The only production-quality MCP for AgencyZoom.
Not a skill wrapper. Not a Zapier chain. A real MCP server, so your team can run AgencyZoom by talking to Claude — and the work lands in your system of record, attributed to the person who asked.
Included with the EffiZoom Marketplace plan. Up to 5 connected users per agency.
Filing cabinets don't route work.
Legacy agency systems are filing cabinets. They hold the data, and they hold it fine. What they don't do is move the work: the lookups before every call, the duplicate checks before every lead, the same follow-up task written for the hundredth time. Each one is a minute here and a minute there, and each one is a chance for a typo, a duplicate, or a missed renewal. The connector hands that work to an AI assistant without handing over control.
Capabilities
What your team can do with it
111+ tools across 14 domains of AgencyZoom — every write staged for a licensed human. Grouped by the job, so your team never has to think in those terms.
Find people fast and correctly
Look a customer up by email, phone, or name. Name searches come back ranked by confidence, handling nicknames and typos. When two people genuinely match, it shows both instead of guessing.
The whole picture before a call
One request assembles contact info, active status, policies, total premium, upcoming renewals, and open tasks. Not a dozen separate lookups.
Work leads through the funnel
Create leads, move them between pipeline stages, log notes, and convert won leads into customers with their policies.
Stay on top of renewals
Pull everything expiring in a window, sorted by priority, and turn it into outreach tasks in one pass.
Handle service end to end
Open, update, triage, and resolve service tickets against your agency’s real categories, priorities, and workflows.
Reach into comms
Read email and SMS threads tied to a contact, so the assistant has the same context your team does.
Category
MCP vs. Zapier vs. a Claude skill
These three get lumped together constantly. They are not the same class of thing.
| Capability | EffiZoom MCP | Zapier | Skill / custom GPT |
|---|---|---|---|
| Reads live AgencyZoom data on request | Yes | On trigger only | No |
| Writes back into AgencyZoom | Yes | Yes | No |
| Verifies the write actually landed | Yes | No | No |
| Blocks duplicate leads, tasks and tickets | Yes | No | No |
| Attributes each action to the individual user | Yes | Shared account | No |
| Handles requests nobody scripted in advance | Yes | No | Talks, cannot act |
| Knows policy-level agent/CSR assignment | Yes | No | No |
| Setup time per person | Minutes | Per-Zap build | Minutes |
“I can definitely ditch the Zapier if you guys are that much better.”
“It's simple but actually a real time saver.”
In their words
From the beta
“I've been running the AgencyZoom skills hard for a while now — the inbox-to-service-card automation, the lead sweep, and the sold/convert flow. Overall they save me real time.”
“That would have taken two hours. It'll save me an hour and a half a week I was doing manually.”
Proof
What the alpha cohort actually did with it
Not a demo script. These are things real agencies built and said during the alpha, shared with permission.
One owner built a commission reconciliation system on top of it. Over a weekend.
His management system was never good at tracking producer commissions, so he built his own: production and cancellation reports drop in, Claude populates the database, and it reconciles automatically against carrier statements. Then he closed the loop with the connector: after statements reconcile, it goes back to the policy and verifies the documents are attached and the tasks are complete. Nobody designed this. He mentioned it because he thought it was cool.
Agency principal, alpha cohort
A solo operator runs three daily production workflows through it: inbox to service card, lead sweep, and sold-to-convert.“One call gives me identity, policies, and notes and history together, and it's reliable for confirming a policy before I card it. Overall they save me real time, so thank you for building them.”
Solo agency operator, alpha cohort
An operations consultant, introducing the connector to one of his own prospects, unprompted:“You can type into Claude what you are hoping to have done, and it will help you manage everything, add tasks, etc.”That same confidence shows up inside the cohort: one user finished the alpha by commissioning their next custom build the same day it was quoted, sure they could set it up themselves.
Independent ops consultant
Safety
Safe to put in front of a paying team
A bad read is a wrong answer. A bad write is someone's production record. The connector is built around that reality: fix what breaks, make failure honest, and never let the assistant guess on something consequential.
Every write is confirmed, not assumed
AgencyZoom can return success even when a write didn’t land as asked. The connector reads every write back and verifies what actually stored. We don’t take the platform’s word for it.
It won’t create duplicates quietly
Before adding a lead, task, or ticket, it checks for an existing match and stops to show you. You have to explicitly say go to proceed.
Each person acts as themselves
No shared service account. Every team member connects their own AgencyZoom login once, and every note, task, and status change is attributed to that person. Audit trails stay clean.
It knows the platform deeper than the UI shows
Agent and CSR assignments don’t live on the customer record in AgencyZoom. They live on the policy rows. Most owners with a live book don’t know that. The connector does, because that layer is the backbone of routing and payout work.
Data custody
Where your data lives, precisely
The short version: AgencyZoom holds it, we borrow it to do the work, and we do not keep it.
AgencyZoom stays your system of record
Your data never leaves it. EffiZoom is the AI layer: we read data to act on it, then forget it.
256-bit token encryption
API authentication tokens are encrypted at rest and in transit with AES-256. Tokens rotate periodically and never appear in logs.
No PII storage
EffiZoom doesn't store Social Security Numbers, driver's license details, credit card info, or sensitive personal identifiers. Those live in AgencyZoom, not our database.
Anthropic's commercial privacy terms
We use Claude under Anthropic's commercial privacy policy: no data is used for model training. Your client data doesn't improve Claude for other users.
Audit trail on every action
Every execution creates a post-action record: what was done, when, and who it was attributed to. You can review every action taken.
Vertafore standard API
We authenticate through Vertafore's official API pathway — the same method other enterprise tools use to integrate with AgencyZoom.
We are not SOC 2 certified yet and will not pretend otherwise — see the FAQ below for exactly where that stands.
Setup
Getting connected takes minutes
- 1
Subscribe to the Marketplace plan
The connector is included with your EffiZoom Marketplace subscription at $39/mo. No separate license, no per-seat pricing games. Up to 5 connected users per agency.
- 2
Add the connector in Claude
Each team member adds it like any other secure connector and signs in with their own AgencyZoom login. Credentials are encrypted, sessions refresh automatically.
- 3
Ask for the work
Customer briefs, lead intake, renewal sweeps, ticket triage. High-stakes flows run on guided rails with duplicate checks and confirmation steps built into the path.
New to MCP? Start here.
Three short reads that explain the standard, the setup, and how it compares to what you are probably using now.
Questions, answered
What is MCP, in one sentence?
How is this different from a Zapier automation?
How is this different from a Claude skill or a custom GPT?
Does my whole team need separate logins?
What happens if the assistant gets something wrong?
Where does my data actually live?
Are you SOC 2 certified?
What does it cost?
Let Claude do the clicking
Start free to see how EffiZoom thinks, then add the connector on the Marketplace plan when you want it acting inside AgencyZoom.
EffiZoom Support
How can we help you today?