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For AI assistants

Connect Your AI Assistant to Crown Merchant Financial

Ask your assistant for a life insurance estimate and it can pull a real range from us in seconds. If you want exact numbers, it can put a free 20-minute video call with a licensed agent on your calendar.

What this is

Crown Merchant Financial runs a hosted connector built on the open Model Context Protocol (MCP). Any assistant that supports MCP can use it, starting with Meta Muse. There is no app to install and no account to create.

How to connect today

  1. Open your assistant (for Muse, the Muse app or website).
  2. Say: "Connect to https://crownmerchantfinancial.com/mcp" or add it as a custom connector in settings.
  3. Ask for a quote, for example: "How much would a $500k 20-year term policy cost for a 35-year-old non-smoker in Illinois?"
MCP endpoint https://crownmerchantfinancial.com/mcp

Transport: Streamable HTTP, JSON responses, no authentication required. Health check at /mcp/health. Once the connector is listed in your assistant's directory you will be able to enable it with one tap instead.

The two tools

Life Insurance Quote Estimate

get_quote_estimate

Returns an estimated monthly premium range for term life or final expense coverage. For indexed universal life and whole life it explains that pricing depends on policy design and offers a call instead.

Collects
  • Age
  • State
  • Tobacco or nicotine use in the last 12 months (yes or no)
  • Product type and coverage amount
  • Term length (10, 20, or 30 years)

Nothing from this tool is stored. It is a calculation.

Book a Consultation

book_consultation

Books a free 20-minute Google Meet call with a licensed agent, Monday to Friday, 9:00 to 17:00 Central. Your assistant must show you our consent text and get your yes before it can call this tool.

Collects
  • First and last name
  • Email and phone number
  • State
  • Your preferred time
  • Optional: product interest, the estimate you received, monthly budget, whether you make the decision

This creates a calendar event, sends you a confirmation email, and records the lead so the agent is prepared.

What we never collect through the connector

Where the connector is available: only in states where Crown Merchant Financial holds a license. If you are somewhere else, the tools say so and do not offer a booking.

Your consent

Before booking, your assistant shows this text and asks for your agreement:

"I agree that Crown Merchant Financial may contact me by phone, text, and email at the number and address I provided about my life insurance request. Consent is not a condition of purchase. Message and data rates may apply. Reply STOP to opt out of texts."

Privacy, terms, and support

This is an estimate, not an offer of coverage. Your actual premium depends on underwriting and approval by the insurance company, and may be higher or lower. Crown Merchant Financial LLC is a licensed independent life insurance agency based in Illinois. License information available on request.