App

AgencyZoom integrations

Connect AgencyZoom to any other app, or use it from your AI client over MCP. AgencyZoom is a sales and automation software specifically made for P&C insurance agents.

Connects with a tokenagencyzoom.com
6 triggers24 actions

What the catalog holds today. Ask for anything missing and your agent reads the API documentation and adds it.

Build solutions, not workarounds.

What do you want to automate with AgencyZoom?

Ask the assistant

You'll sign in before anything runs. What you typed comes with you.

Connect your AI client

Give your AI client this address.

https://mcp.apiant.ai

One connection does both: ask your client to act in an app once, or have it build an automation that keeps running. Any client that takes a remote MCP server. Nothing to install. Create your free account, then sign in once in your browser.

Set it up in your client
Claude Code

Run this in the directory you want to work in.

claude mcp add --transport http -s project apiant-ai https://mcp.apiant.ai

Start Claude Code there, approve the server, and sign in in the browser page it opens.

Claude Code guide (opens in a new tab)
Claude, web and desktop

Open Customize, then Connectors, then Add custom connector, and paste the address. On Team and Enterprise an owner adds it first.

Setup guide (opens in a new tab)
Cursor

Add the address to your MCP configuration as a server URL. Cursor signs you in in your browser.

Setup guide (opens in a new tab)
Zed

Open Settings, then AI, then MCP Servers, then Add Server, then Add Remote Server.

Setup guide (opens in a new tab)
Codex and the ChatGPT desktop app

Open Settings, then MCP servers, then Add server, and choose Streamable HTTP. From the terminal, Codex takes the address with its own add command and then signs you in.

Setup guide (opens in a new tab)
Any other MCP client

Paste the address where the client asks for a remote MCP server URL, and name the server apiant-ai where it lets you. APIANT's skills reach the client over the same connection.

Setup guide (opens in a new tab)

Popular

AgencyZoom with the apps people pair it with most

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What your agent can do with AgencyZoom

Triggers and actions 6 triggers · 24 actions

  • Trigger
    Lead Created

    Triggers when a new lead is created in AgencyZoom, optionally limited to a pipeline, stage, lead source, producer or location.

  • Trigger
    Lead Stage Change

    Triggers when a lead moves into a different pipeline stage.

  • Trigger
    Lead Status Change

    Triggers when a lead's status changes (for example from New to Quoted, Won or Lost) in AgencyZoom.

  • Trigger
    New Policy Sold

    Triggers when a lead is marked sold (won) in AgencyZoom, returning the sold lead with its sold date and premium.

  • Trigger
    Service Request Created

    Triggers when a new service request (service ticket) is created in AgencyZoom, optionally limited to tickets matching the filters you choose.

  • Trigger
    Service Request Status Change

    Triggers when a service request's status changes (for example from open to completed or removed).

  • Action
    Add customer

    Creates a new customer in AgencyZoom with contact details, address, assigned producer and CSR, tags and custom field values.

  • Action
    Add customer note

    Adds a note to an existing customer's record in AgencyZoom.

  • Action
    Add opportunity

    Creates a new opportunity (a quoted policy line such as auto or home) on an existing lead in AgencyZoom.

  • Action
    Change lead status

    Changes a lead's status in AgencyZoom to Active, Won, Lost or X-Dated, optionally moving it to a pipeline stage, recording a loss reason or setting a recycle date.

  • Action
    Complete service ticket

    Completes an AgencyZoom service ticket with a resolution, optionally adding a resolution description and cancelling the ticket's related tasks.

  • Action
    Complete task

    Marks an AgencyZoom task as completed.

  • Action
    Create a Note

    Adds a note to a lead in AgencyZoom.

  • Action
    Create Business Lead

    Creates a commercial (business) lead in AgencyZoom with its business details, contact information, pipeline stage and assigned producer.

  • Action
    Create Personal Lead

    Creates a personal (individual) lead in AgencyZoom in the pipeline and stage you choose, assigned to a producer.

  • Action
    Create Service Request

    Creates a service request (service ticket) for a customer in AgencyZoom, placed in the pipeline and stage you choose.

  • Action
    Create Task

    Creates a task in AgencyZoom, optionally linked to a lead or customer and assigned to a team member.

  • Action
    Delete customer

    Deletes a customer from AgencyZoom.

  • Action
    Delete lead

    Deletes a lead in AgencyZoom, optionally deleting its linked contacts too.

  • Action
    Find a Lead

    Returns the AgencyZoom leads that match the name, email, phone, status, owner, pipeline or date criteria you supply, plus the first match on its own.

  • Action
    Find customers

    Returns the customers in your AgencyZoom agency that match the criteria you give, such as email, phone, name, policy number or assigned agent.

  • Action
    Find Service Request

    Returns the service requests (service tickets) that match the household name, policy number, status, pipeline, dates or other criteria you specify.

  • Action
    Find tasks

    Returns AgencyZoom tasks matching the criteria you choose, such as status, assignee, task type, due period, lead source or creation date range.

  • Action
    Get customer

    Returns one customer's full details, including contact information, custom fields, policies, notes, tasks and files.

  • Action
    Get lead

    Returns the full details of one AgencyZoom lead, including its contact information, pipeline stage, opportunities, quotes and custom field values.

  • Action
    Update customer

    Updates an existing AgencyZoom customer's contact details, address, assigned CSR and producer, tags and custom fields. Fields left blank are not changed.

  • Action
    Update Lead

    Updates an existing personal lead in AgencyZoom. Fields you leave blank keep the lead's current values.

  • Action
    Update policy

    Updates an existing policy in AgencyZoom, such as its carrier, premium, dates, producer and tags.

  • Action
    Update Service Request

    Updates an existing AgencyZoom service request (service ticket), including its pipeline stage, subject, category, priority, assignees, related policies, due date, tags and custom fields.

  • Action
    Update task

    Updates an existing AgencyZoom task — its title, type, due date, notes, assignee, linked lead or customer, invitees or open/completed status.

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What our customers say

Questions

AgencyZoom, answered

Is there a AgencyZoom MCP server?

APIANT's MCP server at https://mcp.apiant.ai works with AgencyZoom. Add that address to any AI client that takes a remote MCP server and sign in once in your browser. Your client can then run AgencyZoom actions on demand, or have APIANT build, test and run automations that use AgencyZoom. Nothing to install.

What can start an automation from AgencyZoom?

Any of AgencyZoom's 6 triggers in the catalog, including Lead Created, New Policy Sold, Service Request Created and Lead Stage Change. Describe the moment in plain language and your agent picks the right one.

What can your agent do in AgencyZoom?

Any of AgencyZoom's 24 actions, including Create a Note, Create Business Lead, Create Personal Lead and Create Service Request. Your agent maps the data both ways and tests every scenario before it ships.

Can I use AgencyZoom directly from Claude, ChatGPT or Cursor?

Yes. Connect your AI client to APIANT once and it works with AgencyZoom two ways. Ask it to do something in AgencyZoom once and it runs that action on the spot. Ask for an automation and your agent builds it, tests every scenario and keeps it running on its own. A one-off action uses your plan's tasks the same way an automation step does.

Do I need to write code against the AgencyZoom API?

No. APIANT connects to the AgencyZoom API for you, with a token. Describe what you want in plain language and your agent builds it on the AgencyZoom triggers and actions in the catalog. If you need an endpoint that is not there yet, your agent reads the AgencyZoom API documentation and adds it.

Which apps can AgencyZoom connect to?

Any app in the catalog; the list on this page pairs AgencyZoom with each of them. If the other app is missing, point your agent at its API documentation and it builds the connector.

What happens when something fails?

Your agent works that out for you. It plans the failure paths along with the happy path, then tests every scenario before it ships.

Is there a free plan?

Yes. Every plan includes the agent, including free, and building from your own AI client spends no assistant credits.