First-party app
AgencyZoom

AgencyZoom

Manage leads, customers, policies, tasks and pipelines in AgencyZoom, the insurance agency management CRM.

stable Customer Relationship ManagementProject Management

About

AgencyZoom ships in the w6w first-party pack. It declares 23 actions, 2 health checks, and the host runs its code in a sandbox that never sees the credential.

App id
io.w6w.agencyzoom
Version
0.1.0
Author
w6w
Licence
MIT
Categories
Customer Relationship Management · Project Management

Overview

AgencyZoom is a CRM built specifically for insurance agencies: leads move through sales pipelines, sold leads become customers, customers hold policies, and tasks (calls, emails, meetings, to-dos) drive the day-to-day follow-up.

This app covers that core loop — search and create leads, move a lead through its pipeline stage or mark it sold, look up and create customers and their policies, and manage tasks — plus the reference lookups (pipelines and stages, lead sources, carriers, employees, CSRs) a workflow needs to fill in the IDs those writes require.

Every path, verb and field here was verified against AgencyZoom’s own published OpenAPI 3.0 document (app.agencyzoom.com/openapi/agencyzoom.yaml) plus live probes against api.agencyzoom.com. AgencyZoom authenticates like a human user logging into the product — a username and password exchanged once for a JWT — rather than an API key, so see auth/login.ts for what that means for a workflow connection.

Build with AgencyZoom

Three routes to the same 23 actions. The Workflow tab is generated from AgencyZoom's own manifest and carries its real ids, so it is copy-pasteable; the Code and CLI examples are the same call for any action on any app, so every app-specific value in them is a blank you fill in.

List Carriers

carrier-list

List the insurance carriers configured for this agency, for use with opportunity/policy carrierId.

List CSRs

csr-list

List the Customer Service Representatives configured for this agency.

Get Customer

customer-get

Fetch a customer's full detail, including policies, notes, tasks and files.

Search Customers

customer-list

Search customers by name, contact info, location, source or policy number.

List Customer Policies

customer-policy-list

List the policies written for a customer (not AMS-synced policies).

List Employees

employee-list

List every employee in this agency.

Change Lead Status

lead-change-status

Move a lead to Active, Won, Lost or X-Dated.

Create Lead

lead-create

Create a new personal lead in a pipeline stage.

Get Lead

lead-get

Fetch a lead's full detail, including opportunities and quotes.

Search Leads

lead-list

Search leads by status, source, assignee, contact info or creation date.

Add Lead Note

lead-note-create

Add a note to a lead's activity timeline.

Mark Lead Sold

lead-sold

Mark a lead sold, creating a customer and one or more written policies.

List Lead Sources

lead-source-list

List the lead sources configured for this agency, for use with lead-create/lead-update's required leadSourceId.

Update Lead

lead-update

Replace a personal lead's data. Any field left blank is CLEARED, not left unchanged — fetch the lead first and pass its full data back if you only mean to change one field.

List Pipelines

pipeline-list

List the lead or service pipelines configured for this agency.

List Pipelines & Stages

pipeline-stage-list

List pipelines with their stages nested, for finding a stage ID within its pipeline.

Create Policy

policy-create

Write a new policy for an existing customer.

Update Policy Status

policy-update-status

Change a policy's status (cancelled, active, renewed, reinstated, rewritten).

Complete Task

task-complete

Mark a task complete.

Create Task

task-create

Create a task linked to a lead or a customer.

Delete Task

task-delete

Delete a task.

Get Task

task-get

Fetch a task's full detail.

Search Tasks

task-list

Search tasks by status, assignee, type, source or a predefined due-date period.

A workflow step names the app and the action, and the editor fills in the connection when you pick one. This is the Step shape from the workflow spec, carrying AgencyZoom's real ids.

{
  "manifestVersion": "2",
  "name": "agencyzoom-example",
  "steps": [
    {
      "id": "customer-get",
      "uses": {
        "app": "io.w6w.agencyzoom",
        "action": "customer-get",
        "connection": "conn_YOUR_CONNECTION_ID"
      },
      "with": {
        "customerId": "<customerId>"
      }
    }
  ]
}

Here are some of the things you can do

  • Get Customer

    read
    customer-get
  • List Carriers

    read
    carrier-list
  • List CSRs

    read
    csr-list
  • Search Customers

    search
    customer-list
  • List Customer Policies

    read
    customer-policy-list

+18 more actions available

Every app-specific value here is a blank you have to fill in. An app action is reached through the connection that authenticates it, so the address is a connection id, not the app id — and connections belong to your account, so a public page cannot know yours. Create one for AgencyZoom, then fill in the three blanks: conn_YOUR_CONNECTION_ID, the action key, and the parameters that action declares. The call itself is real — the shape is transcribed from the studio's own snippet builder, which prints the same kind of blanks — but nothing in it is specific to AgencyZoom. The Workflow tab is where this app's real ids are.

Install
npm install @w6w/sdk
yarn add @w6w/sdk
pnpm add @w6w/sdk
deno add npm:@w6w/sdk
Code
import { W6wClient, isActionRun } from "@w6w/sdk";

// Reads W6W_BASE_URL and W6W_TOKEN from the environment when omitted.
const client = new W6wClient();

const envelope = await client.run({
  urn: "conn_YOUR_CONNECTION_ID",
  action: "customer-get",
  payload: {
    customerId: "<value>",
  },
});

if (isActionRun(envelope)) console.log(envelope.value);
Install the CLI
npm install -g @w6w/cli
CLI
w6w run conn_YOUR_CONNECTION_ID --action customer-get --payload '{"customerId":"<value>"}'

Give an AI agent AgencyZoom — without giving it AgencyZoom's credentials. One MCP endpoint exposes every app, function and workflow the caller is entitled to, as tools it can discover and run. Access is granted per team while we onboard.

One tool call
{
  "name": "w6w_invoke",
  "arguments": {
    "ref": "app:io.w6w.agencyzoom#customer-get",
    "input": {
      "customerId": "<customerId>"
    }
  }
}

Every tool names its target with a single ref. The app: form above doesn't name a connection at all — the host resolves which of the caller's AgencyZoom connections to sign with, and refuses rather than guesses when the answer is ambiguous.

What the agent gets

Credentials it can't read

The token is attached host-side, at the moment of the call. It is never a tool argument, never in the model's context, and never in a transcript — so a prompt injection has nothing to exfiltrate.

A tool surface scoped to the caller

Tools are derived per end user from what that person has actually connected and is entitled to — not one shared bot identity carrying the union of everyone's access.

A durable workflow in one call

Multi-step work runs on the workflow engine and returns a run handle the agent can poll — retries, branching and state survive the conversation that started them.

Health-aware discovery

AgencyZoom's declared health checks are on the surface too, so an agent can tell "the vendor is down" from "your credential expired" before it burns a retry on either.

The MCP surface is part of the hosted platform. AgencyZoom itself is MIT, and the runtime that executes it is source-available (FSL).

Request MCP access

Health checks

AgencyZoom declares its own checks, so its health is a property of the app rather than something the host guesses at.

service

AgencyZoom platform status

quota

API rate-limit headroom