Menlo

Reviewed 1d ago.

• tools: 11 tools scanned
• metadata: scanned

No findings.

Tools (11)

• list_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.

• get_quote_link

  Returns the website quote form link for a published formId. Does not create or submit an application or read private quotes.

• start_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.

• get_current_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.

• answer_quote_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.

• review_quote_application

  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.

• submit_quote_request

  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.

• get_quote_status

  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.

• get_missing_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.

• answer_additional_questions

  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.

• get_connected_quote_profile

  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.