Actions for AI agents

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.

AgencyZoom Tools

Fetches all tasks (read-only task data) for a customer by `customerId` to review their activities, follow-ups, and action items; the `customerId` must be valid.

AgencyZoom Tools

Retrieves detailed information for a specific, existing driver (by `driverId`) associated with an AgencyZoom opportunity.

AgencyZoom Tools

Retrieves comprehensive details for a specific lead in AgencyZoom by its unique `leadId` (which must correspond to an existing lead), including contact information, status, associated opportunities, quotes/policies, custom fields, and interaction history.

AgencyZoom Tools

Retrieves all sales opportunities and their details for a specified, existing `leadId` in AgencyZoom.

AgencyZoom Tools

Fetches comprehensive details for an existing opportunity using its unique `opportunityId`.

AgencyZoom Tools

Retrieves comprehensive details for a specific task using its unique `taskId`, which must correspond to an existing task in AgencyZoom.

AgencyZoom Tools

Retrieves detailed information for a specific vehicle, often associated with an AgencyZoom opportunity, using its unique vehicleId.

AgencyZoom Tools

Searches and retrieves detailed information for email threads in AgencyZoom; no explicit search criteria are passed in this request.

AgencyZoom Tools

Assigns or reassigns an existing driver to an existing opportunity.

AgencyZoom Tools

Links an existing vehicle to an existing sales opportunity in AgencyZoom using their respective IDs, typically for managing auto insurance policies or related services.

AgencyZoom Tools

Retrieves a complete, unfiltered list of all product categories (ID and name) from AgencyZoom, useful for understanding product organization or populating UI elements.

AgencyZoom Tools

Authenticates an existing AgencyZoom user using their email (as username) and password to obtain a JWT for API access; this action does not support new user creation.

AgencyZoom Tools

Use this action to log the current user out of AgencyZoom by invalidating their active session token.

AgencyZoom Tools

Marks a text thread in AgencyZoom as read or unread using its `threadId`; this action does not modify message content and the specified `threadId` must refer to an existing thread.

AgencyZoom Tools

Marks an existing lead as sold by its `leadId` and records product details; `productLineId`, `premium`, `effectiveDate`, and `soldDate` are operationally required for each sold product, despite schema flexibility.

AgencyZoom Tools

Call this action to permanently delete an SMS/text message thread in AgencyZoom; the target thread is identified by its `threadId`. Note: This operation is idempotent - deleting a non-existent thread will return success.

AgencyZoom Tools

Reopens an existing AgencyZoom task that is currently 'completed' or 'closed', allowing it to be reactivated with optional comments.

AgencyZoom Tools

Retrieves a comprehensive list of all available business classifications from AgencyZoom, each including an ID, code, and description.

AgencyZoom Tools

Searches for customers in AgencyZoom using criteria like contact information, policy details, or custom fields, with options for filtering, sorting, and pagination.

AgencyZoom Tools

Retrieves a list of email thread metadata from AgencyZoom, suitable for an overview when no specific filtering, sorting, or pagination is needed, as results are subject to default server-side limits and ordering.

AgencyZoom Tools

Retrieves AgencyZoom leads, using filters, pagination, and sorting options sent in the POST body, as the request schema itself is empty.