io.usefulapi/agencyzoom · v1.8.2 · sales-and-crm
AgencyZoom MCP by usefulapi is healthy: it completed an MCP handshake in 649 ms and exposes 28 tools.
Read leads, customers, policies and tasks; add notes, tasks and leads in AgencyZoom.
Endpoint: https://agencyzoom.usefulapi.io/mcp (streamable-http)
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| Users (last 30 days) | 0 |
| Handshake | Healthy |
| Auth needed | None |
| Tool count | 28 |
| Latency | 649 ms |
| Last checked (UTC) | 2026-11-06T21:30:45.496Z |
| Checked (UTC) | Status | Latency | Error |
|---|---|---|---|
| 2026-11-06T21:30:45.496Z | Healthy | 649 |
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 cents) and dates, paged. Names, e-mail and phone match by prefix. Use agencyzoom_list_pipelines for workflow/stage ids and agencyzoom_list_empl |
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/api/leads/{leadId}. |
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}/opportunities. |
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/last name match partially. POST /v1/api/customers. |
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 (0 cancelled, 1 active, 3 upcoming, 4 renewed, 10-13 active variants). GET /v1/api/customers/{customerId}/policies. |
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, assignees, linked customer or lead and notes, paged. POST /v1/api/tasks/list. |
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/serviceTicket/service-tickets/list. |
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 period. Amounts are in cents. Read-only (a POST in AgencyZoom). POST /v1/api/dashboard-data/sales-data. |
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/pipelines-and-stages. |
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, assigned producer and country. Creating a lead can trigger the agency's own automations (assignment, tasks, e-mails) in AgencyZoom. Not idempot |
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 notes. POST /v1/api/leads/{leadId}/notes. |
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 two notes. POST /v1/api/customers/{customerId}/notes. |
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 AgencyZoom. Link it with lead_id or customer_id (or contact_email, which AgencyZoom matches to a lead or customer). Not idempotent: calling twice cr |
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 from agencyzoom_list_pipelines). The lead stays active: it does not mark the lead won, lost or x-dated. Moving into a stage can trigger the ag |
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 priority and a category (agencyzoom_list_service_ticket_options). The assigned CSR may be notified, and the agency's service automations can run. N |