AgencyZoom
Insurance agency management platform for leads, contacts, and workflow automation
Tools
| Name | Description |
|---|---|
batch_create_contactsCreate multiple contacts at once in AgencyZoom | Create multiple contacts at once in AgencyZoom |
create_leadCreate a new lead in AgencyZoom | Create a new lead in AgencyZoom |
delete_leadDelete a lead from AgencyZoom | Delete a lead from AgencyZoom |
update_statusUpdate the status of a lead in AgencyZoom | Update the status of a lead in AgencyZoom |
create_noteAdd a note to a lead in AgencyZoom | Add a note to a lead in AgencyZoom |
custom_api_callMake a custom API call to the AgencyZoom API | Make a custom API call to the AgencyZoom API |
Triggers
| Name | Description |
|---|---|
lead_createdTriggers when a new lead is created in AgencyZoom | Triggers when a new lead is created in AgencyZoom |
task_updatedTriggers when a task is updated in AgencyZoom | Triggers when a task is updated in AgencyZoom |
Quick Start
import { WeavzClient } from '@weavz-io/sdk'
const weavz = new WeavzClient({ apiKey: 'wvz_...' })
const result = await weavz.actions.execute('agencyzoom', 'batch_create_contacts', {
workspaceId: '550e8400-e29b-41d4-a716-446655440000',
integrationAlias: 'agencyzoom',
input: { /* ... */ },
})Related Integrations
Works well with
Frequently Asked Questions
How do I connect AgencyZoom to my app?
Use Weavz Hosted Connect for Custom authentication. Install the SDK, create a connection through the connect portal or API, then execute tools programmatically.
What tools does AgencyZoom support?
AgencyZoom supports 6 tools including Batch Create Contacts, Create Lead, Delete Lead, Update Lead Status, Create Note, and more.
Can I use AgencyZoom with AI agents?
Yes. Add AgencyZoom to an MCP server in Tool Mode or Code Mode. Code Mode provides 3 meta-tools with on-demand API discovery so agents can compose stateful workflows without loading every action schema up front.
How do I connect AgencyZoom to ChatGPT or Claude?
Open the Weavz connector setup, sign in, choose a workspace, and add AgencyZoom as an approved app. ChatGPT, Claude, and other remote MCP clients can then call the scoped AgencyZoom tools exposed by that workspace.
Does AgencyZoom work with Claude Code, Cursor, Codex, and local agents?
Yes. Remote and local MCP clients can connect to a Weavz MCP endpoint for the workspace. Local coding agents can also use the Weavz CLI to inspect apps, discover actions, run approved AgencyZoom work, and execute Code Mode workflows from a terminal.
What can I ask an AI agent to do with AgencyZoom?
AgencyZoom exposes 6 tools, including Batch Create Contacts, Create Lead, Delete Lead, Update Lead Status, Create Note, and more. Use Weavz to keep credentials scoped, require approval for sensitive work, and audit what the agent did.
Can AgencyZoom be used in stateful agent workflows?
Yes. Agents can combine AgencyZoom tools with Filesystem, State KV, Human Gates, input partials, and other workspace integrations while keeping execution scoped to the selected workspace or end user.
What authentication does AgencyZoom use?
AgencyZoom uses Custom. Weavz stores credentials securely and uses them for authorized action execution.
How much does the AgencyZoom integration cost?
The AgencyZoom integration is included on all Weavz plans including the free tier with 20,000 actions per month. No credit card required.
What triggers does AgencyZoom support?
AgencyZoom supports 2 triggers including Lead Created, Task Updated.
Connect AgencyZoom in minutes
Get 20,000 free action executions every month. No credit card required.