--- title: "AgencyZoom integrations and MCP server - APIANT.ai" description: "Connect AgencyZoom to any other app, or use it from your AI client over MCP." canonical: "https://apiant.ai/connections/agencyzoom" --- # 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 token [agencyzoom.com](https://agencyzoom.com/) **3** triggers **21** 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 AgencyZoom? 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 ## AgencyZoom with the apps people pair it with most - [ **AgencyZoom to HubSpot** HubSpot is your all-in-one stop for all of your marketing software needs.](https://apiant.ai/connect/agencyzoom-to-hubspot) - [ **AgencyZoom to Salesforce** Salesforce is a leading enterprise customer relationship management (CRM) platform.](https://apiant.ai/connect/agencyzoom-to-salesforce) - [ **AgencyZoom to Slack** Slack is a messaging platform for teams. Post messages, manage channels, users, reminders, and react to...](https://apiant.ai/connect/agencyzoom-to-slack) - [ **AgencyZoom to Google Sheets** Google Sheets](https://apiant.ai/connect/agencyzoom-to-google-sheets) - [ **AgencyZoom to Gmail** Gmail is Google’s email service, featuring spam protection, search functions, and seamless integration with...](https://apiant.ai/connect/agencyzoom-to-gmail) - [ **AgencyZoom to Google Calendar** Google Calendar is a time management tool providing scheduling features, event reminders, and integration...](https://apiant.ai/connect/agencyzoom-to-google-calendar) - [ **AgencyZoom to Google Drive** Google Drive is a cloud storage solution for uploading, sharing, and collaborating on files across devices...](https://apiant.ai/connect/agencyzoom-to-google-drive) - [ **AgencyZoom to Mailchimp** Mailchimp marketing automation and email platform.](https://apiant.ai/connect/agencyzoom-to-mailchimp) Pair it ## Connect AgencyZoom with another app - [ **AgencyZoom to HubSpot**](https://apiant.ai/connect/agencyzoom-to-hubspot) - [ **AgencyZoom to Salesforce**](https://apiant.ai/connect/agencyzoom-to-salesforce) - [ **AgencyZoom to Slack**](https://apiant.ai/connect/agencyzoom-to-slack) - [ **AgencyZoom to Google Sheets**](https://apiant.ai/connect/agencyzoom-to-google-sheets) - [ **AgencyZoom to Gmail**](https://apiant.ai/connect/agencyzoom-to-gmail) - [ **AgencyZoom to Google Calendar**](https://apiant.ai/connect/agencyzoom-to-google-calendar) - [ **AgencyZoom to Google Drive**](https://apiant.ai/connect/agencyzoom-to-google-drive) - [ **AgencyZoom to Mailchimp**](https://apiant.ai/connect/agencyzoom-to-mailchimp) - [ **AgencyZoom to Stripe**](https://apiant.ai/connect/agencyzoom-to-stripe) - [ **AgencyZoom to Shopify**](https://apiant.ai/connect/agencyzoom-to-shopify) - [ **AgencyZoom to QuickBooks Online**](https://apiant.ai/connect/agencyzoom-to-quickbooks-online) - [ **AgencyZoom to Pipedrive**](https://apiant.ai/connect/agencyzoom-to-pipedrive) - [ **ActiveCampaign to AgencyZoom**](https://apiant.ai/connect/activecampaign-to-agencyzoom) - [ **AgencyZoom to Notion**](https://apiant.ai/connect/agencyzoom-to-notion) - [ **AgencyZoom to Airtable**](https://apiant.ai/connect/agencyzoom-to-airtable) - [ **AgencyZoom to Trello**](https://apiant.ai/connect/agencyzoom-to-trello) - [ **AgencyZoom to Asana**](https://apiant.ai/connect/agencyzoom-to-asana) - [ **AgencyZoom to JIRA**](https://apiant.ai/connect/agencyzoom-to-jira) - [ **AgencyZoom to ClickUp**](https://apiant.ai/connect/agencyzoom-to-clickup) - [ **AgencyZoom to Zoom**](https://apiant.ai/connect/agencyzoom-to-zoom) - [ **AgencyZoom to Discord**](https://apiant.ai/connect/agencyzoom-to-discord) - [ **AgencyZoom to Twilio**](https://apiant.ai/connect/agencyzoom-to-twilio) - [ **AgencyZoom to SendGrid**](https://apiant.ai/connect/agencyzoom-to-sendgrid) - [ **AgencyZoom to Outlook**](https://apiant.ai/connect/agencyzoom-to-outlook) - [ **AgencyZoom to Intercom**](https://apiant.ai/connect/agencyzoom-to-intercom) - [ **AgencyZoom to Freshdesk**](https://apiant.ai/connect/agencyzoom-to-freshdesk) - [ **AgencyZoom to Klaviyo**](https://apiant.ai/connect/agencyzoom-to-klaviyo) - [ **AgencyZoom to Brevo**](https://apiant.ai/connect/agencyzoom-to-brevo) - [ **AgencyZoom to Typeform**](https://apiant.ai/connect/agencyzoom-to-typeform) - [ **AgencyZoom to JotForm**](https://apiant.ai/connect/agencyzoom-to-jotform) - [ **AgencyZoom to Calendly**](https://apiant.ai/connect/agencyzoom-to-calendly) - [ **AgencyZoom to PandaDoc**](https://apiant.ai/connect/agencyzoom-to-pandadoc) - [ **AgencyZoom to Webflow**](https://apiant.ai/connect/agencyzoom-to-webflow) - [ **AgencyZoom to Wix**](https://apiant.ai/connect/agencyzoom-to-wix) - [ **AgencyZoom to LinkedIn**](https://apiant.ai/connect/agencyzoom-to-linkedin) - [ **AgencyZoom to Facebook**](https://apiant.ai/connect/agencyzoom-to-facebook) - [ **AgencyZoom to Instagram**](https://apiant.ai/connect/agencyzoom-to-instagram) - [ **AgencyZoom to OpenAI**](https://apiant.ai/connect/agencyzoom-to-openai) - [ **AgencyZoom to Anthropic**](https://apiant.ai/connect/agencyzoom-to-anthropic) - [ **AgencyZoom to OneDrive**](https://apiant.ai/connect/agencyzoom-to-onedrive) - [ **AgencyZoom to Google Docs**](https://apiant.ai/connect/agencyzoom-to-google-docs) - [ **AgencyZoom to Ontraport**](https://apiant.ai/connect/agencyzoom-to-ontraport) - [ **AgencyZoom to Freshworks CRM**](https://apiant.ai/connect/agencyzoom-to-freshworks-crm) - [ **AgencyZoom to GoHighLevel**](https://apiant.ai/connect/agencyzoom-to-gohighlevel) - [ **AgencyZoom to Capsule CRM**](https://apiant.ai/connect/agencyzoom-to-capsule-crm) - [ **AgencyZoom to Copper**](https://apiant.ai/connect/agencyzoom-to-copper) - [ **AgencyZoom to Streak**](https://apiant.ai/connect/agencyzoom-to-streak) - [ **AgencyZoom to NetHunt CRM**](https://apiant.ai/connect/agencyzoom-to-nethunt-crm) - [ **AgencyZoom to MINDBODY**](https://apiant.ai/connect/agencyzoom-to-mindbody) - [ **AgencyZoom to Supabase**](https://apiant.ai/connect/agencyzoom-to-supabase) - [ **AgencyZoom to PostgreSQL**](https://apiant.ai/connect/agencyzoom-to-postgresql) - [ **AgencyZoom to MySQL**](https://apiant.ai/connect/agencyzoom-to-mysql) - [ **AgencyZoom to Vercel**](https://apiant.ai/connect/agencyzoom-to-vercel) - [ **AgencyZoom to ElevenLabs**](https://apiant.ai/connect/agencyzoom-to-elevenlabs) - [ **AgencyZoom to PagerDuty**](https://apiant.ai/connect/agencyzoom-to-pagerduty) - [ **AgencyZoom to Pushover**](https://apiant.ai/connect/agencyzoom-to-pushover) - [ **AgencyZoom to Gravity Forms**](https://apiant.ai/connect/agencyzoom-to-gravity-forms) - [ **AgencyZoom to HubSpot Enterprise**](https://apiant.ai/connect/agencyzoom-to-hubspot-enterprise) - [ **AgencyZoom to Google Forms**](https://apiant.ai/connect/agencyzoom-to-google-forms) - [ **AgencyZoom to Facebook Lead Ads**](https://apiant.ai/connect/agencyzoom-to-facebook-lead-ads) What your agent can do with AgencyZoom ## Triggers and actions 3 triggers · 21 actions - Trigger **Lead Stage Change** Triggers when a lead moves into a different pipeline stage. - Trigger **Lead Status Change** Triggers when a lead's status changes (for example from New to Quoted, Won or Lost) in AgencyZoom. - Trigger **Service Request Created** Triggers when a new service request (service ticket) is created in AgencyZoom, optionally limited to tickets matching the filters you choose. - Action **Add customer** Creates a new customer in AgencyZoom with contact details, address, assigned producer and CSR, tags and custom field values. - Action **Add customer note** Adds a note to an existing customer's record in AgencyZoom. - Action **Change lead status** Changes a lead's status in AgencyZoom to Active, Won, Lost or X-Dated, optionally moving it to a pipeline stage, recording a loss reason or setting a recycle date. - Action **Complete service ticket** Completes an AgencyZoom service ticket with a resolution, optionally adding a resolution description and cancelling the ticket's related tasks. - Action **Complete task** Marks an AgencyZoom task as completed. - 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 Personal Lead** Creates a personal (individual) lead in AgencyZoom in the pipeline and stage you choose, assigned to a producer. - Action **Create Task** Creates a task in AgencyZoom, optionally linked to a lead or customer and assigned to a team member. - Action **Delete customer** Deletes a customer from AgencyZoom. - Action **Delete lead** Deletes a lead in AgencyZoom, optionally deleting its linked contacts too. - Action **Find a Lead** Returns the AgencyZoom leads that match the name, email, phone, status, owner, pipeline or date criteria you supply, plus the first match on its own. - Action **Find customers** Returns the customers in your AgencyZoom agency that match the criteria you give, such as email, phone, name, policy number or assigned agent. - 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 **Find tasks** Returns AgencyZoom tasks matching the criteria you choose, such as status, assignee, task type, due period, lead source or creation date range. - Action **Get customer** Returns one customer's full details, including contact information, custom fields, policies, notes, tasks and files. - 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 Lead** Updates an existing personal lead in AgencyZoom. Fields you leave blank keep the lead's current values. - Action **Update Service Request** Updates an existing AgencyZoom service request (service ticket), including its pipeline stage, subject, category, priority, assignees, related policies, due date, tags and custom fields. - 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 3 triggers in the catalog, including Service Request Created, Lead Stage Change and 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 21 actions, including Create a Note, Create Business Lead, Create Personal Lead and Create Task. 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.