AgencyZoom MCP by usefulapi

할 수 있는 일

이 서버는 아직 쉬운 말로 된 요약을 쓰지 못했어요. 아래는 레지스트리에서 읽어 온 사실이에요.

• 연결 방식: 클라우드에서 실행
• 전송 방식: Streamable HTTP
• 카테고리: 문서, 시트 및 사무 업무

설치

쓰고 있는 AI 앱을 고른 다음 설정을 복사하세요.

필요한 것

• 클라우드에서 실행설치할 것 없음. 인터넷으로 연결돼요

어떤 앱을 쓰세요?

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

선택한 앱은 이 기기의 쿠키에만 저장돼요. 계정은 필요 없어요.

이 설정은 제작자의 레지스트리 정보로 만들었어요. README와 다르면 README를 따르세요.

할 수 있는 일

도구 이름과 설명은 서버가 2026년 11월 6일에 알려 준 그대로예요. 우리가 아니라 제작자가 쓴 글이고, 일반 텍스트로만 보여 드려요.

• 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

기본 점검i

누구나 볼 수 있는 정보를 점검했고, 코드는 읽지 않았어요. 해당하지 않는 항목은 개수에서 뺐어요. · 2026년 11월 7일 점검

• ✓ 통과

  제작자와 저장소 일치

  레지스트리 이름이 도메인 usefulapi.io 기준으로 확인되었어요(레지스트리가 도메인 소유를 확인해요)

• … 아직 점검 안 함

  계속 관리되고 있음

  아직 GitHub에서 이 저장소를 읽어 오지 않았어요

• … 아직 점검 안 함

  라이선스 있음

  아직 GitHub에서 이 저장소를 읽어 오지 않았어요

• ✓ 통과

  엔드포인트 응답

  316ms 만에 응답(HTTP 200)

• – 해당 없음

  OAuth로 로그인

  로그인 필요 없음

• ✓ 통과

  도구 설명에 숨겨진 지시 없음

  도구 설명 28개를 읽었고, AI에게 보내는 숨겨진 지시는 없었어요

문서, 시트 및 사무 업무 카테고리의 다른 서버와 비교i

• 이 카테고리의 다른 서버 2186개 중 0%보다 스타가 많아요
• 이 카테고리의 다른 서버 2186개 중 99%보다 최근에 레지스트리에 공개됐어요
• 기본 점검 결과가 이 카테고리의 다른 서버 2186개 중 100%와 같거나 더 좋아요

레지스트리에서 이 카테고리의 활성 서버 전체와 비교했어요. 스타는 게시자가 저장소를 소유한 경우에만 세요.

대안

같은 카테고리에서 다른 제작자가 만든 서버예요. 스타 순으로 정렬했어요.

카드 보는 법:★ GitHub 스타i세 기둥: 리뷰 · 점검 · 사용 정도i업데이트 = 최신 버전을 레지스트리에 공개한 날i

제작자의 README

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