AgencyZoom MCP by usefulapi

by FastDrop

MCP MCP VERIFIED Verified 1 hour ago Registry import free

Read leads, customers, policies and tasks; add notes, tasks and leads in AgencyZoom.

Read leads, customers, policies and tasks; add notes, tasks and leads in AgencyZoom. Official MCP Registry: io.usefulapi/agencyzoom@1.7.4. Remote endpoint: https://agencyzoom.usefulapi.io/mcp

Problem it solves

Discoverable MCP server listed in the official MCP Registry.

How it's different

Remote MCP endpoint ingested from the official registry and probed by FastDrop.

Ingested from the official MCP Registry

FastDrop pulled this entry from the official MCP Registry as io.usefulapi/agencyzoom and probed the endpoint. The maker did not submit it, so the outbound link is not endorsed and the description is not theirs.

If this is your server, claim the listing to edit it and take ownership. The registry index lists everything else still awaiting a probe.

Claim this listing

Tools this endpoint exposes

Read directly from the endpoint on 6 Nov 2026. Not supplied by the maker.

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
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/cus
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 r