agencyzoom_search_leads
agencyzoom search leads
io.usefulapi/agencyzoom
Read leads, customers, policies and tasks; add notes, tasks and leads in AgencyZoom.
run in your project directory
claude mcp add --transport http agencyzoom https://agencyzoom.usefulapi.io/mcp
setup guides: Claude Code Claude Desktop Cursor VS Code Zed Windsurf Cline Gemini CLI Grok ChatGPT Claude.ai LangChain
Adds it for this project only. Append --scope user to make it available everywhere. Claude Code docs
agencyzoom_search_leads
agencyzoom search leads
agencyzoom_get_lead
agencyzoom get lead
agencyzoom_get_lead_notes
agencyzoom get lead notes
agencyzoom_get_lead_tasks
agencyzoom get lead tasks
agencyzoom_get_lead_opportunities
agencyzoom get lead opportunities
agencyzoom_search_customers
agencyzoom search customers
agencyzoom_get_customer
agencyzoom get customer
agencyzoom_get_customer_policies
agencyzoom get customer policies
agencyzoom_get_customer_tasks
agencyzoom get customer tasks
agencyzoom_search_tasks
agencyzoom search tasks
agencyzoom_get_task
agencyzoom get task
agencyzoom_search_service_tickets
agencyzoom search service tickets
agencyzoom_get_sales_summary
agencyzoom get sales summary
agencyzoom_list_pipelines
agencyzoom list pipelines
agencyzoom_list_employees
agencyzoom list employees
agencyzoom_list_lead_sources
agencyzoom list lead sources
agencyzoom_list_carriers
agencyzoom list carriers
agencyzoom_list_product_lines
agencyzoom list product lines
agencyzoom_list_tags
agencyzoom list tags
agencyzoom_list_service_ticket_options
agencyzoom list service ticket options
agencyzoom_create_lead
agencyzoom create lead
agencyzoom_add_lead_note
agencyzoom add lead note
agencyzoom_add_customer_note
agencyzoom add customer note
agencyzoom_create_task
agencyzoom create task
agencyzoom_complete_task
agencyzoom complete task
agencyzoom_reopen_task
agencyzoom reopen task
agencyzoom_move_lead_stage
agencyzoom move lead stage
agencyzoom_create_service_ticket
agencyzoom create service ticket
Mutating and Read-only are read off each tool's name, not its schema — a hint, not a guarantee. Check the server's own documentation before granting access.
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