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 values are created. When the status is not Complete the activity is a follow-up: give follow_up_user_id and follow_up_date (and start/end times), and AgencyBloc assigns it to that user. Nothing is sent to the customer. Activities cannot be edited or deleted through the API. Returns the new activityID. POST activities/create.

Argument	Type	Description
type*	string	Activity type, e.g. Renewal.
notes*	string	The activity text.
method*	string	Activity method, e.g. Phone or Email.
status*	string	e.g. Complete or In Progress.
subject*	string
priority*	string	e.g. Low, Medium or High.
entity_id*	integer	Id of the record.
entity_type*	string
activity_date	string	Defaults to today.
follow_up_date	string	A date, yyyy-mm-dd.
follow_up_all_day	boolean
follow_up_user_id	integer	AgencyBloc user the follow-up is assigned to.
related_policy_id	integer	A policy of this group or individual.
follow_up_end_time	string	24-hour HH:MM or HH:MM:SS.
follow_up_start_time	string	24-hour HH:MM or HH:MM:SS.

Input schema (JSON)

{
  "type": "object",
  "$schema": "https://json-schema.org/draft/2020-12/schema",
  "required": [
    "entity_id",
    "entity_type",
    "subject",
    "notes",
    "status",
    "type",
    "method",
    "priority"
  ],
  "properties": {
    "type": {
      "type": "string",
      "maxLength": 100,
      "minLength": 1,
      "description": "Activity type, e.g. Renewal."
    },
    "notes": {
      "type": "string",
      "maxLength": 8000,
      "minLength": 1,
      "description": "The activity text."
    },
    "method": {
      "type": "string",
      "maxLength": 100,
      "minLength": 1,
      "description": "Activity method, e.g. Phone or Email."
    },
    "status": {
      "type": "string",
      "maxLength": 100,
      "minLength": 1,
      "description": "e.g. Complete or In Progress."
    },
    "subject": {
      "type": "string",
      "maxLength": 250,
      "minLength": 1
    },
    "priority": {
      "type": "string",
      "maxLength": 100,
      "minLength": 1,
      "description": "e.g. Low, Medium or High."
    },
    "entity_id": {
      "type": "integer",
      "maximum": 9007199254740991,
      "description": "Id of the record.",
      "exclusiveMinimum": 0
    },
    "entity_type": {
      "enum": [
        "Group",
        "Individual",
        "Agent",
        "Carrier",
        "Lead"
      ],
      "type": "string"
    },
    "activity_date": {
      "type": "string",
      "pattern": "^(\\d{4})-(\\d{2})-(\\d{2})$",
      "description": "Defaults to today."
    },
    "follow_up_date": {
      "type": "string",
      "pattern": "^(\\d{4})-(\\d{2})-(\\d{2})$",
      "description": "A date, yyyy-mm-dd."
    },
    "follow_up_all_day": {
      "type": "boolean"
    },
    "follow_up_user_id": {
      "type": "integer",
      "maximum": 9007199254740991,
      "description": "AgencyBloc user the follow-up is assigned to.",
      "exclusiveMinimum": 0
    },
    "related_policy_id": {
      "type": "integer",
      "maximum": 9007199254740991,
      "description": "A policy of this group or individual.",
      "exclusiveMinimum": 0
    },
    "follow_up_end_time": {
      "type": "string",
      "description": "24-hour HH:MM or HH:MM:SS."
    },
    "follow_up_start_time": {
      "type": "string",
      "description": "24-hour HH:MM or HH:MM:SS."
    }
  }
}

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.

Argument	Type	Description
dba	string	Doing-business-as name.
zip	string
city	string
type	string	Group type as configured in the account.
state	string	Two-letter state abbreviation.
status	string
street1	string
street2	string
website	string
industry	string
employees	integer	Number of employees.
group_name

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.

Argument	Type	Description
zip	string
city	string
tags	string	Tags (replaces existing tags on update; an empty string clears them).
type	string	Type as configured in the account; an unknown value is created.
email	string
state	string	Two-letter state abbreviation.
gender	string
status	string	Status as configured in the account; an unknown value is created.
street1	string
street2	string
group_id

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 one. Returns the new note id. POST notes/create.

destructive

Argument	Type	Description
body*	string
pinned	boolean	Pin the note (unpins any other pinned note). Default false.
subject*	string
entity_id*	integer	Id of the record.
entity_type*	string

Input schema (JSON)

{
  "type": "object",
  "$schema": "https://json-schema.org/draft/2020-12/schema",
  "required": [
    "entity_id",
    "entity_type",
    "subject",
    "body"
  ],
  "properties": {
    "body": {
      "type": "string",
      "maxLength": 8000,
      "minLength": 1
    },
    "pinned": {
      "type": "boolean",
      "description": "Pin the note (unpins any other pinned note). Default false."
    },
    "subject": {
      "type": "string",
      "maxLength": 250,
      "minLength": 1
    },
    "entity_id": {
      "type": "integer",
      "maximum": 9007199254740991,
      "description": "Id of the record.",
      "exclusiveMinimum": 0
    },
    "entity_type": {
      "enum": [
        "Agent",
        "Group",
        "Individual",
        "Policy"
      ],
      "type": "string"
    }
  }
}

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 policyID. POST policies/create.

Argument	Type	Description
lives	integer	Number of covered lives.
notes	string	The policy's own notes field.
status*	string
carrier*	string	The carrier's full name.
premium	number	Premium amount.
entity_id*	integer	The groupID or individualID that holds the policy.
term_date	string	A date, yyyy-mm-dd.
entity_type*	string
renewal_date	string	A date, yyyy-mm-dd.
coverage_type

agencybloc_get_activities

Activities by id (1-50 ids), e.g. the ids shown on a policy or individual. POST activity/list.

read-only

Argument	Type	Description
activity_ids*	array

Input schema (JSON)

{
  "type": "object",
  "$schema": "https://json-schema.org/draft/2020-12/schema",
  "required": [
    "activity_ids"
  ],
  "properties": {
    "activity_ids": {
      "type": "array",
      "items": {
        "type": "integer",
        "maximum": 9007199254740991,
        "exclusiveMinimum": 0
      },
      "maxItems": 50,
      "minItems": 1
    }
  }
}

agencybloc_get_agent

One agent by id, with agencies, addresses and custom fields (and activities when include_activities is true). POST agents/detail.

read-only

Argument	Type	Description
agent_id*	integer
include_activities	boolean	Also return the activities (default false).

Input schema (JSON)

{
  "type": "object",
  "$schema": "https://json-schema.org/draft/2020-12/schema",
  "required": [
    "agent_id"
  ],
  "properties": {
    "agent_id": {
      "type": "integer",
      "maximum": 9007199254740991,
      "exclusiveMinimum": 0
    },
    "include_activities": {
      "type": "boolean",
      "description": "Also return the activities (default false)."
    }
  }
}

agencybloc_get_group

One group by id, with addresses, policies and custom fields (and activities when include_activities is true). POST groups/detail.

read-only

Argument	Type	Description
group_id*	integer
include_activities	boolean	Also return the activities (default false).

Input schema (JSON)

{
  "type": "object",
  "$schema": "https://json-schema.org/draft/2020-12/schema",
  "required": [
    "group_id"
  ],
  "properties": {
    "group_id": {
      "type": "integer",
      "maximum": 9007199254740991,
      "exclusiveMinimum": 0
    },
    "include_activities": {
      "type": "boolean",
      "description": "Also return the activities (default false)."
    }
  }
}

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.

read-only

Argument	Type	Description
individual_id*	integer
include_activities	boolean	Also return the activities (default false).

Input schema (JSON)

{
  "type": "object",
  "$schema": "https://json-schema.org/draft/2020-12/schema",
  "required": [
    "individual_id"
  ],
  "properties": {
    "individual_id": {
      "type": "integer",
      "maximum": 9007199254740991,
      "exclusiveMinimum": 0
    },
    "include_activities": {
      "type": "boolean",
      "description": "Also return the activities (default false)."
    }
  }
}

agencybloc_get_lead

One Sales Enablement record (lead) by record id. POST salesEnablement/Leads/detail.

read-only

Argument	Type	Description
record_id*	integer

Input schema (JSON)

{
  "type": "object",
  "$schema": "https://json-schema.org/draft/2020-12/schema",
  "required": [
    "record_id"
  ],
  "properties": {
    "record_id": {
      "type": "integer",
      "maximum": 9007199254740991,
      "exclusiveMinimum": 0
    }
  }
}

agencybloc_get_policy

One policy by id: holder, agent, carrier, status, dates, premium, coverages and custom fields. POST policies/detail.

read-only

Argument	Type	Description
policy_id*	integer

Input schema (JSON)

{
  "type": "object",
  "$schema": "https://json-schema.org/draft/2020-12/schema",
  "required": [
    "policy_id"
  ],
  "properties": {
    "policy_id": {
      "type": "integer",
      "maximum": 9007199254740991,
      "exclusiveMinimum": 0
    }
  }
}

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.

read-only

Argument	Type	Description
entity_id*	integer	Id of the record.
entity_type*	string

Input schema (JSON)

{
  "type": "object",
  "$schema": "https://json-schema.org/draft/2020-12/schema",
  "required": [
    "entity_id",
    "entity_type"
  ],
  "properties": {
    "entity_id": {
      "type": "integer",
      "maximum": 9007199254740991,
      "description": "Id of the record.",
      "exclusiveMinimum": 0
    },
    "entity_type": {
      "enum": [
        "Group",
        "Individual",
        "Agent",
        "Carrier",
        "Lead"
      ],
      "type": "string"
    }
  }
}

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.

read-only

Argument	Type	Description
entity_id*	integer	Id of the record.
entity_type*	string

Input schema (JSON)

{
  "type": "object",
  "$schema": "https://json-schema.org/draft/2020-12/schema",
  "required": [
    "entity_id",
    "entity_type"
  ],
  "properties": {
    "entity_id": {
      "type": "integer",
      "maximum": 9007199254740991,
      "description": "Id of the record.",
      "exclusiveMinimum": 0
    },
    "entity_type": {
      "enum": [
        "Agent",
        "Group",
        "Individual",
        "Policy"
      ],
      "type": "string"
    }
  }
}

agencybloc_search_agents

Search agents (producers) by name, email or phone. Returns id, name, email and phones. POST agents/search.

read-only

Argument	Type	Description
email	string
limit	integer	Most records to return, 1-500 (default 50). There is no paging: narrow with filters if more may exist.
phone	string	Matches the home, cell or business phone.
last_name	string
first_name	string

Input schema (JSON)

{
  "type": "object",
  "$schema": "https://json-schema.org/draft/2020-12/schema",
  "properties": {
    "email": {
      "type": "string",
      "maxLength": 200,
      "minLength": 1
    },
    "limit": {
      "type": "integer",
      "maximum": 500,
      "description": "Most records to return, 1-500 (default 50). There is no paging: narrow with filters if more may exist.",
      "exclusiveMinimum": 0
    },
    "phone": {
      "type": "string",
      "maxLength": 40,
      "minLength": 1,
      "description": "Matches the home, cell or business phone."
    },
    "last_name": {
      "type": "string",
      "maxLength": 200,
      "minLength": 1
    },
    "first_name": {
      "type": "string",
      "maxLength": 200,
      "minLength": 1
    }
  }
}

agencybloc_search_carriers

Search insurance carriers by name or phone. Returns id, name, abbreviation and phones. POST carriers/search.

read-only

Argument	Type	Description
limit	integer	Most records to return, 1-500 (default 50). There is no paging: narrow with filters if more may exist.
phone	string	Matches any carrier phone.
carrier_name	string

Input schema (JSON)

{
  "type": "object",
  "$schema": "https://json-schema.org/draft/2020-12/schema",
  "properties": {
    "limit": {
      "type": "integer",
      "maximum": 500,
      "description": "Most records to return, 1-500 (default 50). There is no paging: narrow with filters if more may exist.",
      "exclusiveMinimum": 0
    },
    "phone": {
      "type": "string",
      "maxLength": 40,
      "minLength": 1,
      "description": "Matches any carrier phone."
    },
    "carrier_name": {
      "type": "string",
      "maxLength": 200,
      "minLength": 1
    }
  }
}

agencybloc_search_groups

Search groups (employer / business accounts) in AgencyBloc by name, type or phone. Returns id, name, type and phone. POST groups/search.

read-only

Argument	Type	Description
type	string	The group type as configured in the account.
limit	integer	Most records to return, 1-500 (default 50). There is no paging: narrow with filters if more may exist.
group_name	string
updated_since	string	Only groups modified on/after this date.
business_phone	string

Input schema (JSON)

{
  "type": "object",
  "$schema": "https://json-schema.org/draft/2020-12/schema",
  "properties": {
    "type": {
      "type": "string",
      "maxLength": 200,
      "minLength": 1,
      "description": "The group type as configured in the account."
    },
    "limit": {
      "type": "integer",
      "maximum": 500,
      "description": "Most records to return, 1-500 (default 50). There is no paging: narrow with filters if more may exist.",
      "exclusiveMinimum": 0
    },
    "group_name": {
      "type": "string",
      "maxLength": 200,
      "minLength": 1
    },
    "updated_since": {
      "type": "string",
      "pattern": "^(\\d{4})-(\\d{2})-(\\d{2})$",
      "description": "Only groups modified on/after this date."
    },
    "business_phone": {
      "type": "string",
      "maxLength": 40,
      "minLength": 1
    }
  }
}

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 returned). Use updated_since to find recently changed people. POST individuals/search.

read-only

Argument	Type	Description
email	string
limit	integer	Most records to return, 1-500 (default 50). There is no paging: narrow with filters if more may exist.
phone	string	Matches the home, cell or business phone.
group_id	integer	Only members of this group.
last_name	string
first_name	string
updated_since	string	Only records updated on/after this (inclusive); results then run oldest update first.
updated_before	string	Only records updated before this (exclusive).

Input schema (JSON)

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.

read-only

Argument	Type	Description
phone*	string	Phone number to look up.

Input schema (JSON)

{
  "type": "object",
  "$schema": "https://json-schema.org/draft/2020-12/schema",
  "required": [
    "phone"
  ],
  "properties": {
    "phone": {
      "type": "string",
      "maxLength": 40,
      "minLength": 1,
      "description": "Phone number to look up."
    }
  }
}

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 submitted_after/updated_since for recent business. POST policies/search.

read-only

Argument	Type	Description
limit	integer	Most records to return, 1-500 (default 50). There is no paging: narrow with filters if more may exist.
carrier	string	Carrier name.
entity_id	integer	Holder id (group or individual id); give entity_type too.
entity_type	string	Whether entity_id is a Group or an Individual.
coverage_type	string	Coverage type as configured in the account (e.g. Medicare Supplement).
policy_number	string
updated_since	string	Only records updated on/after this (inclusive); results then run oldest update first.
updated_before	string	Only records updated before this (exclusive).

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.

destructive

Argument	Type	Description
dba	string	Doing-business-as name.
type	string	Group type as configured in the account.
website	string
group_id*	integer
industry	string
employees	integer	Number of employees.
group_name	string
description	string
custom_fields	object	Custom field values keyed by the exact custom field NAME configured in AgencyBloc (sent as custom_<name>). Separate several values of a checkbox-list field with \|\|.
business_phone

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.

destructive

Argument	Type	Description
tags	string	Tags (replaces existing tags on update; an empty string clears them).
type	string	Type as configured in the account; an unknown value is created.
email	string
gender	string
status	string	Status as configured in the account; an unknown value is created.
group_id	integer	Group the individual belongs to.
birth_date	string	A date, yyyy-mm-dd.
cell_phone	string
home_phone	string
lead_source

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.

destructive

Argument	Type	Description
lives	integer	Number of covered lives.
notes	string	The policy's own notes field.
status	string
carrier	string
premium	number	Premium amount.
policy_id*	integer
term_date	string	A date, yyyy-mm-dd.
renewal_date	string	A date, yyyy-mm-dd.
coverage_type	string
custom_fields	object	Custom field values keyed by the exact custom field NAME configured in AgencyBloc (sent as custom_<name>). Separate several values of a checkbox-list field with \|\|.

AgencyBloc MCP by usefulapi

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agencybloc_create_activity

AgencyBloc MCP by usefulapi

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agencybloc_create_activity

Tools (22)