Use AgencyZoom from Claude Code
Bring AgencyZoom context into engineering work while Type keeps app access attached to the teammate and workspace.
AI agent integrationAgencyZoom
AgencyZoom integration for multiplayer collaboration with AI agents using Claude Code or Codex
One governed connection your whole team and its AI agents can share, with approved actions and human review, so working in AgencyZoom never means pasting credentials into a prompt.
CategorySales & CRM
Automate AgencyZoom with Codex
Let coding agents ask for the right app action, preserve conversation context, and keep humans in the approval loop.
Connect open agent workflows
Use Type as the collaboration layer around OpenClaw and other LLM workflows that need app access.
Sales & CRM
What the AgencyZoom integration exposes
AgencyZoom is for the P&C insurance agent that's looking to increase sales, boost retention and analyze agency & producer performance.
One connection, many teammates
Connect AgencyZoom once, then decide which teammates can use it for threads, automations, skills, and coding work.
Representative actions
- Authenticate for JWT via V4 SSO
Completes AgencyZoom V4 Single Sign-On (SSO) authentication by exchanging an OAuth2 authorization code for a JWT token. Prerequisites: First call get_auth_url_for_v4sso to obtain the authentication URL, then redirect the user to that URL for login. After successful authentication through Vertafore's OAuth provider, the callback will include a 'code' parameter. Use that code with this action to obtain the JWT token for API access. Note: This is typically used during initial authentication setup. The code is single-use, time-limited, and must match the PKCE challenge from the original auth request.
- 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.g., pipeline, user, custom field names) must exist, and organization `name` is required if `isBusiness` is true.
- 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.g., Active, Won, Lost, X-Dated) and can optionally manage its workflow, pipeline, stage, source, or associated tags.
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 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 Code use AgencyZoom?
Yes. Type lets an AI teammate use connected AgencyZoom actions from a governed workspace context, so Claude Code work can reference the app without copying credentials into a local prompt.
Can Codex work with AgencyZoom through Type?
Yes. Codex can collaborate through Type with app context, skills, and approved actions. The AgencyZoom catalog entry includes public integration details and example capabilities where available.
Is this the same as a AgencyZoom MCP server?
Type exposes connected app capabilities to AI teammates and coding agents through Type's integration layer. Teams use it when they want shared app access, human review, and teammate-level permissions around agent work.
More sales & crm apps for AI teammates
Salesforce is a leading CRM platform integrating sales, service, marketing, and analytics to build customer relationships and drive business growth
Apollo provides CRM and lead generation capabilities, helping businesses discover contacts, manage outreach, and track sales pipelines for consistent customer relationship development
Attio is a fully customizable workspace for your team's relationships and workflows.
Zoho is a suite of cloud applications including CRM, email marketing, and collaboration tools, enabling businesses to automate and scale operations