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Menlo Insurance MCP

AI Assistants provides an MCP server connecting Claude, ChatGPT, and code editors directly to property and casualty insurance quoting workflows.

Menlo Insurance AI Assistants helps businesses and individuals explore property and casualty coverage through an official Model Context Protocol server. Built by Menlo Insurance Services, the integration links conversational AI clients directly to insurance workflows. Instead of navigating repetitive web forms, users can initiate, review, and monitor insurance quote requests directly within their chat workspace.

The connector supports commercial and personal insurance lines across California and Texas. Prospective buyers can discover eligible policies and regional availability without logging in. When ready to quote, the assistant guides applicants through essential questionnaires, clarifies coverage options, and highlights carrier follow-up requirements inside the active chat.

Privacy controls protect sensitive underwriting information through scoped authorization. Private quote actions require explicit browser-based OAuth approval on the Menlo platform. Each connection grant covers only a single quote and automatically expires within seven days. AI models handle conversation processing, while binding, signing, and premium transactions remain on the secure Menlo portal.

Submissions routed through developer clients receive human review from licensed brokers before contacting carriers. Teams can attach the remote endpoint to Claude, ChatGPT, Cursor, Windsurf, or VS Code environments. The tool is free to integrate and query, bridging modern language models with everyday risk management operations.

Features

  • Hosted remote MCP for customer-supplied AI assistants
  • 11 structured quote tools with a deterministic backend
  • Public product discovery and quote-form handoff
  • Human broker review safeguard for applications submitted through developer environments prior to contacting insurance carrier underwriters

Use cases

  • Discover California or Texas insurance products in a compatible AI assistant
  • Start a quote request through the public website form handoff
  • Continue a customer-authorized private application after OAuth consent
  • Authorizing temporary single-quote data access with automatic seven-day permission revocation for privacy-conscious applicants

Screenshots

Menlo Insurance MCP screenshot

What we verified

Public API
Yes (Remote HTTP Model Context Protocol endpoint provided for AI client integration)
Self-hostable
No (Hosted cloud MCP server and web application)
Free tier
Yes (Free access to product discovery, tool endpoints, and quote assistance without a credit card)
Pricing model
Free tool access (Policy premiums apply separately upon binding coverage)
Price
Free (Zero charge to connect or query the MCP server; insurance quotes are provided at no cost)
Data region / hosting location
Not stated
Named integrations
Model Context Protocol (MCP), Claude, ChatGPT, Claude Code, Cursor, Windsurf, VS Code

Could not be verified

Exact cloud hosting provider and physical server region for the remote MCP endpoint
Complete catalog of participating insurance carriers providing automated quotes
Webhook notification support for real-time external quote status alerts

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