App

AgencyZoom integrations

Connect AgencyZoom to any other app, or use it from your AI client over MCP. AgencyZoom is a sales and automation software specifically made for P&C insurance agents.

Connects with a tokenagencyzoom.com
1 trigger8 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 AgencyZoom?

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)

Popular

AgencyZoom with the apps people pair it with most

Pair it

Connect AgencyZoom with another app

What your agent can do with AgencyZoom

Triggers and actions 1 trigger · 8 actions

  • Trigger
    Lead Status Change

    Triggers when a lead's status changes (for example from New to Quoted, Won or Lost) in AgencyZoom.

  • Action
    Create a Note

    Adds a note to a lead in AgencyZoom.

  • Action
    Create Business Lead

    Creates a commercial (business) lead in AgencyZoom with its business details, contact information, pipeline stage and assigned producer.

  • Action
    Create Task

    Creates a task in AgencyZoom, optionally linked to a lead or customer and assigned to a team member.

  • Action
    Delete lead

    Deletes a lead in AgencyZoom, optionally deleting its linked contacts too.

  • Action
    Find Service Request

    Returns the service requests (service tickets) that match the household name, policy number, status, pipeline, dates or other criteria you specify.

  • Action
    Get lead

    Returns the full details of one AgencyZoom lead, including its contact information, pipeline stage, opportunities, quotes and custom field values.

  • Action
    Update customer

    Updates an existing AgencyZoom customer's contact details, address, assigned CSR and producer, tags and custom fields. Fields left blank are not changed.

  • Action
    Update task

    Updates an existing AgencyZoom task — its title, type, due date, notes, assignee, linked lead or customer, invitees or open/completed status.

Reviews

What our customers say

Questions

AgencyZoom, answered

Is there a AgencyZoom MCP server?

APIANT's MCP server at https://mcp.apiant.ai works with AgencyZoom. 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 AgencyZoom actions on demand, or have APIANT build, test and run automations that use AgencyZoom. Nothing to install.

What can start an automation from AgencyZoom?

Any of AgencyZoom's 1 trigger in the catalog, including Lead Status Change. Describe the moment in plain language and your agent picks the right one.

What can your agent do in AgencyZoom?

Any of AgencyZoom's 8 actions, including Create a Note, Create Business Lead, Create Task and Update customer. Your agent maps the data both ways and tests every scenario before it ships.

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

Yes. Connect your AI client to APIANT once and it works with AgencyZoom two ways. Ask it to do something in AgencyZoom 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 AgencyZoom API?

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

Which apps can AgencyZoom connect to?

Any app in the catalog; the list on this page pairs AgencyZoom 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.