LeO MCP Connector · Open standard

Build any prospecting workflow you can imagine.

LeO's deep insurance intelligence, exposed to the AI your team already uses. Connect once and Claude, ChatGPT, Gemini, Copilot, or your own agents can reach 25M+ businesses across 200+ filters — renewal dates, Form 5500 financials and benefits red flags, DOT Intelligence, Trucking Triggers, 990 nonprofit financials, OSHA violations, and ready-to-use Talking Points. Then build whatever your agency needs on top of it.

Book a demo See what teams build

Recurring workflow · 6 chained toolsRuns daily · 6:00 AM

›Every morning, find intrastate carriers whose cargo policy renews in 3–5 months, email each one from my inbox, log it to my CRM, and send me a daily summary.

search_prospects

214 intrastate motor carriers match — cargo x-date lands in the 3–5 month window.

get_prospect × 214

Enriches every carrier with its DOT record, fleet size, incumbent, and Trucking Triggers.

talking_points

Turns each carrier's own trigger data into a specific, non-generic opening angle.

compose_email → send

Drafts one email per contact from that angle and sends it from your mailbox.

log_to_crm × 214

Saves every contact, email, and trigger used as an activity record in your CRM.

daily_report → you

Emails you a same-morning summary: carriers matched, emails sent, and what changed since yesterday.

214Carriers matched today

3–5 moCargo x-date window

1Summary in your inbox

25M+U.S. businesses

200+Intelligence filters

8Data layers

∞Workflows

The intelligence

Depth your AI can't get anywhere else.

General models reason well. They just have nothing real to reason about. LeO gives them the filings, the timing, and the triggers.

Renewal dates

Actual and predicted x-dates across workers' comp, general liability, commercial auto, and benefits. Filter by month and time the approach.

Form 5500 financials

Welfare and pension filings in full. Plan assets, participant counts, plan-year dates, incumbent broker and carrier, service-provider compensation.

Benefits red flags

Detected risk and opportunity, explained in plain English. High broker commission, excessive fees, missing audit, delinquent contributions, and more.

DOT Intelligence

The full FMCSA picture. Power units, drivers, BIPD primary and excess limits, cargo, surety, trust filings, cross-border authority, recorded violations.

Trucking Triggers

Event-level signals that mark a fleet as in-play — growth outpacing coverage, limits at the federal floor, safety events landing before renewal.

990 Nonprofit financials

IRS Form 990, 990-EZ and 990-PF. Revenue, expenses, net assets, NTEE class, 501(c) status, fidelity bond indication, listed officers.

OSHA violations

Inspection and citation history across every industry, so risk-management conversations start from the record instead of a guess.

Talking Points + more

Account-specific angles your producers can open with — plus firmographics, NAICS, verified contacts, and the rest of the LeO graph.

The point

Not a fixed feature set. A capability you compose.

There's no workflow builder to learn and no template to fit into. Describe the outcome in plain English and your agent chains LeO's intelligence to get there.

Pre-meeting

›Pull every talking point, coverage gap, and trigger LeO has on this company, and turn it into a one-page PDF I can bring into the meeting.

Daily outreach

›Every morning, find intrastate carriers whose cargo policy renews in 3–5 months and send each one a personalized email from my inbox, built from LeO's data on that prospect.

Territory

›Build my Q4 call list by renewal month and rank it by revenue potential.

Benefits

›Find plans flagged for high broker commission, rank by dollar impact, and draft a fee-benchmarking talk track for each.

Trucking

›Flag prospects whose fleet has outgrown their BIPD limits and pair each one with a Talking Point.

Automation

›Enrich the top 20, write a personalized email per contact, save them as drafts, and log everything to the CRM.

Reporting

›Size the nonprofit segment across three counties and put it in a board-ready summary.

Recurring

›Every morning, pull new matches against our ICP and email producers a ranked call list.

None of these are features we shipped. They're prompts. Whatever your agency needs next is one sentence away.

How it works

Three steps. About five minutes.

Bring your LeO account

The connector authenticates against your existing tenant and respects your entitlements and credit balance. Not a customer yet? Start with a demo.

Add the connector

Point your assistant at the LeO endpoint and authorize. A settings-level task in every major client — no code, no keys to manage.

Describe the outcome

Your assistant discovers the full filter schema itself, builds valid queries, and chains search, enrichment, and drafting without instruction.

mcp.meetleo.com Requires a LeO account

Compatibility

No model lock-in. Ever.

MCP is an open standard. The integration you set up today travels with you when you change assistants.

Claude ChatGPT / OpenAI Google Gemini Microsoft Copilot + your own agents

Next step

Bring us the workflow you wish you had.

Twenty minutes, live, using your territory and your target classes. You'll know whether this changes how your team prospects before you commit to anything.

Your market, liveWe run real queries against your territory and target classes — not a canned dataset.

One workflow, builtBring the thing you wish existed. We'll wire it up on the call.

A straight answerWhere the intelligence is strong, where it isn't, and exactly what setup takes.

Book a demo Talk to sales