io.usefulapi/agencyzoom

up checked 2026-11-11T17:37:50.442Z

Unclaimed · Unverified

Agent searches it appeared in, last 30 days: 0. Run this server? Claim the listing: verified label, uptime alerts and analytics.

Publisher-provided title

AgencyZoom MCP by usefulapi

Publisher-provided description

Read leads, customers, policies and tasks; add notes, tasks and leads in AgencyZoom.

Summary by lookupd

Reads and writes insurance agency records: search and update leads, customers, policies, tasks, notes and service tickets in AgencyZoom.

Install

Claude Code, remote (streamable-http)

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

Codex, remote (streamable-http)

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

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

{
  "mcpServers": {
    "agencyzoom": {
      "url": "https://agencyzoom.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 (28 tools)

Publisher-provided text

• agencyzoom_search_leads Search sales leads in AgencyZoom with filters; returns name, contact details, status, pipeline stage, source, assigned producer, quoted and sold premium (in cen
• agencyzoom_get_lead One lead by id with full details: contact data, address, status, stage, source, assigned producer and CSR, premiums (cents), dates and custom fields. GET /v1/ap
• agencyzoom_get_lead_notes The activity notes of a lead: type (note, e-mail, creation...), date, author, title and body. GET /v1/api/leads/{leadId}/notes.
• agencyzoom_get_lead_tasks The tasks linked to a lead (open, done, cancelled) with due date, assignees and notes. GET /v1/api/leads/{leadId}/tasks.
• agencyzoom_get_lead_opportunities The opportunities (quoted lines of business) of a lead: carrier, product line, premium, items, status and property address. GET /v1/api/leads/{leadId}/opportuni
• agencyzoom_search_customers Search customers (clients with at least one written policy) with filters; returns contact details, address, source, agent and a policy summary, paged. First/las
• agencyzoom_get_customer One customer by id with full details: contact data, address, source, agent, CSR, custom fields and policy summary. GET /v1/api/customers/{customerId}.
• agencyzoom_get_customer_policies The policies written through AgencyZoom for a customer: type, carrier, policy number, premium (cents), items, sold/effective/expiry dates, agent, CSR and status
• agencyzoom_get_customer_tasks The tasks linked to a customer (open, done, cancelled) with due date, assignees and notes. GET /v1/api/customers/{customerId}/tasks.
• agencyzoom_search_tasks Search tasks across the agency: by status (open/completed), assignee, period (today, past due, next week...), type and creation date; returns title, due date, a
• agencyzoom_get_task One task by id: title, status, due date, assignees, notes and the customer or lead it belongs to. GET /v1/api/tasks/{taskId}.
• agencyzoom_search_service_tickets Search service tickets (client service requests) by household name, status, category, priority, policy number and created/completed dates, paged. POST /v1/api/s
• agencyzoom_get_sales_summary The dashboard sales summary for the agency or one producer: goals, month-to-date and today's sales, trending, and daily premium/revenue/items/policies for the p
• agencyzoom_list_pipelines The sales (lead) or service pipelines with their stages and ids. Needed to create leads or service tickets and to move a lead between stages. GET /v1/api/pipeli
• agencyzoom_list_employees The agency's employees: id, name, e-mail, phone, whether producer, active or owner. Use the ids to assign leads and tasks. GET /v1/api/employees.
• agencyzoom_list_lead_sources The lead sources (id, name, category, whether sales from it count as sales). GET /v1/api/lead-sources.
• agencyzoom_list_carriers The insurance carriers configured in the agency (id, name, standard carrier code). GET /v1/api/carriers.
• agencyzoom_list_product_lines The policy types / product lines (id, name, category, standard product line code), for policy filters. GET /v1/api/product-lines.
• agencyzoom_list_tags The tags defined in the agency (id, name). GET /v1/api/tags.
• agencyzoom_list_service_ticket_options The service ticket categories and priorities (id, name), needed to create a service ticket. GET /v1/api/service-categories and GET /v1/api/service-priorities.
• agencyzoom_create_lead WRITE: create a new sales lead in a pipeline stage. AgencyZoom requires the pipeline and stage (agencyzoom_list_pipelines), first name, e-mail, lead source, ass
• agencyzoom_add_lead_note WRITE: add a note to a lead's activity feed (visible to the agency's users; AgencyZoom does not send it to the customer). Not idempotent: calling twice adds two
• agencyzoom_add_customer_note WRITE: add a note to a customer's activity feed (visible to the agency's users; AgencyZoom does not send it to the customer). Not idempotent: calling twice adds
• agencyzoom_create_task WRITE: create a task (to-do, call, e-mail or meeting) linked to a lead or customer, optionally assigned to an employee. The assignee may be notified by AgencyZo
• agencyzoom_complete_task WRITE: mark a task as completed. Repeated calls may repeat notifications or automations; undo with agencyzoom_reopen_task. PUT /v1/api/tasks/{taskId}/completed.
• agencyzoom_reopen_task WRITE: reopen a completed task, optionally with a comment. Repeated calls may repeat notifications or automations. PUT /v1/api/tasks/{taskId}/reopened.
• agencyzoom_move_lead_stage WRITE: move an active lead (a status check refuses leads already won, lost or x-dated) to another stage of a lead pipeline (workflow_id and workflow_stage_id fr
• agencyzoom_create_service_ticket WRITE: open a service ticket for a customer in a service pipeline stage. Needs the pipeline and stage (agencyzoom_list_pipelines with type 'service'), a priorit

Details

• Version: 1.9.3
• Transports: streamable-http
• Uptime (7 days): 100%
• Median latency: 1227 ms
• First indexed: 2026-11-06T16:17:34.263Z
• Last seen in registry: 2026-11-11T00:17:18.997Z
• Repository: https://github.com/m190/usefulapi-mcp
• Website: https://usefulapi.io/agencyzoom/

Badge for your README

Shows this live status and links here; updates hourly.

[![lookupd status](https://lookupd.com/badge/io.usefulapi/agencyzoom.svg)](https://lookupd.com/servers/io.usefulapi/agencyzoom)

• 62092 servers
• Last crawl: 2026-11-11T17:38:11.606Z
• API base: https://api.lookupd.com
• MCP URL: https://api.lookupd.com/mcp