How to connect AgencyZoom to Hermes Agent
Connect AgencyZoom to Hermes with ClawLink: paste your AgencyZoom key once and 99 tools work from chat. No MCP server to run, nothing stored on your machine.
AgencyZoomOAUTH2MCPManage insurance agency leads, clients, and workflows. Once connected, Hermes Agent can read and act on AgencyZoom from chat — pairing, token refresh, and tool wiring handled for you.
Most guides for giving Hermes Agent AgencyZoom access start with registering your own OAuth app or pasting API keys into env files, then leave the token refresh and tool wiring to you. ClawLink gives Hermes a more practical AgencyZoom setup: pair once in the browser and your always-on Hermes agent can act on AgencyZoom for you, reading and doing real work on your behalf with no auth, token refresh, or tool wiring to build yourself.
Copy this prompt into Hermes to install the plugin and pair your account.
Set up ClawLink for Hermes and tell me when it's ready.
1. Install the plugin:
hermes plugins install ClawLink-HQ/hermes-plugin --enable
2. Start pairing. It prints an approval link, so show me the link and stop, don't wait:
hermes clawlink begin
3. I'll approve it in my browser, then reply "approved".
4. When I say approved, finish setup:
hermes clawlink finish
5. Then run `hermes clawlink test` and tell me whether ClawLink is ready.Setup
It takes three steps to connect Hermes to AgencyZoom.
1Install and pair
Install the ClawLink plugin, then pair Hermes with a one-time browser approval:
hermes plugins install ClawLink-HQ/hermes-plugin --enable- 2
Connect AgencyZoom
Enter your account details in the dashboard.
- 3
Use it from chat
Ask Hermes Agent: "What can you do with AgencyZoom?"
Install by command
The prompt above walks Hermes through this. By hand, it is four commands and a browser approval:
hermes plugins install ClawLink-HQ/hermes-plugin --enable
hermes clawlink begin # prints an approval link — open it and approve
hermes clawlink finish # after approving in the browser
hermes clawlink testThen connect AgencyZoom in the ClawLink dashboard — enter your AgencyZoom account details once.
Verify the connection by asking Hermes:
Use AgencyZoom to authenticate for jwtvia v4 sso and walk me through the result in plain English.
Using a different agent?
The Hermes plugin is one client of ClawLink's MCP server. Claude Code, Cursor, Codex, or any agent that can run a shell command pairs with the same ClawLink account through the CLI:
npx -y @useclawlink/cli loginlogin opens the same browser approval and stores a credential locally. Once AgencyZoom is connected in the dashboard, that agent calls the same 99 AgencyZoom tools over MCP. Full setup for MCP clients and shell agents: connect apps to any AI agent.
AgencyZoom MCP for Hermes
Looking for a AgencyZoom MCP server for Hermes Agent? ClawLink connects AgencyZoom to Hermes Agent and exposes 99 AgencyZoom tools your agent can call over MCP, with hosted auth and nothing to run or maintain yourself. Using OpenClaw instead? The OpenClaw AgencyZoom integration works the same way.
What the Hermes Agent AgencyZoom integration can do
99 AgencyZoom tools are ready for Hermes Agent once the account is connected. The 30 below are the ones people reach for most; your agent can call all 99.
30 of 99 AgencyZoom tools for Hermes
| Tool | What it does |
|---|---|
Authenticate for jwtvia v4 sso agencyzoom_authenticate_for_jwtvia_v4_sso | Completes AgencyZoom V4 Single Sign-On (SSO) authentication by exchanging an OAuth2 authorization code for a JWT token. |
Batch create contact agencyzoom_batch_create_contact | Creates 1 to 5 new contacts in AgencyZoom in a single batch API call. |
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. |
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. |
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. |
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. |
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; requires firstName and lastName, with optional fields for additional driver details. |
Create a lead note agencyzoom_create_a_lead_note | Adds a new note to an existing lead in AgencyZoom, identified by leadId. |
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. |
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. |
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. |
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 |
Get a list of carriers agencyzoom_get_a_list_of_carriers | Retrieves all insurance carriers from AgencyZoom, typically used for populating selection lists |
Get a list of csrs agencyzoom_get_a_list_of_csrs | Fetches all Customer Service Representatives (CSRs), including their ID and name, returning an |
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 |
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 |
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 |
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 |
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 |
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 |
Get a list of locations agencyzoom_get_a_list_of_locations | Retrieves all agency locations or branches from AgencyZoom; filtering options are not available |
Get a list of loss reasons agencyzoom_get_a_list_of_loss_reasons | Retrieves all predefined loss reasons (e.g., 'Lost to competitor', 'Premium too high') |
Get a list of pipelines agencyzoom_get_a_list_of_pipelines | Retrieves all pipelines and their stages from AgencyZoom to understand workflow structures |
Get a list of producer agencyzoom_get_a_list_of_producer | Retrieves a list of all producers from AgencyZoom, typically related to text thread |
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 |
Get a list of recycle events agencyzoom_get_a_list_of_recycle_events | Retrieves the available recycle event types and any existing X-Date information for a specified |
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 |
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 |
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 |
Get departments groups agencyzoom_get_departments_groups | Fetches department and group information for an agency, optionally filtered by a specific |
Try it: find the AgencyZoom tool you need
Browse the 30 AgencyZoom tools
Click any tool to see exactly what Hermes can do and copy a ready-to-use prompt.
Example prompts
Use AgencyZoom to authenticate for jwtvia v4 sso and walk me through the result in plain English.
Use AgencyZoom to batch create contact and walk me through the result in plain English.
Use AgencyZoom to batch create lead and walk me through the result in plain English.
Use AgencyZoom to change status for lead and walk me through the result in plain English.
ClawLink vs. building it yourself
The alternative to ClawLink is usually manual credential setup plus your own token handling, permission troubleshooting, and tool plumbing for Hermes Agent. That is fine if you want to build and maintain the integration yourself. Most teams just want AgencyZoom working from chat.
| Manual | ClawLink | |
|---|---|---|
| Setup flow | Collect and store the right AgencyZoom credentials yourself, then keep the account mapping and request format correct. | ClawLink keeps the setup in one hosted flow so non-technical users can link AgencyZoom without custom integration screens. |
| Ongoing maintenance | You own refresh logic, permission debugging, environment config, and every provider-specific edge case for AgencyZoom. | ClawLink handles the repetitive integration plumbing so your team can focus on the workflow instead of the infrastructure. |
| Agent usability | You still need to expose the right AgencyZoom actions to the runtime in a format your agent can reliably use. | 99 tools for AgencyZoom are already exposed through ClawLink, so the agent can read and act from chat immediately. |
ClawLink vs. Composio
Composio also exposes AgencyZoom to AI agents. It is developer infrastructure: Python and TypeScript SDKs, an MCP server, and a catalog past 1,000 apps, aimed at teams shipping agent products. ClawLink is built for Hermes Agent users instead. You install the plugin once, connect AgencyZoom in the browser, and the 99 tools above work from chat. There is no SDK and no config file, and the AgencyZoom key you paste at setup is stored server-side rather than kept in your environment. Choosing between them? Read the full Composio alternatives comparison.
Troubleshooting
Hermes paired but still can't use AgencyZoom
Pairing is a two-step handshake: run hermes clawlink begin, approve the link in your browser, then run hermes clawlink finish. If you ran finish before approving, or the approval link expired, run hermes clawlink begin again to get a fresh link. Confirm the plugin was installed with --enable, then verify with hermes clawlink test.
Connection succeeds but no tools appear
Reconnect AgencyZoom from the dashboard, then start a fresh chat if the runtime still has the old tool catalog loaded.
"Tool schema not loaded yet" error when calling AgencyZoom tools
AgencyZoom tool schemas load on demand the first time a tool runs and are cached after that, so this error usually clears on its own: wait a few seconds and retry the same request. If every AgencyZoom call keeps failing with it in a fresh chat, reconnect from the dashboard, and contact support if it still persists — that pattern points to a configuration problem on our side, not something you can fix by reconnecting again.
AgencyZoom returns 403 or "permission denied" on one action while others work
Two usual causes. The connected account may not have access to the specific workspace, inbox, store, or project in the request — check that first. If access looks right, the agent may have sent a placeholder value (like "YOUR_ID" or an example id from documentation) instead of a real one: ask it to run a list or search tool first, then retry the action with a real id from those results. Most failures at this stage are one of these two, not ClawLink bugs.
The setup form accepts credentials but calls still fail
Re-enter the credentials carefully and verify the account-level permissions for AgencyZoom. Basic and token-based integrations tend to fail on formatting mistakes or limited account roles.
FAQ
Is there a Hermes Agent AgencyZoom integration?
Yes. ClawLink is the fastest way to connect Hermes to AgencyZoom: link your AgencyZoom account once in the browser and Hermes Agent can call the AgencyZoom API through 99 ready-made tools — no custom code or token handling.
How do I connect AgencyZoom to Hermes with ClawLink?
Install the plugin with hermes plugins install ClawLink-HQ/hermes-plugin --enable, then pair once: run hermes clawlink begin, approve the link in your browser, and run hermes clawlink finish. Connect AgencyZoom in the dashboard and Hermes can use it from the next message — no config files, and the AgencyZoom key you paste is stored server-side instead of in your environment.
How long does it take to connect AgencyZoom to Hermes Agent?
About two minutes. Sign in, click Connect next to AgencyZoom in the dashboard, authenticate, and Hermes Agent can use it from the next chat message.
Why use ClawLink instead of wiring AgencyZoom up myself?
The alternative to ClawLink is usually manual credential setup plus your own token handling, permission troubleshooting, and tool plumbing for Hermes Agent. That is fine if you want to build and maintain the integration yourself. Most teams just want AgencyZoom working from chat.
Hermes paired but still can't use AgencyZoom
Pairing is a two-step handshake: run hermes clawlink begin, approve the link in your browser, then run hermes clawlink finish. If you ran finish before approving, or the approval link expired, run hermes clawlink begin again to get a fresh link. Confirm the plugin was installed with --enable, then verify with hermes clawlink test.
