App

AgencyBloc integrations

Connect AgencyBloc to any other app, or use it from your AI client over MCP. AgencyBloc is an agency management system for L&H insurance agencies that includes CRM, commissions processing, sales, and automation tools.

Connects with an API keyagencybloc.com
6 triggers11 actions

What the catalog holds today. Ask for anything missing and your agent reads the API documentation and adds it.

Build solutions, not workarounds.

What do you want to automate with AgencyBloc?

Ask the assistant

You'll sign in before anything runs. What you typed comes with you.

Connect your AI client

Give your AI client this address.

https://mcp.apiant.ai

One connection does both: ask your client to act in an app once, or have it build an automation that keeps running. Any client that takes a remote MCP server. Nothing to install. Create your free account, then sign in once in your browser.

Set it up in your client
Claude Code

Run this in the directory you want to work in.

claude mcp add --transport http -s project apiant-ai https://mcp.apiant.ai

Start Claude Code there, approve the server, and sign in in the browser page it opens.

Claude Code guide (opens in a new tab)
Claude, web and desktop

Open Customize, then Connectors, then Add custom connector, and paste the address. On Team and Enterprise an owner adds it first.

Setup guide (opens in a new tab)
Cursor

Add the address to your MCP configuration as a server URL. Cursor signs you in in your browser.

Setup guide (opens in a new tab)
Zed

Open Settings, then AI, then MCP Servers, then Add Server, then Add Remote Server.

Setup guide (opens in a new tab)
Codex and the ChatGPT desktop app

Open Settings, then MCP servers, then Add server, and choose Streamable HTTP. From the terminal, Codex takes the address with its own add command and then signs you in.

Setup guide (opens in a new tab)
Any other MCP client

Paste the address where the client asks for a remote MCP server URL, and name the server apiant-ai where it lets you. APIANT's skills reach the client over the same connection.

Setup guide (opens in a new tab)

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AgencyBloc with the apps people pair it with most

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What your agent can do with AgencyBloc

Triggers and actions 6 triggers · 11 actions

  • Trigger
    Group Created

    Triggers when a new group is added to your AgencyBloc account.

  • Trigger
    Group Updated

    Triggers when a group in your AgencyBloc account is added or changed.

  • Trigger
    Individual Created

    Triggers when a new individual is added to your AgencyBloc account.

  • Trigger
    Individual Updated

    Triggers when an individual in your AgencyBloc account is added or changed.

  • Trigger
    Policy Created

    Triggers when a new policy is added to your AgencyBloc account.

  • Trigger
    Policy Updated

    Triggers when a policy in your AgencyBloc account is added or changed.

  • Action
    Create Activity

    Logs a new activity (call, email, task) on an individual, group, agent or carrier in AgencyBloc and returns its activity ID.

  • Action
    Create Group

    Creates a new group (employer or business client) in your AgencyBloc account and returns its group ID.

  • Action
    Create Individual

    Creates a new individual (client) in your AgencyBloc account and returns its individual ID.

  • Action
    Create Policy

    Creates a new insurance policy for an individual or group in your AgencyBloc account and returns its policy ID.

  • Action
    Get Activity by ID

    Returns one AgencyBloc activity by ID, with its subject, notes, status, type and follow-up details.

  • Action
    Get Group by ID

    Returns the full detail of one AgencyBloc group by ID, including contact info, addresses and custom fields.

  • Action
    Get Individual by Date of Birth and Name

    Finds an AgencyBloc individual matching a first name, last name and date of birth.

  • Action
    Get Individual by Email and Name

    Finds an AgencyBloc individual matching a first name, last name and email address.

  • Action
    Get Individual by ID

    Returns the full detail of one AgencyBloc individual by ID, including contact info, addresses, policies and custom fields.

  • Action
    Get Individual by Phone Number and Name

    Finds an AgencyBloc individual matching a first name, last name and any of their phone numbers.

  • Action
    Get Policy by ID

    Returns the full detail of one AgencyBloc policy by ID, including holder, carrier, agent, dates and premium.

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What our customers say

Questions

AgencyBloc, answered

Is there a AgencyBloc MCP server?

APIANT's MCP server at https://mcp.apiant.ai works with AgencyBloc. Add that address to any AI client that takes a remote MCP server and sign in once in your browser. Your client can then run AgencyBloc actions on demand, or have APIANT build, test and run automations that use AgencyBloc. Nothing to install.

What can start an automation from AgencyBloc?

Any of AgencyBloc's 6 triggers in the catalog, including Group Created, Group Updated, Individual Created and Individual Updated. Describe the moment in plain language and your agent picks the right one.

What can your agent do in AgencyBloc?

Any of AgencyBloc's 11 actions, including Create Activity, Create Group, Create Individual and Create Policy. Your agent maps the data both ways and tests every scenario before it ships.

Can I use AgencyBloc directly from Claude, ChatGPT or Cursor?

Yes. Connect your AI client to APIANT once and it works with AgencyBloc two ways. Ask it to do something in AgencyBloc once and it runs that action on the spot. Ask for an automation and your agent builds it, tests every scenario and keeps it running on its own. A one-off action uses your plan's tasks the same way an automation step does.

Do I need to write code against the AgencyBloc API?

No. APIANT connects to the AgencyBloc API for you, with your AgencyBloc API key. Describe what you want in plain language and your agent builds it on the AgencyBloc triggers and actions in the catalog. If you need an endpoint that is not there yet, your agent reads the AgencyBloc API documentation and adds it.

Which apps can AgencyBloc connect to?

Any app in the catalog; the list on this page pairs AgencyBloc with each of them. If the other app is missing, point your agent at its API documentation and it builds the connector.

What happens when something fails?

Your agent works that out for you. It plans the failure paths along with the happy path, then tests every scenario before it ships.

Is there a free plan?

Yes. Every plan includes the agent, including free, and building from your own AI client spends no assistant credits.