Use it from your agent

One ClawLink account serves every agent you run. Pick the guide for yours, or connect AgencyZoom once and call the same tools from all of them.

AgencyZoom for OpenClawInstall, pair, connect, first prompt

AgencyZoom for Hermes AgentInstall, pair, connect, first prompt MCPClaude Code, Cursor, any MCP clientCLI login or the remote MCP server

Setup

Connect agencyzoom through ClawLink's hosted setup.

Auth: Paste one API key. The credential stays on the ClawLink server; your agent holds only a ClawLink key you can revoke.
Where: the ClawLink dashboard, or ask your agent to connect it.

What your agent can do

AgencyZoom exposes 99 tools through ClawLink. The 30 most used are listed here; your agent sees all of them.

Tool	What it does	Kind
`agencyzoom_authenticate_for_jwtvia_v4_sso`	Completes AgencyZoom V4 Single Sign-On (SSO) authentication by exchanging an OAuth2 authorization code for a JWT token.	Read
`agencyzoom_batch_create_contact`	Creates 1 to 5 new contacts in AgencyZoom in a single batch API call.	Read
`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.	Read
`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.	Read
`agencyzoom_complete_task`	Marks an existing and accessible task in AgencyZoom as 'completed'; this action does not return the full updated task object.	Read
`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.	Write
`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.	Write
`agencyzoom_create_a_lead_note`	Adds a new note to an existing lead in AgencyZoom, identified by `leadId`.	Write
`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.	Write
`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.	Write
`agencyzoom_create_a_vehicle_for_an_opportunity`	Adds a new vehicle record to a specified opportunity; `opportunityId` must refer to a valid, existing opportunity.	Write
`agencyzoom_get_a_list_of_assign_groups`	Retrieves all assign groups configured in AgencyZoom, used for categorizing or assigning items	Read
`agencyzoom_get_a_list_of_carriers`	Retrieves all insurance carriers from AgencyZoom, typically used for populating selection lists	Read
`agencyzoom_get_a_list_of_csrs`	Fetches all Customer Service Representatives (CSRs), including their ID and name, returning an	Read
`agencyzoom_get_a_list_of_custom_fields`	Retrieves metadata for all configured custom field definitions, not the specific values entered	Read
`agencyzoom_get_a_list_of_drivers_for_an_opportunity`	Retrieves a list of drivers (individuals), including their personal details, licensing	Read
`agencyzoom_get_a_list_of_employees`	Retrieves a complete list of all employees for the authenticated agency; returns an empty list	Read
`agencyzoom_get_a_list_of_lead_source_categories`	Retrieves a comprehensive list of all predefined lead source categories from AgencyZoom, used	Read
`agencyzoom_get_a_list_of_lead_sources`	Fetches a list of all lead sources configured in AgencyZoom, including their ID, name, sales	Read
`agencyzoom_get_a_list_of_life_professionals`	Retrieves a list of life insurance professionals, including only their contact and status	Read
`agencyzoom_get_a_list_of_locations`	Retrieves all agency locations or branches from AgencyZoom; filtering options are not available	Read
`agencyzoom_get_a_list_of_loss_reasons`	Retrieves all predefined loss reasons (e.g., 'Lost to competitor', 'Premium too high')	Read
`agencyzoom_get_a_list_of_pipelines`	Retrieves all pipelines and their stages from AgencyZoom to understand workflow structures	Read
`agencyzoom_get_a_list_of_producer`	Retrieves a list of all producers from AgencyZoom, typically related to text thread	Read
`agencyzoom_get_a_list_of_product_lines_policy_types`	Fetches all product lines and policy types from AgencyZoom, each detailed with its ID, name	Read
`agencyzoom_get_a_list_of_recycle_events`	Retrieves the available recycle event types and any existing X-Date information for a specified	Read
`agencyzoom_get_a_list_of_vehicles_for_an_opportunity`	Retrieves all vehicles associated with an existing opportunity, using its unique opportunityId	Read
`agencyzoom_get_ams_policies_for_a_customer`	Retrieves a customer's synchronized Agency Management System (AMS) policy data (typically a	Read
`agencyzoom_get_auth_url_for_v4_sso`	Retrieves a fresh authentication URL for AgencyZoom's V4 Single Sign-On (SSO) process; call	Read
`agencyzoom_get_departments_groups`	Fetches department and group information for an agency, optionally filtered by a specific	Read