AgencyZoom MCP by usefulapi

AgencyZoom MCP by usefulapi

Use your AgencyZoom account from Claude, Cursor, or any MCP client. Read leads, customers, policies and tasks, and add notes, tasks and leads. Hosted, no local install: connect with your own credentials.

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

Connect

• Claude (claude.ai, Desktop): open Customize → Connectors, click + Add → Add custom connector, and paste https://agencyzoom.usefulapi.io/mcp.
• Claude Code: claude mcp add --transport http agencyzoom https://agencyzoom.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": {
    "agencyzoom": {
      "url": "https://agencyzoom.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 AgencyZoom credentials.

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

On first connect you provide your AgencyZoom e-mail and AgencyZoom password, the login of your AgencyZoom user. The server validates it and stores it per user. No keys go in config files.

Tools

Tool	Type	What it does
agencyzoom_search_leads	read	Search leads
agencyzoom_get_lead	read	Get lead
agencyzoom_get_lead_notes	read	Get lead notes
agencyzoom_get_lead_tasks	read	Get lead tasks
agencyzoom_get_lead_opportunities	read	Get lead opportunities
agencyzoom_search_customers	read	Search customers
agencyzoom_get_customer	read	Get customer
agencyzoom_get_customer_policies	read	Get customer policies
agencyzoom_get_customer_tasks	read	Get customer tasks
agencyzoom_search_tasks	read	Search tasks
agencyzoom_get_task	read	Get task
agencyzoom_search_service_tickets	read	Search service tickets
agencyzoom_get_sales_summary	read	Get sales summary
agencyzoom_list_pipelines	read	List pipelines and stages
agencyzoom_list_employees	read	List employees
agencyzoom_list_lead_sources	read	List lead sources
agencyzoom_list_carriers	read	List carriers
agencyzoom_list_product_lines	read	List product lines
agencyzoom_list_tags	read	List tags
agencyzoom_list_service_ticket_options	read	List service ticket categories and priorities
agencyzoom_create_lead	write	Create lead
agencyzoom_add_lead_note	write	Add lead note
agencyzoom_add_customer_note	write	Add customer note
agencyzoom_create_task	write	Create task
agencyzoom_complete_task	write	Complete task
agencyzoom_reopen_task	write	Reopen task
agencyzoom_move_lead_stage	write	Move lead to a stage
agencyzoom_create_service_ticket	write	Create service ticket
agencyzoom_usage_status	meta	Usage status (free-tier meter)
agencyzoom_request_feature	meta	Request a missing feature
agencyzoom_upgrade	meta	Upgrade to Pro or Pro+
agencyzoom_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 agencyzoom_upgrade (it returns a Stripe Checkout link). Cancel any time with agencyzoom_cancel_subscription: Pro continues to the end of the paid period, with no refund for the current period, and running agencyzoom_upgrade before then undoes the cancel. Or write to [email protected].

License

MIT — see LICENSE. Documentation only; the server is hosted.