AgencyBloc MCP by usefulapi
io.usefulapi/agencybloc · v1.4.0 · MCP 2025-06-18
Read and update AgencyBloc individuals, groups, policies and agents; log activities and notes.
Reachability
reachable
checked 2026-10-26 05:31 UTC
Registry status active
Tools pinned 22
310631fb1e16
Tools last changed
unchanged since first capture 2026-10-25
Repo last push 2026-10-26
as of 2026-10-26
GitHub stars 0
as of 2026-10-26
Provenance
Registry namespace io.usefulapi
(domain verified by the official registry)
Repository
github.com/m190/usefulapi-mcp
Website
https://usefulapi.io/agencybloc/
Remote endpoints
https://agencybloc.usefulapi.io/mcp (streamable-http)
Observed changes
| When (UTC) | Event | Detail |
|---|---|---|
| 2026-10-25 05:30 | first capture | 22 tools pinned |
Pinned tool definitions (22)
| Tool | Description |
|---|---|
| agencybloc_search_individuals | Search individuals (clients and contacts) in AgencyBloc. All filters are optional and combine; with none you get the first records. Returns id, name, email, birth date, phones and last-updated time (national ids such as SSN are never... |
| agencybloc_get_individual | One individual by id, with addresses, policies and custom fields (and activities when include_activities is true). National ids are removed. POST individuals/detail. |
| agencybloc_search_groups | Search groups (employer / business accounts) in AgencyBloc by name, type or phone. Returns id, name, type and phone. POST groups/search. |
| agencybloc_get_group | One group by id, with addresses, policies and custom fields (and activities when include_activities is true). POST groups/detail. |
| agencybloc_search_policies | Search policies by number, coverage type, carrier, holder, servicing agent, application date or last update. Returns id, holder, policy number, carrier, status, coverage type, effective and renewal dates. Use... |
| agencybloc_get_policy | One policy by id: holder, agent, carrier, status, dates, premium, coverages and custom fields. POST policies/detail. |
| agencybloc_search_agents | Search agents (producers) by name, email or phone. Returns id, name, email and phones. POST agents/search. |
| agencybloc_get_agent | One agent by id, with agencies, addresses and custom fields (and activities when include_activities is true). POST agents/detail. |
| agencybloc_search_carriers | Search insurance carriers by name or phone. Returns id, name, abbreviation and phones. POST carriers/search. |
| agencybloc_list_activities | All activities (tasks, calls, renewals) logged on one group, individual, agent, carrier or lead: date, subject, notes, status, type, method, priority and follow-up. There is no paging. POST activities/list. |
| agencybloc_get_activities | Activities by id (1-50 ids), e.g. the ids shown on a policy or individual. POST activity/list. |
| agencybloc_list_notes | Notes (subject, body, author, dates, pinned flag, attachment names) on one agent, group, individual or policy, newest change first. There is no paging. POST notes/list. |
| agencybloc_search_leads_by_phone | Find Sales Enablement records (leads) by phone number; the search is by phone only. Only accounts with the Sales Enablement module have them. POST salesEnablement/leads/searchphone. |
| agencybloc_get_lead | One Sales Enablement record (lead) by record id. POST salesEnablement/Leads/detail. |
| agencybloc_create_individual | WRITE: create a new individual (client or contact) in AgencyBloc. Needs first and last name; everything else is optional. It does not check for duplicates: search first. Returns the new individualID. POST individuals/create. |
| agencybloc_update_individual | WRITE: change fields of an existing individual; fields you leave out are not sent. Tags are replaced (empty string clears them). Addresses are not changed here. Returns the individualID. POST individuals/update. |
| agencybloc_create_group | WRITE: create a new group (employer / business account) in AgencyBloc. It does not check for duplicates: search first. Returns the new groupID. POST groups/create. |
| agencybloc_update_group | WRITE: change fields of an existing group (including its name); fields you leave out are not sent. Returns the groupID. POST groups/update. |
| agencybloc_create_policy | WRITE: create a policy on an existing group or individual. Needs the holder (entity_id + entity_type), coverage type, status and the carrier's full name; unknown coverage types / statuses are created in the account. Returns the new... |
| agencybloc_update_policy | WRITE: change fields of an existing policy (status, carrier, dates, premium ...); fields you leave out are not sent. Returns the policyID. POST policies/update. |
| agencybloc_create_activity | WRITE: log an activity (call, task, renewal reminder) on a group, individual, agent, carrier or lead. Status, type, method and priority are the text values of the account's dropdowns (My Agency Settings > Data Administration); unknown... |
| agencybloc_create_note | WRITE: add one note (subject + body) to an agent, group, individual or policy. AgencyBloc never allows notes to be edited or deleted through the API (audit rule), so the note is permanent. Pinning a note unpins the previously pinned... |
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