AgencyBloc MCP server

Read and update AgencyBloc individuals, groups, policies and agents; log activities and notes. Hosted by usefulapi: connect it to Claude, ChatGPT, Cursor or any MCP client.

Connect AgencyBloc50 free tool calls a month

What can I ask?

Turn on the AgencyBloc connector, then ask in plain words. The AI picks the tools.

Find the individual named Maria Lopez and show her policies.
Which policies were submitted in the last 14 days and what are their carriers?
Show the coverages on policy 48213, then set its carrier product to Health Plus for the existing carrier if it has only one coverage.
List the open activities on group 48213 and add a note that the renewal quote was sent.
Create a new individual for John Smith, cell 555-0100, and log a Phone activity that I called him today.

What you can do with AgencyBloc in Claude and ChatGPT

For insurance agency staff and agents who manage clients, groups and policies in AgencyBloc.

Find an individual or group and see their policies

The AI searches individuals and groups by the filters you give, then opens one record with its addresses, policies and custom fields. You get the whole picture in one answer.

Search policies by carrier, type or date

The AI searches policies by number, coverage type, carrier, holder, servicing agent, application date or last update, and opens one for premium, dates and coverages.

List open activities and read notes on a record

The AI lists the activities (tasks, calls, renewals) logged on a group, individual, agent, carrier or lead, and the notes on an agent, group, individual or policy.

Create or update an individual or a policy

The AI creates or updates client and policy records. A policy's carrier product requires the carrier name; updates first check for at most one coverage. Unknown product names create carrier products. Search first to avoid duplicates.

Changes data

Log an activity or add a note to a record

The AI logs an activity such as a call, task or renewal reminder, or adds a note to an agent, group, individual or policy. Notes are permanent and cannot be edited or deleted.

Changes data

Create or update a group

The AI creates a group (an employer or business account) or changes the fields of an existing group, including its name. Search first to avoid duplicates.

Changes data

How do I connect AgencyBloc?

Before you connect

The login page asks for your AgencyBloc API SID and AgencyBloc API key.

AgencyBloc support issues the SID and key (phone 866-338-7075, or ask in the help center); the API is a paid add-on of your AMS+ account. The key has full access to the account, so treat it like a password. Your credentials are used only to call the AgencyBloc API on your behalf; they are never shown to anyone. SSNs and other national ids are removed from everything this server returns.

Claude claude.ai · Desktop

Open Customize → Connectors, then click + Add → Add custom connector.
Enter the name AgencyBloc and this URL, then click Add:
https://agencybloc.usefulapi.io/mcp
Claude opens the login page: enter your AgencyBloc API SID and AgencyBloc API key.
In a chat, click + → Connectors and turn on AgencyBloc.

Team and Enterprise: an Owner adds the connector for the organization first.

ChatGPT chatgpt.com

Open Plugins, click +, then Add custom MCP server.
Enter the name AgencyBloc and this URL, choose OAuth as the authentication, confirm the warning and create it:
https://agencybloc.usefulapi.io/mcp
ChatGPT opens the login page: enter your AgencyBloc API SID and AgencyBloc API key.
In Plugins, install AgencyBloc, then choose it in a chat.

No Add custom MCP server option? It depends on your account or workspace settings: see OpenAI's guide.

Claude Code

Run this command, then run /mcp in Claude Code to log in:

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

Cursor

Add to Cursor or add this to ~/.cursor/mcp.json:

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

VS Code

Add to VS Code or add this to .vscode/mcp.json:

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

Codex

Run these commands. The second one opens the login page:

codex mcp add agencybloc --url https://agencybloc.usefulapi.io/mcp

codex mcp login agencybloc

Other clients

Windsurf, Cline, Zed and other MCP clients: add this URL as a remote MCP server (Streamable HTTP). The client then opens the login page in your browser.

https://agencybloc.usefulapi.io/mcp

Add only the URL. Do not add an Authorization header or an API key to the client config. The server signs you in with OAuth: the login page asks for your AgencyBloc API SID and AgencyBloc API key. If the config has such a header, remove it: some clients then send that header instead of the login token, and every call fails with 401.

Guides

Review an AgencyBloc client's policies in Claude
Use Claude or ChatGPT to find an AgencyBloc client, review policies and recent notes, and draft a follow-up before saving any changes.
29 October 2026

Pricing

Plan	Price	Limit
Free	$0	50 tool calls / month
Proper user	$9/mo · $90/yr	10,000 tool calls / month
Pro+per user	$39/mo · $390/yr	100,000 tool calls / month

Each paid plan covers this AgencyBloc server only. Ask your AI to run agencybloc_upgrade and choose Pro or Pro+, billed monthly or yearly (it returns a Stripe Checkout link). If you already have Pro, ask to change it to Pro+. The change requires your confirmation, keeps your billing interval and charges the price difference for the rest of the period immediately. Cancel any time with agencybloc_cancel_subscription: your paid plan continues to the end of the paid period, with no refund for the current period, and asking to resume the same plan with agencybloc_upgrade before then undoes the cancel. Or write to support@usefulapi.io.

Tools 26

Show all 26 tools (the AI picks them for you)

Read only · 14

Search individualsagencybloc_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.
Get individualagencybloc_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.
Search groupsagencybloc_search_groups
Search groups (employer / business accounts) in AgencyBloc by name, type or phone. Returns id, name, type and phone. POST groups/search.
Get groupagencybloc_get_group
One group by id, with addresses, policies and custom fields (and activities when include_activities is true). POST groups/detail.
Search policiesagencybloc_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.
Get policyagencybloc_get_policy
One policy by id: holder, agent, carrier, status, dates, premium, coverages and custom fields. POST policies/detail.
Search agentsagencybloc_search_agents
Search agents (producers) by name, email or phone. Returns id, name, email and phones. POST agents/search.
Get agentagencybloc_get_agent
One agent by id, with agencies, addresses and custom fields (and activities when include_activities is true). POST agents/detail.
Search carriersagencybloc_search_carriers
Search insurance carriers by name or phone. Returns id, name, abbreviation and phones. POST carriers/search.
List activities of a recordagencybloc_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.
Get activities by idagencybloc_get_activities
Activities by id (1-50 ids), e.g. the ids shown on a policy or individual. POST activity/list.
List notes of a recordagencybloc_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.
Search sales records (leads) by phoneagencybloc_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.
Get sales record (lead)agencybloc_get_lead
One Sales Enablement record (lead) by record id. POST salesEnablement/Leads/detail.

Changes data · 8

Create individualagencybloc_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.
Update individualagencybloc_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.
Create groupagencybloc_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.
Update groupagencybloc_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.
Create policyagencybloc_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. carrier_product also creates a coverage (and the carrier product if unknown). effective_date and premium are policy-level fields, not coverage fields. Returns the new policyID. POST policies/create.
Update policyagencybloc_update_policy
WRITE: change fields of an existing policy (status, carrier, dates, premium ...); fields you leave out are not sent. carrier_product requires carrier and first reads the policy: it creates the first coverage or changes the sole existing coverage, but refuses multiple coverages to avoid adding an unintended one. effective_date and premium remain policy-level fields. Returns the policyID. POST policies/update.
Create activityagencybloc_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.
Add noteagencybloc_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.

Your usefulapi plan · 4

Usage status (free-tier meter)agencybloc_usage_status
Report the caller's current usage: the plan, calls used this month, the limit of the plan (the free monthly cap or the Pro fair use limit), remaining, and whether the limit is reached. Read-only; does not count against the meter.
Request a missing featureagencybloc_request_feature
Tell usefulapi that the user needs something the AgencyBloc tools cannot do yet (a missing tool, field or filter). Call it only when the user asks for something none of the tools can do, and tell the user that you send the request. Do not call it for errors or for normal requests. Do not include personal data, credentials or customer records. Stored with the product name and the client type (for example Claude or Cursor), without the user's account. At most 5 requests per day. Does not count against the meter.
Upgrade to Pro or Pro+agencybloc_upgrade
Get a paid plan for AgencyBloc (the free tier caps monthly usage). Pro: 10,000 tool calls a month, for normal use — plan "monthly" ($9/month) or "yearly" ($90/year, 2 months free). Pro+: 100,000 tool calls a month, for automations and heavy use — plan "plus" ($39/month) or "plus_yearly" ($390/year). Without a plan it returns both Pro and Pro+, each with a payment link, for the user to choose; with a plan, one link. An existing Pro subscription changes to Pro+ in place: call without confirm first, as the reply states the exact charge for this account (the price difference for the rest of the period, or in a free Pro trial the full Pro+ price, as the trial ends); then call with confirm: true. Cancel any time: the plan then runs to the end of the paid period, so it also suits a one-time job. A link opens Stripe Checkout in the browser; after payment the account upgrades automatically. Does not count against the meter.
Cancel the Pro subscriptionagencybloc_cancel_subscription
Cancel the caller's AgencyBloc Pro subscription at the end of the paid period (no refund for the current period; Pro continues until then, then the free tier applies). Requires confirm: true. Run agencybloc_upgrade later to undo the cancel before the period ends. Does not count against the meter.

FAQ

What can I do with AgencyBloc in Claude or ChatGPT?

Find an individual or group and see their policies. Search policies by carrier, type or date. List open activities and read notes on a record. Create or update an individual or a policy. Log an activity or add a note to a record. Create or update a group. See what you can do for the details.

Is this an official AgencyBloc product?

No. usefulapi is an independent service. It is not affiliated with or endorsed by AgencyBloc. The server calls the AgencyBloc API with your own AgencyBloc access, so it sees only the data that your account can see.

Can I connect AgencyBloc to Claude or ChatGPT?

Yes. In Claude, add this server's URL as a custom connector. In ChatGPT, add it as a custom MCP server in Plugins. Then log in once. Cursor, VS Code, Claude Code and Codex work too. See the setup steps.

What do I need to connect?

The login page asks for your AgencyBloc API SID and AgencyBloc API key. See Before you connect for where to find them.

Do I put my AgencyBloc key or an Authorization header in the client config?

No. Add only the URL. Do not add an Authorization header or an API key to the client config. The server signs you in with OAuth: the login page asks for your AgencyBloc API SID and AgencyBloc API key. If the config has such a header, remove it: some clients then send that header instead of the login token, and every call fails with 401.

How do you keep my AgencyBloc credentials?

The login stores them encrypted in the authorization grant of your connection. The server uses them to call the AgencyBloc API for you and to derive a private account id for usage metering. usefulapi does not show them on any page or in any reply. To stop all access, remove the connector and change or delete these credentials in AgencyBloc.

Can the AI change my AgencyBloc data?

Yes, if you approve it. 8 of the 22 AgencyBloc tools can create or change data. The other 14 are marked read-only. Most MCP clients ask you to approve a tool call before it runs.

What does it cost?

The Free plan gives 50 tool calls / month. Pro costs $9/mo or $90/yr, with 10,000 tool calls / month. Pro+ costs $39/mo or $390/yr, with 100,000 tool calls / month. Each subscription covers this AgencyBloc server only. Cancel any time: your paid plan then runs to the end of the paid period. Run agencybloc_usage_status to see how many calls you used.

How do I subscribe or cancel?

Ask the AI to run agencybloc_upgrade and choose Pro or Pro+, billed monthly or yearly: it returns a Stripe Checkout link. If you already have Pro, ask to change it to Pro+. After you confirm, your existing subscription changes in place, keeps its billing interval and charges the price difference for the rest of the period immediately. To cancel, run agencybloc_cancel_subscription. Your paid plan continues to the end of the paid period.

What if a AgencyBloc tool that I need is missing?

Tell the AI what you wanted to do. It can send the request with agencybloc_request_feature. We store the text with the server name, the type of AI client and the tool you tried, not with your account, and read every request when we plan new tools. You can send up to 5 requests per day.

Which AI clients can I use?

Any client that supports remote MCP servers (Streamable HTTP) with OAuth login: Claude (web and desktop), Claude Code, ChatGPT, Codex, Cursor, VS Code, Windsurf and others.

This is a Model Context Protocol endpoint — meant to be connected from an AI client, not opened in a browser. An invalid_token response at the URL is the auth gate working as designed; clients authenticate automatically.

Need a tool this server does not have, or a connection to another system? We build custom integrations and MCP servers.

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