MCP server

AgencyBloc MCP by usefulapi

io.usefulapi/agencybloc

Checked 26 Oct 2026, 08:29 UTC · Connected to it and listed its tools

Read and update AgencyBloc individuals, groups, policies and agents; log activities and notes.

Website Source

At a glance

Type

MCP server

Publisher

usefulapi.io (verified by the MCP Registry)

Status

Working at last check

Tools

22

Token cost

About 7,188 tokens per request

Sets up in

Claude Code, Claude Desktop, Codex, Gemini CLI, Cursor, VS Code, Antigravity, ChatGPT, OpenAI API, Grok

Last checked

26 Oct 2026, 08:29 UTC

Connect it to your agent

Add to CursorAdd to VS CodeVS Code Insiders

Opens the app, which shows the server and asks you to confirm. For other apps, copy the setup below.

Claude Code

claude mcp add --transport http agencybloc https://agencybloc.usefulapi.io/mcp

Claude Desktop

Settings → Connectors → Add custom connector, and paste the URL.

Codex (config.toml)

[mcp_servers.agencybloc]
url = "https://agencybloc.usefulapi.io/mcp"

Gemini CLI

{"mcpServers":{"agencybloc":{"httpUrl":"https://agencybloc.usefulapi.io/mcp"}}}

Cursor

{"mcpServers":{"agencybloc":{"url":"https://agencybloc.usefulapi.io/mcp"}}}

VS Code

{"servers":{"agencybloc":{"type":"http","url":"https://agencybloc.usefulapi.io/mcp"}}}

Antigravity

agy mcp add agencybloc https://agencybloc.usefulapi.io/mcp

ChatGPT

Settings → Apps & Connectors → Advanced settings: turn on Developer mode, then Create a connector and paste the URL. Which plans can do this varies.

OpenAI API (Responses tools)

{"type":"mcp","server_label":"agencybloc","server_url":"https://agencybloc.usefulapi.io/mcp","require_approval":"always"}

Grok (xAI API tools)

{"type":"mcp","server_label":"agencybloc","server_url":"https://agencybloc.usefulapi.io/mcp"}

Tools

• agencybloc_create_activity ~656 tokens
  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
• agencybloc_create_group ~587 tokens
  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_create_individual ~718 tokens
  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_create_note ~258 tokens
  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.
• agencybloc_create_policy ~655 tokens
  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.
• agencybloc_get_activities ~119 tokens
  Activities by id (1-50 ids), e.g. the ids shown on a policy or individual. POST activity/list.
• agencybloc_get_agent ~139 tokens
  One agent by id, with agencies, addresses and custom fields (and activities when include_activities is true). POST agents/detail.
• agencybloc_get_group ~139 tokens
  One group by id, with addresses, policies and custom fields (and activities when include_activities is true). POST groups/detail.
• agencybloc_get_individual ~153 tokens
  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_get_lead ~97 tokens
  One Sales Enablement record (lead) by record id. POST salesEnablement/Leads/detail.
• agencybloc_get_policy ~107 tokens
  One policy by id: holder, agent, carrier, status, dates, premium, coverages and custom fields. POST policies/detail.
• agencybloc_list_activities ~173 tokens
  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_list_notes ~158 tokens
  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_agents ~210 tokens
  Search agents (producers) by name, email or phone. Returns id, name, email and phones. POST agents/search.
• agencybloc_search_carriers ~174 tokens
  Search insurance carriers by name or phone. Returns id, name, abbreviation and phones. POST carriers/search.
• agencybloc_search_groups ~242 tokens
  Search groups (employer / business accounts) in AgencyBloc by name, type or phone. Returns id, name, type and phone. POST groups/search.
• agencybloc_search_individuals ~374 tokens
  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
• agencybloc_search_leads_by_phone ~133 tokens
  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_search_policies ~524 tokens
  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.
• agencybloc_update_group ~447 tokens
  WRITE: change fields of an existing group (including its name); fields you leave out are not sent. Returns the groupID. POST groups/update.
• agencybloc_update_individual ~562 tokens
  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_update_policy ~563 tokens
  WRITE: change fields of an existing policy (status, carrier, dates, premium ...); fields you leave out are not sent. Returns the policyID. POST policies/update.

Browse

• Email
• To-do lists

Related MCP servers

• Sellsy MCP by usefulapi
  Search and read Sellsy companies, contacts, opportunities, invoices and tasks; create records.
• WhatsApp
  Connect a personal/Business WhatsApp account via QR pairing (multi-device, like WhatsApp Web). Send
• Airbrake MCP by usefulapi
  Read Airbrake projects, error groups, notices, deploys and stats; mute or unmute error groups.
• Propstack MCP by usefulapi
  Read Propstack contacts, properties, projects, deals, tasks, events; create and update CRM records.
• Schedule it MCP by usefulapi
  Read Schedule it events, resources, groups and labels; create and update events and resources.
• Trustbase Lab · Trusted Data Infrastructure for the AI Era
  Trusted multi-domain data for AI: 59 tools, MCP Apps, Skills, 520+ cross-domain benchmarks.
• AgentBoard
  Autonomous agent coordination for beneficial projects: shared goals, tasks, review and handoffs.
• DialMyCalls MCP by usefulapi
  Manage DialMyCalls contacts and groups; read broadcasts; send text and voice broadcasts on approval.

Badge for your README

[![AptLynx](https://aptlynx.net/badge/io.usefulapi/agencybloc.svg)](https://aptlynx.net/servers/io.usefulapi/agencybloc)

Listing text is written by the maker; AptLynx lists tools and does not vouch for them. Find another tool · Browse by topic · For agents