Use AgencyZoom from Claude
Add the AgencyZoom connection to a Space that runs Claude, then use it from every channel in that Space.
ConnectorAgencyZoom
AgencyZoom integration for Claude and Codex
Create a AgencyZoom connection, then control which Spaces can use its approved tools and data without pasting credentials into prompts or threads.
CategorySales & CRM
Use AgencyZoom from Codex
Add the AgencyZoom connection to a Space that runs Codex, then use it from every channel in that Space.
Use AgencyZoom from Sidekick
Connect your own OpenClaw to Sidekick while Type provides the conversations, permissions, connections, skills, and automations.
Sales & CRM
What the AgencyZoom connector can do
AgencyZoom is for the P&C insurance agent that's looking to increase sales, boost retention and analyze agency & producer performance.
One connection, many Spaces
Connect AgencyZoom once, then decide which Spaces can use it in threads, skills, automations, and coding work.
Representative actions
- Authenticate for JWT via V4 SSO
Completes AgencyZoom V4 Single Sign-On (SSO) authentication by exchanging an OAuth2 authorization code for a JWT token. Prerequisites: First call get_auth_url_for_v4sso to obtain the authentication URL, then redirect the user to that URL for login. After successful authentication through Vertafore's OAuth provider, the callback will include a 'code' parameter. Use that code with this action to obtain the JWT token for API access. Note: This is typically used during initial authentication setup. The code is single-use, time-limited, and must match the PKCE challenge from the original auth request.
- 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
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.
Connection
API and auth details
AgencyZoom publishes an OpenAPI-described REST API. Public API listings describe access to insurance-agency workflow data such as contacts, policies, pipeline, activity data, and related agency-management resources through the AgencyZoom platform.
- Source
- Type catalog metadata
- Auth schemes
- API key, Basic auth with JWT
- Official site
- https://www.agencyzoom.com/
FAQ
Questions people ask before connecting AgencyZoom
Can Claude use AgencyZoom?
Yes. Add a AgencyZoom connection to a Space that runs Claude, then use its approved tools and data from any channel in that Space.
Can Codex work with AgencyZoom through Type?
Yes. Add a AgencyZoom connection to a Space that runs Codex, then use its approved tools and data from any channel in that Space.
Is this the same as a AgencyZoom MCP server?
Not exactly. Type uses connectors and connections to give selected Spaces access to approved app tools and data. Some connectors use hosted MCP, while others use OAuth, API keys, service accounts, or custom APIs.
More sales & crm connectors
Salesforce is a leading CRM platform integrating sales, service, marketing, and analytics to build customer relationships and drive business growth
Apollo provides CRM and lead generation capabilities, helping businesses discover contacts, manage outreach, and track sales pipelines for consistent customer relationship development
Attio is a fully customizable workspace for your team's relationships and workflows.
Zoho is a suite of cloud applications including CRM, email marketing, and collaboration tools, enabling businesses to automate and scale operations