AgencyZoom MCP by usefulapi

Qué puedes hacer con él

Todavía no escribimos un resumen sencillo para este. Abajo están los datos que leímos del registro.

• Conexión: Se ejecuta en la nube
• Transporte: Streamable HTTP
• Categoría: Documentos, hojas de cálculo y oficina

Instalación

Elige la app de IA que usas y copia la configuración.

Necesitas

• Se ejecuta en la nubeNo hay nada que instalar; se conecta por internet

¿Qué app usas?

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

Tu elección se guarda en una cookie en este dispositivo; no necesitas cuenta.

Esta configuración se genera a partir de la ficha del creador en el registro. Si el README dice otra cosa, sigue el README.

Qué puede hacer

Nombres y descripciones de las herramientas tal como los informó el servidor el 6 nov 2026. Los escribió el creador, no nosotros; los mostramos como texto sin formato.

• 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

Revisiones básicasi

Revisamos información que cualquiera puede ver; no hemos leído el código. Las revisiones que no aplican no se cuentan. · Revisado el 7 nov 2026

• ✓ Superada

  El creador coincide con el repo

  El nombre en el registro se verificó con el dominio usefulapi.io (el registro comprueba quién es dueño del dominio)

• … Aún sin revisar

  Sigue en mantenimiento

  Todavía no hemos leído este repo en GitHub

• … Aún sin revisar

  Tiene licencia

  Todavía no hemos leído este repo en GitHub

• ✓ Superada

  El endpoint responde

  Respondió en 316 ms (HTTP 200)

• – No aplica

  Inicio de sesión con OAuth

  No hace falta iniciar sesión

• ✓ Superada

  Sin instrucciones ocultas en las descripciones de herramientas

  Leímos 28 descripciones de herramientas y no encontramos instrucciones ocultas para la IA

Comparado con otros en Documentos, hojas de cálculo y oficinai

• Más estrellas que el 0% de los otros 2186 servidores de esta categoría
• Publicado en el registro más recientemente que el 99% de los otros 2186 servidores de esta categoría
• Revisiones básicas iguales o mejores que el 100% de los otros 2186 servidores de esta categoría

Comparado con todos los servidores activos de esta categoría en el registro. Las estrellas solo cuentan cuando quien lo publica es dueño del repo.

Alternativas

Servidores de la misma categoría hechos por otros creadores, ordenados por estrellas.

Cómo leer una tarjeta:★ Estrellas de GitHubiTres pilares: reseñas · revisiones · usoiActualizado = fecha en que se publicó la última versión en el registroi

README del creador

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