AgencyZoom for AI agents

AgencyZoom is a growth and management platform for property and casualty insurance agencies, covering leads, opportunities and retention. Agents use it to track sales and service work. Connect it once through Arc0, and your agent, or Claude, ChatGPT and Cursor, can use it through one MCP endpoint, limited to what each user approved.

Connect AgencyZoom See the 99 actions ↓

CRMAPI keyMCP + RESTagencyzoom.com

AUDIT LOG · AGENCYZOOMPOLICY: acme-support

09:41:07 · claude · u_8f2read

agencyzoom.search_leads

Search leads✓ allowed · 212ms

09:41:08 · claude · u_8f2read

agencyzoom.search_tasks

Search and list tasks✓ allowed · 164ms

09:41:09 · claude · u_8f2write

agencyzoom.create_lead

Create lead✓ approved · approved by user

09:41:12 · claude · u_8f2destructive

agencyzoom.delete_a_task

Delete a task✕ blocked · policy: deny

EVERY AGENCYZOOM CALL, ON THE RECORD

01 · USE CASES

What agents do in AgencyZoom.

Create a new lead

Add a new lead with contact details captured from an inbound call or web form.

Mark a task as completed

Close out a follow-up task once the associated work with a lead or customer is done.

Delete a customer record

Remove a customer from the account, a destructive action that should be flagged for approval first.

02 · ACTIONS

99 AgencyZoom actions, graded by risk.

Every AgencyZoom action is tagged read, write or destructive, so one policy covers the whole app and new actions inherit the right default.

read

Look things up. Allowed by default.

agencyzoom.search_leads
Search leads
agencyzoom.search_tasks
Search and list tasks
agencyzoom.get_lead_files
Get lead files
agencyzoom.get_lead_notes
Retrieve notes for specific lead
agencyzoom.get_lead_tasks
Get lead tasks
agencyzoom.get_lead_quotes
Get lead quotes
agencyzoom.search_customers
Search customers
agencyzoom.get_a_list_of_csrs
Get a list of CSRs
agencyzoom.get_thread_details
Get thread details
agencyzoom.search_leads_count
Search leads count
agencyzoom.search_sms_threads
Search SMS threads
agencyzoom.get_the_lead_details
Get the lead details
agencyzoom.get_the_task_details
Get the task details
agencyzoom.search_email_threads
Search email threads
agencyzoom.get_a_list_of_carriers
Get a list of carriers
agencyzoom.get_a_list_of_producer
Get a list of producers

+ 27 MORE

write

Create and change things. Allow, or ask the user first.

agencyzoom.create_lead
Create lead
agencyzoom.create_task
Create task post endpoint
agencyzoom.update_lead
Update lead
agencyzoom.update_task
Update task
agencyzoom.create_biz_lead
Create business lead
agencyzoom.update_a_policy
Update policy by id
agencyzoom.update_customer
Update customer info using id
agencyzoom.update_my_profile
Update my profile
agencyzoom.create_a_lead_note
Create a lead note
agencyzoom.create_a_lead_quote
Create a lead quote
agencyzoom.update_a_lead_quote
Update lead quote data
agencyzoom.update_business_lead
Update business lead
agencyzoom.create_an_opportunity
Create an opportunity
agencyzoom.update_an_opportunity
Update an opportunity
agencyzoom.create_a_customer_note
Create a customer note
agencyzoom.update_a_lead_file_name
Rename lead file

+ 26 MORE

destructive

Delete, cancel or archive. Ask first, or deny outright.

agencyzoom.delete_a_task
Delete a task
agencyzoom.delete_thread
Delete email thread
agencyzoom.delete_message
Delete thread message
agencyzoom.delete_a_driver
Delete an opportunity driver by ID
agencyzoom.delete_a_vehicle
Delete a vehicle
agencyzoom.delete_a_customer
Delete a customer
agencyzoom.delete_a_lead_file
Delete file from lead
agencyzoom.delete_a_lead_quote
Delete a lead quote
agencyzoom.delete_an_opportunity
Delete an opportunity
agencyzoom.delete_a_customer_file
Delete customer file
agencyzoom.delete_a_customer_policy
Delete a customer policy
agencyzoom.delete_a_lead_opportunity
Delete a lead opportunity
agencyzoom.remove_text_thread_endpoint
Remove text thread
agencyzoom.batch_delete_task
Batch delete tasks

03 · HOW IT WORKS

AgencyZoom in three steps.

01Your users connect AgencyZoomThey add their AgencyZoom api key on Arc0 Connect, under your brand. It goes straight into the vault.
02You set the rulesReads run, writes like “create lead” can wait for the user, and “delete a task” can be denied outright.
03Any agent can actYour agent calls AgencyZoom through the Arc0 SDK or MCP, and so can Claude, ChatGPT and Cursor. Every call lands on the audit log.

POLICY.TS

await arc0.policies.set('agencyzoom', {
  read: 'allow',
  write: 'ask',        // create_lead
  destructive: 'deny',  // delete_a_task
})

# Claude Code: the same connection, one URL
$ claude mcp add --transport http arc0 \
    https://mcp.arc0.ai/u/u_8f2

04 · AUTH AND DATA

How AgencyZoom connects.

Users add their AgencyZoom api key on Arc0 Connect. It is encrypted in the vault, never shown to the model, and each user can rotate or revoke it at any time.

The same AgencyZoom connection serves your agent over MCP and your own backend over REST and the proxy, so a user connects once. How Arc0 handles credentials →

AUTH: API key · Username and password
CREDENTIALS: Per-tenant encrypted vault
MODEL SEES: Results only, never credentials
AUDIT LOG: Every call, on every plan

05 · WORKS WITH

Use AgencyZoom from any agent.

Claude

ChatGPT

Cursor

Codex

VS Code

OpenAI Agents SDK

Claude Agent SDK

Vercel AI SDK

Mastra

LangGraph

06 · RELATED

More crm apps.

Salesforce224 actions

07 · FAQ

AgencyZoom and Arc0, answered.

Q01

Can I use AgencyZoom with Claude, ChatGPT or Cursor?

Yes. Connect AgencyZoom to Arc0 once, then add your Arc0 MCP URL to Claude, ChatGPT, Cursor, Claude Code or any other remote-MCP client. Each assistant only gets the AgencyZoom actions you allow.

Q02

How do users connect AgencyZoom?

Users add their AgencyZoom api key on Arc0 Connect. It is encrypted in the vault, never shown to the model, and each user can rotate or revoke it at any time.

Q03

Which AgencyZoom actions can my agent take?

99 in total: 43 read, 42 write and 14 destructive, such as “create lead”. Your policies decide which of them each agent may call.

Q04

Can I stop my agent from deleting things in AgencyZoom?

Yes. Actions like “delete a task” are graded destructive. Set destructive actions to deny, or to ask so the user approves each one, and blocked calls still show up on the audit log.

Q05

Can my own backend call AgencyZoom too?

Yes. The same AgencyZoom connection is available over REST and through the Arc0 proxy, so your product and your agent share one connection per user.

Get started

Plug AgencyZoom into your agent.

Your users connect AgencyZoom once, under your brand. Your agent gets 99 actions behind your policies, with every call on the record.

Connect AgencyZoom Browse all apps →

Free to build · MCP + REST · Audit log on every plan