White Swan ACTION
Submit Complete Plan Request
Creates a new comprehensive quote request based on the information provided and generates the final quotation without further data requirements. See the documentation
- Action
- Writes data
- API key
- SDK
- MCP
IMPLEMENTATION
Call this tool
Connect a user's White Swan account once, then configure and run Submit Complete Plan Request from your backend or agent.
import { PipedreamClient } from "@pipedream/sdk"
const pd = new PipedreamClient({
projectId: process.env.PIPEDREAM_PROJECT_ID!,
clientId: process.env.PIPEDREAM_CLIENT_ID!,
clientSecret: process.env.PIPEDREAM_CLIENT_SECRET!,
projectEnvironment: "production",
})
const result = await pd.actions.run({
id: "white_swan-submit-complete-plan-request",
externalUserId: "{external_user_id}", // any stable ID for this user in your system
configuredProps: {
white_swan: { authProvisionId: "apn_xxxxxxx" },
name: "Name",
email: "Email",
},
})
console.log(result)curl -X POST https://api.pipedream.com/v1/connect/{project_id}/actions/run \
-H "Content-Type: application/json" \
-H "X-PD-Environment: production" \
-H "Authorization: Bearer {access_token}" \
-d '{
"external_user_id": "{external_user_id}",
"id": "white_swan-submit-complete-plan-request",
"configured_props": {
"white_swan": { "authProvisionId": "apn_xxxxxxx" },
"name": "Name",
"email": "Email"
}
}'// accessToken: mint a short-lived token with the Connect SDK — see the MCP guide
const transport = new StreamableHTTPClientTransport(
new URL("https://remote.mcp.pipedream.net/v3"),
{
requestInit: {
headers: {
Authorization: `Bearer ${accessToken}`,
"x-pd-project-id": "{project_id}",
"x-pd-environment": "production",
"x-pd-external-user-id": "{external_user_id}", // any stable ID for this user in your system
"x-pd-app-slug": "white_swan",
},
},
},
)
const mcp = new Client({ name: "my-agent", version: "1.0.0" })
await mcp.connect(transport)
const { tools } = await mcp.listTools()
// listTools() hands your model this tool's input schema, so it can
// fill the arguments itself:
const result = await mcp.callTool({
name: "white_swan-submit-complete-plan-request",
arguments: {
name: "Name",
email: "Email",
},
})SCHEMA
Inputs
Pipedream supplies the connected account. Your application provides the operation-specific values below. Dynamic inputs are resolved against that user's account.
| Property | Type | Description |
|---|---|---|
name Name | string | The full name of the person who the request is made on behalf of. Required |
email Email | string | The email of the person who the request is made on behalf of. Required |
policyType Policy Type | string | The policy type that this request is made for. Required |
mainGoal Main Goal | string | The primary goal of this plan request, either Protection or Accumulation. Required |
residentState Resident State | string | The state in which the insured person is a resident. Example: California Required |
deathBenefitNeeded Death Benefit Needed | integer | The amount of death benefit that is required for this plan. To opt for the lowest amount possible given a certain premium budget, use 0. Required |
paymentSchedule Payment Schedule | string | How often premiums should be paid on this plan. Required |
gender Gender | string | Whether the intended insured person is Male or Female. Required |
dateOfBirth Date of Birth | string | The date of birth of the intended insured person in ISO 8601 format. Required |
healthRating Health Rating | string | How the insured person would rate their own general health. Required |
usesTobacco Uses Tobacco | boolean | Whether the intended insured person uses tobacco/nicotine products or not. Required |
insuredHeightFeet Insured Height in Feet | integer | The height in feet of the intended insured person. Required |
insuredHeightInches Insured Height in Inches | integer | The height in inches of the intended insured person. Required |
insuredWeight Insured Weight | integer | The weight in pounds of the intended insured person. Required |
prefillInfoId Pre-fill Info ID | string | If you have already created a pre-fill information you can pass its ID by using this parameter to associate that info with this request. Optional |
REFERENCE
Tool details
Behavior hints are published with the component in the Pipedream registry and surface as MCP tool annotations, so an agent can reason about a tool before it calls it.
- Registry key
- white_swan-submit-complete-plan-request
- Version
- 0.0.3
- App
- White Swan
- Authentication
- API key
- Read-only
- No
- Destructive
- No
- Open world
- Yes
- Source
- View on GitHub ↗