AgencyZoom MCP by usefulapi for Cline
io.usefulapi/agencyzoom
Read leads, customers, policies and tasks; add notes, tasks and leads in AgencyZoom.
client:Cline
transport:streamable-http
tools:28
Install AgencyZoom MCP by usefulapi in Cline
~/Library/Application Support/Code/User/globalStorage/saoudrizwan.claude-dev/settings/cline_mcp_settings.json · windows: %APPDATA%\Code\User\globalStorage\saoudrizwan.claude-dev\settings\cline_mcp_settings.json
{
"mcpServers": {
"agencyzoom": {
"url": "https://agencyzoom.usefulapi.io/mcp"
}
}
}Cline's MCP Servers pane edits this file for you if you would rather not find it. Cline docs
What Cline 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