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AgencyZoom MCP by usefulapi MCP

v1.11.1 changelog · 8

io.usefulapi/agencyzoom

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

transport:streamable-http tools:28

Target client

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

All 28 tools, one page each

1 prompt you invoke yourself

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.