AgencyBloc MCP by usefulapi

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.

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.

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.

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.

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.

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

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

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

One individual by id, with addresses, policies and custom fields (and activities when include_activities is true). National ids are removed. POST individuals/detail.

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

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

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.

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

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

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

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.

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.

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.

WRITE: change fields of an existing group (including its name); fields you leave out are not sent. Returns the groupID. POST groups/update.

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.

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.