AgencyZoom 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://agencyzoom.usefulapi.io/mcp

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

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

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

https://agencyzoom.usefulapi.io/mcp

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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.

• 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_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 Age

• 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 idempote

• 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 stag

• 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 au

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 7, 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 316 ms (HTTP 200)

• – Not applicable

  Sign-in with OAuth

  No sign-in needed

• ✓ Pass

  No hidden instructions in tool descriptions

  Read 28 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 2188 servers in this category
• Published to the registry more recently than 100% of the other 2188 servers in this category
• Basic checks equal to or better than 100% of the other 2188 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

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

README from the maker

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