Agencyzoom MCP integration

Completes AgencyZoom V4 Single Sign-On (SSO) authentication by exchanging an OAuth2 authorization code for a JWT token.

Creates 1 to 5 new contacts in AgencyZoom in a single batch API call.

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.

Deletes multiple AgencyZoom tasks in a batch; task deletion is permanent and the response indicates overall batch success, not individual task 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.

Marks an existing and accessible task in AgencyZoom as 'completed'; this action does not return the full updated task object.

Adds a new note to an existing customer's profile using their ID; cannot be used to edit or retrieve existing notes.

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.

Adds a new note to an existing lead in AgencyZoom, identified by leadId.

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.

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.

Creates a new lead opportunity in AgencyZoom; this action cannot update existing opportunities.

Adds a new vehicle record to a specified opportunity; opportunityId must refer to a valid, existing opportunity.

Creates or updates a business lead in AgencyZoom using detailed personal and company information, for B2B sales and marketing lead management.

Creates a new lead or updates an existing one in AgencyZoom; ensure pipelineId, stageId, leadSourceId, and assignTo reference valid, existing entities.

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.

Irreversibly deletes a customer and all associated data in AgencyZoom using their customerId; useful for offboarding or data privacy compliance.

Permanently deletes a specific file, identified by fileId, associated with a customer, identified by customerId.

Permanently deletes a specific policy associated with a customer, for instance, if it's cancelled or inactive; this action is irreversible and requires caution.

Permanently deletes an existing driver record (a person associated with an insurance opportunity) from AgencyZoom using its unique driverId; this action is irreversible.

Deletes a specific file (identified by fileId) associated with an existing lead (identified by leadId); this operation is irreversible.

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.

Deletes a specific quote from a lead, requiring that the lead and quote exist and are associated.

Permanently deletes a specific opportunity by its unique ID; this action is irreversible and requires a valid, existing opportunityId.

Permanently and irreversibly deletes an existing task, identified by its taskId.

Permanently deletes a vehicle record by its vehicleId, which must correspond to an existing vehicle in the AgencyZoom system.

Deletes a specific message from an email thread within AgencyZoom.

Permanently deletes a specific email thread from the AgencyZoom system, identified by its threadId (expected by the endpoint), provided the thread exists.

Retrieves all assign groups configured in AgencyZoom, used for categorizing or assigning items to specific teams or units.

Retrieves all insurance carriers from AgencyZoom, typically used for populating selection lists or synchronizing carrier data; does not return detailed policy or coverage information.