AgencyZoom MCP
CRM (Customer Relationship Management)
Use AgencyZoom MCP to take action in your AI tools
Use Zapier Agents for a quick no-code setup, or connect to any AI environment with the Zapier MCP server.
Try in any AI platform
Supported actions
Create a Note
Create a note for a lead or a customer.
Create Business Lead
Create a business lead in Agencyzoom.
Create Personal Lead
Create a personal lines lead in Agencyzoom.
Update Lead
Update a lead in Agencyzoom.
Create Service Request
Create a service request in Agencyzoom.
Create Task
Create a task in Agencyzoom.
Find a Lead
Search for Lead by id, email, phone, or name.
Use AgencyZoom MCP with any AI assistant
Zapier AgencyZoom MCP lets you connect AgencyZoom's actions with any AI tool that supports MCP, all without managing integrations or writing glue code. It's built for developers who want flexibility without complexity.
Step 1: Generate your secure MCP URL
Get your unique, dynamic MCP server URL instantly. This endpoint securely connects your AI assistant to Zapier's vast integration network.
Step 2: Choose your Zapier Actions
Customize the specific actions your AI assistant can perform within AgencyZoom. Select and scope actions to align with your AgencyZoom workflows.
Step 3: Connect with your tool of choice
Integrate your AI Assistant seamlessly using your generated MCP endpoint, enabling your AI Assistant to execute real-world tasks securely and reliably.
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