AgencyZoom

Tools

• Authenticate for JWT via V4 SSO

  Authenticates a user via v4 single sign-on (sso) using the provided callback `code` (typically required for success) to retrieve a jwt and initial user session information.

• Batch create contacts

  Creates 1 to 5 new contacts in agencyzoom in a single batch api call.

• Batch create leads

  Creates up to 5 new leads in agencyzoom; all referenced entity ids (e.g., pipeline, user, custom field names) must exist, and organization `name` is required if `isbusiness` is true.

• Batch delete tasks

  destructive

  Deletes multiple agencyzoom tasks in a batch; task deletion is permanent and the response indicates overall batch success, not individual task status.

• Change lead status

  Updates a lead's lifecycle status (e.g., active, won, lost, x-dated) and can optionally manage its workflow, pipeline, stage, source, or associated tags.

• Create a customer note

  Adds a new note to an existing customer's profile using their id; cannot be used to edit or retrieve existing notes.

• Create a driver for an opportunity

  Creates a new driver record associated with an existing agencyzoom opportunity using its id; full driver details are handled by the api endpoint directly, not specified in this action's request.

• Create a lead note

  Adds a new note to an existing lead in agencyzoom, identified by `leadid`.

• Create a lead opportunity

  Adds a new sales opportunity to an existing lead in agencyzoom, requiring a valid `leadid`, `carrierid`, `productlineid`, and that custom field names match existing definitions in agencyzoom.

• Create a lead quote

  Creates a new insurance quote for an existing lead in agencyzoom, using valid carrier and product line ids, to track a proposal; this action does not bind policies or process payments.

• Create an opportunity

  Creates a new lead opportunity in agencyzoom; this action cannot update existing opportunities.

• Create a vehicle for an opportunity

  Adds a new vehicle record to a specified opportunity; `opportunityid` must refer to a valid, existing opportunity.

• Create business lead

  Creates or updates a business lead in agencyzoom using detailed personal and company information, for b2b sales and marketing lead management.

• Create lead

  Creates a new lead or updates an existing one in agencyzoom; ensure `pipelineid`, `stageid`, `leadsourceid`, and `assignto` reference valid, existing entities.

• Create task post endpoint

  Creates a new task in agencyzoom; ensure `assigneeid`, `customerid`, or `leadid` are valid existing entities if provided, and use `contactemail`, `customerid`, or `leadid` to link the task to a contact.

• Delete a customer

  destructive

  Irreversibly deletes a customer and all associated data in agencyzoom using their `customerid`; useful for offboarding or data privacy compliance.

• Delete a customer policy

  destructive

  Permanently deletes a specific policy associated with a customer, for instance, if it's cancelled or inactive; this action is irreversible and requires caution.

• Delete a lead opportunity

  destructive

  Permanently deletes an existing opportunity (by `opportunityid`) associated with an existing lead (by `leadid`) when it's irrelevant, closed, or erroneous; the lead itself remains.

• Delete a lead quote

  destructive

  Deletes a specific quote from a lead, requiring that the lead and quote exist and are associated.

• Delete an opportunity

  destructive

  Permanently deletes a specific opportunity by its unique id; this action is irreversible and requires a valid, existing `opportunityid`.

• Delete an opportunity driver by ID

  destructive

  Permanently deletes an existing agencyzoom driver (e.g., lead, potential sale, or business engagement) using its valid `driverid`; this action is irreversible.

• Delete a task

  destructive

  Permanently and irreversibly deletes an existing task, identified by its `taskid`.

• Delete a vehicle

  destructive

  Permanently deletes a vehicle record by its `vehicleid`, which must correspond to an existing vehicle in the agencyzoom system.

• Delete customer file

  destructive

  Permanently deletes a specific file, identified by `fileid`, associated with a customer, identified by `customerid`.

• Delete email thread

  destructive

  Permanently deletes a specific email thread from the agencyzoom system, identified by its `threadid` (expected by the endpoint), provided the thread exists.

• Delete file from lead

  destructive

  Deletes a specific file (identified by `fileid`) associated with an existing lead (identified by `leadid`); this operation is irreversible.

• Delete thread message

  destructive

  Deletes a specific message from an email thread within agencyzoom, where the message id is implicitly handled (e.g., via url path or session) as the request schema is empty.

• Get a list of assign groups

  Retrieves all assign groups configured in agencyzoom, used for categorizing or assigning items to specific teams or units.

• Get a list of carriers

  Retrieves all insurance carriers from agencyzoom, typically used for populating selection lists or synchronizing carrier data; does not return detailed policy or coverage information.

• Get a list of CSRs

  Fetches all customer service representatives (csrs), including their id and name, returning an empty list if none are configured.

• Get a list of custom fields

  Retrieves metadata for all configured custom field definitions, not the specific values entered for individual records.

• Get a list of drivers for an opportunity

  Retrieves a list of drivers (individuals), including their personal details, licensing information, and relationship status, associated with a specific, existing `opportunityid` in agencyzoom.

• Get a list of employees

  Retrieves a complete list of all employees for the authenticated agency; returns an empty list if no employees are configured.

• Get a list of life professionals

  Retrieves a list of life insurance professionals, including only their contact and status information (excluding sales or customer data), from the agencyzoom platform.

• Get a list of locations

  Retrieves all agency locations or branches from agencyzoom; filtering options are not available.

• Get a list of pipelines

  Retrieves all pipelines and their stages from agencyzoom to understand workflow structures; this is a read-only operation and does not return individual items (like leads or tasks) within these pipelines.

• Get a list of producers

  Retrieves a list of all producers from agencyzoom, typically related to text thread functionalities.

• Get a list of recycle events

  Retrieves the history of recycling activities (e.g., reassignments, status changes, x-date updates) for a specified existing lead in agencyzoom.

• Get AMS policies for a customer

  Retrieves a customer's synchronized agency management system (ams) policy data (typically a single policy); requires an active ams integration, may return empty/default values if data is missing.

• Get auth URL for V4 SSO

  Retrieves a fresh authentication url for agencyzoom's v4 single sign-on (sso) process; call before each sso attempt as the url may change and should not be cached.

• Get departments groups

  Fetches department and group information for an agency, optionally filtered by a specific `agencynumber`, to analyze its organizational structure.

• Get lead files

  Retrieves metadata for files linked to leads; sends an empty post request, which typically fetches a default set of files (not full lead details) for existing leads with documents.

• Get lead quotes

  Retrieves all insurance quotes (active and inactive) for a specific lead id, useful for reviewing or tracking quote history.

• Get lead source categories

  Retrieves a comprehensive list of all predefined lead source categories from agencyzoom, used to classify lead origins.

• Get lead sources

  Fetches a list of all lead sources configured in agencyzoom, including their id, name, sales exclusion status, and category id.

• Get loss reasons

  Retrieves a list of all predefined loss reasons from agencyzoom, used for populating ui elements or analysis, returning all reasons without filtering or statistical data.

• Get product lines and policy types

  Fetches all product lines and policy types from agencyzoom, each detailed with its id, name, and product category id.

• Mark task as completed

  Marks an existing and accessible task in agencyzoom as 'completed'; this action does not return the full updated task object.

• Retrieve notes for specific lead

  Fetches the complete history of notes for a specific lead by `leadid` (which must exist), useful for reviewing context for communications or follow-ups; this is a read-only operation.

• Retrieve vehicles for opportunity

  Retrieves all vehicles associated with an existing opportunity, using its unique opportunityid.

Works well with

How Switchy teams use it

Starter prompts

@AgencyZoom Create a note for customer ID 4782 summarizing today's renewal discussion: client wants to add umbrella coverage, follow up next Tuesday.

@AgencyZoom Change lead 9341 status to 'won' and move it to the onboarding stage in our commercial pipeline.

@AgencyZoom Batch create three contacts: John Smith at Acme Corp, jane.doe@example.com, and Mike Lee 555-0199. Tag all as 'trade show leads'.

@AgencyZoom Show me all notes and recent activity for customer ID 6201 — I need context before the renewal call.

@AgencyZoom Create a driver for opportunity 1523 — name Sarah Chen, DOB 1988-04-15, clean driving record.

Example outputs

Illustrative - representative of the model's voice and quality, not literal recordings.

Use-case deep-dives

Frequently asked