# AgencyZoom — how to use (mcp.ai)

Connect your AgencyZoom account and use 99 tools for CRM straight from your AI agent. Connect with your own API key. AgencyZoom is for the P&C insurance agent that's looking to increase sales, boost retention and analyze agency & producer performance.

## Option A — via MCP (recommended)
Remote MCP endpoint (HTTP, streamable): `https://api.mcp.ai/p_agencyzoom?ms=1787291400000`
Add it as a custom/remote MCP connector in your client (Claude, Cursor, VS Code…), then authenticate when prompted. Once connected, ask the agent to use the server's tools (e.g. `agencyzoom_authenticate_for_jwtvia_v4_sso`).

## Option B — via direct REST API
Base URL: `https://api.mcp.ai/api/agencyzoom`
Auth: `Authorization: Bearer sk_live_…` — create a workspace API key at https://mcp.ai/settings/api-keys
Discover endpoints: `GET https://api.mcp.ai/api/agencyzoom/_endpoints`

### Endpoints
- `POST https://api.mcp.ai/api/agencyzoom/authenticate/for/jwtvia/v4/sso` — Completes AgencyZoom V4 Single Sign-On (SSO) authentication by exchanging an OAuth2 authorization code for a JWT token. Prerequisites: First call get_auth_url_for_v4sso to obtain the authentication UR
  - body: { code: string }
- `POST https://api.mcp.ai/api/agencyzoom/batch/create/contact` — Creates 1 to 5 new contacts in AgencyZoom in a single batch API call.
  - body: { contactDataRequests: object[] }
- `POST https://api.mcp.ai/api/agencyzoom/batch/create/lead` — Creates up to 5 new leads in AgencyZoom; all referenced entity IDs (e.g., pipeline, user, custom field names) must exist, and organization `name` is required if `isBusiness` is true.
  - body: { leadDataRequests?: object[] }
- `POST https://api.mcp.ai/api/agencyzoom/batch/delete/task` — Deletes multiple AgencyZoom tasks in a batch; task deletion is permanent and the response indicates overall batch success, not individual task status.
  - body: { taskIds: integer[] }
- `POST https://api.mcp.ai/api/agencyzoom/change/status/for/lead` — Updates a lead's lifecycle status (e.g., Active, Won, Lost, X-Dated) and can optionally manage its workflow, pipeline, stage, source, or associated tags.
  - body: { date?: string, leadId: integer, status: integer, tagIds?: integer[], toStageId?: integer, xDateType?: string, workflowId?: integer, lossReasonId?: integer, recycleToStage?: integer, workflowStageId?: integer, recycleToPipeline?: integer, changeLeadSourceTo?: integer }
- `POST https://api.mcp.ai/api/agencyzoom/complete/task` — Marks an existing and accessible task in AgencyZoom as 'completed'; this action does not return the full updated task object.
  - body: { taskId: integer }
- `POST https://api.mcp.ai/api/agencyzoom/create/a/customer/note` — Adds a new note to an existing customer's profile using their ID; cannot be used to edit or retrieve existing notes.
  - body: { note: string, customerId: integer }
- `POST https://api.mcp.ai/api/agencyzoom/create/a/driver/for/an/opportunity` — Creates a new driver record associated with an existing AgencyZoom opportunity using its ID; requires firstName and lastName, with optional fields for additional driver details.
  - body: { gender?: string, birthday?: string, lastName: string, firstName: string, middleName?: string, relationship?: string, licenseNumber?: string, maritalStatus?: integer, opportunityId: integer, stateLicensed?: string }
- `POST https://api.mcp.ai/api/agencyzoom/create/a/lead/note` — Adds a new note to an existing lead in AgencyZoom, identified by `leadId`.
  - body: { note: string, leadId: integer }
- `POST https://api.mcp.ai/api/agencyzoom/create/a/lead/opportunity` — Adds a new sales opportunity to an existing lead in AgencyZoom, requiring a valid `leadId`, `carrierId`, `productLineId`, and that custom field names match existing definitions in AgencyZoom.
  - body: { items?: integer, leadId: integer, premium: integer, carrierId: integer, customFields?: object[], productLineId: integer }
- `POST https://api.mcp.ai/api/agencyzoom/create/a/lead/quote` — Creates a new insurance quote for an existing lead in AgencyZoom, using valid carrier and product line IDs, to track a proposal; this action does not bind policies or process payments.
  - body: { items: integer, leadId: integer, premium: integer, carrierId: integer, customFields?: object[], productLineId: integer }
- `POST https://api.mcp.ai/api/agencyzoom/create/a/vehicle/for/an/opportunity` — Adds a new vehicle record to a specified opportunity; `opportunityId` must refer to a valid, existing opportunity.
  - body: { vin?: string, make: string, year?: integer, model?: string, ownership?: string, opportunityId: integer }
- `POST https://api.mcp.ai/api/agencyzoom/create/an/opportunity` — Creates a new lead opportunity in AgencyZoom; this action cannot update existing opportunities.
  - body: { items?: integer, premium?: integer, carrierId?: integer, expiryDate?: string, customFields?: object[], productLineId: integer, property__zip?: string, property__city?: string, property__state?: string, property__country?: string, customerReferralId: integer, property__address1?: string, property__address2?: string, property__useMailingAddressAsLocation?: integer }
- `POST https://api.mcp.ai/api/agencyzoom/create/biz/lead` — Creates or updates a business lead in AgencyZoom using detailed personal and company information, for B2B sales and marketing lead management.
  - body: { dba?: string, fax?: string, zip?: string, city?: string, fein?: string, name: string, csrId?: integer, email: string, notes?: string, phone?: string, state?: string, xDate?: string, country: string, payroll?: string, stageId: integer, assignTo: string, lastname?: string, soldDate?: string, tagNames?: string, firstname: string, groupCode?: string, otherCsrs?: integer[], quoteDate?: string, middlename?: string, pipelineId: integer, contactDate?: string, agencyNumber?: string, customFields?: object[], leadSourceId: integer, annualRevenue?: string, streetAddress?: string, departmentCode?: string, otherProducers?: integer[], secondaryEmail?: string, secondaryPhone?: string, assignmentGroupId?: integer, numberOfEmployees?: integer, nextExpirationDate?: string, streetAddressLine2?: string, yearBusinessStarted?: string, businessClassification?: integer, yearsOfManagementExperience?: integer }
- `POST https://api.mcp.ai/api/agencyzoom/create/lead` — Creates a new lead or updates an existing one in AgencyZoom; ensure `pipelineId`, `stageId`, `leadSourceId`, and `assignTo` reference valid, existing entities.
  - body: { zip?: string, city?: string, name?: string, csrId?: integer, email: string, notes?: string, phone?: string, state?: string, xDate?: string, country: string, stageId: integer, assignTo: string, birthday?: string, lastname?: string, nickname?: string, soldDate?: string, tagNames?: string, firstname: string, groupCode?: string, otherCsrs?: integer[], quoteDate?: string, isBusiness?: boolean, middlename?: string, pipelineId: integer, contactDate?: string, agencyNumber?: string, customFields?: object[], leadSourceId: integer, maritalStatus?: integer, streetAddress?: string, departmentCode?: string, otherProducers?: integer[], secondaryEmail?: string, secondaryPhone?: string, assignmentGroupId?: integer, nextExpirationDate?: string, streetAddressLine2?: string }
- `POST https://api.mcp.ai/api/agencyzoom/create/task` — Creates a new task in AgencyZoom; ensure `assigneeId`, `customerId`, or `leadId` are valid existing entities if provided, and use `contactEmail`, `customerId`, or `leadId` to link the task to a contac
  - body: { type?: string, title?: string, leadId?: integer, comments?: string, duration?: integer, invitees?: string[], assigneeId?: integer, customerId?: integer, dueDatetime?: string, contactEmail?: string, timeSpecific?: boolean, lifeProfessionalId?: integer }
- `POST https://api.mcp.ai/api/agencyzoom/delete/a/customer` — Irreversibly deletes a customer and all associated data in AgencyZoom using their `customerId`; useful for offboarding or data privacy compliance.
  - body: { customerId: integer }
- `POST https://api.mcp.ai/api/agencyzoom/delete/a/customer/file` — Permanently deletes a specific file, identified by `fileId`, associated with a customer, identified by `customerId`.
  - body: { fileId: integer, customerId: integer }
- `POST https://api.mcp.ai/api/agencyzoom/delete/a/customer/policy` — Permanently deletes a specific policy associated with a customer, for instance, if it's cancelled or inactive; this action is irreversible and requires caution.
  - body: { policyId: integer, customerId: integer }
- `POST https://api.mcp.ai/api/agencyzoom/delete/a/driver` — Permanently deletes an existing driver record (a person associated with an insurance opportunity) from AgencyZoom using its unique `driverId`; this action is irreversible.
  - body: { driverId: integer }
- `POST https://api.mcp.ai/api/agencyzoom/delete/a/lead/file` — Deletes a specific file (identified by `fileId`) associated with an existing lead (identified by `leadId`); this operation is irreversible.
  - body: { fileId: integer, leadId: integer }
- `POST https://api.mcp.ai/api/agencyzoom/delete/a/lead/opportunity` — Permanently deletes an existing opportunity (by `opportunityId`) associated with an existing lead (by `leadId`) when it's irrelevant, closed, or erroneous; the lead itself remains.
  - body: { leadId: integer, opportunityId: integer }
- `POST https://api.mcp.ai/api/agencyzoom/delete/a/lead/quote` — Deletes a specific quote from a lead, requiring that the lead and quote exist and are associated.
  - body: { leadId: integer, quoteId: integer }
- `POST https://api.mcp.ai/api/agencyzoom/delete/a/task` — Permanently and irreversibly deletes an existing task, identified by its `taskId`.
  - body: { taskId: integer }
- `POST https://api.mcp.ai/api/agencyzoom/delete/a/vehicle` — Permanently deletes a vehicle record by its `vehicleId`, which must correspond to an existing vehicle in the AgencyZoom system.
  - body: { vehicleId: integer }
- `POST https://api.mcp.ai/api/agencyzoom/delete/an/opportunity` — Permanently deletes a specific opportunity by its unique ID; this action is irreversible and requires a valid, existing `opportunityId`.
  - body: { opportunityId: integer }
- `POST https://api.mcp.ai/api/agencyzoom/delete/message` — Deletes a specific message from an email thread within AgencyZoom. Requires the message ID to identify which message to remove. Returns the updated thread information with the remaining messages after
  - body: { id: integer }
- `POST https://api.mcp.ai/api/agencyzoom/delete/thread` — Permanently deletes a specific email thread from the AgencyZoom system, identified by its `threadId` (expected by the endpoint), provided the thread exists.
  - body: { threadId: string }
- `POST https://api.mcp.ai/api/agencyzoom/get/a/list/of/assign/groups` — Retrieves all assign groups configured in AgencyZoom, used for categorizing or assigning items to specific teams or units.
- `POST https://api.mcp.ai/api/agencyzoom/get/a/list/of/carriers` — Retrieves all insurance carriers from AgencyZoom, typically used for populating selection lists or synchronizing carrier data; does not return detailed policy or coverage information.
- `POST https://api.mcp.ai/api/agencyzoom/get/a/list/of/csrs` — Fetches all Customer Service Representatives (CSRs), including their ID and name, returning an empty list if none are configured.
- `POST https://api.mcp.ai/api/agencyzoom/get/a/list/of/custom/fields` — Retrieves metadata for all configured custom field definitions, not the specific values entered for individual records.
- `POST https://api.mcp.ai/api/agencyzoom/get/a/list/of/drivers/for/an/opportunity` — Retrieves a list of drivers (individuals), including their personal details, licensing information, and relationship status, associated with a specific, existing `opportunityId` in AgencyZoom.
  - body: { opportunityId: integer }
- `POST https://api.mcp.ai/api/agencyzoom/get/a/list/of/employees` — Retrieves a complete list of all employees for the authenticated agency; returns an empty list if no employees are configured.
- `POST https://api.mcp.ai/api/agencyzoom/get/a/list/of/lead/source/categories` — Retrieves a comprehensive list of all predefined lead source categories from AgencyZoom, used to classify lead origins.
- `POST https://api.mcp.ai/api/agencyzoom/get/a/list/of/lead/sources` — Fetches a list of all lead sources configured in AgencyZoom, including their ID, name, sales exclusion status, and category ID.
- `POST https://api.mcp.ai/api/agencyzoom/get/a/list/of/life/professionals` — Retrieves a list of life insurance professionals, including only their contact and status information (excluding sales or customer data), from the AgencyZoom platform.
- `POST https://api.mcp.ai/api/agencyzoom/get/a/list/of/locations` — Retrieves all agency locations or branches from AgencyZoom; filtering options are not available.
- `POST https://api.mcp.ai/api/agencyzoom/get/a/list/of/loss/reasons` — Retrieves all predefined loss reasons (e.g., 'Lost to competitor', 'Premium too high') available in AgencyZoom. These reasons can be used when marking leads as lost or for reporting purposes. No param
- `POST https://api.mcp.ai/api/agencyzoom/get/a/list/of/pipelines` — Retrieves all pipelines and their stages from AgencyZoom to understand workflow structures; this is a read-only operation and does not return individual items (like leads or tasks) within these pipeli
- `POST https://api.mcp.ai/api/agencyzoom/get/a/list/of/producer` — Retrieves a list of all producers from AgencyZoom, typically related to text thread functionalities.
- `POST https://api.mcp.ai/api/agencyzoom/get/a/list/of/product/lines/policy/types` — Fetches all product lines and policy types from AgencyZoom, each detailed with its ID, name, and product category ID.
- `POST https://api.mcp.ai/api/agencyzoom/get/a/list/of/recycle/events` — Retrieves the available recycle event types and any existing X-Date information for a specified lead in AgencyZoom. Returns a list of recycle event categories that can be used to trigger follow-ups (e
  - body: { leadId: integer }
- `POST https://api.mcp.ai/api/agencyzoom/get/a/list/of/vehicles/for/an/opportunity` — Retrieves all vehicles associated with an existing opportunity, using its unique opportunityId.
  - body: { opportunityId: integer }
- `POST https://api.mcp.ai/api/agencyzoom/get/ams/policies/for/a/customer` — Retrieves a customer's synchronized Agency Management System (AMS) policy data (typically a single policy); requires an active AMS integration, may return empty/default values if data is missing.
  - body: { customerId: integer }
- `POST https://api.mcp.ai/api/agencyzoom/get/auth/url/for/v4/sso` — Retrieves a fresh authentication URL for AgencyZoom's V4 Single Sign-On (SSO) process; call before each SSO attempt as the URL may change and should not be cached.
- `POST https://api.mcp.ai/api/agencyzoom/get/departments/groups` — Fetches department and group information for an agency, optionally filtered by a specific `agencyNumber`, to analyze its organizational structure.
  - body: { agencyNumber?: string }
- `POST https://api.mcp.ai/api/agencyzoom/get/lead/files` — Retrieves metadata (id, title, MIME type, size, dates, creator info) for files attached to leads in AgencyZoom. Optionally filter by `leadId` to get files for a specific lead, or omit to retrieve file
  - body: { leadId?: integer }
- `POST https://api.mcp.ai/api/agencyzoom/get/lead/notes` — Fetches the complete history of notes for a specific lead by `leadId` (which must exist), useful for reviewing context for communications or follow-ups; this is a read-only operation.
  - body: { leadId: integer }
- `POST https://api.mcp.ai/api/agencyzoom/get/lead/quotes` — Retrieves all insurance quotes (active and inactive) for a specific lead ID, useful for reviewing or tracking quote history.
  - body: { leadId: integer }
- `POST https://api.mcp.ai/api/agencyzoom/get/lead/tasks` — Retrieves all tasks for a specific lead, identified by its `leadId`, to review its activity history or manage follow-ups.
  - body: { leadId: integer }
- `POST https://api.mcp.ai/api/agencyzoom/get/list/of/end/stages` — Fetches a list of all defined end stages, representing final steps in processes like lead conversion or policy closure.
- `POST https://api.mcp.ai/api/agencyzoom/get/policies/for/a/customer` — Retrieves from AgencyZoom all insurance policies for an existing customer (identified by `customerId`), including policy details like type, carrier, premium, effective dates, and assigned agents. Excl
  - body: { customerId: integer }
- `POST https://api.mcp.ai/api/agencyzoom/get/the/customer/details` — Fetches comprehensive details for a specific customer, including personal information, policies, notes, tasks, files, and custom fields, using their unique customer ID.
  - body: { customerId: integer }
- `POST https://api.mcp.ai/api/agencyzoom/get/the/customer/tasks` — Fetches all tasks (read-only task data) for a customer by `customerId` to review their activities, follow-ups, and action items; the `customerId` must be valid.
  - body: { customerId: integer }
- `POST https://api.mcp.ai/api/agencyzoom/get/the/driver/details` — Retrieves detailed information for a specific, existing driver (by `driverId`) associated with an AgencyZoom opportunity.
  - body: { driverId: integer }
- `POST https://api.mcp.ai/api/agencyzoom/get/the/lead/details` — Retrieves comprehensive details for a specific lead in AgencyZoom by its unique `leadId` (which must correspond to an existing lead), including contact information, status, associated opportunities, q
  - body: { leadId: integer }
- `POST https://api.mcp.ai/api/agencyzoom/get/the/opportunities/for/a/lead` — Retrieves all sales opportunities and their details for a specified, existing `leadId` in AgencyZoom.
  - body: { leadId: integer }
- `POST https://api.mcp.ai/api/agencyzoom/get/the/opportunity/details` — Fetches comprehensive details for an existing opportunity using its unique `opportunityId`.
  - body: { opportunityId: integer }
- `POST https://api.mcp.ai/api/agencyzoom/get/the/task/details` — Retrieves comprehensive details for a specific task using its unique `taskId`, which must correspond to an existing task in AgencyZoom.
  - body: { taskId: integer }
- `POST https://api.mcp.ai/api/agencyzoom/get/the/vehicle/details` — Retrieves detailed information for a specific vehicle, often associated with an AgencyZoom opportunity, using its unique vehicleId.
  - body: { vehicleId: integer }
- `POST https://api.mcp.ai/api/agencyzoom/get/thread/details` — Searches and retrieves detailed information for email threads in AgencyZoom; no explicit search criteria are passed in this request.
- `POST https://api.mcp.ai/api/agencyzoom/link/a/driver/to/opportunity` — Assigns or reassigns an existing driver to an existing opportunity.
  - body: { driverId: integer, opportunityId: integer }
- `POST https://api.mcp.ai/api/agencyzoom/link/a/vehicle/to/opportunity` — Links an existing vehicle to an existing sales opportunity in AgencyZoom using their respective IDs, typically for managing auto insurance policies or related services.
  - body: { vehicleId: integer, opportunityId: integer }
- `POST https://api.mcp.ai/api/agencyzoom/list/product/categories` — Retrieves a complete, unfiltered list of all product categories (ID and name) from AgencyZoom, useful for understanding product organization or populating UI elements.
- `POST https://api.mcp.ai/api/agencyzoom/log/the/user/in` — Authenticates an existing AgencyZoom user using their email (as username) and password to obtain a JWT for API access; this action does not support new user creation.
  - body: { password: string, username: string }
- `POST https://api.mcp.ai/api/agencyzoom/log/the/user/out` — Use this action to log the current user out of AgencyZoom by invalidating their active session token.
- `POST https://api.mcp.ai/api/agencyzoom/mark/thread/as/unread/api/endpoint` — Marks a text thread in AgencyZoom as read or unread using its `threadId`; this action does not modify message content and the specified `threadId` must refer to an existing thread.
  - body: { threadId: string, markUnread: boolean }
- `POST https://api.mcp.ai/api/agencyzoom/move/lead/to/sold` — Marks an existing lead as sold by its `leadId` and records product details; `productLineId`, `premium`, `effectiveDate`, and `soldDate` are operationally required for each sold product, despite schema
  - body: { leadId: integer, keepOpen?: boolean, soldProducts: object[] }
- `POST https://api.mcp.ai/api/agencyzoom/remove/text/thread/endpoint` — Call this action to permanently delete an SMS/text message thread in AgencyZoom; the target thread is identified by its `threadId`. Note: This operation is idempotent - deleting a non-existent thread 
  - body: { threadId: string }
- `POST https://api.mcp.ai/api/agencyzoom/reopen/a/task` — Reopens an existing AgencyZoom task that is currently 'completed' or 'closed', allowing it to be reactivated with optional comments.
  - body: { taskId: integer, comments?: string }
- `POST https://api.mcp.ai/api/agencyzoom/search/business/classifications` — Retrieves a comprehensive list of all available business classifications from AgencyZoom, each including an ID, code, and description.
- `POST https://api.mcp.ai/api/agencyzoom/search/customers` — Searches for customers in AgencyZoom using criteria like contact information, policy details, or custom fields, with options for filtering, sorting, and pagination.
- `POST https://api.mcp.ai/api/agencyzoom/search/email/threads` — Retrieves a list of email thread metadata from AgencyZoom, suitable for an overview when no specific filtering, sorting, or pagination is needed, as results are subject to default server-side limits a
- `POST https://api.mcp.ai/api/agencyzoom/search/leads` — Retrieves AgencyZoom leads, using filters, pagination, and sorting options sent in the POST body, as the request schema itself is empty.
- `POST https://api.mcp.ai/api/agencyzoom/search/leads/count` — Retrieves a summary of lead counts categorized by workflow stage from AgencyZoom; this action does not support filtering and returns aggregate counts rather than individual lead details.
- `POST https://api.mcp.ai/api/agencyzoom/search/life/and/health/leads` — Searches for life and health insurance leads by providing filter criteria (matching AlrLead fields) in the request body; an empty request may retrieve all leads or a default set.
- `POST https://api.mcp.ai/api/agencyzoom/search/sms/threads` — Searches and retrieves SMS threads from AgencyZoom, with search parameters, filters, sorting, and pagination typically provided in the request body of this POST operation.
- `POST https://api.mcp.ai/api/agencyzoom/search/tasks` — Searches and lists tasks, supporting pagination and accepting filter criteria in the POST request body despite an empty request schema.
  - body: { page?: integer, sort?: string, type?: string, order?: string, period?: string, status?: integer, endDate?: string, location?: string, pageSize?: integer, startDate?: string, assigneeId?: integer, leadSourceId?: integer, lifeProfessionalId?: integer, leadSourceCategoryId?: integer }
- `POST https://api.mcp.ai/api/agencyzoom/service/ticket/list` — Retrieves a paginated list of service tickets from AgencyZoom. Supports filtering by: - Status (0=removed, 1=active, 2=completed) - Priority ID and Category ID Returns service ticket details including
  - body: { page?: integer, status?: integer, pageSize?: integer, categoryId?: integer, priorityId?: integer }
- `POST https://api.mcp.ai/api/agencyzoom/text/detail/thread` — Retrieves detailed messages for a specific SMS/text thread by its thread ID. Returns all messages in the thread with their content, attachments, sender/recipient information, and metadata. The thread 
  - body: { threadId?: string }
- `POST https://api.mcp.ai/api/agencyzoom/unlink/a/driver/from/opportunity` — Unlinks a currently associated driver from an AgencyZoom opportunity, used when the driver is no longer relevant, for policy or data updates, potentially impacting the opportunity's status or associat
  - body: { driverId: integer, opportunityId: integer }
- `POST https://api.mcp.ai/api/agencyzoom/unlink/a/vehicle/from/opportunity` — Unlinks a specific, existing vehicle from a specific, existing opportunity using their respective IDs, removing only the association and not the records themselves.
  - body: { vehicleId: integer, opportunityId: integer }
- `POST https://api.mcp.ai/api/agencyzoom/unread/thread` — Updates the read or unread status of a specific email thread within AgencyZoom.
  - body: { threadId: string, markUnread: boolean }
- `POST https://api.mcp.ai/api/agencyzoom/update/a/driver/s/details` — Updates an existing driver's details in AgencyZoom, requiring `driverId` in the path and `firstName` and `lastName` in the request.
  - body: { gender?: string, birthday?: string, driverId: integer, lastName: string, firstName: string, middleName?: string, relationship?: string, licenseNumber?: string, maritalStatus?: integer, stateLicensed?: string }
- `POST https://api.mcp.ai/api/agencyzoom/update/a/lead/file/name` — Updates a lead's file name to `newFileName`; requires `fileId` of the target file, which must be associated with both the `leadId` (path parameter) and the provided `customerReferralId`.
  - body: { fileId: integer, leadId: integer, newFileName: string, customerReferralId?: integer }
- `POST https://api.mcp.ai/api/agencyzoom/update/a/lead/opportunity` — Updates an existing opportunity's details (carrier, product line, premium, items, custom fields) for a specific lead; `leadId`, opportunity `id`, `carrierId`, and `productLineId` must refer to existin
  - body: { id: integer, items?: integer, leadId: integer, premium: integer, carrierId: integer, customFields?: object[], productLineId: integer }
- `POST https://api.mcp.ai/api/agencyzoom/update/a/lead/quote` — Updates an existing quote for a specified lead in AgencyZoom when its details require revision, ensuring the provided `leadId` (path parameter), quote `id` (body parameter), `carrierId`, and `productL
  - body: { id: integer, items: integer, leadId: integer, premium: integer, carrierId: integer, customFields?: object[], productLineId: integer }
- `POST https://api.mcp.ai/api/agencyzoom/update/a/policy` — Updates an existing insurance policy for the given `policyId`; monetary values must be in cents and dates in YYYY-MM-DD format.
  - body: { items?: integer, agentId?: integer, premium?: integer, policyId: integer, soldDate?: string, brokerFee?: integer, carrierId?: integer, groupCode?: string, expiryDate?: string, policyType?: integer, insuredName?: string, agencyNumber?: string, leadSourceId?: integer, policyNumber?: string, effectiveDate?: string, departmentCode?: string, priorExpiryDate?: string, priorCarrierName?: string, priorPolicyNumber?: string, productCategoryId?: integer }
- `POST https://api.mcp.ai/api/agencyzoom/update/a/vehicle/s/details` — Updates details for an existing vehicle within an opportunity; this action cannot be used to create new vehicle records.
  - body: { vin?: string, make?: string, year?: integer, model?: string, ownership?: string, vehicleId: integer }
- `POST https://api.mcp.ai/api/agencyzoom/update/an/opportunity` — Updates an existing opportunity with the provided details; ensure any custom field names are predefined in AgencyZoom configuration.
  - body: { items?: integer, premium?: integer, carrierId?: integer, expiryDate?: string, customFields?: object[], opportunityId: integer, productLineId?: integer, property__zip?: string, property__city?: string, property__state?: string, property__country?: string, property__address1?: string, property__address2?: string, property__useMailingAddressAsLocation?: integer }
- `POST https://api.mcp.ai/api/agencyzoom/update/business/lead` — Updates an existing business lead in AgencyZoom. Requires leadId (path parameter) plus core business information fields: firstname, email, name (business name), pipelineId, stageId, leadSourceId, assi
  - body: { dba?: string, fax?: string, zip?: string, city?: string, fein?: string, name: string, csrId?: integer, email: string, notes?: string, phone?: string, state?: string, xDate?: string, leadId: integer, country: string, payroll?: string, stageId: integer, assignTo: string, lastname?: string, soldDate?: string, tagNames?: string, firstname: string, groupCode?: string, otherCsrs?: integer[], quoteDate?: string, middlename?: string, pipelineId: integer, contactDate?: string, agencyNumber?: string, customFields?: object[], leadSourceId: integer, annualRevenue?: string, streetAddress?: string, departmentCode?: string, otherProducers?: integer[], secondaryEmail?: string, secondaryPhone?: string, assignmentGroupId?: integer, numberOfEmployees?: integer, nextExpirationDate?: string, streetAddressLine2?: string, yearBusinessStarted?: string, businessClassification?: integer, yearsOfManagementExperience?: integer }
- `POST https://api.mcp.ai/api/agencyzoom/update/customer` — Updates an existing customer's information in AgencyZoom using their unique customerId.
  - body: { zip?: string, city?: string, csrId?: integer, email?: string, phone?: string, state?: string, agentId?: integer, country?: string, birthday?: string, lastname?: string, tagNames?: string, firstname?: string, createDate?: string, customerId: integer, bizCustomer?: integer, customFields?: object[], totalPayroll?: integer, annualRevenue?: integer, streetAddress?: string, secondaryEmail?: string, secondaryPhone?: string, contactLastname?: string, contactFirstname?: string, contactMiddlename?: string, numberOfEmployees?: integer }
- `POST https://api.mcp.ai/api/agencyzoom/update/lead` — Updates an existing lead's information in AgencyZoom using the `leadId`; ensure the `leadId` corresponds to an existing lead in AgencyZoom.
  - body: { zip?: string, city?: string, name?: string, csrId?: integer, email: string, notes?: string, phone?: string, state?: string, xDate?: string, leadId: integer, country: string, stageId: integer, assignTo: string, birthday?: string, lastname?: string, nickname?: string, soldDate?: string, tagNames?: string, firstname: string, groupCode?: string, otherCsrs?: integer[], quoteDate?: string, isBusiness?: boolean, middlename?: string, pipelineId: integer, contactDate?: string, agencyNumber?: string, customFields?: object[], leadSourceId: integer, maritalStatus?: integer, streetAddress?: string, departmentCode?: string, otherProducers?: integer[], secondaryEmail?: string, secondaryPhone?: string, assignmentGroupId?: integer, nextExpirationDate?: string, streetAddressLine2?: string }
- `POST https://api.mcp.ai/api/agencyzoom/update/lead/status/by/id` — Updates a lead's status (0=ACTIVE, 2=WON, 3=LOST, 5=XDATED) by `leadId`, optionally setting workflow, stage, date, loss reason, X-date type, source, recycle stage/pipeline, or tags; requires `date` an
  - body: { date?: string, leadId: integer, status: integer, tagIds?: integer[], toStageId?: integer, xDateType?: string, workflowId?: integer, lossReasonId?: integer, recycleToStage?: integer, workflowStageId?: integer, recycleToPipeline?: integer, changeLeadSourceTo?: integer }
- `POST https://api.mcp.ai/api/agencyzoom/update/my/profile` — Updates the profile information (first name, last name, email, and optional phone) for the currently authenticated user in AgencyZoom; the provided email address must be unique within the system.
  - body: { email: string, phone?: string, lastname: string, firstname: string }
- `POST https://api.mcp.ai/api/agencyzoom/update/tags/for/a/policy` — Adds new comma-separated `tagNames` to a policy, requiring `tagNames` and identification by either `policyId` or `amsPolicyId`; if `amsPolicyId` is provided, `policyId` is ignored, and existing tags a
  - body: { policyId?: integer, tagNames?: string, amsPolicyId?: integer }
- `POST https://api.mcp.ai/api/agencyzoom/update/task` — Modifies an existing AgencyZoom task (which must be valid and identified by `taskId` in the path) with new attributes from the request body, which must also contain `taskId`.
  - body: { type?: string, title?: string, leadId?: integer, taskId: integer, comments?: string, duration?: integer, invitees?: string[], assigneeId?: integer, customerId?: integer, dueDatetime?: string, contactEmail?: string, timeSpecific?: boolean, lifeProfessionalId?: integer }
- `POST https://api.mcp.ai/api/agencyzoom/v4/sso/log/the/user/in` — Logs a user into the AgencyZoom platform via Single Sign-On (SSO). Returns JWT on success or error details on authentication failure.
  - body: { password: string, username: string }

## Example prompts
- "What can I do in AgencyZoom?"
- "Show me a summary of my AgencyZoom account"

## More
- Page: https://mcp.ai/agencyzoom
- Agent spec (llms.txt): https://mcp.ai/agencyzoom/llms.txt
- Postman collection: https://mcp.ai/agencyzoom/postman.json