AgencyZoom MCP by usefulapi for Claude Code
io.usefulapi/agencyzoom
Read leads, customers, policies and tasks; add notes, tasks and leads in AgencyZoom.
client:Claude Code
transport:streamable-http
tools:28
Install AgencyZoom MCP by usefulapi in Claude Code
run in your project directory
claude mcp add --transport http agencyzoom https://agencyzoom.usefulapi.io/mcpAdds it for this project only. Append --scope user to make it available everywhere. Claude Code docs
What Claude Code can do once it is connected
- 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
- agencyzoom_get_customer_tasks
- agencyzoom_search_tasks
- agencyzoom_get_task
- agencyzoom_search_service_tickets
- agencyzoom_get_sales_summary
- agencyzoom_list_pipelines
- agencyzoom_list_employees
- agencyzoom_list_lead_sources
- agencyzoom_list_carriers
- agencyzoom_list_product_lines
- agencyzoom_list_tags
- agencyzoom_list_service_ticket_options
- agencyzoom_create_lead
- agencyzoom_add_lead_note
- agencyzoom_add_customer_note
- agencyzoom_create_task