Agencyzoom
Overview
SLUG: AGENCYZOOM
Description
AgencyZoom is for the P&C insurance agent that’s looking to increase sales, boost retention and analyze agency & producer performance.
Authentication Details
Basic With Jwt
API Key
Connecting to Agencyzoom
Create an auth config
Use the dashboard to create an auth config for the Agencyzoom toolkit. This allows you to connect multiple Agencyzoom accounts to Composio for agents to use.
Create and Get auth config ID
Click “Create Integration”. After creation, copy the displayed ID starting with ac_
. This is your auth config ID. This is not a sensitive ID — you can save it in environment variables or a database.
This ID will be used to create connections to the toolkit for a given user.
Connect Your Account
Using Basic With Jwt
Using API Key
Tools
Executing tools
To prototype you can execute some tools to see the responses and working on the Agencyzoom toolkit’s playground
OpenAI (Python)
Anthropic (TypeScript)
Google (Python)
Vercel (TypeScript)
Tool List
AGENCYZOOM_GET_A_LIST_OF_PRODUCER
Tool Name: Get a list of producers
Description
Action Parameters
Action Response
AGENCYZOOM_AUTHENTICATE_FOR_JWTVIA_V4_SSO
Tool Name: Authenticate for JWT via V4 SSO
Description
Action Parameters
Action Response
AGENCYZOOM_BATCH_CREATE_CONTACT
Tool Name: Batch create contacts
Description
Action Parameters
Action Response
AGENCYZOOM_BATCH_CREATE_LEAD
Tool Name: Batch create leads
Description
Action Parameters
Action Response
AGENCYZOOM_BATCH_DELETE_TASK
Tool Name: Batch delete tasks
Description
Action Parameters
Action Response
AGENCYZOOM_CHANGE_STATUS_FOR_LEAD
Tool Name: Change lead status
Description
Action Parameters
Action Response
AGENCYZOOM_COMPLETE_TASK
Tool Name: Mark task as completed
Description
Action Parameters
Action Response
AGENCYZOOM_CREATE_AN_OPPORTUNITY
Tool Name: Create an opportunity
Description
Action Parameters
Action Response
AGENCYZOOM_CREATE_A_CUSTOMER_NOTE
Tool Name: Create a customer note
Description
Action Parameters
Action Response
AGENCYZOOM_CREATE_A_DRIVER_FOR_AN_OPPORTUNITY
Tool Name: Create a driver for an opportunity
Description
Action Parameters
Action Response
AGENCYZOOM_CREATE_A_LEAD_NOTE
Tool Name: Create a lead note
Description
Action Parameters
Action Response
AGENCYZOOM_CREATE_A_LEAD_OPPORTUNITY
Tool Name: Create a lead opportunity
Description
Action Parameters
Action Response
AGENCYZOOM_CREATE_A_LEAD_QUOTE
Tool Name: Create a lead quote
Description
Action Parameters
Action Response
AGENCYZOOM_CREATE_A_VEHICLE_FOR_AN_OPPORTUNITY
Tool Name: Create a vehicle for an opportunity
Description
Action Parameters
Action Response
AGENCYZOOM_CREATE_BIZ_LEAD
Tool Name: Create business lead
Description
Action Parameters
Action Response
AGENCYZOOM_CREATE_LEAD
Tool Name: Create lead
Description
Action Parameters
Action Response
AGENCYZOOM_CREATE_TASK
Tool Name: Create task post endpoint
Description
Action Parameters
Action Response
AGENCYZOOM_DELETE_AN_OPPORTUNITY
Tool Name: Delete an opportunity
Description
Action Parameters
Action Response
AGENCYZOOM_DELETE_A_CUSTOMER
Tool Name: Delete a customer
Description
Action Parameters
Action Response
AGENCYZOOM_DELETE_A_CUSTOMER_FILE
Tool Name: Delete customer file
Description
Action Parameters
Action Response
AGENCYZOOM_DELETE_A_CUSTOMER_POLICY
Tool Name: Delete a customer policy
Description
Action Parameters
Action Response
AGENCYZOOM_DELETE_A_DRIVER
Tool Name: Delete an opportunity driver by ID
Description
Action Parameters
Action Response
AGENCYZOOM_DELETE_A_LEAD_FILE
Tool Name: Delete file from lead
Description
Action Parameters
Action Response
AGENCYZOOM_DELETE_A_LEAD_OPPORTUNITY
Tool Name: Delete a lead opportunity
Description
Action Parameters
Action Response
AGENCYZOOM_DELETE_A_LEAD_QUOTE
Tool Name: Delete a lead quote
Description
Action Parameters
Action Response
AGENCYZOOM_DELETE_A_TASK
Tool Name: Delete a task
Description
Action Parameters
Action Response
AGENCYZOOM_DELETE_A_VEHICLE
Tool Name: Delete a vehicle
Description
Action Parameters
Action Response
AGENCYZOOM_DELETE_MESSAGE
Tool Name: Delete thread message
Description
Action Parameters
Action Response
AGENCYZOOM_DELETE_THREAD
Tool Name: Delete email thread
Description
Action Parameters
Action Response
AGENCYZOOM_GET_AMS_POLICIES_FOR_A_CUSTOMER
Tool Name: Get AMS policies for a customer
Description
Action Parameters
Action Response
AGENCYZOOM_GET_AUTH_URL_FOR_V4SSO
Tool Name: Get auth URL for V4 SSO
Description
Action Parameters
Action Response
AGENCYZOOM_GET_A_LIST_OF_ASSIGN_GROUPS
Tool Name: Get a list of assign groups
Description
Action Parameters
Action Response
AGENCYZOOM_GET_A_LIST_OF_CARRIERS
Tool Name: Get a list of carriers
Description
Action Parameters
Action Response
AGENCYZOOM_GET_A_LIST_OF_CSRS
Tool Name: Get a list of CSRs
Description
Action Parameters
Action Response
AGENCYZOOM_GET_A_LIST_OF_CUSTOM_FIELDS
Tool Name: Get a list of custom fields
Description
Action Parameters
Action Response
AGENCYZOOM_GET_A_LIST_OF_DRIVERS_FOR_AN_OPPORTUNITY
Tool Name: Get a list of drivers for an opportunity
Description
Action Parameters
Action Response
AGENCYZOOM_GET_A_LIST_OF_EMPLOYEES
Tool Name: Get a list of employees
Description
Action Parameters
Action Response
AGENCYZOOM_GET_A_LIST_OF_LEAD_SOURCES
Tool Name: Get lead sources
Description
Action Parameters
Action Response
AGENCYZOOM_GET_A_LIST_OF_LEAD_SOURCE_CATEGORIES
Tool Name: Get lead source categories
Description
Action Parameters
Action Response
AGENCYZOOM_GET_A_LIST_OF_LIFE_PROFESSIONALS
Tool Name: Get a list of life professionals
Description
Action Parameters
Action Response
AGENCYZOOM_GET_A_LIST_OF_LOCATIONS
Tool Name: Get a list of locations
Description
Action Parameters
Action Response
AGENCYZOOM_GET_A_LIST_OF_LOSS_REASONS
Tool Name: Get loss reasons
Description
Action Parameters
Action Response
AGENCYZOOM_GET_A_LIST_OF_PIPELINES
Tool Name: Get a list of pipelines
Description
Action Parameters
Action Response
AGENCYZOOM_GET_A_LIST_OF_PRODUCT_LINES_POLICY_TYPES
Tool Name: Get product lines and policy types
Description
Action Parameters
Action Response
AGENCYZOOM_GET_A_LIST_OF_RECYCLE_EVENTS
Tool Name: Get a list of recycle events
Description
Action Parameters
Action Response
AGENCYZOOM_GET_A_LIST_OF_VEHICLES_FOR_AN_OPPORTUNITY
Tool Name: Retrieve vehicles for opportunity
Description
Action Parameters
Action Response
AGENCYZOOM_GET_DEPARTMENTS_GROUPS
Tool Name: Get departments groups
Description
Action Parameters
Action Response
AGENCYZOOM_GET_LEAD_FILES
Tool Name: Get lead files
Description
Action Parameters
Action Response
AGENCYZOOM_GET_LEAD_NOTES
Tool Name: Retrieve notes for specific lead
Description
Action Parameters
Action Response
AGENCYZOOM_GET_LEAD_QUOTES
Tool Name: Get lead quotes
Description
Action Parameters
Action Response
AGENCYZOOM_GET_LEAD_TASKS
Tool Name: Get lead tasks
Description
Action Parameters
Action Response
AGENCYZOOM_GET_LIST_OF_END_STAGES
Tool Name: Get list of end stages
Description
Action Parameters
Action Response
AGENCYZOOM_GET_POLICIES_FOR_A_CUSTOMER
Tool Name: Get policies for a customer
Description
Action Parameters
Action Response
AGENCYZOOM_GET_THE_CUSTOMER_DETAILS
Tool Name: Get the customer details
Description
Action Parameters
Action Response
AGENCYZOOM_GET_THE_CUSTOMER_TASKS
Tool Name: Get the customer tasks
Description
Action Parameters
Action Response
AGENCYZOOM_GET_THE_DRIVER_DETAILS
Tool Name: Get the driver details
Description
Action Parameters
Action Response
AGENCYZOOM_GET_THE_LEAD_DETAILS
Tool Name: Get the lead details
Description
Action Parameters
Action Response
AGENCYZOOM_GET_THE_OPPORTUNITIES_FOR_A_LEAD
Tool Name: Get the opportunities for a lead
Description
Action Parameters
Action Response
AGENCYZOOM_GET_THE_OPPORTUNITY_DETAILS
Tool Name: Get the opportunity details
Description
Action Parameters
Action Response
AGENCYZOOM_GET_THE_TASK_DETAILS
Tool Name: Get the task details
Description
Action Parameters
Action Response
AGENCYZOOM_GET_THE_VEHICLE_DETAILS
Tool Name: Get the vehicle details
Description
Action Parameters
Action Response
AGENCYZOOM_GET_THREAD_DETAILS
Tool Name: Get thread details
Description
Action Parameters
Action Response
AGENCYZOOM_LINK_A_DRIVER_TO_OPPORTUNITY
Tool Name: Link a driver to opportunity
Description
Action Parameters
Action Response
AGENCYZOOM_LINK_A_VEHICLE_TO_OPPORTUNITY
Tool Name: Link vehicle to opportunity
Description
Action Parameters
Action Response
AGENCYZOOM_LIST_PRODUCT_CATEGORIES
Tool Name: List Product Categories
Description
Action Parameters
Action Response
AGENCYZOOM_LOG_THE_USER_IN
Tool Name: Log the user in
Description
Action Parameters
Action Response
AGENCYZOOM_LOG_THE_USER_OUT
Tool Name: Log the user out
Description
Action Parameters
Action Response
AGENCYZOOM_MARK_THREAD_AS_UNREAD_API_ENDPOINT
Tool Name: Mark thread as unread
Description
Action Parameters
Action Response
AGENCYZOOM_MOVE_LEAD_TO_SOLD
Tool Name: Move lead to sold
Description
Action Parameters
Action Response
AGENCYZOOM_REMOVE_TEXT_THREAD_ENDPOINT
Tool Name: Remove text thread
Description
Action Parameters
Action Response
AGENCYZOOM_REOPEN_A_TASK
Tool Name: Reopen a task
Description
Action Parameters
Action Response
AGENCYZOOM_SEARCH_BUSINESS_CLASSIFICATIONS
Tool Name: Search business classifications
Description
Action Parameters
Action Response
AGENCYZOOM_SEARCH_CUSTOMERS
Tool Name: Search customers
Description
Action Parameters
Action Response
AGENCYZOOM_SEARCH_EMAIL_THREADS
Tool Name: Search email threads
Description
Action Parameters
Action Response
AGENCYZOOM_SEARCH_LEADS
Tool Name: Search leads
Description
Action Parameters
Action Response
AGENCYZOOM_SEARCH_LEADS_COUNT
Tool Name: Search leads count
Description
Action Parameters
Action Response
AGENCYZOOM_SEARCH_LIFE_AND_HEALTH_LEADS
Tool Name: Search life and health leads
Description
Action Parameters
Action Response
AGENCYZOOM_SEARCH_SMS_THREADS
Tool Name: Search SMS threads
Description
Action Parameters
Action Response
AGENCYZOOM_SEARCH_TASKS
Tool Name: Search and list tasks
Description
Action Parameters
Action Response
AGENCYZOOM_SERVICE_TICKET_LIST
Tool Name: List service tickets
Description
Action Parameters
Action Response
AGENCYZOOM_TEXT_DETAIL_THREAD
Tool Name: Get text thread details
Description
Action Parameters
Action Response
AGENCYZOOM_UNLINK_A_DRIVER_FROM_OPPORTUNITY
Tool Name: Unlink driver from opportunity
Description
Action Parameters
Action Response
AGENCYZOOM_UNLINK_A_VEHICLE_FROM_OPPORTUNITY
Tool Name: Unlink vehicle from opportunity
Description
Action Parameters
Action Response
AGENCYZOOM_UNREAD_THREAD
Tool Name: Unread email thread
Description
Action Parameters
Action Response
AGENCYZOOM_UPDATE_AN_OPPORTUNITY
Tool Name: Update an opportunity
Description
Action Parameters
Action Response
AGENCYZOOM_UPDATE_A_DRIVER_S_DETAILS
Tool Name: Update a driver’s details
Description
Action Parameters
Action Response
AGENCYZOOM_UPDATE_A_LEAD_FILE_NAME
Tool Name: Rename lead file
Description
Action Parameters
Action Response
AGENCYZOOM_UPDATE_A_LEAD_OPPORTUNITY
Tool Name: Update a lead opportunity
Description
Action Parameters
Action Response
AGENCYZOOM_UPDATE_A_LEAD_QUOTE
Tool Name: Update lead quote data
Description
Action Parameters
Action Response
AGENCYZOOM_UPDATE_A_POLICY
Tool Name: Update policy by id
Description
Action Parameters
Action Response
AGENCYZOOM_UPDATE_A_VEHICLE_S_DETAILS
Tool Name: Update a vehicle’s details
Description
Action Parameters
Action Response
AGENCYZOOM_UPDATE_BUSINESS_LEAD
Tool Name: Update business lead
Description
Action Parameters
Action Response
AGENCYZOOM_UPDATE_CUSTOMER
Tool Name: Update customer info using id
Description
Action Parameters
Action Response
AGENCYZOOM_UPDATE_LEAD
Tool Name: Update lead
Description
Action Parameters
Action Response
AGENCYZOOM_UPDATE_LEAD_STATUS_BY_ID
Tool Name: Update lead status by id
Description
Action Parameters
Action Response
AGENCYZOOM_UPDATE_MY_PROFILE
Tool Name: Update my profile
Description
Action Parameters
Action Response
AGENCYZOOM_UPDATE_TAGS_FOR_A_POLICY
Tool Name: Add tags to a policy
Description
Action Parameters
Action Response
AGENCYZOOM_UPDATE_TASK
Tool Name: Update task
Description
Action Parameters
Action Response
AGENCYZOOM_V4_SSO_LOG_THE_USER_IN
Tool Name: Log user in via SSO
Description
Action Parameters
Action Response