# AgencyZoom MCP - Tools, Setup and Examples | FlyMy.AI

> AgencyZoom MCP for Claude, Cursor and Codex. Contacts and deals, with 99 actions. Your API key. See setup, examples and pricing.

Page: https://flymy.ai/mcp/agencyzoom/

MCP / CRM and sales

# AgencyZoom MCP: contacts and deals

AgencyZoom is for the P&C insurance agent that's looking to increase sales, boost retention and analyze agency & producer performance. Connect it to Claude, Codex, Cursor or any MCP client through one FlyMy.AI MCP.

[Connect AgencyZoom](https://flymy.ai/mcp/agencyzoom/#connect) [What it can do](https://flymy.ai/mcp/agencyzoom/#actions)

Your own API key, 99 actions, CRM and sales

$ YOUR NEXT RUN

Claude Code, Codex, Cursor, Any agent

## Use AgencyZoom MCP in your assistant

Paste this prompt into Claude Code, Codex, Cursor or any agent. It reads the guide and helps you connect.

```
Read https://flymy.ai/skill.md and https://flymy.ai/mcp/agencyzoom.md. Help me connect AgencyZoom MCP to this assistant. Then help me run this task: Use AgencyZoom to authenticate for jwtvia v4 sso. Ask me for the required inputs first and show the result.
```

[Open FlyMy.AI](https://app.flymy.ai/new-agent) [Download brief](https://flymy.ai/mcp/agencyzoom.md)

## What AgencyZoom MCP can do

99 actions in the FlyMy.AI catalog, the most used first. Your agent finds them through search_tools and calls the one the task needs.

| Action | What it does |
|---|---|
| [#](https://flymy.ai/mcp/agencyzoom/#method-AGENCYZOOM_AUTHENTICATE_FOR_JWTVIA_V4_SSO) `AGENCYZOOM_AUTHENTICATE_FOR_JWTVIA_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. |
| [#](https://flymy.ai/mcp/agencyzoom/#method-AGENCYZOOM_BATCH_CREATE_CONTACT) `AGENCYZOOM_BATCH_CREATE_CONTACT` | Creates 1 to 5 new contacts in agencyzoom in a single batch api call. |
| [#](https://flymy.ai/mcp/agencyzoom/#method-AGENCYZOOM_BATCH_CREATE_LEAD) `AGENCYZOOM_BATCH_CREATE_LEAD` | 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. |
| [#](https://flymy.ai/mcp/agencyzoom/#method-AGENCYZOOM_BATCH_DELETE_TASK) `AGENCYZOOM_BATCH_DELETE_TASK` | Deletes multiple agencyzoom tasks in a batch; task deletion is permanent and the response indicates overall batch success, not individual task status. |
| [#](https://flymy.ai/mcp/agencyzoom/#method-AGENCYZOOM_CHANGE_STATUS_FOR_LEAD) `AGENCYZOOM_CHANGE_STATUS_FOR_LEAD` | 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. |
| [#](https://flymy.ai/mcp/agencyzoom/#method-AGENCYZOOM_COMPLETE_TASK) `AGENCYZOOM_COMPLETE_TASK` | Marks an existing and accessible task in agencyzoom as 'completed'; this action does not return the full updated task object. |
| [#](https://flymy.ai/mcp/agencyzoom/#method-AGENCYZOOM_CREATE_AN_OPPORTUNITY) `AGENCYZOOM_CREATE_AN_OPPORTUNITY` | Creates a new lead opportunity in agencyzoom; this action cannot update existing opportunities. |
| [#](https://flymy.ai/mcp/agencyzoom/#method-AGENCYZOOM_CREATE_A_CUSTOMER_NOTE) `AGENCYZOOM_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. |
| [#](https://flymy.ai/mcp/agencyzoom/#method-AGENCYZOOM_CREATE_A_DRIVER_FOR_AN_OPPORTUNITY) `AGENCYZOOM_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. |
| [#](https://flymy.ai/mcp/agencyzoom/#method-AGENCYZOOM_CREATE_A_LEAD_NOTE) `AGENCYZOOM_CREATE_A_LEAD_NOTE` | Adds a new note to an existing lead in agencyzoom, identified by `leadid`. |
| [#](https://flymy.ai/mcp/agencyzoom/#method-AGENCYZOOM_CREATE_A_LEAD_OPPORTUNITY) `AGENCYZOOM_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. |
| [#](https://flymy.ai/mcp/agencyzoom/#method-AGENCYZOOM_CREATE_A_LEAD_QUOTE) `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. |

**Show all 99 actions**

| Action | What it does |
|---|---|
| [#](https://flymy.ai/mcp/agencyzoom/#method-AGENCYZOOM_CREATE_A_VEHICLE_FOR_AN_OPPORTUNITY) `AGENCYZOOM_CREATE_A_VEHICLE_FOR_AN_OPPORTUNITY` | Adds a new vehicle record to a specified opportunity; `opportunityid` must refer to a valid, existing opportunity. |
| [#](https://flymy.ai/mcp/agencyzoom/#method-AGENCYZOOM_CREATE_BIZ_LEAD) `AGENCYZOOM_CREATE_BIZ_LEAD` | Creates or updates a business lead in agencyzoom using detailed personal and company information, for b2b sales and marketing lead management. |
| [#](https://flymy.ai/mcp/agencyzoom/#method-AGENCYZOOM_CREATE_LEAD) `AGENCYZOOM_CREATE_LEAD` | Creates a new lead or updates an existing one in agencyzoom; ensure `pipelineid`, `stageid`, `leadsourceid`, and `assignto` reference valid, existing entities. |
| [#](https://flymy.ai/mcp/agencyzoom/#method-AGENCYZOOM_CREATE_TASK) `AGENCYZOOM_CREATE_TASK` | 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... |
| [#](https://flymy.ai/mcp/agencyzoom/#method-AGENCYZOOM_DELETE_AN_OPPORTUNITY) `AGENCYZOOM_DELETE_AN_OPPORTUNITY` | Permanently deletes a specific opportunity by its unique id; this action is irreversible and requires a valid, existing `opportunityid`. |
| [#](https://flymy.ai/mcp/agencyzoom/#method-AGENCYZOOM_DELETE_A_CUSTOMER) `AGENCYZOOM_DELETE_A_CUSTOMER` | Irreversibly deletes a customer and all associated data in agencyzoom using their `customerid`; useful for offboarding or data privacy compliance. |
| [#](https://flymy.ai/mcp/agencyzoom/#method-AGENCYZOOM_DELETE_A_CUSTOMER_FILE) `AGENCYZOOM_DELETE_A_CUSTOMER_FILE` | Permanently deletes a specific file, identified by `fileid`, associated with a customer, identified by `customerid`. |
| [#](https://flymy.ai/mcp/agencyzoom/#method-AGENCYZOOM_DELETE_A_CUSTOMER_POLICY) `AGENCYZOOM_DELETE_A_CUSTOMER_POLICY` | Permanently deletes a specific policy associated with a customer, for instance, if it's cancelled or inactive; this action is irreversible and requires caution. |
| [#](https://flymy.ai/mcp/agencyzoom/#method-AGENCYZOOM_DELETE_A_DRIVER) `AGENCYZOOM_DELETE_A_DRIVER` | Permanently deletes an existing agencyzoom driver (e.g., lead, potential sale, or business engagement) using its valid `driverid`; this action is irreversible. |
| [#](https://flymy.ai/mcp/agencyzoom/#method-AGENCYZOOM_DELETE_A_LEAD_FILE) `AGENCYZOOM_DELETE_A_LEAD_FILE` | Deletes a specific file (identified by `fileid`) associated with an existing lead (identified by `leadid`); this operation is irreversible. |
| [#](https://flymy.ai/mcp/agencyzoom/#method-AGENCYZOOM_DELETE_A_LEAD_OPPORTUNITY) `AGENCYZOOM_DELETE_A_LEAD_OPPORTUNITY` | 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. |
| [#](https://flymy.ai/mcp/agencyzoom/#method-AGENCYZOOM_DELETE_A_LEAD_QUOTE) `AGENCYZOOM_DELETE_A_LEAD_QUOTE` | Deletes a specific quote from a lead, requiring that the lead and quote exist and are associated. |
| [#](https://flymy.ai/mcp/agencyzoom/#method-AGENCYZOOM_DELETE_A_TASK) `AGENCYZOOM_DELETE_A_TASK` | Permanently and irreversibly deletes an existing task, identified by its `taskid`. |
| [#](https://flymy.ai/mcp/agencyzoom/#method-AGENCYZOOM_DELETE_A_VEHICLE) `AGENCYZOOM_DELETE_A_VEHICLE` | Permanently deletes a vehicle record by its `vehicleid`, which must correspond to an existing vehicle in the agencyzoom system. |
| [#](https://flymy.ai/mcp/agencyzoom/#method-AGENCYZOOM_DELETE_MESSAGE) `AGENCYZOOM_DELETE_MESSAGE` | 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. |
| [#](https://flymy.ai/mcp/agencyzoom/#method-AGENCYZOOM_DELETE_THREAD) `AGENCYZOOM_DELETE_THREAD` | Permanently deletes a specific email thread from the agencyzoom system, identified by its `threadid` (expected by the endpoint), provided the thread exists. |
| [#](https://flymy.ai/mcp/agencyzoom/#method-AGENCYZOOM_GET_AMS_POLICIES_FOR_A_CUSTOMER) `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. |
| [#](https://flymy.ai/mcp/agencyzoom/#method-AGENCYZOOM_GET_AUTH_URL_FOR_V4_SSO) `AGENCYZOOM_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. |
| [#](https://flymy.ai/mcp/agencyzoom/#method-AGENCYZOOM_GET_A_LIST_OF_ASSIGN_GROUPS) `AGENCYZOOM_GET_A_LIST_OF_ASSIGN_GROUPS` | Retrieves all assign groups configured in agencyzoom, used for categorizing or assigning items to specific teams or units. |
| [#](https://flymy.ai/mcp/agencyzoom/#method-AGENCYZOOM_GET_A_LIST_OF_CARRIERS) `AGENCYZOOM_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. |
| [#](https://flymy.ai/mcp/agencyzoom/#method-AGENCYZOOM_GET_A_LIST_OF_CSRS) `AGENCYZOOM_GET_A_LIST_OF_CSRS` | Fetches all customer service representatives (csrs), including their id and name, returning an empty list if none are configured. |
| [#](https://flymy.ai/mcp/agencyzoom/#method-AGENCYZOOM_GET_A_LIST_OF_CUSTOM_FIELDS) `AGENCYZOOM_GET_A_LIST_OF_CUSTOM_FIELDS` | Retrieves metadata for all configured custom field definitions, not the specific values entered for individual records. |
| [#](https://flymy.ai/mcp/agencyzoom/#method-AGENCYZOOM_GET_A_LIST_OF_DRIVERS_FOR_AN_OPPORTUNITY) `AGENCYZOOM_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. |
| [#](https://flymy.ai/mcp/agencyzoom/#method-AGENCYZOOM_GET_A_LIST_OF_EMPLOYEES) `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. |
| [#](https://flymy.ai/mcp/agencyzoom/#method-AGENCYZOOM_GET_A_LIST_OF_LEAD_SOURCES) `AGENCYZOOM_GET_A_LIST_OF_LEAD_SOURCES` | Fetches a list of all lead sources configured in agencyzoom, including their id, name, sales exclusion status, and category id. |
| [#](https://flymy.ai/mcp/agencyzoom/#method-AGENCYZOOM_GET_A_LIST_OF_LEAD_SOURCE_CATEGORIES) `AGENCYZOOM_GET_A_LIST_OF_LEAD_SOURCE_CATEGORIES` | Retrieves a comprehensive list of all predefined lead source categories from agencyzoom, used to classify lead origins. |
| [#](https://flymy.ai/mcp/agencyzoom/#method-AGENCYZOOM_GET_A_LIST_OF_LIFE_PROFESSIONALS) `AGENCYZOOM_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. |
| [#](https://flymy.ai/mcp/agencyzoom/#method-AGENCYZOOM_GET_A_LIST_OF_LOCATIONS) `AGENCYZOOM_GET_A_LIST_OF_LOCATIONS` | Retrieves all agency locations or branches from agencyzoom; filtering options are not available. |
| [#](https://flymy.ai/mcp/agencyzoom/#method-AGENCYZOOM_GET_A_LIST_OF_LOSS_REASONS) `AGENCYZOOM_GET_A_LIST_OF_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. |
| [#](https://flymy.ai/mcp/agencyzoom/#method-AGENCYZOOM_GET_A_LIST_OF_PIPELINES) `AGENCYZOOM_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... |
| [#](https://flymy.ai/mcp/agencyzoom/#method-AGENCYZOOM_GET_A_LIST_OF_PRODUCER) `AGENCYZOOM_GET_A_LIST_OF_PRODUCER` | Retrieves a list of all producers from agencyzoom, typically related to text thread functionalities. |
| [#](https://flymy.ai/mcp/agencyzoom/#method-AGENCYZOOM_GET_A_LIST_OF_PRODUCT_LINES_POLICY_TYPES) `AGENCYZOOM_GET_A_LIST_OF_PRODUCT_LINES_POLICY_TYPES` | Fetches all product lines and policy types from agencyzoom, each detailed with its id, name, and product category id. |
| [#](https://flymy.ai/mcp/agencyzoom/#method-AGENCYZOOM_GET_A_LIST_OF_RECYCLE_EVENTS) `AGENCYZOOM_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. |
| [#](https://flymy.ai/mcp/agencyzoom/#method-AGENCYZOOM_GET_A_LIST_OF_VEHICLES_FOR_AN_OPPORTUNITY) `AGENCYZOOM_GET_A_LIST_OF_VEHICLES_FOR_AN_OPPORTUNITY` | Retrieves all vehicles associated with an existing opportunity, using its unique opportunityid. |
| [#](https://flymy.ai/mcp/agencyzoom/#method-AGENCYZOOM_GET_DEPARTMENTS_GROUPS) `AGENCYZOOM_GET_DEPARTMENTS_GROUPS` | Fetches department and group information for an agency, optionally filtered by a specific `agencynumber`, to analyze its organizational structure. |
| [#](https://flymy.ai/mcp/agencyzoom/#method-AGENCYZOOM_GET_LEAD_FILES) `AGENCYZOOM_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. |
| [#](https://flymy.ai/mcp/agencyzoom/#method-AGENCYZOOM_GET_LEAD_NOTES) `AGENCYZOOM_GET_LEAD_NOTES` | 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. |
| [#](https://flymy.ai/mcp/agencyzoom/#method-AGENCYZOOM_GET_LEAD_QUOTES) `AGENCYZOOM_GET_LEAD_QUOTES` | Retrieves all insurance quotes (active and inactive) for a specific lead id, useful for reviewing or tracking quote history. |
| [#](https://flymy.ai/mcp/agencyzoom/#method-AGENCYZOOM_GET_LEAD_TASKS) `AGENCYZOOM_GET_LEAD_TASKS` | Retrieves all tasks for a specific lead, identified by its `leadid`, to review its activity history or manage follow-ups. |
| [#](https://flymy.ai/mcp/agencyzoom/#method-AGENCYZOOM_GET_LIST_OF_END_STAGES) `AGENCYZOOM_GET_LIST_OF_END_STAGES` | Fetches a list of all defined end stages, representing final steps in processes like lead conversion or policy closure. |
| [#](https://flymy.ai/mcp/agencyzoom/#method-AGENCYZOOM_GET_POLICIES_FOR_A_CUSTOMER) `AGENCYZOOM_GET_POLICIES_FOR_A_CUSTOMER` | Retrieves from agencyzoom details for an insurance policy of an existing customer (identified by `customerid`), excluding premium payment history or claims information. |
| [#](https://flymy.ai/mcp/agencyzoom/#method-AGENCYZOOM_GET_THE_CUSTOMER_DETAILS) `AGENCYZOOM_GET_THE_CUSTOMER_DETAILS` | Fetches comprehensive details for a specific customer, including personal information, policies, notes, tasks, files, and custom fields, using their unique customer id. |
| [#](https://flymy.ai/mcp/agencyzoom/#method-AGENCYZOOM_GET_THE_CUSTOMER_TASKS) `AGENCYZOOM_GET_THE_CUSTOMER_TASKS` | Fetches all tasks (read-only task data) for a customer by `customerid` to review their activities, follow-ups, and action items; the `customerid` must be valid. |
| [#](https://flymy.ai/mcp/agencyzoom/#method-AGENCYZOOM_GET_THE_DRIVER_DETAILS) `AGENCYZOOM_GET_THE_DRIVER_DETAILS` | Retrieves detailed information for a specific, existing driver (by `driverid`) associated with an agencyzoom opportunity. |
| [#](https://flymy.ai/mcp/agencyzoom/#method-AGENCYZOOM_GET_THE_LEAD_DETAILS) `AGENCYZOOM_GET_THE_LEAD_DETAILS` | Retrieves comprehensive details for a specific lead in agencyzoom by its unique `leadid` (which must correspond to an existing lead), including contact information, status, associated... |
| [#](https://flymy.ai/mcp/agencyzoom/#method-AGENCYZOOM_GET_THE_OPPORTUNITIES_FOR_A_LEAD) `AGENCYZOOM_GET_THE_OPPORTUNITIES_FOR_A_LEAD` | Retrieves all sales opportunities and their details for a specified, existing `leadid` in agencyzoom. |
| [#](https://flymy.ai/mcp/agencyzoom/#method-AGENCYZOOM_GET_THE_OPPORTUNITY_DETAILS) `AGENCYZOOM_GET_THE_OPPORTUNITY_DETAILS` | Fetches comprehensive details for an existing opportunity using its unique `opportunityid`. |
| [#](https://flymy.ai/mcp/agencyzoom/#method-AGENCYZOOM_GET_THE_TASK_DETAILS) `AGENCYZOOM_GET_THE_TASK_DETAILS` | Retrieves comprehensive details for a specific task using its unique `taskid`, which must correspond to an existing task in agencyzoom. |
| [#](https://flymy.ai/mcp/agencyzoom/#method-AGENCYZOOM_GET_THE_VEHICLE_DETAILS) `AGENCYZOOM_GET_THE_VEHICLE_DETAILS` | Retrieves detailed information for a specific vehicle, often associated with an agencyzoom opportunity, using its unique vehicleid. |
| [#](https://flymy.ai/mcp/agencyzoom/#method-AGENCYZOOM_GET_THREAD_DETAILS) `AGENCYZOOM_GET_THREAD_DETAILS` | Searches and retrieves detailed information for email threads in agencyzoom; no explicit search criteria are passed in this request. |
| [#](https://flymy.ai/mcp/agencyzoom/#method-AGENCYZOOM_LINK_A_DRIVER_TO_OPPORTUNITY) `AGENCYZOOM_LINK_A_DRIVER_TO_OPPORTUNITY` | Assigns or reassigns an existing driver to an existing opportunity. |
| [#](https://flymy.ai/mcp/agencyzoom/#method-AGENCYZOOM_LINK_A_VEHICLE_TO_OPPORTUNITY) `AGENCYZOOM_LINK_A_VEHICLE_TO_OPPORTUNITY` | Links an existing vehicle to an existing sales opportunity in agencyzoom using their respective ids, typically for managing auto insurance policies or related services. |
| [#](https://flymy.ai/mcp/agencyzoom/#method-AGENCYZOOM_LIST_PRODUCT_CATEGORIES) `AGENCYZOOM_LIST_PRODUCT_CATEGORIES` | Retrieves a complete, unfiltered list of all product categories (id and name) from agencyzoom, useful for understanding product organization or populating ui elements. |
| [#](https://flymy.ai/mcp/agencyzoom/#method-AGENCYZOOM_LOG_THE_USER_IN) `AGENCYZOOM_LOG_THE_USER_IN` | Authenticates an existing agencyzoom user using their email (as username) and password to obtain a jwt for api access; this action does not support new user creation. |
| [#](https://flymy.ai/mcp/agencyzoom/#method-AGENCYZOOM_LOG_THE_USER_OUT) `AGENCYZOOM_LOG_THE_USER_OUT` | Use this action to log the current user out of agencyzoom by invalidating their active session token. |
| [#](https://flymy.ai/mcp/agencyzoom/#method-AGENCYZOOM_MARK_THREAD_AS_UNREAD_API_ENDPOINT) `AGENCYZOOM_MARK_THREAD_AS_UNREAD_API_ENDPOINT` | Marks a text thread in agencyzoom as read or unread using its `threadid`; this action does not modify message content and the specified `threadid` must refer to an existing thread. |
| [#](https://flymy.ai/mcp/agencyzoom/#method-AGENCYZOOM_MOVE_LEAD_TO_SOLD) `AGENCYZOOM_MOVE_LEAD_TO_SOLD` | Marks an existing lead as sold by its `leadid` and records product details; `productlineid`, `premium`, `effectivedate`, and `solddate` are operationally required for each sold product, despite... |
| [#](https://flymy.ai/mcp/agencyzoom/#method-AGENCYZOOM_REMOVE_TEXT_THREAD_ENDPOINT) `AGENCYZOOM_REMOVE_TEXT_THREAD_ENDPOINT` | Call this action to permanently delete a text thread in agencyzoom; the target thread is identified by the api via implicit context as this action accepts no parameters. |
| [#](https://flymy.ai/mcp/agencyzoom/#method-AGENCYZOOM_REOPEN_A_TASK) `AGENCYZOOM_REOPEN_A_TASK` | Reopens an existing agencyzoom task that is currently 'completed' or 'closed', allowing it to be reactivated with optional comments. |
| [#](https://flymy.ai/mcp/agencyzoom/#method-AGENCYZOOM_SEARCH_BUSINESS_CLASSIFICATIONS) `AGENCYZOOM_SEARCH_BUSINESS_CLASSIFICATIONS` | Retrieves a comprehensive list of all available business classifications from agencyzoom, each including an id, code, and description. |
| [#](https://flymy.ai/mcp/agencyzoom/#method-AGENCYZOOM_SEARCH_CUSTOMERS) `AGENCYZOOM_SEARCH_CUSTOMERS` | Searches for customers in agencyzoom using criteria like contact information, policy details, or custom fields, with options for filtering, sorting, and pagination. |
| [#](https://flymy.ai/mcp/agencyzoom/#method-AGENCYZOOM_SEARCH_EMAIL_THREADS) `AGENCYZOOM_SEARCH_EMAIL_THREADS` | Retrieves a list of email thread metadata from agencyzoom, suitable for an overview when no specific filtering, sorting, or pagination is needed, as results are subject to default server-side... |
| [#](https://flymy.ai/mcp/agencyzoom/#method-AGENCYZOOM_SEARCH_LEADS) `AGENCYZOOM_SEARCH_LEADS` | Retrieves agencyzoom leads, using filters, pagination, and sorting options sent in the post body, as the request schema itself is empty. |
| [#](https://flymy.ai/mcp/agencyzoom/#method-AGENCYZOOM_SEARCH_LEADS_COUNT) `AGENCYZOOM_SEARCH_LEADS_COUNT` | Retrieves a summary of lead counts categorized by workflow stage from agencyzoom; this action does not support filtering and returns aggregate counts rather than individual lead details. |
| [#](https://flymy.ai/mcp/agencyzoom/#method-AGENCYZOOM_SEARCH_LIFE_AND_HEALTH_LEADS) `AGENCYZOOM_SEARCH_LIFE_AND_HEALTH_LEADS` | Searches for life and health insurance leads by providing filter criteria (matching alrlead fields) in the request body; an empty request may retrieve all leads or a default set. |
| [#](https://flymy.ai/mcp/agencyzoom/#method-AGENCYZOOM_SEARCH_SMS_THREADS) `AGENCYZOOM_SEARCH_SMS_THREADS` | Searches and retrieves sms threads from agencyzoom, with search parameters, filters, sorting, and pagination typically provided in the request body of this post operation. |
| [#](https://flymy.ai/mcp/agencyzoom/#method-AGENCYZOOM_SEARCH_TASKS) `AGENCYZOOM_SEARCH_TASKS` | Searches and lists tasks, supporting pagination and accepting filter criteria in the post request body despite an empty request schema. |
| [#](https://flymy.ai/mcp/agencyzoom/#method-AGENCYZOOM_SERVICE_TICKET_LIST) `AGENCYZOOM_SERVICE_TICKET_LIST` | Retrieves a list of service tickets from agencyzoom, optionally filtered by criteria such as status, priority, or date ranges. |
| [#](https://flymy.ai/mcp/agencyzoom/#method-AGENCYZOOM_TEXT_DETAIL_THREAD) `AGENCYZOOM_TEXT_DETAIL_THREAD` | Retrieves detailed messages for an implicitly specified text thread. |
| [#](https://flymy.ai/mcp/agencyzoom/#method-AGENCYZOOM_UNLINK_A_DRIVER_FROM_OPPORTUNITY) `AGENCYZOOM_UNLINK_A_DRIVER_FROM_OPPORTUNITY` | Unlinks a currently associated driver from an agencyzoom opportunity, used when the driver is no longer relevant, for policy or data updates, potentially impacting the opportunity's status or... |
| [#](https://flymy.ai/mcp/agencyzoom/#method-AGENCYZOOM_UNLINK_A_VEHICLE_FROM_OPPORTUNITY) `AGENCYZOOM_UNLINK_A_VEHICLE_FROM_OPPORTUNITY` | Unlinks a specific, existing vehicle from a specific, existing opportunity using their respective ids, removing only the association and not the records themselves. |
| [#](https://flymy.ai/mcp/agencyzoom/#method-AGENCYZOOM_UNREAD_THREAD) `AGENCYZOOM_UNREAD_THREAD` | Updates the read or unread status of a specific email thread within agencyzoom. |
| [#](https://flymy.ai/mcp/agencyzoom/#method-AGENCYZOOM_UPDATE_AN_OPPORTUNITY) `AGENCYZOOM_UPDATE_AN_OPPORTUNITY` | Updates an existing opportunity with the provided details; ensure any custom field names are predefined in agencyzoom configuration. |
| [#](https://flymy.ai/mcp/agencyzoom/#method-AGENCYZOOM_UPDATE_A_DRIVER_S_DETAILS) `AGENCYZOOM_UPDATE_A_DRIVER_S_DETAILS` | Updates an existing driver's details in agencyzoom, requiring `driverid` in the path and `firstname` and `lastname` in the request. |
| [#](https://flymy.ai/mcp/agencyzoom/#method-AGENCYZOOM_UPDATE_A_LEAD_FILE_NAME) `AGENCYZOOM_UPDATE_A_LEAD_FILE_NAME` | Updates a lead's file name to `newfilename`; requires `fileid` of the target file, which must be associated with both the `leadid` (path parameter) and the provided `customerreferralid`. |
| [#](https://flymy.ai/mcp/agencyzoom/#method-AGENCYZOOM_UPDATE_A_LEAD_OPPORTUNITY) `AGENCYZOOM_UPDATE_A_LEAD_OPPORTUNITY` | Updates an existing opportunity's details (carrier, product line, premium, items, custom fields) for a specific lead; `leadid`, opportunity `id`, `carrierid`, and `productlineid` must refer to... |
| [#](https://flymy.ai/mcp/agencyzoom/#method-AGENCYZOOM_UPDATE_A_LEAD_QUOTE) `AGENCYZOOM_UPDATE_A_LEAD_QUOTE` | Updates an existing quote for a specified lead in agencyzoom when its details require revision, ensuring the provided `leadid` (path parameter), quote `id` (body parameter), `carrierid`, and... |
| [#](https://flymy.ai/mcp/agencyzoom/#method-AGENCYZOOM_UPDATE_A_POLICY) `AGENCYZOOM_UPDATE_A_POLICY` | Updates an existing insurance policy for the given `policyid`; monetary values must be in cents and dates in yyyy-mm-dd format. |
| [#](https://flymy.ai/mcp/agencyzoom/#method-AGENCYZOOM_UPDATE_A_VEHICLE_S_DETAILS) `AGENCYZOOM_UPDATE_A_VEHICLE_S_DETAILS` | Updates details for an existing vehicle within an opportunity; this action cannot be used to create new vehicle records. |
| [#](https://flymy.ai/mcp/agencyzoom/#method-AGENCYZOOM_UPDATE_BUSINESS_LEAD) `AGENCYZOOM_UPDATE_BUSINESS_LEAD` | Updates an existing business lead, identified by `leadid` (which must be valid and existing), using data provided in the request body not defined in this schema. |
| [#](https://flymy.ai/mcp/agencyzoom/#method-AGENCYZOOM_UPDATE_CUSTOMER) `AGENCYZOOM_UPDATE_CUSTOMER` | Updates an existing customer's information in agencyzoom using their unique customerid. |
| [#](https://flymy.ai/mcp/agencyzoom/#method-AGENCYZOOM_UPDATE_LEAD) `AGENCYZOOM_UPDATE_LEAD` | Updates an existing lead's information in agencyzoom using the `leadid`; ensure the `leadid` corresponds to an existing lead in agencyzoom. |
| [#](https://flymy.ai/mcp/agencyzoom/#method-AGENCYZOOM_UPDATE_LEAD_STATUS_BY_ID) `AGENCYZOOM_UPDATE_LEAD_STATUS_BY_ID` | Updates a lead's status (0=active, 2=won, 3=lost, 5=xdated) by `leadid`, optionally setting workflow, stage, date, loss reason, x-date type, source, recycle stage/pipeline, or tags; requires... |
| [#](https://flymy.ai/mcp/agencyzoom/#method-AGENCYZOOM_UPDATE_MY_PROFILE) `AGENCYZOOM_UPDATE_MY_PROFILE` | Updates the profile information (first name, last name, email, and optional phone) for the currently authenticated user in agencyzoom; the provided email address must be unique within the system. |
| [#](https://flymy.ai/mcp/agencyzoom/#method-AGENCYZOOM_UPDATE_TAGS_FOR_A_POLICY) `AGENCYZOOM_UPDATE_TAGS_FOR_A_POLICY` | Adds new comma-separated `tagnames` to a policy, requiring `tagnames` and identification by either `policyid` or `amspolicyid`; if `amspolicyid` is provided, `policyid` is ignored, and existing... |
| [#](https://flymy.ai/mcp/agencyzoom/#method-AGENCYZOOM_UPDATE_TASK) `AGENCYZOOM_UPDATE_TASK` | Modifies an existing agencyzoom task (which must be valid and identified by `taskid` in the path) with new attributes from the request body, which must also contain `taskid`. |
| [#](https://flymy.ai/mcp/agencyzoom/#method-AGENCYZOOM_V4_SSO_LOG_THE_USER_IN) `AGENCYZOOM_V4_SSO_LOG_THE_USER_IN` | Logs a user into the agencyzoom platform via single sign-on (sso). |

## Ask your agent

Requests to paste as they are. Each one runs on the actions named under it.

**“Use AgencyZoom to authenticate for jwtvia v4 sso. Ask me for the required inputs first and show the result.”** uses `AGENCYZOOM_AUTHENTICATE_FOR_JWTVIA_V4_SSO`

**“Use AgencyZoom to batch create contact. Ask me for the required inputs first and show the result.”** uses `AGENCYZOOM_BATCH_CREATE_CONTACT`

**“Use AgencyZoom to batch create lead. Ask me for the required inputs first and show the result.”** uses `AGENCYZOOM_BATCH_CREATE_LEAD`

## Connect AgencyZoom in a minute

One MCP for every integration. Add it once, then every MCP in the catalog is a request away.

1. 01 ### Add FlyMy.AI Add the FlyMy.AI MCP to your assistant with one of the commands below and sign in. No key to copy.
2. 02 ### Add your AgencyZoom credentials Paste them into the AgencyZoom [connection settings](https://app.flymy.ai/mcp-configs#agencyzoom) once; they stay with FlyMy.AI, never in a prompt or a chat.
  - **Username** - Username for basic auth with JWT [Get API key →](https://support.agencyzoom.com/en/articles/3723439-connect-agencyzoom-with-zapier)
  - **Password** - Password for basic auth with JWT [Get API key →](https://support.agencyzoom.com/en/articles/3723439-connect-agencyzoom-with-zapier)
3. 03 ### Ask Paste a request from this page. Every run shows what it cost.

Claude Code

```
claude mcp add --transport http flymyai https://mcp-agents.flymy.ai/mcp
```

Then run /mcp in Claude Code and sign in.

Codex

```
codex mcp add flymy --url https://mcp-agents.flymy.ai/mcp
```

Then run codex mcp login flymy to sign in.

claude.ai and Claude Desktop

```
https://mcp-agents.flymy.ai/mcp
```

Settings, Connectors, Add custom connector: paste this URL.

## Pay per run

FlyMy.AI bills the run: the model and the tool's seconds. Calls go to your own AgencyZoom account, under its plan and limits. No seats and no minimum.

[See usage pricing →](https://flymy.ai/pricing/)

## More CRM and sales MCPs

Contacts, companies, deals and prospecting.

### HubSpot

HubSpot contacts/deals/tasks

22 actions / your API key

Link: https://flymy.ai/mcp/hubspot/

### Apollo hosted MCP

Apollo.io people/companies search & enrich

57 actions / sign in

Link: https://flymy.ai/mcp/apollo-mcp/

### Acculynx

AccuLynx is the leading, all-in-one roofing software designed to streamline every aspect of a roofing business

8 actions / your API key

Link: https://flymy.ai/mcp/acculynx/

### ActiveCampaign

ActiveCampaign CRM and marketing automation: contacts, lists, tags, custom fields, deals, pipelines and automations

47 actions / your API key

Link: https://flymy.ai/mcp/activecampaign/

### Aeroleads

AeroLeads is a B2B lead generation platform that helps users find business emails and phone numbers of prospects

1 action / your API key

Link: https://flymy.ai/mcp/aeroleads/

### Affinity

Affinity relationship CRM: persons, organizations, opportunities, lists, fields, notes, interactions

14 actions / your API key

Link: https://flymy.ai/mcp/affinity/

## Go to the source

[AgencyZoom in the docs →](https://docs.flymy.ai/mcp/apps/agencyzoom), [AgencyZoom connection settings →](https://app.flymy.ai/mcp-configs#agencyzoom), [AgencyZoom website →](https://www.agencyzoom.com/), [Every MCP in the catalog →](https://flymy.ai/mcp/#catalog), [Usage pricing →](https://flymy.ai/pricing/)

From the FlyMy.AI platform catalog of 2026-11-03: name, description, actions and setup as the platform lists them. Examples are requests to paste, not recorded runs.

---

For agents: the FlyMyAI operating guide (sign up, connect, run models, tools and agents) is https://flymy.ai/skill.md, and https://flymy.ai/llms.txt lists the other pages and the documentation.