--- title: "AgencyBloc integrations and MCP server - APIANT.ai" description: "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..." canonical: "https://apiant.ai/connections/agencybloc" --- # 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 key [agencybloc.com](https://agencybloc.com/) **6** triggers **11** actions What the catalog holds today. Ask for anything missing and your agent reads the API documentation and adds it. ## What do you want to automate with AgencyBloc? 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)](https://apiant.ai/docs/mcp/claude-code) ### 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)](https://apiant.ai/docs/mcp) ### 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)](https://apiant.ai/docs/mcp) ### Zed Open Settings, then AI, then MCP Servers, then Add Server, then Add Remote Server. [Setup guide (opens in a new tab)](https://apiant.ai/docs/mcp) ### 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)](https://apiant.ai/docs/mcp) ### 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)](https://apiant.ai/docs/mcp) Popular ## AgencyBloc with the apps people pair it with most - [ **AgencyBloc to HubSpot** HubSpot is your all-in-one stop for all of your marketing software needs.](https://apiant.ai/connect/agencybloc-to-hubspot) - [ **AgencyBloc to Salesforce** Salesforce is a leading enterprise customer relationship management (CRM) platform.](https://apiant.ai/connect/agencybloc-to-salesforce) - [ **AgencyBloc to Slack** Slack is a messaging platform for teams. Post messages, manage channels, users, reminders, and react to...](https://apiant.ai/connect/agencybloc-to-slack) - [ **AgencyBloc to Google Sheets** Google Sheets is Google's online spreadsheet app for creating, editing and sharing spreadsheets.](https://apiant.ai/connect/agencybloc-to-google-sheets) - [ **AgencyBloc to Gmail** Gmail is Google’s email service, featuring spam protection, search functions, and seamless integration with...](https://apiant.ai/connect/agencybloc-to-gmail) - [ **AgencyBloc to Google Calendar** Google Calendar is a time management tool providing scheduling features, event reminders, and integration...](https://apiant.ai/connect/agencybloc-to-google-calendar) - [ **AgencyBloc to Google Drive** Google Drive is a cloud storage solution for uploading, sharing, and collaborating on files across devices...](https://apiant.ai/connect/agencybloc-to-google-drive) - [ **AgencyBloc to Mailchimp** Mailchimp marketing automation and email platform.](https://apiant.ai/connect/agencybloc-to-mailchimp) Pair it ## Connect AgencyBloc with another app - [ **AgencyBloc to HubSpot**](https://apiant.ai/connect/agencybloc-to-hubspot) - [ **AgencyBloc to Salesforce**](https://apiant.ai/connect/agencybloc-to-salesforce) - [ **AgencyBloc to Slack**](https://apiant.ai/connect/agencybloc-to-slack) - [ **AgencyBloc to Google Sheets**](https://apiant.ai/connect/agencybloc-to-google-sheets) - [ **AgencyBloc to Gmail**](https://apiant.ai/connect/agencybloc-to-gmail) - [ **AgencyBloc to Google Calendar**](https://apiant.ai/connect/agencybloc-to-google-calendar) - [ **AgencyBloc to Google Drive**](https://apiant.ai/connect/agencybloc-to-google-drive) - [ **AgencyBloc to Mailchimp**](https://apiant.ai/connect/agencybloc-to-mailchimp) - [ **AgencyBloc to Stripe**](https://apiant.ai/connect/agencybloc-to-stripe) - [ **AgencyBloc to Shopify**](https://apiant.ai/connect/agencybloc-to-shopify) - [ **AgencyBloc to QuickBooks Online**](https://apiant.ai/connect/agencybloc-to-quickbooks-online) - [ **AgencyBloc to Pipedrive**](https://apiant.ai/connect/agencybloc-to-pipedrive) - [ **ActiveCampaign to AgencyBloc**](https://apiant.ai/connect/activecampaign-to-agencybloc) - [ **AgencyBloc to Notion**](https://apiant.ai/connect/agencybloc-to-notion) - [ **AgencyBloc to Airtable**](https://apiant.ai/connect/agencybloc-to-airtable) - [ **AgencyBloc to Trello**](https://apiant.ai/connect/agencybloc-to-trello) - [ **AgencyBloc to Asana**](https://apiant.ai/connect/agencybloc-to-asana) - [ **AgencyBloc to JIRA**](https://apiant.ai/connect/agencybloc-to-jira) - [ **AgencyBloc to ClickUp**](https://apiant.ai/connect/agencybloc-to-clickup) - [ **AgencyBloc to Zoom**](https://apiant.ai/connect/agencybloc-to-zoom) - [ **AgencyBloc to Discord**](https://apiant.ai/connect/agencybloc-to-discord) - [ **AgencyBloc to Twilio**](https://apiant.ai/connect/agencybloc-to-twilio) - [ **AgencyBloc to SendGrid**](https://apiant.ai/connect/agencybloc-to-sendgrid) - [ **AgencyBloc to Outlook**](https://apiant.ai/connect/agencybloc-to-outlook) - [ **AgencyBloc to Intercom**](https://apiant.ai/connect/agencybloc-to-intercom) - [ **AgencyBloc to Freshdesk**](https://apiant.ai/connect/agencybloc-to-freshdesk) - [ **AgencyBloc to Klaviyo**](https://apiant.ai/connect/agencybloc-to-klaviyo) - [ **AgencyBloc to Brevo**](https://apiant.ai/connect/agencybloc-to-brevo) - [ **AgencyBloc to Typeform**](https://apiant.ai/connect/agencybloc-to-typeform) - [ **AgencyBloc to JotForm**](https://apiant.ai/connect/agencybloc-to-jotform) - [ **AgencyBloc to Calendly**](https://apiant.ai/connect/agencybloc-to-calendly) - [ **AgencyBloc to PandaDoc**](https://apiant.ai/connect/agencybloc-to-pandadoc) - [ **AgencyBloc to Webflow**](https://apiant.ai/connect/agencybloc-to-webflow) - [ **AgencyBloc to Wix**](https://apiant.ai/connect/agencybloc-to-wix) - [ **AgencyBloc to LinkedIn**](https://apiant.ai/connect/agencybloc-to-linkedin) - [ **AgencyBloc to Facebook**](https://apiant.ai/connect/agencybloc-to-facebook) - [ **AgencyBloc to Instagram**](https://apiant.ai/connect/agencybloc-to-instagram) - [ **AgencyBloc to OpenAI**](https://apiant.ai/connect/agencybloc-to-openai) - [ **AgencyBloc to Anthropic**](https://apiant.ai/connect/agencybloc-to-anthropic) - [ **AgencyBloc to OneDrive**](https://apiant.ai/connect/agencybloc-to-onedrive) - [ **AgencyBloc to Google Docs**](https://apiant.ai/connect/agencybloc-to-google-docs) - [ **AgencyBloc to Ontraport**](https://apiant.ai/connect/agencybloc-to-ontraport) - [ **AgencyBloc to Freshworks CRM**](https://apiant.ai/connect/agencybloc-to-freshworks-crm) - [ **AgencyBloc to GoHighLevel**](https://apiant.ai/connect/agencybloc-to-gohighlevel) - [ **AgencyBloc to Capsule CRM**](https://apiant.ai/connect/agencybloc-to-capsule-crm) - [ **AgencyBloc to Copper**](https://apiant.ai/connect/agencybloc-to-copper) - [ **AgencyBloc to Streak**](https://apiant.ai/connect/agencybloc-to-streak) - [ **AgencyBloc to NetHunt CRM**](https://apiant.ai/connect/agencybloc-to-nethunt-crm) - [ **AgencyBloc to MINDBODY**](https://apiant.ai/connect/agencybloc-to-mindbody) - [ **AgencyBloc to Supabase**](https://apiant.ai/connect/agencybloc-to-supabase) - [ **AgencyBloc to PostgreSQL**](https://apiant.ai/connect/agencybloc-to-postgresql) - [ **AgencyBloc to MySQL**](https://apiant.ai/connect/agencybloc-to-mysql) - [ **AgencyBloc to Vercel**](https://apiant.ai/connect/agencybloc-to-vercel) - [ **AgencyBloc to ElevenLabs**](https://apiant.ai/connect/agencybloc-to-elevenlabs) - [ **AgencyBloc to PagerDuty**](https://apiant.ai/connect/agencybloc-to-pagerduty) - [ **AgencyBloc to Pushover**](https://apiant.ai/connect/agencybloc-to-pushover) - [ **AgencyBloc to Gravity Forms**](https://apiant.ai/connect/agencybloc-to-gravity-forms) - [ **AgencyBloc to HubSpot Enterprise**](https://apiant.ai/connect/agencybloc-to-hubspot-enterprise) - [ **AgencyBloc to Google Forms**](https://apiant.ai/connect/agencybloc-to-google-forms) - [ **AgencyBloc to Facebook Lead Ads**](https://apiant.ai/connect/agencybloc-to-facebook-lead-ads) 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. Reviews ## 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.