Agencyzoom

Agencyzoom

AgencyZoom is for the P&C insurance agent that's looking to increase sales, boost retention and analyze agency & producer performance.

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Install MCP Server

Paste and run this command in your terminal to set up Cursor with MCP

npx @composio/cli add cursor --app agencyzoomnpx @composio/cli add cursor --app agencyzoomnpx @composio/cli add cursor --app agencyzoomnpx @composio/cli add cursor --app agencyzoom

After running the command, restart Cursor to start using the MCP Server.

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Available Tools

Authenticate For Jwt Via V4 Sso

Authenticates a user via v4 single sign-on (sso) using the provided callback `code` (typically required for success) to retrieve a jwt and initial user session information.

Batch Create Contacts

Creates 1 to 5 new contacts in agencyzoom in a single batch api call.

Batch Create Leads

Creates up to 5 new leads in agencyzoom; all referenced entity ids (e.g., pipeline, user, custom field names) must exist, and organization `name` is required if `isbusiness` is true.

Batch Delete Tasks

Deletes multiple agencyzoom tasks in a batch; task deletion is permanent and the response indicates overall batch success, not individual task status.

Change Lead Status

Updates a lead's lifecycle status (e.g., active, won, lost, x-dated) and can optionally manage its workflow, pipeline, stage, source, or associated tags.

Mark Task As Completed

Marks an existing and accessible task in agencyzoom as 'completed'; this action does not return the full updated task object.

Create A Customer Note

Adds a new note to an existing customer's profile using their id; cannot be used to edit or retrieve existing notes.

Create A Driver For An Opportunity

Creates a new driver record associated with an existing agencyzoom opportunity using its id; full driver details are handled by the api endpoint directly, not specified in this action's request.

Create A Lead Note

Adds a new note to an existing lead in agencyzoom, identified by `leadid`.

Create A Lead Opportunity

Adds a new sales opportunity to an existing lead in agencyzoom, requiring a valid `leadid`, `carrierid`, `productlineid`, and that custom field names match existing definitions in agencyzoom.

Create A Lead Quote

Creates a new insurance quote for an existing lead in agencyzoom, using valid carrier and product line ids, to track a proposal; this action does not bind policies or process payments.

Create An Opportunity

Creates a new lead opportunity in agencyzoom; this action cannot update existing opportunities.

Create A Vehicle For An Opportunity

Adds a new vehicle record to a specified opportunity; `opportunityid` must refer to a valid, existing opportunity.

Create Business Lead

Creates or updates a business lead in agencyzoom using detailed personal and company information, for b2b sales and marketing lead management.

Create Lead

Creates a new lead or updates an existing one in agencyzoom; ensure `pipelineid`, `stageid`, `leadsourceid`, and `assignto` reference valid, existing entities.

Create Task Post Endpoint

Creates a new task in agencyzoom; ensure `assigneeid`, `customerid`, or `leadid` are valid existing entities if provided, and use `contactemail`, `customerid`, or `leadid` to link the task to a contact.

Delete A Customer

Irreversibly deletes a customer and all associated data in agencyzoom using their `customerid`; useful for offboarding or data privacy compliance.

Delete Customer File

Permanently deletes a specific file, identified by `fileid`, associated with a customer, identified by `customerid`.

Delete A Customer Policy

Permanently deletes a specific policy associated with a customer, for instance, if it's cancelled or inactive; this action is irreversible and requires caution.

Delete An Opportunity Driver By Id

Permanently deletes an existing agencyzoom driver (e.g., lead, potential sale, or business engagement) using its valid `driverid`; this action is irreversible.

20 actions available