Agencyzoom MCP integration
Finds leads and customers, reads their policies and quotes, records new quotes and notes, moves a lead through its status, and sets the follow-up task.
99actions available
Three actions you can hand over today
Every action runs live through MCP. Nothing to build, nothing to maintain.
Create a customer note
Ayro adds a new note to a customer's profile during the conversation. Support agents document key details instantly without leaving the chat.
Update a lead opportunity
Ayro updates an opportunity's details such as carrier, product line, and premium information. Sales teams keep opportunity records current without re-entering data manually.
Change lead status
Ayro updates a lead's lifecycle status and optionally manages pipeline, stage, source, or tags. Teams track deal progress in real time without context-switching to AgencyZoom.
How businesses use Agencyzoom + Ayro
Each card is one request a support team gets, and the Agencyzoom actions Ayro runs to close it.
Bring up the lead and everything on file
Ayro searches leads by the detail a caller gives, opens the lead record, and lists the AMS policies already held by that customer, so a coverage question is answered from the agency's own data.
Search LeadsGet the Lead DetailsGet AMS Policies for a CustomerCapture the quote while the prospect is still on
Ayro creates the lead if they are new, opens an opportunity against them, and records the quote with the carrier and premium discussed, so nothing is retyped after the call ends.
Create LeadCreate an OpportunityCreate a Lead QuoteMove the lead to where it actually stands
Ayro changes the lead status, updates the fields that changed during the call, and marks a lead sold when it converts, so producers see a pipeline that matches reality.
Change Lead StatusUpdate LeadMove Lead to SoldSet the follow-up before the call ends
Ayro creates the task for the next step against the producer who owns the account and marks the previous task complete, so nothing depends on someone remembering to write it down.
Create Task Post EndpointGet a List of ProducersMark Task as Completed
How it works
Get started in 3 steps
Connect once, then just ask. There is no workflow builder to learn and nothing to maintain — Ayro reads the Agencyzoom actions it has and picks the ones a request needs.
Connect Agencyzoom
Authorize the Agencyzoom account your team already uses — one consent screen, no API keys, no mapping tables. Ayro can only do what you granted that account, and you can disconnect it at any time.
Tell your agent what you need
Describe the job the way you would hand it to a teammate. Ayro maps it to the Agencyzoom actions that close it and chains as many as the request needs.
Watch it work
The agent runs the actions inside the conversation the customer is already in, so nobody copies data between tabs and your team can take over at any point.
Get started free
Agencyzoom · Ayro
What can you do in Agencyzoom without me setting anything up?
These, right away:
- Create a customer note
- Get a list of assign groups
- Change lead status
Great, let's start with the first one.
FAQ
Everything else about Agencyzoom
Setup, permissions, and the limits of what Ayro can do inside Agencyzoom.
Both are exposed. Create business lead and Update business lead handle commercial prospects, Search business classifications looks up the classification a commercial risk needs, and Search life and health leads covers that book separately.
Every action available in Agencyzoom
All 99 actions your agent can call on Agencyzoom, straight from the live MCP connection.
Authenticate for jwt via v4 sso
Completes AgencyZoom V4 Single Sign-On (SSO) authentication by exchanging an OAuth2 authorization code for a JWT token.
Batch create contacts
Creates 1 to 5 new contacts in AgencyZoom in a single batch API call.
Batch create leads
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.
Batch delete tasks
Deletes multiple AgencyZoom tasks in a batch; task deletion is permanent and the response indicates overall batch success, not individual task status.
Change lead status
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.
Mark task as completed
Marks an existing and accessible task in AgencyZoom as 'completed'; this action does not return the full updated task object.
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.
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.
Create a lead note
Adds a new note to an existing lead in AgencyZoom, identified by leadId.
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.
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.
Create an opportunity
Creates a new lead opportunity in AgencyZoom; this action cannot update existing opportunities.
Create a vehicle for an opportunity
Adds a new vehicle record to a specified opportunity; opportunityId must refer to a valid, existing opportunity.
Create business lead
Creates or updates a business lead in AgencyZoom using detailed personal and company information, for B2B sales and marketing lead management.
Create lead
Creates a new lead or updates an existing one in AgencyZoom; ensure pipelineId, stageId, leadSourceId, and assignTo reference valid, existing entities.
Create task post endpoint
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 contact.
Delete a customer
Irreversibly deletes a customer and all associated data in AgencyZoom using their customerId; useful for offboarding or data privacy compliance.
Delete customer file
Permanently deletes a specific file, identified by fileId, associated with a customer, identified by customerId.
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.
Delete an opportunity driver by ID
Permanently deletes an existing driver record (a person associated with an insurance opportunity) from AgencyZoom using its unique driverId; this action is irreversible.
Delete file from lead
Deletes a specific file (identified by fileId) associated with an existing lead (identified by leadId); this operation is irreversible.
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.
Delete a lead quote
Deletes a specific quote from a lead, requiring that the lead and quote exist and are associated.
Delete an opportunity
Permanently deletes a specific opportunity by its unique ID; this action is irreversible and requires a valid, existing opportunityId.
Delete a task
Permanently and irreversibly deletes an existing task, identified by its taskId.
Delete a vehicle
Permanently deletes a vehicle record by its vehicleId, which must correspond to an existing vehicle in the AgencyZoom system.
Delete thread message
Deletes a specific message from an email thread within AgencyZoom.
Delete email thread
Permanently deletes a specific email thread from the AgencyZoom system, identified by its threadId (expected by the endpoint), provided the thread exists.
Get a list of assign groups
Retrieves all assign groups configured in AgencyZoom, used for categorizing or assigning items to specific teams or units.
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.
The tools Agencyzoom sits next to
Same connection, same setup. Pick the next one your team already uses.
Attio
Searches records across custom objects, creates people, deals, and notes, asserts records to avoid duplicates, and moves list entries along a process.
Dropcontact
Submits contacts for batch enrichment, collects verified emails, phones, and company data, and manages the webhooks that push results back.
Follow Up Boss
Books and reschedules appointments, logs calls and inbound events, moves deals through pipeline stages, and starts the action plan that follows up.
NetHunt CRM
Finds records across readable folders, reports what changed since a given time, and pulls recent call logs, comments, and linked Drive files.
Repairshopr
Tells a customer where their repair stands, books and moves appointments, converts approved estimates into emailed invoices, and keeps parts and history in step.
Suitedash
Finds contacts by email, creates lead and client records for people and companies, and reads your custom field schema before writing to it.
Ready to connect Agencyzoom?
Authorize the account and your agent has all 99 actions from the first conversation.