Model Context Protocol (MCP) server for Apollo.io API integration
AgencyZoom MCP by usefulapi is installed from its publisher's own source and answers where it runs, so this marketplace is not in the path of a single call. There is no address here to send one to, and a panel that pretended otherwise would be showing you an answer we made up. Install it and call it from your own client — the Installation tab has the entry for each one.
What it does
Read leads, customers, policies and tasks; add notes, tasks and leads in AgencyZoom.
Quickstart
# 1 — add it to Claude Code
claude mcp add --scope user --transport http agencyzoom-mcp-by-usefulapi https://agencyzoom.usefulapi.io/mcp
# 2 — ask your agent for something these tools do
# agencyzoom_search_leads, agencyzoom_get_lead, agencyzoom_get_lead_notes and 25 more
AgencyZoom MCP by usefulapi costs nothing on mcprush: there is no plan to choose here, no cap to set and nothing mcprush can bill you for.
Collected from a public index. Nobody has claimed this account, so nothing here was written by its author — claim it if it is yours.
Where are you running it?
Every route below installs the same thing and ends at the same approval screen. Nothing here runs on your machine and nothing runs on ours: this server answers at its publisher’s own address, and what you install is the connection straight to it.
This is a public server: it answers at its publisher’s own address and this marketplace is not in the path. Claude Code registers it in one command; --scope user makes it available in every project. The transport below is http, as the publisher's own manifest declares it.
claude mcp add --scope user --transport http agencyzoom-mcp-by-usefulapi https://agencyzoom.usefulapi.io/mcpReconnect, or start a new session, and the tools appear in the model’s tool list.
One config entry pointing straight at the publisher’s own address — this marketplace is not in the path, and nothing from this listing executes on your machine.
28 tools, with what each one reads, writes and reaches shown before you agree — the same list on every route above. Read the tool surface.
Tool surface
What the model actually sees. Descriptions are diffed on every release — see version history.
Search sales leads in AgencyZoom with filters; returns name, contact details, status, pipeline stage, source, assigned producer, quoted and sold premium (in cents) and dates, paged. Names, e-mail and phone match by prefix. Use agencyzoom_list_pipelines for workflow/stage ids and agencyzoom_list_employees for producer ids. POST /v1/api/leads/list.
| Parameter | Type | Required | Notes |
|---|---|---|---|
| customer_name | string | no | Name prefix. |
| customer_email | string | no | E-mail prefix. |
| customer_phone | string | no | Phone number prefix, e.g. (123) 456-7890. |
| status | integer | no | Lead status: 0 new, 1 quoted, 2 won, 3 lost, 4 contacted, 5 expired. |
| assigned_to | integer | no | Producer/agent id the lead is assigned to. |
| lead_source_id | integer | no | Lead source id. |
| workflow_id | integer | no | Pipeline (workflow) id. |
| workflow_stage_id | string | no | Stage id; several stage ids can be separated by '/'. |
| created_from | string | no | Lead created on or after this date, yyyy-mm-dd. |
| created_to | string | no | Lead created on or before this date, yyyy-mm-dd. |
| sold_period | string | no | Only leads sold in this period. |
| last_activity_from | string | no | Last activity on or after this date, yyyy-mm-dd. |
| last_activity_to | string | no | Last activity on or before this date, yyyy-mm-dd. |
| sort | string | no | Sort field (default lastEnterStageDate). |
| order | string | no | Sort direction. |
| page | integer | no | Page number, starting at 0 (default 0). Pass the previous reply's next_page. |
| page_size | integer | no | Results per page, 1-100 (default 25). |
One lead by id with full details: contact data, address, status, stage, source, assigned producer and CSR, premiums (cents), dates and custom fields. GET /v1/api/leads/{leadId}.
| Parameter | Type | Required | Notes |
|---|---|---|---|
| lead_id | integer | yes | AgencyZoom lead id. |
The activity notes of a lead: type (note, e-mail, creation...), date, author, title and body. GET /v1/api/leads/{leadId}/notes.
| Parameter | Type | Required | Notes |
|---|---|---|---|
| lead_id | integer | yes | AgencyZoom lead id. |
The tasks linked to a lead (open, done, cancelled) with due date, assignees and notes. GET /v1/api/leads/{leadId}/tasks.
| Parameter | Type | Required | Notes |
|---|---|---|---|
| lead_id | integer | yes | AgencyZoom lead id. |
The opportunities (quoted lines of business) of a lead: carrier, product line, premium, items, status and property address. GET /v1/api/leads/{leadId}/opportunities.
| Parameter | Type | Required | Notes |
|---|---|---|---|
| lead_id | integer | yes | AgencyZoom lead id. |
Search customers (clients with at least one written policy) with filters; returns contact details, address, source, agent and a policy summary, paged. First/last name match partially. POST /v1/api/customers.
| Parameter | Type | Required | Notes |
|---|---|---|---|
| full_name | string | no | Full name. |
| firstname | string | no | First name (partial match). |
| lastname | string | no | Last name (partial match). |
| string | no | E-mail address. | |
| phone | string | no | Phone number. |
| city | string | no | City. |
| state | string | no | Two-letter US state code. |
| policy_number | string | no | Policy number (written and AMS-synced policies). |
| policy_type | integer | no | Policy type (product line) id; see agencyzoom_list_product_lines. |
| agent_id | integer | no | Agent id assigned to the policy. |
| lead_source_id | integer | no | Lead source id. |
| status | integer | no | 1 active customers, 0 inactive, -1 all (default). |
| created_from | string | no | Customer created on or after this date, yyyy-mm-dd. |
| created_to | string | no | Customer created on or before this date, yyyy-mm-dd. |
| page | integer | no | Page number, starting at 0 (default 0). Pass the previous reply's next_page. |
| page_size | integer | no | Results per page, 1-100 (default 25). |
One customer by id with full details: contact data, address, source, agent, CSR, custom fields and policy summary. GET /v1/api/customers/{customerId}.
| Parameter | Type | Required | Notes |
|---|---|---|---|
| customer_id | integer | yes | AgencyZoom customer id. |
The policies written through AgencyZoom for a customer: type, carrier, policy number, premium (cents), items, sold/effective/expiry dates, agent, CSR and status (0 cancelled, 1 active, 3 upcoming, 4 renewed, 10-13 active variants). GET /v1/api/customers/{customerId}/policies.
| Parameter | Type | Required | Notes |
|---|---|---|---|
| customer_id | integer | yes | AgencyZoom customer id. |
The tasks linked to a customer (open, done, cancelled) with due date, assignees and notes. GET /v1/api/customers/{customerId}/tasks.
| Parameter | Type | Required | Notes |
|---|---|---|---|
| customer_id | integer | yes | AgencyZoom customer id. |
Search tasks across the agency: by status (open/completed), assignee, period (today, past due, next week...), type and creation date; returns title, due date, assignees, linked customer or lead and notes, paged. POST /v1/api/tasks/list.
| Parameter | Type | Required | Notes |
|---|---|---|---|
| status | integer | no | 0 open, 1 completed. |
| period | string | no | Predefined due period. |
| assignee_id | integer | no | Assignee (employee) id; see agencyzoom_list_employees. |
| type | string | no | Task type. |
| created_from | string | no | Created on or after this date, yyyy-mm-dd. |
| created_to | string | no | Created on or before this date, yyyy-mm-dd. |
| lead_source_id | integer | no | Lead source id. |
| page | integer | no | Page number, starting at 0 (default 0). Pass the previous reply's next_page. |
| page_size | integer | no | Results per page, 1-200 (default 25). |
One task by id: title, status, due date, assignees, notes and the customer or lead it belongs to. GET /v1/api/tasks/{taskId}.
| Parameter | Type | Required | Notes |
|---|---|---|---|
| task_id | integer | yes | AgencyZoom task id. |
Search service tickets (client service requests) by household name, status, category, priority, policy number and created/completed dates, paged. POST /v1/api/serviceTicket/service-tickets/list.
| Parameter | Type | Required | Notes |
|---|---|---|---|
| full_name | string | no | Household name. |
| status | integer | no | Service ticket status code. |
| category | integer | no | Category id; see agencyzoom_list_service_ticket_options. |
| priority | integer | no | Priority id; see agencyzoom_list_service_ticket_options. |
| policy_number | string | no | Policy number. |
| workflow_id | integer | no | Service pipeline id; see agencyzoom_list_pipelines with type 'service'. |
| workflow_stage_id | integer | no | Stage id. |
| created_from | string | no | Created on or after this date, yyyy-mm-dd. |
| created_to | string | no | Created on or before this date, yyyy-mm-dd. |
| completed_from | string | no | Completed on or after this date, yyyy-mm-dd. |
| completed_to | string | no | Completed on or before this date, yyyy-mm-dd. |
| page | integer | no | Page number, starting at 0 (default 0). Pass the previous reply's next_page. |
| page_size | integer | no | Results per page, 1-100 (default 25). |
The dashboard sales summary for the agency or one producer: goals, month-to-date and today's sales, trending, and daily premium/revenue/items/policies for the period. Amounts are in cents. Read-only (a POST in AgencyZoom). POST /v1/api/dashboard-data/sales-data.
| Parameter | Type | Required | Notes |
|---|---|---|---|
| period | string | no | Predefined period (default: the dashboard's default). |
| start_date | string | no | Custom period start, yyyy-mm-dd (use with end_date instead of period). |
| end_date | string | no | Custom period end, yyyy-mm-dd. |
| producer_id | integer | no | Only this producer (employee id). |
| carrier_id | integer | no | Only this carrier id. |
| location | string | no | Agency location code. |
The sales (lead) or service pipelines with their stages and ids. Needed to create leads or service tickets and to move a lead between stages. GET /v1/api/pipelines-and-stages.
| Parameter | Type | Required | Notes |
|---|---|---|---|
| type | string | no | Pipeline type (default: all). |
The agency's employees: id, name, e-mail, phone, whether producer, active or owner. Use the ids to assign leads and tasks. GET /v1/api/employees.
No parameter schema on file.
The lead sources (id, name, category, whether sales from it count as sales). GET /v1/api/lead-sources.
No parameter schema on file.
The insurance carriers configured in the agency (id, name, standard carrier code). GET /v1/api/carriers.
No parameter schema on file.
The policy types / product lines (id, name, category, standard product line code), for policy filters. GET /v1/api/product-lines.
No parameter schema on file.
The tags defined in the agency (id, name). GET /v1/api/tags.
No parameter schema on file.
The service ticket categories and priorities (id, name), needed to create a service ticket. GET /v1/api/service-categories and GET /v1/api/service-priorities.
No parameter schema on file.
WRITE: create a new sales lead in a pipeline stage. AgencyZoom requires the pipeline and stage (agencyzoom_list_pipelines), first name, e-mail, lead source, assigned producer and country. Creating a lead can trigger the agency's own automations (assignment, tasks, e-mails) in AgencyZoom. Not idempotent: calling twice creates two leads, so search first (agencyzoom_search_leads by e-mail or phone).
| Parameter | Type | Required | Notes |
|---|---|---|---|
| pipeline_id | integer | yes | Lead pipeline (workflow) id. |
| stage_id | integer | yes | Stage id inside that pipeline. |
| firstname | string | yes | First name. |
| string | yes | E-mail address. | |
| lead_source_id | integer | yes | Lead source id; see agencyzoom_list_lead_sources. |
| assign_to | integer | yes | Producer/agent (employee) id to assign the lead to; see agencyzoom_list_employees. |
| country | string | yes | Country of the lead, e.g. USA. |
| lastname | string | no | Last name. |
| phone | string | no | Phone number. |
| notes | string | no | Note stored with the lead. |
| csr_id | integer | no | CSR id. |
| street_address | string | no | Street address. |
| city | string | no | City. |
| state | string | no | State. |
| zip | string | no | Postal code. |
| tag_names | string | no | Tag names separated by ';'. |
WRITE: add a note to a lead's activity feed (visible to the agency's users; AgencyZoom does not send it to the customer). Not idempotent: calling twice adds two notes. POST /v1/api/leads/{leadId}/notes.
| Parameter | Type | Required | Notes |
|---|---|---|---|
| lead_id | integer | yes | AgencyZoom lead id. |
| note | string | yes | The note text. |
WRITE: add a note to a customer's activity feed (visible to the agency's users; AgencyZoom does not send it to the customer). Not idempotent: calling twice adds two notes. POST /v1/api/customers/{customerId}/notes.
| Parameter | Type | Required | Notes |
|---|---|---|---|
| customer_id | integer | yes | AgencyZoom customer id. |
| note | string | yes | The note text. |
WRITE: create a task (to-do, call, e-mail or meeting) linked to a lead or customer, optionally assigned to an employee. The assignee may be notified by AgencyZoom. Link it with lead_id or customer_id (or contact_email, which AgencyZoom matches to a lead or customer). Not idempotent: calling twice creates two tasks. POST /v1/api/tasks.
| Parameter | Type | Required | Notes |
|---|---|---|---|
| title | string | yes | Task title. |
| due | string | yes | Due date (yyyy-mm-dd) or date and time (yyyy-mm-dd hh:mm), in the agency's local time. |
| lead_id | integer | no | Lead the task belongs to. |
| customer_id | integer | no | Customer the task belongs to. |
| contact_email | string | no | E-mail of the lead/customer, used to find the match when no id is given. |
| assignee_id | integer | no | Employee id to assign the task to; see agencyzoom_list_employees. |
| type | string | no | Task type (default todo). |
| comments | string | no | Task notes. |
| duration_minutes | integer | no | Duration in minutes. |
| time_specific | boolean | no | True when the time part of due matters (default: the whole day). |
WRITE: mark a task as completed. Repeated calls may repeat notifications or automations; undo with agencyzoom_reopen_task. PUT /v1/api/tasks/{taskId}/completed.
| Parameter | Type | Required | Notes |
|---|---|---|---|
| task_id | integer | yes | AgencyZoom task id. |
WRITE: reopen a completed task, optionally with a comment. Repeated calls may repeat notifications or automations. PUT /v1/api/tasks/{taskId}/reopened.
| Parameter | Type | Required | Notes |
|---|---|---|---|
| task_id | integer | yes | AgencyZoom task id. |
| comments | string | no | Why it was reopened. |
WRITE: move an active lead (a status check refuses leads already won, lost or x-dated) to another stage of a lead pipeline (workflow_id and workflow_stage_id from agencyzoom_list_pipelines). The lead stays active: it does not mark the lead won, lost or x-dated. Moving into a stage can trigger the agency's automations. The read and update are not atomic: a concurrent status change can be overwritte
| Parameter | Type | Required | Notes |
|---|---|---|---|
| lead_id | integer | yes | AgencyZoom lead id. |
| workflow_id | integer | yes | Pipeline (workflow) id. |
| workflow_stage_id | integer | yes | Target stage id. |
WRITE: open a service ticket for a customer in a service pipeline stage. Needs the pipeline and stage (agencyzoom_list_pipelines with type 'service'), a priority and a category (agencyzoom_list_service_ticket_options). The assigned CSR may be notified, and the agency's service automations can run. Not idempotent: calling twice opens two tickets. POST /v1/api/serviceTicket/service-tickets/create.
| Parameter | Type | Required | Notes |
|---|---|---|---|
| customer_id | integer | yes | AgencyZoom customer id. |
| workflow_id | integer | yes | Service pipeline id. |
| workflow_stage_id | integer | yes | Stage id inside that pipeline. |
| subject | string | yes | Ticket summary. |
| priority_id | integer | yes | Priority id. |
| category_id | integer | yes | Category id. |
| description | string | no | Ticket description. |
| csr_id | integer | no | CSR (employee) id to assign. |
| due_date | string | no | Due date, yyyy-mm-dd. |
| policy_ids | array | no | Policy ids (from agencyzoom_get_customer_policies) the ticket is about. |
- Every tool — any call limit is its publisher’s, not ours
- No card, and mcprush charges nothing for it
- Runs at its publisher’s own address — this marketplace is not in the path
- Nothing to cap, because mcprush bills nothing
What counts against your monthly calls
| Tool | Unit | Calls used | Out of the allowance |
|---|
Nothing here is billable: mcprush charges nothing to install AgencyZoom MCP by usefulapi or to call it, at any volume.
Two independent axes, because powerful and malicious are different questions. The grade is threat only. The capability level is blast radius, and it is never a penalty on the grade — it is priced as one subtract-only term in the score, where you can see it.
| Term | Level | What it prices | Points |
|---|---|---|---|
| capability-exposure | moderate | capability blast radius (moderate) — client exposure if the model is manipulated | −3 |
| coverage-honesty | manifest | inspection depth (manifest) — how much of the target the scan could see | −4 |
What the scan could actually read
A grade is only as meaningful as its coverage, so the scanner publishes its own depth before it publishes its result.
The scan read each tool’s name, description, input schema and annotations exactly as the server listed them the last time it answered us; no code was reviewed. We ask the server again about once a month, and a list that changed is graded again.
The implementation source was not read — this reflects the declared tool metadata only.
Capability — what it could do if the model were manipulated
Tags derived from each tool’s schema and the implementation, not from what the tool calls itself. moderate is the level these add up to.
| Tool | Capability tags | Why the tag was assigned |
|---|---|---|
| agencyzoom_search_leads | untrusted-input | untrusted-input: declares openWorldHint: true (interacts with entities outside the server) |
| agencyzoom_get_lead | untrusted-input | untrusted-input: declares openWorldHint: true (interacts with entities outside the server) |
| agencyzoom_get_lead_notes | untrusted-input | untrusted-input: declares openWorldHint: true (interacts with entities outside the server) |
| agencyzoom_get_lead_tasks | untrusted-input | untrusted-input: declares openWorldHint: true (interacts with entities outside the server) |
| agencyzoom_get_lead_opportunities | untrusted-input | untrusted-input: declares openWorldHint: true (interacts with entities outside the server) |
| agencyzoom_search_customers | untrusted-input | untrusted-input: declares openWorldHint: true (interacts with entities outside the server) |
| agencyzoom_get_customer | untrusted-input | untrusted-input: declares openWorldHint: true (interacts with entities outside the server) |
| agencyzoom_get_customer_policies | untrusted-input | untrusted-input: declares openWorldHint: true (interacts with entities outside the server) |
| agencyzoom_get_customer_tasks | untrusted-input | untrusted-input: declares openWorldHint: true (interacts with entities outside the server) |
| agencyzoom_search_tasks | untrusted-input | untrusted-input: declares openWorldHint: true (interacts with entities outside the server) |
| agencyzoom_get_task | untrusted-input | untrusted-input: declares openWorldHint: true (interacts with entities outside the server) |
| agencyzoom_search_service_tickets | untrusted-input | untrusted-input: declares openWorldHint: true (interacts with entities outside the server) |
| agencyzoom_get_sales_summary | untrusted-input | untrusted-input: declares openWorldHint: true (interacts with entities outside the server) |
| agencyzoom_list_pipelines | untrusted-input | untrusted-input: declares openWorldHint: true (interacts with entities outside the server) |
| agencyzoom_list_employees | untrusted-input | untrusted-input: declares openWorldHint: true (interacts with entities outside the server) |
| agencyzoom_list_lead_sources | untrusted-input | untrusted-input: declares openWorldHint: true (interacts with entities outside the server) |
| agencyzoom_list_carriers | untrusted-input | untrusted-input: declares openWorldHint: true (interacts with entities outside the server) |
| agencyzoom_list_product_lines | untrusted-input | untrusted-input: declares openWorldHint: true (interacts with entities outside the server) |
| agencyzoom_list_tags | untrusted-input | untrusted-input: declares openWorldHint: true (interacts with entities outside the server) |
| agencyzoom_list_service_ticket_options | untrusted-input | untrusted-input: declares openWorldHint: true (interacts with entities outside the server) |
| agencyzoom_create_lead | external-sink | external-sink: declares readOnlyHint: false, openWorldHint: true |
| agencyzoom_add_lead_note | external-sink | external-sink: declares readOnlyHint: false, openWorldHint: true |
| agencyzoom_add_customer_note | external-sink | external-sink: declares readOnlyHint: false, openWorldHint: true |
| agencyzoom_create_task | external-sink | external-sink: declares readOnlyHint: false, openWorldHint: true |
| agencyzoom_complete_task | external-sink | external-sink: declares readOnlyHint: false, destructiveHint: true, openWorldHint: true |
| agencyzoom_reopen_task | external-sink | external-sink: declares readOnlyHint: false, destructiveHint: true, openWorldHint: true |
| agencyzoom_move_lead_stage | external-sink | external-sink: declares readOnlyHint: false, destructiveHint: true, openWorldHint: true |
| agencyzoom_create_service_ticket | external-sink | external-sink: declares readOnlyHint: false, openWorldHint: true |
Toxic-flow graph
The lethal trifecta, checked as a graph rather than as a checklist: untrusted input, a sensitive source and an external sink have to meet before there is a path worth worrying about.
Supply chain and provenance
This is the first scan of this surface here, so there is nothing yet to compare it against.
Every result on this tab comes from one deterministic pass over the published package — offline, rule by rule, and auditable line by line above. Same methodology version, same bytes, same score.
Release history
This is an address its publisher runs: which release it serves is theirs to choose, so there is nothing here to pin. The history below is for reading; the current release on file is 1.8.3.
No release note was published with this version.
One review per account, from a signed-in account that does not publish this listing. Nothing else is asked — you can say what you think before you install it. Publishers can reply once per review, and a review can be edited or deleted by whoever wrote it.
Any signed-in account that does not publish AgencyZoom MCP by usefulapi can review it, once — before installing it or after. A review from an account that has installed it is marked as one.
Nobody has reviewed this listing. The rating on the card is the mean of the reviews written here and nothing else, so there is no rating until somebody writes the first — which takes a signed-in account that does not publish it, and nothing else.