Connect Claude Code to AgencyZoom
Set up in minutes
Choose where it runs
On your computer through your own Claude Code, or hosted in the cloud. The rest of setup adapts to your choice:
Pick what it can do in AgencyZoom
A preset of real AgencyZoom operations. Each one becomes a tool the agent can call, and it can't touch anything outside the list.
Connect AgencyZoom
One sign-in. The agent acts through your account, scoped to the operations you picked.
Add your personal MCP link
The last step mints a private MCP URL for this agent and walks you through exactly this, with your real link filled in. The page flips to Connected the moment your Claude Code first calls in. Claude Code connects when a session starts — run claude, or restart a running one.
Run this in your terminal
<your-link> is your personal server URL — setup mints it for you.
Tools Claude Code gets
AgencyZoom
24 toolsSearch leads by contact, assignment and pipeline.
Create a personal lead in an explicit pipeline and stage.
Get lead details.
List notes on a lead.
Add a note to a lead.
List tasks for a lead.
Search customer records, returning one page.
Create a customer assigned to an explicit agent.
Get customer details.
Add a note to a customer.
List tasks for a customer.
List written policies for a customer.
List AMS policies for a customer.
Search tasks by assignee, status, period and dates.
Create a task; meeting invitees may receive invitations.
Get task details.
Update task details; supply the intended title, due time and assignee.
Mark a task completed.
Reopen a completed task.
Permanently delete a task.
List the agency's employees to prove the connected account.
List pipelines and their stages.
List the agency's lead sources.
List the agency's tags.
About Claude Code
Frequently asked questions
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Open your Claude Code agent in one click.
NoClick runs Claude Code for you with AgencyZoom wired in as tools. Connect your account and run.