Pipelines and setup
Know the agency's own setup. 9 tools; each one below with what it does and the guardrail on it.
| Tool | What it does | Guardrail |
|---|---|---|
| list_pipelines_and_stages | List pipelines and their stages. | Read only. Nothing in AgencyZoom changes. |
| list_lead_sources | List lead sources. | Read only. Nothing in AgencyZoom changes. |
| list_carriers | List carriers. | Read only. Nothing in AgencyZoom changes. |
| list_product_lines | List product lines. | Read only. Nothing in AgencyZoom changes. |
| list_employees | List the team. | Read only. Nothing in AgencyZoom changes. |
| list_csrs | List customer service reps. | Read only. Nothing in AgencyZoom changes. |
| list_tags | List tags. | Read only. Nothing in AgencyZoom changes. |
| get_custom_fields | List custom fields. | Read only. Nothing in AgencyZoom changes. |
| load_organization_context | Load the agency's setup in one call so answers use real names. | Read only. Nothing in AgencyZoom changes. |
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