Actions for AI agents

AgencyZoom Tools

Searches and lists tasks, supporting pagination and accepting filter criteria in the POST request body despite an empty request schema.

AgencyZoom Tools

Retrieves a paginated list of service tickets from AgencyZoom. Supports filtering by: - Status (0=removed, 1=active, 2=completed) - Priority ID and Category ID Returns service ticket details including subject, description, dates, assignment information, and workflow stage. Resul…

AgencyZoom Tools

Retrieves detailed messages for a specific SMS/text thread by its thread ID. Returns all messages in the thread with their content, attachments, sender/recipient information, and metadata. The thread ID can be obtained from the search_sms_threads action.

AgencyZoom Tools

Unlinks a currently associated driver from an AgencyZoom opportunity, used when the driver is no longer relevant, for policy or data updates, potentially impacting the opportunity's status or associated policy details.

AgencyZoom Tools

Unlinks a specific, existing vehicle from a specific, existing opportunity using their respective IDs, removing only the association and not the records themselves.

AgencyZoom Tools

Updates the read or unread status of a specific email thread within AgencyZoom.

AgencyZoom Tools

Updates an existing driver's details in AgencyZoom, requiring `driverId` in the path and `firstName` and `lastName` in the request.

AgencyZoom Tools

Updates a lead's file name to `newFileName`; requires `fileId` of the target file, which must be associated with both the `leadId` (path parameter) and the provided `customerReferralId`.

AgencyZoom Tools

Updates an existing opportunity's details (carrier, product line, premium, items, custom fields) for a specific lead; `leadId`, opportunity `id`, `carrierId`, and `productLineId` must refer to existing entities.

AgencyZoom Tools

Updates an existing quote for a specified lead in AgencyZoom when its details require revision, ensuring the provided `leadId` (path parameter), quote `id` (body parameter), `carrierId`, and `productLineId` are valid and correspond to existing entities.

AgencyZoom Tools

Updates an existing insurance policy for the given `policyId`; monetary values must be in cents and dates in YYYY-MM-DD format.

AgencyZoom Tools

Updates details for an existing vehicle within an opportunity; this action cannot be used to create new vehicle records.

AgencyZoom Tools

Updates an existing opportunity with the provided details; ensure any custom field names are predefined in AgencyZoom configuration.

AgencyZoom Tools

Updates an existing business lead in AgencyZoom. Requires leadId (path parameter) plus core business information fields: firstname, email, name (business name), pipelineId, stageId, leadSourceId, assignTo (producer ID), and country. All other fields are optional and will only up…

AgencyZoom Tools

Updates an existing customer's information in AgencyZoom using their unique customerId.

AgencyZoom Tools

Updates an existing lead's information in AgencyZoom using the `leadId`; ensure the `leadId` corresponds to an existing lead in AgencyZoom.

AgencyZoom Tools

Updates a lead's status (0=ACTIVE, 2=WON, 3=LOST, 5=XDATED) by `leadId`, optionally setting workflow, stage, date, loss reason, X-date type, source, recycle stage/pipeline, or tags; requires `date` and `xDateType` for status 5 (XDATED), and `lossReasonId` for status 3 (LOST).

AgencyZoom Tools

Updates the profile information (first name, last name, email, and optional phone) for the currently authenticated user in AgencyZoom; the provided email address must be unique within the system.

AgencyZoom Tools

Adds new comma-separated `tagNames` to a policy, requiring `tagNames` and identification by either `policyId` or `amsPolicyId`; if `amsPolicyId` is provided, `policyId` is ignored, and existing tags are not affected.

AgencyZoom Tools

Modifies an existing AgencyZoom task (which must be valid and identified by `taskId` in the path) with new attributes from the request body, which must also contain `taskId`.

AgencyZoom Tools

Logs a user into the AgencyZoom platform via Single Sign-On (SSO). Returns JWT on success or error details on authentication failure.

Agiled Tools

Tool to create a new expense in Agiled. Use after gathering expense details and authenticating with your API key.

Agiled Tools

Tool to create a new project in Agiled. Use when you have collected all project details and need to set up the project before assigning tasks. Example: "Create a new project named Website Redesign with start date 2023-09-01 and status in progress."