AgencyZoom MCP by usefulapi for Windsurf
io.usefulapi/agencyzoom
Read leads, customers, policies and tasks; add notes, tasks and leads in AgencyZoom.
client:Windsurf
transport:streamable-http
tools:28
Install AgencyZoom MCP by usefulapi in Windsurf
~/.codeium/windsurf/mcp_config.json · windows: %USERPROFILE%\.codeium\windsurf\mcp_config.json
{
"mcpServers": {
"agencyzoom": {
"serverUrl": "https://agencyzoom.usefulapi.io/mcp"
}
}
}Global only — Windsurf has no per-project MCP config. Refresh Cascade after saving. Windsurf docs
What Windsurf 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