Connect Agencyzoom to AI agents

Connect Agencyzoom to Claude, Codex, Cursor, or other AI agents for your entire team. Metorial security, governance, observability, and gives your team a unified Magic MCP url to connect.

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Supported Tools

Tools30Triggers3

create_task

Create Task

Create a new task in AgencyZoom. Supports to-do, email, call, and meeting task types. Optionally assign to a user, set due date/time, and link to a lead or customer.

add_lead_note

Add Lead Note

Add a note to an existing lead in AgencyZoom. Notes are used to record interactions, observations, and other relevant information about a lead.

manage_lead_quote

Manage Lead Quote

Add, update, or delete a quote on a lead. Quotes represent insurance pricing proposals from carriers for a lead. Use "create" to add a new quote, "update" to modify an existing one, or "delete" to remove one.

manage_opportunity

Manage Opportunity

Create, update, or delete a standalone opportunity in AgencyZoom. Set carrier, product line, premium, items, and property address details for an insurance opportunity.

get_opportunity

Get Opportunity

Get details of an opportunity in AgencyZoom. Optionally include associated drivers and vehicles. Useful for viewing auto insurance opportunity details with driver and vehicle information.

create_lead

Create Lead

Create a new personal or commercial (business) lead in AgencyZoom. Personal leads require first and last name. Business leads additionally support company-specific fields like company name, FEIN, business entity type, classification, employee count, annual revenue, and payroll.

update_task

Update Task

Update, complete, or reopen a task in AgencyZoom. Use "update" to modify task fields, "complete" to mark a task as done, or "reopen" to reopen a completed task with an optional comment.

update_customer

Update Customer

Update an existing customer's details or tags in AgencyZoom. Provide only the fields you want to change. If tags are provided, the customer's tags will be replaced via a separate tags endpoint. Returns the updated customer record.

update_policy

Update Policy

Update an insurance policy in AgencyZoom. Supports updating policy details, changing policy status (active, cancelled, renewed, etc.), updating tags, or creating an endorsement with a premium change.

manage_opportunity_driver

Manage Opportunity Driver

Add, update, or remove a driver on an opportunity in AgencyZoom. Manage driver details such as name, birthday, gender, marital status, and license number for auto insurance opportunities.

search_leads

Search Leads

Search and list leads in AgencyZoom with flexible filtering options. Filter by status, producer, lead source, pipeline, stage, and date range. Supports pagination with offset and limit.

add_customer_note

Add Customer Note

Add a note to an existing customer record in AgencyZoom. Notes are useful for recording interactions, follow-up reminders, or any relevant information about the customer. Returns the newly created note.

delete_policy

Delete Policy

Delete an insurance policy from AgencyZoom. This action is permanent and cannot be undone.

search_tasks

Search Tasks

Search and list tasks in AgencyZoom. Filter by status, type, assignee, date range, or associated lead/customer. Returns paginated results with task details.

manage_opportunity_vehicle

Manage Opportunity Vehicle

Add, update, or remove a vehicle on an opportunity in AgencyZoom. Manage vehicle details such as VIN, make, model, year, and ownership type for auto insurance opportunities.

delete_lead

Delete Lead

Permanently delete a lead from AgencyZoom by its ID. This action is irreversible and will remove the lead along with all associated data.

create_service_ticket

Create Service Ticket

Create a new service ticket in AgencyZoom. A service ticket tracks a customer service request or issue. Requires a customer ID; optionally assign a CSR, set category, priority, pipeline stage, description, and tags.

get_lead

Get Lead

Get detailed information about a specific lead by ID, including its opportunities and quotes. Returns full lead details such as contact info, status, pipeline position, custom fields, tags, and associated opportunities and quotes.

manage_lead_opportunity

Manage Lead Opportunity

Add, update, or delete an opportunity on a lead. Opportunities track potential insurance products and premiums associated with a lead. Use "create" to add a new opportunity, "update" to modify an existing one, or "delete" to remove one.

search_customers

Search Customers

Search and list customers in AgencyZoom. Filter by search term, customer type, date range, and paginate through results. Returns a summary list of matching customers with basic contact information.

delete_task

Delete Task

Delete one or more tasks from AgencyZoom. Provide a single task ID or multiple IDs to batch-delete tasks. This action is permanent and cannot be undone.

get_customer

Get Customer

Retrieve detailed information about a specific customer by ID. Optionally include the customer's policies and tasks in a single request. Returns the full customer record with all available fields.

create_customer

Create Customer

Create a new personal or commercial customer record in AgencyZoom. Provide contact details, address, business information (for commercial customers), tags, and custom fields. Returns the newly created customer record.

batch_create_contacts

Batch Create Contacts

Create up to 5 contacts associated with customers in AgencyZoom. Each contact requires a customer ID, first name, and last name. Optionally include email, phone, birthday, and address fields.

update_service_ticket

Update Service Ticket

Update or complete an existing service ticket in AgencyZoom. Use action "update" to modify ticket fields like CSR assignment, category, priority, pipeline stage, or description. Use action "complete" to mark the ticket as completed with an optional resolution.

delete_customer

Delete Customer

Permanently delete a customer record from AgencyZoom. This action is irreversible and will remove the customer and all associated data. Use with caution.

create_policy

Create Policy

Create a new insurance policy in AgencyZoom. Associate it with a customer, set carrier and product line details, premium amounts, effective/expiry dates, and assign agents or CSRs.

list_reference_data

List Reference Data

Retrieve configuration and reference data such as carriers, product lines, employees, pipelines, lead sources, and more. Use this to look up valid IDs and values for use in other tools.

search_service_tickets

Search Service Tickets

Search and list service tickets in AgencyZoom. Filter by status, category, priority, resolution, CSR, customer, date range, carrier, or policy type. Supports pagination with offset and limit.

update_lead

Update Lead

Update a lead's details, change its status, or mark it as sold. Use action "update" to modify lead fields, "change_status" to transition the lead to a new status, or "mark_sold" to record a sale with carrier, product line, premium, and policy details.

More integrations teams use with Agencyzoom

Linear

Create, read, update, and delete issues across teams with support for priorities, labels, assignees, due dates, and workflow states. Manage projects that group related issues, and organize work into time-boxed cycles (sprints). Create and manage documents, comments, and file attachments. Search issues using vector similarity or rich filters. Configure teams, workflow states, and labels. Track customers and link them to issues. Subscribe to real-time webhooks for changes to issues, projects, cycles, comments, documents, and more.

GitHub

Manage repositories, issues, and pull requests. Create and configure branches, star repositories, review code, and merge changes. Automate CI/CD workflows with GitHub Actions, manage workflow runs, secrets, and artifacts. Track issues with labels, milestones, and assignees. Search across code, repositories, issues, and users. Manage organizations, teams, and memberships. Create and manage projects, gists, packages, deployments, and environments. Access security alerts including code scanning, secret scanning, and Dependabot alerts. Read and write file contents in repositories. Manage webhooks, notifications, and codespaces.

Hubspot

Create, read, update, and delete CRM objects including contacts, companies, deals, tickets, and custom objects. Manage associations between CRM records. Track engagements such as calls, emails, meetings, notes, and tasks. Send transactional and marketing emails, manage campaigns, and handle subscription preferences. Build and manage marketing workflows, sequences, and automation actions. Manage CMS content including blog posts, landing pages, and HubDB tables. Handle commerce data including products, orders, invoices, quotes, and payments. Create and manage contact lists for segmentation. Configure deal, ticket, and order pipelines with custom stages. Search and filter CRM records. Bulk import and export CRM data. Manage users, teams, and account settings. Subscribe to webhooks for real-time notifications on object creation, deletion, property changes, merges, and association changes.

Salesforce

Manage CRM data including Accounts, Contacts, Leads, Opportunities, Cases, and custom objects. Create, read, update, and delete records. Query data using SOQL and search across objects using SOSL. Perform bulk data operations for large-scale imports, exports, and migrations. Execute composite requests to batch multiple operations in a single API call. Access analytics, reports, and dashboards. Manage files and attachments associated with records. Interact with Chatter feeds, posts, and groups for social collaboration. Subscribe to real-time change events via Change Data Capture and Platform Events. Manage org metadata including custom objects, fields, layouts, and workflows. Query data using GraphQL for precise data retrieval across related objects.

Apolloio

Search and prospect B2B contacts and companies from a database of over 275 million people and 70 million organizations. Enrich people and company data with emails, phone numbers, and firmographic details. Create and manage contacts, accounts, deals, and tasks. Add contacts to email sequences and manage sequence statuses. Log and search call records. Perform bulk operations for contact creation, account creation, task creation, and data enrichment.

Microsoft Outlook

Send, read, reply to, forward, and manage email messages in user mailboxes. Organize messages into folders, apply categories, flags, and importance levels. Manage file and item attachments. Create, update, delete, and respond to calendar events and meetings. Find available meeting times, manage attendees, handle recurrence, and work with shared or delegated calendars. Create, read, update, and delete contacts, organize them into contact folders, and manage contact photos. Manage tasks and task lists via Microsoft To Do, including due dates, reminders, recurrence, and checklist items. Subscribe to webhook notifications for changes to messages, calendar events, and contacts. Support for Focused Inbox, @-mentions, mail tips, send-on-behalf, and send-as capabilities.

Technical notes for Agencyzoom

Manage insurance agency sales automation and CRM operations. Create, search, update, and delete leads (personal and commercial) with pipeline stage tracking and status management. Manage customers, policies, and opportunities with carrier and product line associations. Create and track insurance quotes, service tickets, and tasks (to-dos, calls, emails, meetings). Handle policy lifecycle events including endorsements, renewals, and cancellations. Manage opportunity details like drivers and vehicles. Search and manage email and SMS threads. Retrieve reference data including carriers, product lines, employees, lead sources, pipelines, and custom field definitions. Supports life and health lead management and batch contact creation.

Connect Agencyzoom to production AI agents

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Frequently asked questions

Common questions about connecting Agencyzoom to AI agents with Metorial.

  1. Can Metorial connect Agencyzoom to AI agents?
    Yes. Metorial connects AI agents to Agencyzoom through a governed integration layer, so teams can use the provider while keeping access controlled and observable.
  2. Metorial is MCP compatible and lets teams expose approved provider tools to MCP-capable agents and clients through a controlled access layer.
  3. Metorial applies policies across users, groups, providers, agents, and individual tools, then records the context around every agent interaction.
  4. Yes. Metorial records provider activity so teams can inspect tool calls, troubleshoot integrations, and give security teams the visibility they need.