# How to connect AgencyZoom to Hermes Agent (paste one key, 99 tools)

> 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.

Web version: https://claw-link.dev/hermes/agencyzoom

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.

**Start here — paste this into Hermes to set up ClawLink:**

> 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 with `hermes clawlink begin`. It prints an approval link, so show me the link and stop, don't wait.
> 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.

1. **Install ClawLink** — add the plugin to Hermes Agent once.
2. **Connect AgencyZoom** — one-click OAuth in the ClawLink dashboard.
3. **Use it from chat** — ask Hermes Agent in plain English.

**Alternative for any agent (no plugin needed):** if the Hermes Agent plugin route isn't available or doesn't work, any AI agent with shell access can use the ClawLink CLI instead:

```bash
npx -y @useclawlink/cli login          # sign in via browser — no API key to paste
npx -y @useclawlink/cli connect agencyzoom  # connect AgencyZoom (browser OAuth)
npx -y @useclawlink/cli actions agencyzoom  # list available actions
npx -y @useclawlink/cli run agencyzoom <action> --input '<json>'  # execute (add --confirm for writes)
```

### Install by command

The prompt above walks Hermes through this. By hand, it is four commands and a browser approval:

```bash
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 test
```

Then connect AgencyZoom in the [ClawLink dashboard](https://claw-link.dev/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:

```bash
npx -y @useclawlink/cli login
```

`login` 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](https://claw-link.dev/learn/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](https://claw-link.dev/learn/what-is-an-mcp-server), with [hosted auth](https://claw-link.dev/learn/oauth-for-ai-agents) and nothing to run or maintain yourself. Using OpenClaw instead? The [OpenClaw AgencyZoom integration](https://claw-link.dev/openclaw/agencyzoom) 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 |

## Example prompts

**Authenticate For Jwtvia V4 Sso**

> Use AgencyZoom to authenticate for jwtvia v4 sso and walk me through the result in plain English.

**Batch Create Contact**

> Use AgencyZoom to batch create contact and walk me through the result in plain English.

**Batch Create Lead**

> Use AgencyZoom to batch create lead and walk me through the result in plain English.

**Change Status For Lead**

> 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](https://claw-link.dev/hub/composio-alternatives) comparison.

### 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.

### 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`.

## Related

- [Connect HubSpot](https://claw-link.dev/hermes/hubspot) — Manage contacts, deals, and pipelines
- [CentralStationCRM](https://claw-link.dev/hermes/centralstationcrm) — CentralStationCRM is an easy-to-use CRM software focusing on collaboration and long-term customer relationships.
- [Hermes Salesforce integration](https://claw-link.dev/hermes/salesforce) — Manage CRM data and workflows