Read leads, customers, policies and tasks; add notes, tasks and leads in AgencyZoom. Hosted by usefulapi: connect it to Claude, ChatGPT, Cursor or any MCP client.
Turn on the AgencyZoom connector, then ask in plain words. The AI picks the tools.
For insurance agencies that run sales, service and client follow-up in AgencyZoom.
Search the sales leads with filters. Read the status, stage and assigned producer of each lead, and match the producer ids with the employee list.
Search customers by name. Open a customer to read the contact data, then list the policies with carrier, premium, dates and status.
Search the tasks for the past-due period and read who owns each one. Open a task to read its notes and the lead or customer it belongs to.
Add a note with the outcome of a call to a lead. Then create a follow-up task for the same lead. AgencyZoom may notify the assignee.
Changes dataRead the pipeline stages and the lead first. Then move an active lead to another stage. The move refuses leads that are already won, lost or x-dated.
Changes dataRead the dashboard sales summary for the agency or one producer. See the goals, month-to-date sales and the daily premium for the period.
The login page asks for your AgencyZoom e-mail and AgencyZoom password.
This uses AgencyZoom’s documented REST email/password login; its Zapier key/secret is a separate connector. Prefer a dedicated authorized user with only the access you need and employee-directory permission. Your credentials are encrypted in your connection. Leads, policy details, notes and tasks returned by tools are sent to your connected AI provider. Disable the user or change its password to stop new logins; an already issued JWT may remain valid until it expires or AgencyZoom revokes it. Disconnect UsefulAPI to stop this connection. The API allows 120 calls/minute. API reference.
Team and Enterprise: an Owner adds the connector for the organization first.
No Add custom MCP server option? It depends on your account or workspace settings: see OpenAI's guide.
Run this command, then run /mcp in Claude Code to log in:
Add to Cursor or add this to ~/.cursor/mcp.json:
{
"mcpServers": {
"agencyzoom": {
"url": "https://agencyzoom.usefulapi.io/mcp"
}
}
} Add to VS Code or add this to .vscode/mcp.json:
{
"servers": {
"agencyzoom": {
"type": "http",
"url": "https://agencyzoom.usefulapi.io/mcp"
}
}
} Run these commands. The second one opens the login page:
Windsurf, Cline, Zed and other MCP clients: add this URL as a remote MCP server (Streamable HTTP). The client then opens the login page in your browser.
Add only the URL. Do not add an Authorization header or an API key to the client config. The server signs you in with OAuth: the login page asks for your AgencyZoom e-mail and AgencyZoom password. If the config has such a header, remove it: some clients then send that header instead of the login token, and every call fails with 401.
| Plan | Price | Limit |
|---|---|---|
| Free | $0 | 50 tool calls / month |
| Proper user | $9/mo · $90/yr | Unlimited* |
*Pro fair use limit: 10,000 tool calls a month on this server. For more, write to [email protected].
Pro covers this AgencyZoom server only. Subscribe with agencyzoom_upgrade (it returns a Stripe Checkout link). Cancel any time with agencyzoom_cancel_subscription: Pro continues to the end of the paid period, with no refund for the current period, and running agencyzoom_upgrade before then undoes the cancel. Or write to [email protected].
agencyzoom_search_leadsagencyzoom_get_leadagencyzoom_get_lead_notesagencyzoom_get_lead_tasksagencyzoom_get_lead_opportunitiesagencyzoom_search_customersagencyzoom_get_customeragencyzoom_get_customer_policiesagencyzoom_get_customer_tasksagencyzoom_search_tasksagencyzoom_get_taskagencyzoom_search_service_ticketsagencyzoom_get_sales_summaryagencyzoom_list_pipelinesagencyzoom_list_employeesagencyzoom_list_lead_sourcesagencyzoom_list_carriersagencyzoom_list_product_linesagencyzoom_list_tagsagencyzoom_list_service_ticket_optionsagencyzoom_create_leadagencyzoom_add_lead_noteagencyzoom_add_customer_noteagencyzoom_create_taskagencyzoom_complete_taskagencyzoom_reopen_taskagencyzoom_move_lead_stageagencyzoom_create_service_ticketagencyzoom_usage_statusagencyzoom_request_featureagencyzoom_upgradeagencyzoom_cancel_subscriptionSee the sales leads and their assigned producers. Find a customer and list the policies. Review the tasks that are past due. Log a call and create a follow-up task. Move a lead to the next pipeline stage. Check sales against the goals. See what you can do for the details.
No. usefulapi is an independent service. It is not affiliated with or endorsed by AgencyZoom. The server calls the AgencyZoom API with your own AgencyZoom access, so it sees only the data that your account can see.
Yes. In Claude, add this server's URL as a custom connector. In ChatGPT, add it as a custom MCP server in Plugins. Then log in once. Cursor, VS Code, Claude Code and Codex work too. See the setup steps.
The login page asks for your AgencyZoom e-mail and AgencyZoom password. See Before you connect for where to find them.
No. Add only the URL. Do not add an Authorization header or an API key to the client config. The server signs you in with OAuth: the login page asks for your AgencyZoom e-mail and AgencyZoom password. If the config has such a header, remove it: some clients then send that header instead of the login token, and every call fails with 401.
The login stores them encrypted in the authorization grant of your connection. The server uses them to call the AgencyZoom API for you and to derive a private account id for usage metering. usefulapi does not show them on any page or in any reply. To stop all access, remove the connector and change or delete these credentials in AgencyZoom.
Yes, if you approve it. 8 of the 28 AgencyZoom tools can create or change data. The other 20 are marked read-only. Most MCP clients ask you to approve a tool call before it runs.
The Free plan gives 50 tool calls / month. Pro costs $9/mo or $90/yr, with unlimited tool calls (fair use limit: 10,000 tool calls a month), for this AgencyZoom server only. Cancel any time: Pro then runs to the end of the paid period. Run agencyzoom_usage_status to see how many calls you used.
Ask the AI to run agencyzoom_upgrade: it returns a Stripe Checkout link. To cancel, run agencyzoom_cancel_subscription. Pro continues to the end of the paid period.
Tell the AI what you wanted to do. It can send the request with agencyzoom_request_feature. We store the text with the server name, the type of AI client and the tool you tried, not with your account, and read every request when we plan new tools. You can send up to 5 requests per day.
Any client that supports remote MCP servers (Streamable HTTP) with OAuth login: Claude (web and desktop), Claude Code, ChatGPT, Codex, Cursor, VS Code, Windsurf and others.
This is a Model Context Protocol endpoint — meant to be connected from an AI client, not opened in a browser. An invalid_token response at the URL is the auth gate working as designed; clients authenticate automatically.
Need a tool this server does not have, or a connection to another system? We build custom integrations and MCP servers.