Leads
Work the personal lines pipeline. 11 tools; each one below with what it does and the guardrail on it.
| Tool | What it does | Guardrail |
|---|---|---|
| search_leads | Search leads by name, stage, source, status or date. | Read only. Nothing in AgencyZoom changes. |
| get_lead | Open one lead with its details. | Read only. Nothing in AgencyZoom changes. |
| create_lead | Add a new lead. | Duplicate check before create: it searches first and stops if the record already exists. Read-back verification: after the write, the connector reads the record back and reports what actually landed. |
| batch_create_leads | Add several leads at once. | Duplicate check before create: it searches first and stops if the record already exists. Read-back verification: after the write, the connector reads the record back and reports what actually landed. |
| update_lead | Change a lead's details. | Per-user attribution: the change is made with the asking person's own AgencyZoom login. Read-back verification: after the write, the connector reads the record back and reports what actually landed. |
| update_lead_stage | Move a lead to another pipeline stage. | Per-user attribution: the change is made with the asking person's own AgencyZoom login. Read-back verification: after the write, the connector reads the record back and reports what actually landed. |
| update_lead_status | Change a lead's status. | Per-user attribution: the change is made with the asking person's own AgencyZoom login. Read-back verification: after the write, the connector reads the record back and reports what actually landed. |
| convert_lead_to_sold | Mark a lead sold. | Staged for a licensed human: binding and coverage decisions stay with a licensed person. Read-back verification: after the write, the connector reads the record back and reports what actually landed. |
| delete_lead | Remove a lead. | Per-user attribution: the change is made with the asking person's own AgencyZoom login. Read-back verification: after the write, the connector reads the record back and reports what actually landed. |
| add_lead_note | Add a note to a lead. | Per-user attribution: the change is made with the asking person's own AgencyZoom login. |
| get_lead_notes | Read a lead's notes. | Read only. Nothing in AgencyZoom changes. |
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