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AgencyZoom MCP by usefulapi

MCP server · hosted · v1.7.4 · io.usefulapi/agencyzoom
Online · tested 2h agoNEW · 3h agoSeen in the registry 2h ago

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

Website ↗Source code ↗How to connect ↓

What it does

AgencyZoom MCP by usefulapi is an MCP server, a connector that lets an AI assistant use it as a tool. It is hosted: an assistant connects to it over the internet, nothing to install.

From the publisher's description, Electra Index matched it to one capability: lead generation. That makes it a candidate for tasks such as find leads or find B2B partners.

Facts come from the Official MCP Registry, as declared by the publisher. Capabilities are matched automatically (low confidence). None of this is a test of the tool.

At a glance

Hosted (remote)YES
Local installNO
Version1.7.4
PriceNot in the registry
First seen06 Nov 2026
Last checked2h ago

How to connect

As declared in the Official MCP Registry · hosted endpoint tested by Electra Index 2h ago (live check)

Hosted endpoint

  • https://agencyzoom.usefulapi.io/mcp streamable-http

In Claude Code: claude mcp add --transport http agencyzoom-mcp-by-usefulapi https://agencyzoom.usefulapi.io/mcp

MCP settings (Claude Desktop, Cursor and other MCP clients)

{
  "mcpServers": {
    "agencyzoom-mcp-by-usefulapi": {
      "url": "https://agencyzoom.usefulapi.io/mcp"
    }
  }
}

Live check

Electra Index connected to the hosted endpoint 2h ago

ONLINE AgencyZoom MCP by usefulapi answered an MCP connection on 06 Nov 2026 and introduced itself as agencyzoom-mcp 1.7.4 (MCP protocol 2025-06-18).

28 tools offered to AI assistants

  • 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_li
  • 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/
  • 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.
Show 16 more
  • 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/dash
  • 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 automat
  • 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 matc
  • 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
  • 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

What "online" means: the server answered an MCP connection at the time of the check. It is not a guarantee of security, quality or continuous uptime. How we test: we open an MCP session and ask for the tool list, as an AI assistant would. We never run a tool and never send a key. Checked every few days. Method

Is this your server? Monitoring Pro: a check every 30 minutes and an email within the hour when it stops answering. Launch offer: $39.99 once, for life.

Tasks it helps with

Share of each task's required capabilities it covers
Find leads
Lead Generation
50%
Find B2B partners
Lead Generation
33%

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Ready-made AI agents

An MCP server is a connector you add to your own assistant. These are finished products that do the same job for you:
All AI agents to find leads, ranked →

Facts & evidence

Each fact shows where it was seen and when.
FactValueEvidenceSourceLast confirmed
Hosted endpointhttps://agencyzoom.usefulapi.io/mcpDECLAREDSRC-001 Official MCP Registry2h ago
Local install (package)noDECLAREDSRC-001 Official MCP Registry2h ago
Remote access (hosted)yesDECLAREDSRC-001 Official MCP Registry2h ago
Websitehttps://usefulapi.io/agencyzoom/DECLAREDSRC-001 Official MCP Registry2h ago
Repositoryhttps://github.com/m190/usefulapi-mcpDECLAREDSRC-001 Official MCP Registry2h ago
Registry statusactiveDECLAREDSRC-001 Official MCP Registry2h ago
Version1.7.4DECLAREDSRC-001 Official MCP Registry2h ago
MCP serveryesDECLAREDSRC-001 Official MCP Registry2h ago

Change history

  • NEW06 Nov 2026
    first seen in the index

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Questions about AgencyZoom MCP by usefulapi

How do I connect AgencyZoom MCP by usefulapi?

Use the hosted endpoint https://agencyzoom.usefulapi.io/mcp in your assistant's MCP settings. The exact settings are in "How to connect" above, as declared in the Official MCP Registry.

What tools does AgencyZoom MCP by usefulapi offer?

When Electra Index connected on 06 Nov 2026, it listed 28 tools: agencyzoom_search_leads, agencyzoom_get_lead, agencyzoom_get_lead_notes, agencyzoom_get_lead_tasks, agencyzoom_get_lead_opportunities, agencyzoom_search_customers, agencyzoom_get_customer, agencyzoom_get_customer_policies and more. The full list is in "Live check" above.

Is AgencyZoom MCP by usefulapi online?

Yes. Its hosted endpoint answered an MCP connection from Electra Index 2h ago.

What can I use AgencyZoom MCP by usefulapi for?

Based on its description, it is most relevant to: find leads, find B2B partners.