How to integrate Agencyzoom MCP with LlamaIndex

This guide walks you through connecting Agencyzoom to LlamaIndex using the Composio tool router. By the end, you'll have a working Agencyzoom agent that can add a note to a specific customer profile, batch create five new insurance leads, change the status of a lead to won through natural language commands. This guide will help you understand how to give your LlamaIndex agent real control over a Agencyzoom account through Composio's Agencyzoom MCP server. Before we dive in, let's take a quick look at the key ideas and tools involved.

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AgencyZoom is a sales and performance platform built for P&C insurance agencies. It helps agents boost sales, retain clients, and analyze producer results in one place.

99 Tools

Introduction

This guide walks you through connecting Agencyzoom to LlamaIndex using the Composio tool router. By the end, you'll have a working Agencyzoom agent that can add a note to a specific customer profile, batch create five new insurance leads, change the status of a lead to won through natural language commands.

This guide will help you understand how to give your LlamaIndex agent real control over a Agencyzoom account through Composio's Agencyzoom MCP server.

Before we dive in, let's take a quick look at the key ideas and tools involved.

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TL;DR

Here's what you'll learn:
  • Set your OpenAI and Composio API keys
  • Install LlamaIndex and Composio packages
  • Create a Composio Tool Router session for Agencyzoom
  • Connect LlamaIndex to the Agencyzoom MCP server
  • Build a Agencyzoom-powered agent using LlamaIndex
  • Interact with Agencyzoom through natural language

What is LlamaIndex?

LlamaIndex is a data framework for building LLM applications. It provides tools for connecting LLMs to external data sources and services through agents and tools.

Key features include:

  • ReAct Agent: Reasoning and acting pattern for tool-using agents
  • MCP Tools: Native support for Model Context Protocol
  • Context Management: Maintain conversation context across interactions
  • Async Support: Built for async/await patterns

What is the Agencyzoom MCP server, and what's possible with it?

The Agencyzoom MCP server is an implementation of the Model Context Protocol that connects your AI agent and assistants like Claude, Cursor, etc directly to your Agencyzoom account. It provides structured and secure access to your agency's sales and client management data, so your agent can create leads, manage tasks, update opportunities, take notes, and analyze performance automatically on your behalf.

  • Batch contact and lead creation: Quickly add multiple new contacts or leads to your Agencyzoom CRM in a single step to keep your pipeline growing efficiently.
  • Automated task management: Let your agent mark tasks as completed or delete batches of tasks, helping your team stay organized and focused on priorities.
  • Lead status and opportunity updates: Easily update a lead's lifecycle status or add new sales opportunities, enabling your sales process to move forward without manual intervention.
  • Intelligent note-taking: Add detailed notes to customer profiles or leads automatically, ensuring important context is always captured and accessible.
  • Opportunity driver management: Create and associate driver records with opportunities to maintain complete and compliant records for insurance sales workflows.

What is the Composio tool router, and how does it fit here?

What is Composio SDK?

Composio's Composio SDK helps agents find the right tools for a task at runtime. You can plug in multiple toolkits (like Gmail, HubSpot, and GitHub), and the agent will identify the relevant app and action to complete multi-step workflows. This can reduce token usage and improve the reliability of tool calls. Read more here: Getting started with Composio SDK

The tool router generates a secure MCP URL that your agents can access to perform actions.

How the Composio SDK works

The Composio SDK follows a three-phase workflow:

  1. Discovery: Searches for tools matching your task and returns relevant toolkits with their details.
  2. Authentication: Checks for active connections. If missing, creates an auth config and returns a connection URL via Auth Link.
  3. Execution: Executes the action using the authenticated connection.

Step-by-step Guide

Step by step10 STEPS
1

Prerequisites

Before you begin, make sure you have:
  • Python 3.8/Node 16 or higher installed
  • A Composio account with the API key
  • An OpenAI API key
  • A Agencyzoom account and project
  • Basic familiarity with async Python/Typescript
2

Getting API Keys for OpenAI, Composio, and Agencyzoom

OpenAI API key (OPENAI_API_KEY)
  • Go to the OpenAI dashboard
  • Create an API key if you don't have one
  • Assign it to OPENAI_API_KEY in .env
Composio API key and user ID
  • Log into the Composio dashboard
  • Copy your API key from Settings
    • Use this as COMPOSIO_API_KEY
  • Pick a stable user identifier (email or ID)
    • Use this as COMPOSIO_USER_ID
3

Installing dependencies

npm install @composio/llamaindex @llamaindex/openai @llamaindex/tools @llamaindex/workflow dotenv

Create a new Typescript project and install the necessary dependencies:

  • @composio/llamaindex: Composio's LlamaIndex integration
  • @llamaindex/openai: OpenAI LLM integration
  • @llamaindex/tools: MCP client for LlamaIndex
  • @llamaindex/workflow: Workflow framework for LlamaIndex
  • dotenv: Environment variable management
4

Set environment variables

bash
OPENAI_API_KEY=your-openai-api-key
COMPOSIO_API_KEY=your-composio-api-key
COMPOSIO_USER_ID=your-user-id

Create a .env file in your project root:

These credentials will be used to:

  • Authenticate with OpenAI's GPT-5 model
  • Connect to Composio's Tool Router
  • Identify your Composio user session for Agencyzoom access
5

Import modules

import "dotenv/config";
import readline from "node:readline/promises";
import { stdin as input, stdout as output } from "node:process";

import { Composio } from "@composio/core";

import { mcp } from "@llamaindex/tools";
import { agent as createAgent } from "@llamaindex/workflow";
import { openai } from "@llamaindex/openai";

dotenv.config();

Create a new file called agencyzoom_llamaindex_agent.ts and import the required modules:

Key imports:

  • dotenv.config loads .env at runtime
  • readline gives us a simple CLI chat loop
  • Composio is the main Composio SDK client
  • mcp connects to an MCP endpoint
  • createAgent builds a LlamaIndex agent
  • openai configures the LLM backend
6

Load environment variables and initialize Composio

const OPENAI_API_KEY = process.env.OPENAI_API_KEY;
const COMPOSIO_API_KEY = process.env.COMPOSIO_API_KEY;
const COMPOSIO_USER_ID = process.env.COMPOSIO_USER_ID;

if (!OPENAI_API_KEY) throw new Error("OPENAI_API_KEY is not set");
if (!COMPOSIO_API_KEY) throw new Error("COMPOSIO_API_KEY is not set");
if (!COMPOSIO_USER_ID) throw new Error("COMPOSIO_USER_ID is not set");

What's happening:

This ensures missing credentials cause early, clear errors before the agent attempts to initialise.

7

Create a Tool Router session and build the agent function

async function buildAgent() {

  console.log(`Initializing Composio client...${COMPOSIO_USER_ID!}...`);
  console.log(`COMPOSIO_USER_ID: ${COMPOSIO_USER_ID!}...`);

  const composio = new Composio({
    apiKey: COMPOSIO_API_KEY,
    provider: new LlamaindexProvider(),
  });

  const session = await composio.create(
    COMPOSIO_USER_ID!,
    {
      toolkits: ["agencyzoom"],
    },
  );

  const mcpUrl = session.mcp.url;
  console.log(`Composio Tool Router MCP URL: ${mcpUrl}`);

  const server = mcp({
    url: mcpUrl,
    clientName: "composio_tool_router_with_llamaindex",
    requestInit: {
      headers: {
        "x-api-key": COMPOSIO_API_KEY!,
      },
    },
    // verbose: true,
  });

  const tools = await server.tools();

  const llm = openai({ apiKey: OPENAI_API_KEY, model: "gpt-5" });

  const agent = createAgent({
    name: "composio_tool_router_with_llamaindex",
        description : "An agent that uses Composio Tool Router MCP tools to perform actions.",
    systemPrompt:
      "You are a helpful assistant connected to Composio Tool Router."+
"Use the available tools to answer user queries and perform Agencyzoom actions." ,
    llm,
    tools,
  });

  return agent;
}

What's happening here:

  • We create a Composio client using your API key and configure it with the LlamaIndex provider
  • We then create a tool router MCP session for your user, specifying the toolkits we want to use (in this case, agencyzoom)
  • The session returns an MCP HTTP endpoint URL that acts as a gateway to all your configured tools
  • LlamaIndex will connect to this endpoint to dynamically discover and use the available Agencyzoom tools.
  • The MCP tools are mapped to LlamaIndex-compatible tools and plug them into the Agent.
8

Create an interactive chat loop

async function chatLoop(agent: ReturnType<typeof createAgent>) {
  const rl = readline.createInterface({ input, output });

  console.log("Type 'quit' or 'exit' to stop.");

  while (true) {
    let userInput: string;

    try {
      userInput = (await rl.question("\nYou: ")).trim();
    } catch {
      console.log("\nAgent: Bye!");
      break;
    }

    if (!userInput) {
      continue;
    }

    const lower = userInput.toLowerCase();
    if (lower === "quit" || lower === "exit") {
      console.log("Agent: Bye!");
      break;
    }

    try {
      process.stdout.write("Agent: ");

      const stream = agent.runStream(userInput);
      let finalResult: any = null;

      for await (const event of stream) {
        // The event.data contains the streamed content
        const data: any = event.data;

        // Check for streaming delta content
        if (data?.delta) {
          process.stdout.write(data.delta);
        }

        // Store final result for fallback
        if (data?.result || data?.message) {
          finalResult = data;
        }
      }

      // If no streaming happened, show the final result
      if (finalResult) {
        const answer =
          finalResult.result ??
          finalResult.message?.content ??
          finalResult.message ??
          "";
        if (answer && typeof answer === "string" && !answer.includes("[object")) {
          process.stdout.write(answer);
        }
      }

      console.log(); // New line after streaming completes
    } catch (err: any) {
      console.error("\nAgent error:", err?.message ?? err);
    }
  }

  rl.close();
}

What's happening:

  • We're creating a direct terminal interface to chat with Agencyzoom
  • The LLM's responses are streamed to the CLI for faster interaction.
  • The agent uses context to maintain conversation history
  • The agent processes the request, selects appropriate Agencyzoom tools, and returns a result
  • We extract the answer from the result data structure and display it to the user
  • You can type 'quit' or 'exit' to stop the chat loop gracefully
  • Agent responses and any errors are streamed in a clear, readable format
9

Define the main entry point

async function main() {
  try {
    const agent = await buildAgent();
    await chatLoop(agent);
  } catch (err) {
    console.error("Failed to start agent:", err);
    process.exit(1);
  }
}

main();

What's happening here:

  • We're orchestrating the entire application flow
  • The agent gets built with proper error handling
  • Then we kick off the interactive chat loop so you can start talking to Agencyzoom
10

Run the agent

npx ts-node llamaindex-agent.ts

When prompted, authenticate and authorise your agent with Agencyzoom, then start asking questions.

Complete Code

Here's the complete code to get you started with Agencyzoom and LlamaIndex:

import "dotenv/config";
import readline from "node:readline/promises";
import { stdin as input, stdout as output } from "node:process";

import { Composio } from "@composio/core";
import { LlamaindexProvider } from "@composio/llamaindex";

import { mcp } from "@llamaindex/tools";
import { agent as createAgent } from "@llamaindex/workflow";
import { openai } from "@llamaindex/openai";

dotenv.config();

const OPENAI_API_KEY = process.env.OPENAI_API_KEY;
const COMPOSIO_API_KEY = process.env.COMPOSIO_API_KEY;
const COMPOSIO_USER_ID = process.env.COMPOSIO_USER_ID;

if (!OPENAI_API_KEY) {
    throw new Error("OPENAI_API_KEY is not set in the environment");
  }
if (!COMPOSIO_API_KEY) {
    throw new Error("COMPOSIO_API_KEY is not set in the environment");
  }
if (!COMPOSIO_USER_ID) {
    throw new Error("COMPOSIO_USER_ID is not set in the environment");
  }

async function buildAgent() {

  console.log(`Initializing Composio client...${COMPOSIO_USER_ID!}...`);
  console.log(`COMPOSIO_USER_ID: ${COMPOSIO_USER_ID!}...`);

  const composio = new Composio({
    apiKey: COMPOSIO_API_KEY,
    provider: new LlamaindexProvider(),
  });

  const session = await composio.create(
    COMPOSIO_USER_ID!,
    {
      toolkits: ["agencyzoom"],
    },
  );

  const mcpUrl = session.mcp.url;
  console.log(`Composio Tool Router MCP URL: ${mcpUrl}`);

  const server = mcp({
    url: mcpUrl,
    clientName: "composio_tool_router_with_llamaindex",
    requestInit: {
      headers: {
        "x-api-key": COMPOSIO_API_KEY!,
      },
    },
    // verbose: true,
  });

  const tools = await server.tools();

  const llm = openai({ apiKey: OPENAI_API_KEY, model: "gpt-5" });

  const agent = createAgent({
    name: "composio_tool_router_with_llamaindex",
    description:
      "An agent that uses Composio Tool Router MCP tools to perform actions.",
    systemPrompt:
      "You are a helpful assistant connected to Composio Tool Router."+
"Use the available tools to answer user queries and perform Agencyzoom actions." ,
    llm,
    tools,
  });

  return agent;
}

async function chatLoop(agent: ReturnType<typeof createAgent>) {
  const rl = readline.createInterface({ input, output });

  console.log("Type 'quit' or 'exit' to stop.");

  while (true) {
    let userInput: string;

    try {
      userInput = (await rl.question("\nYou: ")).trim();
    } catch {
      console.log("\nAgent: Bye!");
      break;
    }

    if (!userInput) {
      continue;
    }

    const lower = userInput.toLowerCase();
    if (lower === "quit" || lower === "exit") {
      console.log("Agent: Bye!");
      break;
    }

    try {
      process.stdout.write("Agent: ");

      const stream = agent.runStream(userInput);
      let finalResult: any = null;

      for await (const event of stream) {
        // The event.data contains the streamed content
        const data: any = event.data;

        // Check for streaming delta content
        if (data?.delta) {
          process.stdout.write(data.delta);
        }

        // Store final result for fallback
        if (data?.result || data?.message) {
          finalResult = data;
        }
      }

      // If no streaming happened, show the final result
      if (finalResult) {
        const answer =
          finalResult.result ??
          finalResult.message?.content ??
          finalResult.message ??
          "";
        if (answer && typeof answer === "string" && !answer.includes("[object")) {
          process.stdout.write(answer);
        }
      }

      console.log(); // New line after streaming completes
    } catch (err: any) {
      console.error("\nAgent error:", err?.message ?? err);
    }
  }

  rl.close();
}

async function main() {
  try {
    const agent = await buildAgent();
    await chatLoop(agent);
  } catch (err: any) {
    console.error("Failed to start agent:", err?.message ?? err);
    process.exit(1);
  }
}

main();

Conclusion

You've successfully connected Agencyzoom to LlamaIndex through Composio's Tool Router MCP layer. Key takeaways:
  • Tool Router dynamically exposes Agencyzoom tools through an MCP endpoint
  • LlamaIndex's ReActAgent handles reasoning and orchestration; Composio handles integrations
  • The agent becomes more capable without increasing prompt size
  • Async Python provides clean, efficient execution of agent workflows
You can easily extend this to other toolkits like Gmail, Notion, Stripe, GitHub, and more by adding them to the toolkits parameter.
TOOLS

Supported Tools

Every Agencyzoom action and event your agent gets out of the box.

Authenticate for JWT via V4 SSO

Completes AgencyZoom V4 Single Sign-On (SSO) authentication by exchanging an OAuth2 authorization code for a JWT token.

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.

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.

Mark task as completed

Marks an existing and accessible task in AgencyZoom as 'completed'; this action does not return the full updated task object.

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

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

Adds a new note to an existing lead in AgencyZoom, identified by `leadId`.

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

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 an opportunity

Creates a new lead opportunity in AgencyZoom; this action cannot update existing opportunities.

Create a vehicle for an opportunity

Adds a new vehicle record to a specified opportunity; `opportunityId` must refer to a valid, existing opportunity.

Create business lead

Creates or updates a business lead in AgencyZoom using detailed personal and company information, for B2B sales and marketing lead management.

Create lead

Creates a new lead or updates an existing one in AgencyZoom; ensure `pipelineId`, `stageId`, `leadSourceId`, and `assignTo` reference valid, existing entities.

Create task post endpoint

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 contact.

Delete a customer

Irreversibly deletes a customer and all associated data in AgencyZoom using their `customerId`; useful for offboarding or data privacy compliance.

Delete customer file

Permanently deletes a specific file, identified by `fileId`, associated with a customer, identified by `customerId`.

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.

Delete an opportunity driver by ID

Permanently deletes an existing driver record (a person associated with an insurance opportunity) from AgencyZoom using its unique `driverId`; this action is irreversible.

Delete file from lead

Deletes a specific file (identified by `fileId`) associated with an existing lead (identified by `leadId`); this operation is irreversible.

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.

Delete a lead quote

Deletes a specific quote from a lead, requiring that the lead and quote exist and are associated.

Delete an opportunity

Permanently deletes a specific opportunity by its unique ID; this action is irreversible and requires a valid, existing `opportunityId`.

Delete a task

Permanently and irreversibly deletes an existing task, identified by its `taskId`.

Delete a vehicle

Permanently deletes a vehicle record by its `vehicleId`, which must correspond to an existing vehicle in the AgencyZoom system.

Delete thread message

Deletes a specific message from an email thread within AgencyZoom.

Delete email thread

Permanently deletes a specific email thread from the AgencyZoom system, identified by its `threadId` (expected by the endpoint), provided the thread exists.

Get a list of assign groups

Retrieves all assign groups configured in AgencyZoom, used for categorizing or assigning items to specific teams or units.

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.

Get a list of CSRs

Fetches all Customer Service Representatives (CSRs), including their ID and name, returning an empty list if none are configured.

Get a list of custom fields

Retrieves metadata for all configured custom field definitions, not the specific values entered for individual records.

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.

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.

Get lead source categories

Retrieves a comprehensive list of all predefined lead source categories from AgencyZoom, used to classify lead origins.

Get lead sources

Fetches a list of all lead sources configured in AgencyZoom, including their ID, name, sales exclusion status, and category ID.

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.

Get a list of locations

Retrieves all agency locations or branches from AgencyZoom; filtering options are not available.

Get loss reasons

Retrieves all predefined loss reasons (e.

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 pipelines.

Get a list of producers

Retrieves a list of all producers from AgencyZoom, typically related to text thread functionalities.

Get product lines and policy types

Fetches all product lines and policy types from AgencyZoom, each detailed with its ID, name, and product category ID.

Get a list of recycle events

Retrieves the available recycle event types and any existing X-Date information for a specified lead in AgencyZoom.

Retrieve vehicles for opportunity

Retrieves all vehicles associated with an existing opportunity, using its unique opportunityId.

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.

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.

Get departments groups

Fetches department and group information for an agency, optionally filtered by a specific `agencyNumber`, to analyze its organizational structure.

Get lead files

Retrieves metadata (id, title, MIME type, size, dates, creator info) for files attached to leads in AgencyZoom.

Retrieve notes for specific lead

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.

Get lead quotes

Retrieves all insurance quotes (active and inactive) for a specific lead ID, useful for reviewing or tracking quote history.

Get lead tasks

Retrieves all tasks for a specific lead, identified by its `leadId`, to review its activity history or manage follow-ups.

Get list of end stages

Fetches a list of all defined end stages, representing final steps in processes like lead conversion or policy closure.

Get policies for a customer

Retrieves from AgencyZoom all insurance policies for an existing customer (identified by `customerId`), including policy details like type, carrier, premium, effective dates, and assigned agents.

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.

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.

Get the driver details

Retrieves detailed information for a specific, existing driver (by `driverId`) associated with an AgencyZoom opportunity.

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 opportunities, quotes/policies, custom fields, and interaction history.

Get the opportunities for a lead

Retrieves all sales opportunities and their details for a specified, existing `leadId` in AgencyZoom.

Get the opportunity details

Fetches comprehensive details for an existing opportunity using its unique `opportunityId`.

Get the task details

Retrieves comprehensive details for a specific task using its unique `taskId`, which must correspond to an existing task in AgencyZoom.

Get the vehicle details

Retrieves detailed information for a specific vehicle, often associated with an AgencyZoom opportunity, using its unique vehicleId.

Get thread details

Searches and retrieves detailed information for email threads in AgencyZoom; no explicit search criteria are passed in this request.

Link a driver to opportunity

Assigns or reassigns an existing driver to an existing opportunity.

Link 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.

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.

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.

Log the user out

Use this action to log the current user out of AgencyZoom by invalidating their active session token.

Mark thread as unread

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.

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 schema flexibility.

Remove text thread

Call this action to permanently delete an SMS/text message thread in AgencyZoom; the target thread is identified by its `threadId`.

Reopen a task

Reopens an existing AgencyZoom task that is currently 'completed' or 'closed', allowing it to be reactivated with optional comments.

Search business classifications

Retrieves a comprehensive list of all available business classifications from AgencyZoom, each including an ID, code, and description.

Search customers

Searches for customers in AgencyZoom using criteria like contact information, policy details, or custom fields, with options for filtering, sorting, and pagination.

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 limits and ordering.

Search leads

Retrieves AgencyZoom leads, using filters, pagination, and sorting options sent in the POST body, as the request schema itself is empty.

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.

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.

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.

Search and list tasks

Searches and lists tasks, supporting pagination and accepting filter criteria in the POST request body despite an empty request schema.

List service tickets

Retrieves a paginated list of service tickets from AgencyZoom.

Get SMS thread messages

Retrieves detailed messages for a specific SMS/text thread by its thread ID.

Unlink 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 associated policy details.

Unlink 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.

Update email thread read status

Updates the read or unread status of a specific email thread within 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.

Rename lead file

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`.

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 existing entities.

Update lead quote data

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 `productLineId` are valid and correspond to existing entities.

Update an opportunity

Updates an existing opportunity with the provided details; ensure any custom field names are predefined in AgencyZoom configuration.

Update policy by id

Updates an existing insurance policy for the given `policyId`; monetary values must be in cents and dates in YYYY-MM-DD format.

Update a vehicle's details

Updates details for an existing vehicle within an opportunity; this action cannot be used to create new vehicle records.

Update business lead

Updates an existing business lead in AgencyZoom.

Update customer info using id

Updates an existing customer's information in AgencyZoom using their unique customerId.

Update lead

Updates an existing lead's information in AgencyZoom using the `leadId`; ensure the `leadId` corresponds to an existing lead in 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 `date` and `xDateType` for status 5 (XDATED), and `lossReasonId` for status 3 (LOST).

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.

Add tags to 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 tags are not affected.

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`.

Log user in via SSO

Logs a user into the AgencyZoom platform via Single Sign-On (SSO).

FRAMEWORKS

How to build Agencyzoom MCP Agent with another framework

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OpenAI Agents SDK

Use Agencyzoom MCP with OpenAI Agents SDK

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Claude Agent SDK

Use Agencyzoom MCP with Claude Agent SDK

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Claude Code

Use Agencyzoom MCP with Claude Code

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Claude Cowork

Use Agencyzoom MCP with Claude Cowork

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Codex

Use Agencyzoom MCP with Codex

OpenClaw logo

OpenClaw

Use Agencyzoom MCP with OpenClaw

Hermes logo

Hermes

Use Agencyzoom MCP with Hermes

CLI logo

CLI

Use Agencyzoom MCP with CLI

Google ADK logo

Google ADK

Use Agencyzoom MCP with Google ADK

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LangChain

Use Agencyzoom MCP with LangChain

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Vercel AI SDK

Use Agencyzoom MCP with Vercel AI SDK

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Mastra AI

Use Agencyzoom MCP with Mastra AI

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CrewAI

Use Agencyzoom MCP with CrewAI

FAQ

Frequently asked questions

With a standalone Agencyzoom MCP server, the agents and LLMs can only access a fixed set of Agencyzoom tools tied to that server. However, with the Composio Tool Router, agents can dynamically load tools from Agencyzoom and many other apps based on the task at hand, all through a single MCP endpoint.

Yes, you can. LlamaIndex fully supports MCP integration. You get structured tool calling, message history handling, and model orchestration while Tool Router takes care of discovering and serving the right Agencyzoom tools.

Yes, absolutely. You can configure which Agencyzoom scopes and actions are allowed when connecting your account to Composio. You can also bring your own OAuth credentials or API configuration so you keep full control over what the agent can do.

All sensitive data such as tokens, keys, and configuration is fully encrypted at rest and in transit. Composio is SOC 2 Type 2 compliant and follows strict security practices so your Agencyzoom data and credentials are handled as safely as possible.

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Karan skipped his own birthday party to fix our critical issue. It was 10pm and he diverted his Waymo to help us instead. This really sets the bar — it shows the commitment you need when users rely on your software.

Harsha Gaddipati
Harsha Gaddipati
Co-founder, Slashy

A lot of students tell us that the moment their connected tools start talking to each other inside Opennote feels almost magical. The agent just knows them, and it's immensely helped keep new users on the platform.

Abhi Arya
Abhi Arya
Co-founder, Opennote

We chose Composio over Pipedream because it delivered depth where it mattered — niche tools and tricky edge cases other platforms simply ignored. That gave us confidence to scale without compromising.

Nirman Dave
Nirman Dave
CEO, Zams

As a solo builder, shipping fast is life or death. The only way I can outcompete incumbents is by outmanoeuvring them. Getting bogged down managing agent auth would have been a death sentence.

Ryan Yu
Ryan Yu
Founder, Extra Thursday

Before Composio, adding tool integrations was slow and resource-intensive. Each one could take weeks of engineering time, and maintaining them meant constantly keeping up with API changes.

Tomisin Jenrola
Tomisin Jenrola
Founder & CEO, SwarmZero

With hands-on help from their founder, we integrated Gmail and Google Drive in just 30 minutes. This level of personal support and commitment is exactly what startups should strive for.

Jerome Leclanche
Jerome Leclanche
Co-Founder, Ingram Technologies