# Agencyzoom

> AgencyZoom integration for AI agents via ClawLink — browser login, no API key setup. Connect agencyzoom through ClawLink's hosted setup. Use this skill when the user wants to work with AgencyZoom (CRM & Sales) — connect AgencyZoom, read or update AgencyZoom data, or take actions in AgencyZoom from chat instead of saying you cannot access it.

- Skill: `clawlink-hq/agencyzoom` (Agent Skill)
- Install (CLI): `npx skillmds@latest add clawlink-hq/agencyzoom`
- Raw SKILL.md: https://api.skillmd.com/api/skills/clawlink-hq/agencyzoom/raw
- Safety review: pending
- Works with: Claude Code, Claude.ai, OpenAI Codex
- Category: Integrations & APIs
- Author: clawlink-hq (https://skillmd.com/u/clawlink-hq)
- Updated: 2026-09-17
- Page: https://skillmd.com/skills/clawlink-hq/agencyzoom

---


# AgencyZoom

Use **AgencyZoom** from your AI agent through [ClawLink](https://claw-link.dev) — browser login, no API key to paste, no config to edit. Connect AgencyZoom once and the agent can read and act on it. Works in any agent that can run shell commands (Claude Code, Cursor, Codex, Cline, and more).

## Setup

Run these once — the agent can run them for you:

```bash
npx @useclawlink/cli login              # opens browser → approve (mints + stores a key)
npx @useclawlink/cli connect agencyzoom   # opens browser → authorize AgencyZoom
```

No API key to create or paste — `login` stores the credential at `~/.clawlink/credentials.json`.

## Using AgencyZoom

```bash
npx @useclawlink/cli actions agencyzoom "<what you want to do>"   # find an action
npx @useclawlink/cli describe agencyzoom <action-id>             # see its inputs (before writes)
npx @useclawlink/cli run agencyzoom <action-id> --input '<json>' # execute
```

Reads first; confirm with the user before any write.

## Available actions

| Action | Description |
|--------|-------------|
| `agencyzoom_authenticate_for_jwtvia_v4_sso` | 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 authentication through Vertafore's OAuth provider, the callback will include a 'code' parameter. Use that code with this action to obtain the JWT token for API access. Note: This is typically used during initial authentication setup. The code is single-use, time-limited, and must match the PKCE challenge from the original auth request. |
| `agencyzoom_batch_create_contact` | Creates 1 to 5 new contacts in AgencyZoom in a single batch API call. |
| `agencyzoom_batch_create_lead` | 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_batch_delete_task` | Deletes multiple AgencyZoom tasks in a batch; task deletion is permanent and the response indicates overall batch success, not individual task status. |
| `agencyzoom_change_status_for_lead` | 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_complete_task` | Marks an existing and accessible task in AgencyZoom as 'completed'; this action does not return the full updated task object. |
| `agencyzoom_create_a_customer_note` | Adds a new note to an existing customer's profile using their ID; cannot be used to edit or retrieve existing notes. |
| `agencyzoom_create_a_driver_for_an_opportunity` | 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_create_a_lead_note` | Adds a new note to an existing lead in AgencyZoom, identified by `leadId`. |
| `agencyzoom_create_a_lead_opportunity` | 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_create_a_lead_quote` | 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_create_a_vehicle_for_an_opportunity` | Adds a new vehicle record to a specified opportunity; `opportunityId` must refer to a valid, existing opportunity. |

## Notes

- **No API key for AgencyZoom itself** — ClawLink holds the OAuth token; the agent only holds your ClawLink credential.
- Not connected yet, or access expired? Re-run `npx @useclawlink/cli connect agencyzoom`.
- The action list above is a snapshot; `npx @useclawlink/cli actions agencyzoom` is always current.

## Resources

- ClawLink: https://claw-link.dev
- Docs: https://docs.claw-link.dev
- CLI: https://www.npmjs.com/package/@useclawlink/cli

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