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This page shows you how to build an insurance quote MCP with @waniwani/sdk. The funnel collects what you need, validates it server-side, calls your pricing API, and shows the user a quote, all as one MCP tool inside ChatGPT, Claude, or any MCP client.

Production example

The most complete example in the docs is the Pet Insurance Quote flow. It demonstrates every pattern an insurance quote funnel needs:
  • Open-ended extraction. One question pulls 5+ fields out of free-form text.
  • Conversational follow-ups. Ask the rest 1-2 at a time, not as a form.
  • Async validation. Breed and location validated against your API before quoting.
  • Conditional branching. Different paths for mixed breeds, indoor cats, etc.
  • Confirmation widget. Show a summary card, let the user correct anything.
  • Correction loop. Corrections re-validate and re-display until the user confirms.
  • Pricing widget. Call the pricing API, render a grid of plan cards.
  • Adjustment loop. User tweaks deductible/copay, recalculate, re-render.
  • Compliance rules in the description. Embedded “no recommendation” guardrails.
Open the Pet Insurance Quote example for the full ~250-line code.

Why an MCP funnel beats a quote form

  • The AI asks naturally. Users say “I have a 2-year-old Golden Retriever named Max, he’s neutered” and the flow extracts 5 fields in one turn. A form would ask each separately.
  • No leaving the conversation. Users get quotes inside ChatGPT or Claude. No tab switch, no friction.
  • Compliance lives in the tool description. Insurance, finance, and healthcare can encode “no recommendation” rules where the model always reads them.
  • Branching is trivial. Mixed breed? Indoor cat? Conditional edges, not nested form fields.

Skeleton for any quote vertical

The pet insurance flow’s shape works for vehicle insurance, home insurance, business insurance, and any vertical with the same shape: collect details, validate, quote, adjust.
See the full Pet Insurance Quote code for working versions of show_confirmation, show_pricing, the correction loop, and the adjustment loop.

Add funnel analytics

Set WANIWANI_API_KEY to track step-by-step drop-off across your quote funnel: ask_vehicle → validate → show_confirmation → show_pricing. The dashboard shows you where users abandon, typically at confirmation or at the price reveal. See Tracking / Overview.

Next

Pet Insurance Quote (full example)

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