AgencyZoom MCP by usefulapi for Claude Desktop
io.usefulapi/agencyzoom
Read leads, customers, policies and tasks; add notes, tasks and leads in AgencyZoom.
client:Claude Desktop
transport:streamable-http
tools:28
Install AgencyZoom MCP by usefulapi in Claude Desktop
~/Library/Application Support/Claude/claude_desktop_config.json · windows: %APPDATA%\Claude\claude_desktop_config.json
{
"mcpServers": {
"agencyzoom": {
"command": "npx",
"args": [
"-y",
"mcp-remote",
"https://agencyzoom.usefulapi.io/mcp"
]
}
}
}Claude Desktop has no remote transport in its config file, so this bridges through mcp-remote. Restart the app after saving. Claude Desktop docs
What Claude Desktop 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