Use AgencyZoom from Claude
Add the AgencyZoom connection to a Space that runs Claude, then use it from every channel in that Space.
ConnectorAgencyZoom
AgencyZoom integration for Claude and Codex
Create a AgencyZoom connection, then control which Spaces can use its approved tools and data without pasting credentials into prompts or threads.
CategorySales & CRM
Use AgencyZoom from Codex
Add the AgencyZoom connection to a Space that runs Codex, then use it from every channel in that Space.
Use AgencyZoom from Sidekick
Connect your own OpenClaw to Sidekick while type.com provides the conversations, permissions, connections, skills, and automations.
Sales & CRM
What the AgencyZoom connector can do
AgencyZoom helps P&C insurance agencies track sales pipeline, retention, and producer performance in one system. With an AgencyZoom connection in type.com, an agency Space can ask Claude to batch-create new leads, add contacts, or move a lead to a new status, so pipeline updates happen as soon as the news comes in.
One connection, many Spaces
Connect AgencyZoom once, then decide which Spaces can use it in threads, skills, automations, and coding work.
What teams do with AgencyZoom in type.com
Batch-add new leads from a list
Load several new leads at once from a spreadsheet or form export instead of entering them into AgencyZoom individually.
Batch create these 4 new leads in AgencyZoom with the pipeline set to New Business.
Move a lead forward after a call
Update a lead's status right after a call confirms they are moving ahead, so the pipeline view stays current.
Change the status of the Martinez lead in AgencyZoom to Won.
Clean up stale tasks in bulk
Remove a batch of outdated tasks at once instead of deleting them one by one in the AgencyZoom interface.
Batch delete these five completed AgencyZoom tasks from last quarter.
Representative actions
- Authenticate for JWT via V4 SSO
Completes AgencyZoom's V4 single sign-on flow by exchanging an authorization code for a JWT.
- Batch create contacts
Creates up to five new AgencyZoom contacts in a single call.
- Batch create leads
Adds up to five new leads at once, as long as referenced pipelines and fields already exist.
- Batch delete tasks
Permanently deletes multiple AgencyZoom tasks in one batch call.
- Change lead status
Updates a lead's lifecycle stage, such as Active, Won, or Lost, and its related workflow fields.
Connection
API and auth details
AgencyZoom publishes an OpenAPI-described REST API. Public API listings describe access to insurance-agency workflow data such as contacts, policies, pipeline, activity data, and related agency-management resources through the AgencyZoom platform.
- Source
- type.com catalog metadata
- Auth schemes
- API key, Basic auth with JWT
- Official site
- https://www.agencyzoom.com/
FAQ
Questions people ask before connecting AgencyZoom
Can Claude update AgencyZoom leads from a thread?
Yes. Once an AgencyZoom connection is shared with a Space, the agent can batch-create leads and contacts or change lead status directly from a thread.
How does type.com authenticate with AgencyZoom?
AgencyZoom connections can use an API key or JWT-based credentials, set up once by an admin.
Can AgencyZoom pipeline updates run on a schedule?
Yes. A recurring batch of lead updates can be set up as a type.com automation that runs on the schedule you choose.
Is this the same as a AgencyZoom MCP server?
Not exactly. type.com uses connectors and connections to give selected Spaces access to approved app tools and data. Some connectors use hosted MCP, while others use OAuth, API keys, service accounts, or custom APIs.
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