Consumer intake follow-up status
consumer_intake_issuesContinue a consumer-prefill homeowners or umbrella handoff in chat. Coverage Cat prefers to keep follow-up authorization in the hidden MCP shopper session after prefill, so a preserved host usually only needs uid. If your host cannot preserve that MCP session state, retry this same MCP follow-up tool with the latest intake_access_token from the previous successful Coverage Cat response instead of dropping to raw HTTP or asking the shopper for credentials. This follow-up tool stays in the default consumer-operated MCP subset; do not jump to delegated tools when no operator bearer key is present. Before submission, say explicitly that the application is not submitted yet. Present gathered details, review facts, and remaining items as short labeled bullets or sections rather than a prose paragraph. If any shown value is estimated, mark each estimated bullet label or value with *, include the short note * = estimated once above and once below the list, and do not prefix every estimated line with [Estimated]. For homeowners, treat missing_fields as a hidden enrichment backlog, keep recovering core shopper and occupancy facts from user-controlled context, and reserve one final review turn. After submission, homeowners may also return conversation.messages, conversation.reply_pending, and reply_to_message_id so the agent can answer insurer or shopper follow-up in the same chat loop with consumer_intake_patch. For umbrella, keep missing fields hidden until Coverage Cat stages the single pre-submit review turn, then ask only for the explicitly missing shopper-owned fields in next_question and invite corrections to the reviewed facts instead of asking the shopper to re-key reviewed values before reading structured quotes and post-choose states. If the staged review shows a wrong estimated umbrella count from context, patch the canonical umbrella_details.* count field before you show the final review. Coverage Cat will not resume or expose a prior consumer umbrella draft based on email alone. Continue an existing consumer draft only through the issued uid plus the current hidden MCP session or latest intake_access_token handoff. Normalize shopper birthdays from MM-DD-YYYY to YYYY-MM-DD before you patch Coverage Cat.
Input Schema
| Name | Required | Description | Default |
|---|---|---|---|
| uid | Yes | ||
| intake_access_token | No | Optional bearer fallback for this same MCP follow-up tool when your host cannot preserve Coverage Cat's hidden shopper session. Reuse the latest token from the previous successful Coverage Cat response and never show it to the shopper. |
Output Schema
| Name | Required | Description | Default |
|---|---|---|---|
| uid | Yes | Coverage Cat intake uid for the current handoff. | |
| line | No | ||
| offers | No | ||
| policy | No | ||
| review | No | Structured review card or selected-offer review block. | |
| schema | No | Supplemental schema hints for homeowners review payloads. | |
| status | Yes | ||
| sandbox | No | True when Coverage Cat is returning consumer sandbox test data rather than a live shopper workflow. | |
| support | No | ||
| uploaded | No | ||
| documents | No | ||
| expires_at | No | When the current consumer handoff expires. | |
| offers_url | No | Coverage Cat browser URL for the selected offer or offer-tracking page. | |
| payment_ui | No | ||
| next_action | No | A structured hint for the next allowed tool or endpoint action. | |
| payment_url | No | Coverage Cat browser URL for secure payment fallback. | |
| post_choose | No | Structured post-choose state after a quoted umbrella offer is selected. | |
| conversation | No | ||
| review_items | No | ||
| review_token | No | Opaque review token for delegated review-style submit paths. | |
| detail_status | No | ||
| known_summary | No | Structured facts Coverage Cat can safely summarize at this stage. | |
| next_question | No | The current shopper-owned question bundle or bind-stage question. | |
| offer_summary | No | ||
| payment_setup | No | ||
| preview_token | No | Opaque bind-preview token for the next homeowners bind confirmation. | |
| missing_fields | No | Structured missing-value hints for homeowners pre-submit review. | |
| payment_status | No | ||
| pending_fields | No | Structured missing-value hints for umbrella pre-submit review. | |
| selected_offer | No | ||
| uploaded_count | No | ||
| field_estimates | No | ||
| service_preview | No | ||
| service_request | No | ||
| purchase_preview | No | ||
| response_summary | No | ||
| review_estimates | No | ||
| service_requests | No | ||
| agent_instructions | No | ||
| poll_after_seconds | No | ||
| selection_guidance | No | Guidance for completing an offer choice in one shopper-facing reply. | |
| compare_details_url | No | Coverage Cat browser URL for compare-details follow-up. | |
| intake_access_token | No | Short-lived follow-up bearer. On REST, send it back as Authorization for the next `/api/intake/{uid}` call. On MCP, retry the same follow-up tool with this token only when your host cannot preserve Coverage Cat's hidden shopper session. Never display it to the shopper. | |
| notification_channel | No | ||
| user_action_required | No | ||
| application_submitted | No | ||
| required_upload_types | No | ||
| credit_consent_question | No | ||
| payment_collection_supported | No |