# Menlo Insurance MCP server
> Browse Menlo insurance quote forms, fill in a connected quote application and check carrier quote status.
- Listing: https://mcp.tc/i/menlo-insurance
- Connect: use the server's own URL `https://www.menloinsurance.com/mcp` (sign-in optional); clients connect to it directly. The listing link is a page, not an MCP endpoint.
- Type: remote (Streamable HTTP)
- Auth: optional (works without sign-in)
- Category: [Finance & Payments](https://mcp.tc/c/finance-payments)
- Vendor: Menlo Insurance Services
- Homepage:
- Docs:
## About
Connects to Menlo Insurance Services, an independent property and casualty brokerage serving California and Texas. You can list published quote forms and get website quote links. After customer sign-in you can start one quote draft, answer application pages, review the application and consent, request carrier quotes, and check quote status.
The server is hosted at https://www.menloinsurance.com/mcp over streamable HTTP. Listing forms and quote links needs no sign-in. Tools that touch a private quote require customer OAuth consent, and submitting a quote request needs a separate quotes:submit permission. Coverage choices, protected information, consent and signatures are completed on Menlo's website. Nothing is purchased or bound.
## What it can do
- List published Menlo quote forms and the states they serve
- Get the website quote form link for a form
- Start or resume one connected quote draft
- Read and save answers on the current application page
- Review the application and quote consent before submitting
- Request carrier quotes after explicit customer confirmation
- Check quote stage, carrier outcomes and follow-up questions
## Tools (11)
- `list_products`: List published quote forms, states served, quote links and how requests are processed. (read-only)
- `get_quote_link`: Return the website quote form link for a published form ID. (read-only)
- `start_quote`: Create or resume the one connected quote draft; requires OAuth consent.
- `get_current_page`: Read the connected quote's current application page and its questions. (read-only)
- `answer_quote_page`: Save answers to ordinary questions on the current page; may overwrite earlier answers. (can modify or delete data)
- `review_quote_application`: Return ordinary answers, quote consent text, Terms link and a review token. (read-only)
- `submit_quote_request`: Record confirmed consent and request carrier quotes; needs quotes:submit permission. (can modify or delete data)
- `get_quote_status`: Return the quote stage, carrier outcomes and available indicative quotes. (read-only)
- `get_missing_questions`: Read outstanding follow-up questions and correction requests. (read-only)
- `answer_additional_questions`: Save answers to follow-up questions and return updated status. (can modify or delete data)
- `get_connected_quote_profile`: Return the identifier and display name of the connected quote. (read-only)
## Example prompts
- "Which insurance quote forms does Menlo offer in Texas?"
- "Give me the Menlo quote link for general liability."
- "Start a Menlo quote for my business and show the first page."
- "What is the status of my Menlo quote?"
## Install
### Claude Code
1. Run this in a terminal, in your project folder:
```bash
claude mcp add --transport http menlo-insurance https://www.menloinsurance.com/mcp
```
2. Start Claude Code and type `/mcp`. **menlo-insurance** should show as connected. To sign in for more access, pick it and choose **Authenticate**.
Add `--scope user` to make it available in every project, not just this one.
### Claude Desktop
1. Open **Customize → Connectors**, click **+ Add**, then **Add custom connector**.
2. Name it **Menlo Insurance** and paste this URL:
```url
https://www.menloinsurance.com/mcp
```
3. Click **Add**, then **Connect**. Signing in to Menlo Insurance Services is optional.
Claude Desktop’s JSON config file only starts local servers. Remote servers go through Connectors, and connectors you add on claude.ai show up here too.
### claude.ai
1. Open the connector form on claude.ai. This button fills in the name and URL for you:
[Add to claude.ai]() (opens connector settings)
2. Check that the URL reads `https://www.menloinsurance.com/mcp` and click **Add**.
3. Click **Connect**. Signing in to Menlo Insurance Services is optional.
Free plans allow one custom connector. On Team and Enterprise plans an owner adds it under **Organization settings → Connectors**.
### ChatGPT
1. On chatgpt.com, open **Settings → Security and login** and turn on **Developer mode**.
2. Go to `chatgpt.com/plugins` and click **+** to create an app for a remote MCP server.
3. Paste `https://www.menloinsurance.com/mcp` as the server URL and choose **No authentication**, or **OAuth** to sign in to Menlo Insurance Services for more access.
Developer mode is available on the web for Plus, Pro, Business, Enterprise and Education accounts.
### Cursor
[Add to Cursor]() (opens Cursor)
Or add it by hand to `~/.cursor/mcp.json` (all projects) or `.cursor/mcp.json` (this project):
`mcp.json`:
```json
{
"mcpServers": {
"menlo-insurance": {
"url": "https://www.menloinsurance.com/mcp"
}
}
}
```
### VS Code
[Install in VS Code]() (opens VS Code)
Or from a terminal:
```bash
code --add-mcp '{"name":"menlo-insurance","type":"http","url":"https://www.menloinsurance.com/mcp"}'
```
Or commit it to the repo in `.vscode/mcp.json`:
`.vscode/mcp.json`:
```json
{
"servers": {
"menlo-insurance": {
"type": "http",
"url": "https://www.menloinsurance.com/mcp"
}
}
}
```
### Devin Desktop
1. Add it to `~/.config/devin/mcp_config.json` (macOS and Linux) or `%APPDATA%\devin\mcp_config.json` (Windows):
`mcp_config.json`:
```json
{
"mcpServers": {
"menlo-insurance": {
"serverUrl": "https://www.menloinsurance.com/mcp"
}
}
}
```
2. Refresh the MCP server list in Cascade.
Devin Desktop is the new name for Windsurf. It reads `serverUrl` (or `url`) for remote servers.
### Codex
```bash
codex mcp add menlo-insurance --url https://www.menloinsurance.com/mcp
```
Or edit `~/.codex/config.toml` directly:
`config.toml`:
```toml
[mcp_servers.menlo-insurance]
url = "https://www.menloinsurance.com/mcp"
```
### Gemini CLI
```bash
gemini mcp add --transport http menlo-insurance https://www.menloinsurance.com/mcp
```
Then, inside Gemini CLI, run `/mcp auth menlo-insurance` to sign in (optional).
This adds it to the current project. Add `-s user` to use it everywhere.
### Any client
Most clients accept this shape. Some name the URL field differently: `serverUrl` in Devin Desktop, `httpUrl` in Gemini CLI’s settings file.
```json
{
"mcpServers": {
"menlo-insurance": {
"type": "http",
"url": "https://www.menloinsurance.com/mcp"
}
}
}
```
Zed puts servers under `context_servers` in its settings. Cline needs `"type": "streamableHttp"`, or it assumes SSE.
Client only starts local servers? Bridge it with `npx -y mcp-remote https://www.menloinsurance.com/mcp`.
## Recent changes
- 2026-10-07 22:32 UTC: 1 tool changed. Source: automatic check. Changed: submit\_quote\_request.
- 2026-10-07 04:29 UTC: 3 tools changed. Source: automatic check. Changed: answer\_additional\_questions, get\_quote\_status, submit\_quote\_request.
- 2026-10-06 21:23 UTC: Tracking started: 11 tools read. Source: automatic check.
More on the History tab, with descriptions before and after for the newest entries: https://mcp.tc/i/menlo-insurance#history (Atom feed: https://mcp.tc/i/menlo-insurance/history.xml). It records what mcp.tc's anonymous checks saw, every 3 hours where the tool list can be read without sign-in; it is not a security review.
## Details
- Server version: 0.3.0
- MCP protocol version: 2026-07-28
- Last checked: 2026-10-07 (reachable)
- Listed: 2026-10-06
- Updated: 2026-10-07
---
Source: https://mcp.tc/i/menlo-insurance (mcp.tc is an independent directory, not affiliated with this server's publisher). Corrections: https://mcp.tc/report