AgencyBloc MCP by usefulapi

AgencyBloc MCP by usefulapi

Read and update AgencyBloc individuals, groups, policies and agents; log activities and notes.

Live endpoint: https://agencybloc.usefulapi.io/mcp · Homepage: https://usefulapi.io/agencybloc

Connect

• Claude (claude.ai, Desktop): open Customize → Connectors, click + Add → Add custom connector, and paste https://agencybloc.usefulapi.io/mcp.
• Claude Code: claude mcp add --transport http agencybloc https://agencybloc.usefulapi.io/mcp, then run /mcp to log in.
• VS Code: Add to VS Code.
• Cursor and other clients: add the URL as a remote MCP server:

{
  "mcpServers": {
    "agencybloc": {
      "url": "https://agencybloc.usefulapi.io/mcp"
    }
  }
}

Add only the URL. Do not add an Authorization header or an API key to the client config: the server signs you in with OAuth, and the login page asks for your AgencyBloc credentials.

Step-by-step setup, where to find your credentials, and FAQ: https://usefulapi.io/agencybloc/

On first connect you'll paste your AgencyBloc API SID and API key (from AgencyBloc support; the API add-on must be active).

Tools

Tool	Type	What it does
agencybloc_search_individuals	read	Search individuals
agencybloc_get_individual	read	Get individual
agencybloc_search_groups	read	Search groups
agencybloc_get_group	read	Get group
agencybloc_search_policies	read	Search policies
agencybloc_get_policy	read	Get policy
agencybloc_search_agents	read	Search agents
agencybloc_get_agent	read	Get agent
agencybloc_search_carriers	read	Search carriers
agencybloc_list_activities	read	List activities of a record
agencybloc_get_activities	read	Get activities by id
agencybloc_list_notes	read	List notes of a record
agencybloc_search_leads_by_phone	read	Search sales records (leads) by phone
agencybloc_get_lead	read	Get sales record (lead)
agencybloc_create_individual	write	Create individual
agencybloc_update_individual	write	Update individual
agencybloc_create_group	write	Create group
agencybloc_update_group	write	Update group
agencybloc_create_policy	write	Create policy
agencybloc_update_policy	write	Update policy
agencybloc_create_activity	write	Create activity
agencybloc_create_note	write	Add note
agencybloc_usage_status	meta	Usage status (free-tier meter)
agencybloc_request_feature	meta	Request a missing feature
agencybloc_upgrade	meta	Upgrade to Pro (unlimited*)
agencybloc_cancel_subscription	meta	Cancel the Pro subscription

read tools are read-only; write tools mutate data (clients should confirm them); meta tools report usage, manage your subscription or send a feature request.

Pricing

Plan	Price	Limit
Free	$0	50 tool calls / month
Pro (per user)	$9/mo or $90/yr (2 months free)	Unlimited*

*Pro has a fair use limit of 10,000 tool calls a month on this server. For more, write to [email protected].

Pro covers this server only. Subscribe with agencybloc_upgrade (it returns a Stripe Checkout link). Cancel any time with agencybloc_cancel_subscription: Pro continues to the end of the paid period, with no refund for the current period, and running agencybloc_upgrade before then undoes the cancel. Or write to [email protected].

License

MIT © usefulapi. Not affiliated with or endorsed by AgencyBloc.