AgencyBloc MCP by usefulapi

What you can do with it

We have not written a plain-language summary for this one yet. Below are the facts we read from the registry.

• Connection: Runs in the cloud
• Transport: Streamable HTTP
• Category: Docs, sheets & office work

Install

Pick the AI app you use, then copy the settings.

You need

• Runs in the cloudNothing to install; it connects over the internet

Which app do you use?

https://agencybloc.usefulapi.io/mcp

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

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

{
  "servers": {
    "agencybloc": {
      "type": "http",
      "url": "https://agencybloc.usefulapi.io/mcp"
    }
  }
}

https://agencybloc.usefulapi.io/mcp

Your choice stays on this device in a cookie; no account needed.

These settings are generated from the maker’s registry entry. If the README says otherwise, follow the README.

What it can do

Tool names and descriptions exactly as the server reported them on Nov 6, 2026. The maker wrote them, not us; we show them as plain 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, birth date, phones and last-updated time (national ids such as SSN are never returned). Use updated_since to find recently

• 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/detail.

• 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, coverage type, effective and renewal dates. Use submitted_after/updated_since for recent business. POST policies/search

• 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-up. There is no paging. POST activities/list.

• 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 notes/list.

• 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 salesEnablement/leads/searchphone.

• 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: search first. Returns the new individualID. POST individuals/create.

• 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. Returns the individualID. POST individuals/update.

• 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/create.

• 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; unknown coverage types / statuses are created in the account. carrier_product also creates a coverage (and the carrier product

• 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 reads the policy: it creates the first coverage or changes the sole existing coverage, but refuses multiple coverages to

• 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 the account's dropdowns (My Agency Settings > Data Administration); unknown values are created. When the status is not Co

• 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), so the note is permanent. Pinning a note unpins the previously pinned one. Returns the new note id. POST notes/create

Basic checksi

We check information anyone can see; we have not read the code. Checks that do not apply are left out of the count. · Checked Nov 6, 2026

• ✓ Pass

  Maker matches the repo

  The registry name was verified against the domain usefulapi.io (the registry checks domain ownership)

• … Not checked yet

  Still maintained

  We have not read this repo from GitHub yet

• … Not checked yet

  Has a licence

  We have not read this repo from GitHub yet

• ✓ Pass

  Endpoint responds

  Responded in 240 ms (HTTP 200)

• – Not applicable

  Sign-in with OAuth

  No sign-in needed

• ✓ Pass

  No hidden instructions in tool descriptions

  Read 22 tool descriptions and found no hidden instructions to the AI

Compared with others in Docs, sheets & office worki

• More stars than 0% of the other 2174 servers in this category
• Published to the registry more recently than 96% of the other 2174 servers in this category
• Basic checks equal to or better than 100% of the other 2174 servers in this category

Compared with every active server in this category in the registry. Stars count only when the publisher owns the repo.

Alternatives

Servers in the same category from other makers, sorted by stars.

Reading a card:★ GitHub starsiThree pillars: reviews · checks · usageiUpdated = latest version published to the registryi

README from the maker

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