricing, accept insurance terms or submit the application.
Idempotente
Esquema de entrada
{'type': 'object', '$schema': 'https://json-schema.org/draft/2020-12/schema', 'properties': {'formId': {'type': 'string', 'pattern': '^[a-z][a-z0-9-]{0,60}$', 'description': "Published formId from list_products, chosen for the customer's stated insurance need. Required for a new connection; omit to resume its existing quote."}, 'locale': {'enum': ['en', 'es'], 'type': 'string', 'default': 'en'}}, 'additionalProperties': False}
Esquema de salida
{'type': 'object', '$schema': 'https://json-schema.org/draft/2020-12/schema', 'required': ['demo', 'quoteNumber', 'formId', 'formRevisionId', 'baseRevision', 'stage', 'section', 'websiteRequired', 'websiteRequiredReason', 'websiteUrl', 'geography', 'page', 'nextStep'], 'properties': {'demo': {'type': 'boolean'}, 'page': {'anyOf': [{'type': 'object', 'required': ['id', 'title', 'index', 'pageCount', 'questions', 'answerSchema'], 'properties': {'id': {'type': 'string'}, 'index': {'type': 'integer', 'maximum': 9007199254740991, 'minimum': -9007199254740991}, 'title': {'type': 'string'}, 'pageCount': {'type': 'integer', 'maximum': 9007199254740991, 'minimum': -9007199254740991}, 'questions': {'type': 'array', 'items': {'type': 'object', 'required': ['id', 'label', 'control', 'required', 'answerOnWebsite', 'readOnly'], 'properties': {'id': {'type': 'string'}, 'label': {'type': 'string'}, 'control': {'type': 'string'}, 'options': {'type': 'array', 'items': {'type': 'object', 'required': ['value', 'label'], 'properties': {'label': {'type': 'string'}, 'value': {'anyOf': [{'type': 'string'}, {'type': 'number'}, {'type': 'boolean'}]}}, 'additionalProperties': False}}, 'helpText': {'type': 'string'}, 'readOnly': {'type': 'boolean'}, 'required': {'type': 'boolean'}, 'prefillValue': {'anyOf': [{'type': 'string', 'maxLength': 4000}, {'type': 'number'}, {'type': 'boolean'}, {'type': 'array', 'items': {'type': 'string', 'maxLength': 500}, 'maxItems': 100}, {'type': 'null'}]}, 'answerOnWebsite': {'type': 'boolean'}}, 'additionalProperties': False}}, 'answerSchema': {'type': 'object', 'propertyNames': {'type': 'string'}, 'additionalProperties': {}}}, 'additionalProperties': False}, {'type': 'null'}]}, 'stage': {'type': 'string'}, 'formId': {'type': 'string'}, 'section': {'enum': ['easy', 'recommendation', 'application', 'review', 'waiting', 'out_of_area', 'cancelled'], 'type': 'string'}, 'nextStep': {'type': 'string'}, 'geography': {'anyOf': [{'type': 'object', 'required': ['eligible', 'state'], 'properties': {'basis': {'enum': ['license', 'product'], 'type': 'string'}, 'state': {'anyOf': [{'type': 'string'}, {'type': 'null'}]}, 'eligible': {'type': 'boolean'}}, 'additionalProperties': False}, {'type': 'null'}]}, 'websiteUrl': {'type': 'string', 'format': 'uri'}, 'quoteNumber': {'type': 'integer', 'maximum': 9007199254740991, 'minimum': -9007199254740991}, 'baseRevision': {'type': 'integer', 'maximum': 9007199254740991, 'minimum': -9007199254740991}, 'formRevisionId': {'type': 'string'}, 'websiteRequired': {'type': 'boolean'}, 'websiteRequiredReason': {'anyOf': [{'type': 'string'}, {'type': 'null'}]}}, 'additionalProperties': False}
submit_quote_request
Authorize and request carrier quotes
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.
Destructivo
Acceso externo
Idempotente
Esquema de entrada
{'type': 'object', '$schema': 'https://json-schema.org/draft/2020-12/schema', 'required': ['reviewToken', 'baseRevision', 'termsVersion', 'locale', 'customerConfirmation'], 'properties': {'locale': {'enum': ['en', 'es'], 'type': 'string'}, 'reviewToken': {'type': 'string', 'pattern': '^[A-Za-z0-9_-]{43}$', 'description': 'Short-lived reviewToken returned by review_quote_application; never invent one'}, 'baseRevision': {'type': 'integer', 'maximum': 9007199254740991, 'minimum': 0}, 'termsVersion': {'type': 'string', 'const': 'quote-terms-2026-09-27'}, 'customerConfirmation': {'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.'], 'type': 'string', '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'}}, 'additionalProperties': False}
Esquema de salida
{'type': 'object', '$schema': 'https://json-schema.org/draft/2020-12/schema', 'required': ['demo', 'quoteNumber', 'formId', 'formRevisionId', 'revision', 'stage', 'ownerQuote', 'aggregate', 'carriers', 'additionalQuestionCount', 'nextAction', 'websiteUrl', 'pricingNotice', 'notificationStatus', 'notificationExpiresAt', 'progressMessage'], 'properties': {'demo': {'type': 'boolean'}, 'stage': {'type': 'string'}, 'formId': {'type': 'string'}, 'carriers': {'type': 'array', 'items': {'type': 'object', 'required': ['carrierId', 'status', 'quote', 'declineReason', 'informationSubmitted'], 'properties': {'quote': {'anyOf': [{'type': 'object', 'required': ['carrier'], 'properties': {'intro': {'type': 'string', 'maxLength': 500, 'minLength': 1}, 'limits': {'type': 'array', 'items': {'type': 'object', 'required': ['label', 'value'], 'properties': {'label': {'type': 'string', 'maxLength': 120, 'minLength': 1}, 'value': {'type': 'string', 'maxLength': 120, 'minLength': 1}}, 'additionalProperties': False}, 'maxItems': 20, 'minItems': 1}, 'yearly': {'type': 'string', 'pattern': '^(?:0\\.(?:0[1-9]|[1-9]\\d)|[1-9]\\d*\\.\\d{2})$', 'maxLength': 40}, 'carrier': {'type': 'string', 'maxLength': 120, 'minLength': 1}, 'monthly': {'type': 'string', 'pattern': '^(?:0\\.(?:0[1-9]|[1-9]\\d)|[1-9]\\d*\\.\\d{2})$', 'maxLength': 40}, 'dueToday': {'type': 'string', 'pattern': '^(?:0\\.(?:0[1-9]|[1-9]\\d)|[1-9]\\d*\\.\\d{2})$', 'maxLength': 40}, 'coverages': {'type': 'array', 'items': {'type': 'string', 'maxLength': 120, 'minLength': 1}, 'maxItems': 20, 'minItems': 1}, '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])))$'}, 'subjectTo': {'type': 'array', 'items': {'type': 'string', 'maxLength': 300, 'minLength': 1}, 'maxItems': 20, 'minItems': 1}, 'monthlyCount': {'type': 'integer', 'maximum': 60, 'exclusiveMinimum': 0}}, 'additionalProperties': False}, {'type': 'null'}]}, 'status': {'type': 'string'}, 'carrierId': {'type': 'string'}, 'declineReason': {'anyOf': [{'type': 'string'}, {'type': 'null'}]}, 'informationSubmitted': {'type': 'boolean'}}, 'additionalProperties': False}}, 'revision': {'type': 'integer', 'maximum': 9007199254740991, 'minimum': -9007199254740991}, 'aggregate': {'type': 'object', 'required': ['status', 'total', 'terminal', 'quoted', 'referred', 'declined', 'blocked'], 'properties': {'total': {'type': 'integer', 'maximum': 9007199254740991, 'minimum': -9007199254740991}, 'quoted': {'type': 'integer', 'maximum': 9007199254740991, 'minimum': -9007199254740991}, 'status': {'type': 'string'}, 'blocked': {'type': 'integer', 'maximum': 9007199254740991, 'minimum': -9007199254740991}, 'declined': {'type': 'integer', 'maximum': 9007199254740991, 'minimum': -9007199254740991}, 'referred': {'type': 'integer', 'maximum': 9007199254740991, 'minimum': -9007199254740991}, 'terminal': {'type': 'integer', 'maximum': 9007199254740991, 'minimum': -9007199254740991}}, 'additionalProperties': False}, 'nextAction': {'enum': ['answer_page', 'finish_on_website', 'answer_questions', 'broker_review', 'wait', 'review', 'review_application', 'cancelled'], 'type': 'string'}, 'ownerQuote': {'type': 'boolean'}, 'websiteUrl': {'type': 'string', 'format': 'uri'}, 'quoteNumber': {'type': 'integer', 'maximum': 9007199254740991, 'minimum': -9007199254740991}, 'pricingNotice': {'type': 'string'}, 'formRevisionId': {'type': 'string'}, 'progressMessage': {'type': 'string'}, 'notificationStatus': {'enum': ['subscribed', 'not_subscribed'], 'type': 'string'}, 'notificationExpiresAt': {'anyOf': [{'type': 'string'}, {'type': 'null'}]}, 'additionalQuestionCount': {'type': 'integer', 'maximum': 9007199254740991, 'minimum': -9007199254740991}}, 'additionalProperties': False}
Historial
Cambios recientes en herramientas
Añadido
get_connected_quote_profile
1 de October de 2026 a las 02:40
Añadido
answer_additional_questions
1 de October de 2026 a las 02:40
Añadido
get_missing_questions
1 de October de 2026 a las 02:40
Añadido
get_quote_status
1 de October de 2026 a las 02:40
Añadido
submit_quote_request
1 de October de 2026 a las 02:40
Añadido
review_quote_application
1 de October de 2026 a las 02:40
Añadido
answer_quote_page
1 de October de 2026 a las 02:40
Añadido
get_current_page
1 de October de 2026 a las 02:40
Añadido
start_quote
1 de October de 2026 a las 02:40
Añadido
get_quote_link
1 de October de 2026 a las 02:40
Añadido
list_products
1 de October de 2026 a las 02:40
Descubrir
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