Actions for AI agents

Affinity Tools

Returns metadata on non-list-specific Company Fields. Use the returned Field IDs to request field data from the GET `/v2/companies` and GET `/v2/companies/{id}` endpoints.

Affinity Tools

Returns metadata on non-list-specific Person Fields. Use the returned Field IDs to request field data from the GET `/v2/persons` and GET `/v2/persons/{id}` endpoints.

Affinity Tools

Returns metadata on the Saved Views on a List.

AgencyZoom Tools

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 authenticatio…

AgencyZoom Tools

Creates 1 to 5 new contacts in AgencyZoom in a single batch API call.

AgencyZoom Tools

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.

AgencyZoom Tools

Deletes multiple AgencyZoom tasks in a batch; task deletion is permanent and the response indicates overall batch success, not individual task status.

AgencyZoom Tools

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.

AgencyZoom Tools

Marks an existing and accessible task in AgencyZoom as 'completed'; this action does not return the full updated task object.

AgencyZoom Tools

Adds a new note to an existing customer's profile using their ID; cannot be used to edit or retrieve existing notes.

AgencyZoom Tools

Creates a new driver record associated with an existing AgencyZoom opportunity using its ID; requires firstName and lastName, with optional fields for additional driver details.

AgencyZoom Tools

Adds a new note to an existing lead in AgencyZoom, identified by `leadId`.

AgencyZoom Tools

Adds a new sales opportunity to an existing lead in AgencyZoom, requiring a valid `leadId`, `carrierId`, `productLineId`, and that custom field names match existing definitions in AgencyZoom.

AgencyZoom Tools

Creates a new insurance quote for an existing lead in AgencyZoom, using valid carrier and product line IDs, to track a proposal; this action does not bind policies or process payments.

AgencyZoom Tools

Adds a new vehicle record to a specified opportunity; `opportunityId` must refer to a valid, existing opportunity.

AgencyZoom Tools

Creates a new lead opportunity in AgencyZoom; this action cannot update existing opportunities.

AgencyZoom Tools

Creates or updates a business lead in AgencyZoom using detailed personal and company information, for B2B sales and marketing lead management.

AgencyZoom Tools

Creates a new lead or updates an existing one in AgencyZoom; ensure `pipelineId`, `stageId`, `leadSourceId`, and `assignTo` reference valid, existing entities.

AgencyZoom Tools

Creates a new task in AgencyZoom; ensure `assigneeId`, `customerId`, or `leadId` are valid existing entities if provided, and use `contactEmail`, `customerId`, or `leadId` to link the task to a contact.

AgencyZoom Tools

Irreversibly deletes a customer and all associated data in AgencyZoom using their `customerId`; useful for offboarding or data privacy compliance.

AgencyZoom Tools

Permanently deletes a specific file, identified by `fileId`, associated with a customer, identified by `customerId`.

AgencyZoom Tools

Permanently deletes a specific policy associated with a customer, for instance, if it's cancelled or inactive; this action is irreversible and requires caution.

AgencyZoom Tools

Permanently deletes an existing driver record (a person associated with an insurance opportunity) from AgencyZoom using its unique `driverId`; this action is irreversible.