Actions for AI agents

AgencyZoom Tools

Retrieves metadata for all configured custom field definitions, not the specific values entered for individual records.

AgencyZoom Tools

Retrieves a list of drivers (individuals), including their personal details, licensing information, and relationship status, associated with a specific, existing `opportunityId` in AgencyZoom.

AgencyZoom Tools

Retrieves a complete list of all employees for the authenticated agency; returns an empty list if no employees are configured.

AgencyZoom Tools

Retrieves a comprehensive list of all predefined lead source categories from AgencyZoom, used to classify lead origins.

AgencyZoom Tools

Fetches a list of all lead sources configured in AgencyZoom, including their ID, name, sales exclusion status, and category ID.

AgencyZoom Tools

Retrieves a list of life insurance professionals, including only their contact and status information (excluding sales or customer data), from the AgencyZoom platform.

AgencyZoom Tools

Retrieves all agency locations or branches from AgencyZoom; filtering options are not available.

AgencyZoom Tools

Retrieves all predefined loss reasons (e.g., 'Lost to competitor', 'Premium too high') available in AgencyZoom. These reasons can be used when marking leads as lost or for reporting purposes. No parameters required - returns complete list.

AgencyZoom Tools

Retrieves all pipelines and their stages from AgencyZoom to understand workflow structures; this is a read-only operation and does not return individual items (like leads or tasks) within these pipelines.

AgencyZoom Tools

Retrieves a list of all producers from AgencyZoom, typically related to text thread functionalities.

AgencyZoom Tools

Fetches all product lines and policy types from AgencyZoom, each detailed with its ID, name, and product category ID.

AgencyZoom Tools

Retrieves the available recycle event types and any existing X-Date information for a specified lead in AgencyZoom. Returns a list of recycle event categories that can be used to trigger follow-ups (e.g., 'X-Date', 'Accident Falls Off', 'Prior Insurance Fulfilled').

AgencyZoom Tools

Retrieves all vehicles associated with an existing opportunity, using its unique opportunityId.

AgencyZoom Tools

Retrieves a customer's synchronized Agency Management System (AMS) policy data (typically a single policy); requires an active AMS integration, may return empty/default values if data is missing.

AgencyZoom Tools

Retrieves a fresh authentication URL for AgencyZoom's V4 Single Sign-On (SSO) process; call before each SSO attempt as the URL may change and should not be cached.

AgencyZoom Tools

Fetches department and group information for an agency, optionally filtered by a specific `agencyNumber`, to analyze its organizational structure.

AgencyZoom Tools

Retrieves metadata (id, title, MIME type, size, dates, creator info) for files attached to leads in AgencyZoom. Optionally filter by `leadId` to get files for a specific lead, or omit to retrieve files across all leads. Returns file metadata only, not the actual file content.

AgencyZoom Tools

Fetches the complete history of notes for a specific lead by `leadId` (which must exist), useful for reviewing context for communications or follow-ups; this is a read-only operation.

AgencyZoom Tools

Retrieves all insurance quotes (active and inactive) for a specific lead ID, useful for reviewing or tracking quote history.

AgencyZoom Tools

Retrieves all tasks for a specific lead, identified by its `leadId`, to review its activity history or manage follow-ups.

AgencyZoom Tools

Fetches a list of all defined end stages, representing final steps in processes like lead conversion or policy closure.

AgencyZoom Tools

Retrieves from AgencyZoom all insurance policies for an existing customer (identified by `customerId`), including policy details like type, carrier, premium, effective dates, and assigned agents. Excludes premium payment history or claims information.

AgencyZoom Tools

Fetches comprehensive details for a specific customer, including personal information, policies, notes, tasks, files, and custom fields, using their unique customer ID.