io.usefulapi/agencybloc

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Publisher-provided title

AgencyBloc MCP by usefulapi

Publisher-provided description

Read and update AgencyBloc individuals, groups, policies and agents; log activities and notes.

Summary by lookupd

Searches, reads and updates clients, groups, policies and agents, and logs activities and notes in AgencyBloc.

Install

Claude Code, remote (streamable-http)

claude mcp add --transport http agencybloc https://agencybloc.usefulapi.io/mcp

Codex, remote (streamable-http)

codex mcp add agencybloc --url https://agencybloc.usefulapi.io/mcp

Cursor, remote (streamable-http) → .cursor/mcp.json

{
  "mcpServers": {
    "agencybloc": {
      "url": "https://agencybloc.usefulapi.io/mcp"
    }
  }
}

Other clients: docs. Or tell your agent: Set up lookupd for me: read https://lookupd.com/agent.md and follow it.

Tools (22 tools)

Publisher-provided text

• agencybloc_search_individuals Search individuals (clients and contacts) in AgencyBloc. All filters are optional and combine; with none you get the first records. Returns id, name, email, bir
• agencybloc_get_individual One individual by id, with addresses, policies and custom fields (and activities when include_activities is true). National ids are removed. POST individuals/de
• agencybloc_search_groups Search groups (employer / business accounts) in AgencyBloc by name, type or phone. Returns id, name, type and phone. POST groups/search.
• agencybloc_get_group One group by id, with addresses, policies and custom fields (and activities when include_activities is true). POST groups/detail.
• agencybloc_search_policies Search policies by number, coverage type, carrier, holder, servicing agent, application date or last update. Returns id, holder, policy number, carrier, status,
• agencybloc_get_policy One policy by id: holder, agent, carrier, status, dates, premium, coverages and custom fields. POST policies/detail.
• agencybloc_search_agents Search agents (producers) by name, email or phone. Returns id, name, email and phones. POST agents/search.
• agencybloc_get_agent One agent by id, with agencies, addresses and custom fields (and activities when include_activities is true). POST agents/detail.
• agencybloc_search_carriers Search insurance carriers by name or phone. Returns id, name, abbreviation and phones. POST carriers/search.
• agencybloc_list_activities All activities (tasks, calls, renewals) logged on one group, individual, agent, carrier or lead: date, subject, notes, status, type, method, priority and follow
• agencybloc_get_activities Activities by id (1-50 ids), e.g. the ids shown on a policy or individual. POST activity/list.
• agencybloc_list_notes Notes (subject, body, author, dates, pinned flag, attachment names) on one agent, group, individual or policy, newest change first. There is no paging. POST not
• agencybloc_search_leads_by_phone Find Sales Enablement records (leads) by phone number; the search is by phone only. Only accounts with the Sales Enablement module have them. POST salesEnableme
• agencybloc_get_lead One Sales Enablement record (lead) by record id. POST salesEnablement/Leads/detail.
• agencybloc_create_individual WRITE: create a new individual (client or contact) in AgencyBloc. Needs first and last name; everything else is optional. It does not check for duplicates: sear
• agencybloc_update_individual WRITE: change fields of an existing individual; fields you leave out are not sent. Tags are replaced (empty string clears them). Addresses are not changed here.
• agencybloc_create_group WRITE: create a new group (employer / business account) in AgencyBloc. It does not check for duplicates: search first. Returns the new groupID. POST groups/crea
• agencybloc_update_group WRITE: change fields of an existing group (including its name); fields you leave out are not sent. Returns the groupID. POST groups/update.
• agencybloc_create_policy WRITE: create a policy on an existing group or individual. Needs the holder (entity_id + entity_type), coverage type, status and the carrier's full name; unknow
• agencybloc_update_policy WRITE: change fields of an existing policy (status, carrier, dates, premium ...); fields you leave out are not sent. carrier_product requires carrier and first
• agencybloc_create_activity WRITE: log an activity (call, task, renewal reminder) on a group, individual, agent, carrier or lead. Status, type, method and priority are the text values of t
• agencybloc_create_note WRITE: add one note (subject + body) to an agent, group, individual or policy. AgencyBloc never allows notes to be edited or deleted through the API (audit rule

Details

• Version: 1.18.3
• Transports: streamable-http
• Uptime (7 days): 100%
• Median latency: 700 ms
• First indexed: 2026-11-01T10:03:37.389Z
• Last seen in registry: 2026-11-11T00:17:18.968Z
• Repository: https://github.com/m190/usefulapi-mcp
• Website: https://usefulapi.io/agencybloc/

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