Agencyzoom Automation

What This Skill Does

This skill automates Agencyzoom operations using the Composio Agencyzoom toolkit via Rube MCP. It enables users to discover tools, manage connections, and execute tasks within Agencyzoom. This is designed for users who need to automate insurance agency management tasks.

When to Use

• Discover available Agencyzoom tools.
• Check the status of the Agencyzoom connection.
• Execute specific Agencyzoom tools.
• Automate policy management tasks.
• Update client information in Agencyzoom.
• Verify schema compliance for tool arguments.

Key Features

• Automates Agencyzoom tasks through Rube MCP.
• Uses RUBE_SEARCH_TOOLS to find available tools.
• Manages Agencyzoom connections via RUBE_MANAGE_CONNECTIONS.
• Executes tools with RUBE_MULTI_EXECUTE_TOOL.
• Requires an active Agencyzoom connection.
• Ensures schema compliance for tool arguments.

Automate Agencyzoom operations through Composio's Agencyzoom toolkit via Rube MCP.

Toolkit docs: composio.dev/toolkits/agencyzoom

Prerequisites

Rube MCP must be connected (RUBE_SEARCH_TOOLS available) Active Agencyzoom connection via RUBE_MANAGE_CONNECTIONS with toolkit agencyzoom Always call RUBE_SEARCH_TOOLS first to get current tool schemas

Setup

Get Rube MCP: Add https://rube.app/mcp as an MCP server in your client configuration. No API keys needed — just add the endpoint and it works.

Verify Rube MCP is available by confirming RUBE_SEARCH_TOOLS responds Call RUBE_MANAGE_CONNECTIONS with toolkit agencyzoom If connection is not ACTIVE, follow the returned auth link to complete setup Confirm connection status shows ACTIVE before running any workflows

Tool Discovery

Always discover available tools before executing workflows:

RUBE_SEARCH_TOOLS queries: [{use_case: "Agencyzoom operations", known_fields: ""}] session: {generate_id: true}

This returns available tool slugs, input schemas, recommended execution plans, and known pitfalls.

Core Workflow Pattern

Step 1: Discover Available Tools

RUBE_SEARCH_TOOLS queries: [{use_case: "your specific Agencyzoom task"}] session: {id: "existing_session_id"}

Step 2: Check Connection

RUBE_MANAGE_CONNECTIONS toolkits: ["agencyzoom"] session_id: "your_session_id"

Step 3: Execute Tools

RUBE_MULTI_EXECUTE_TOOL tools: [{ tool_slug: "TOOL_SLUG_FROM_SEARCH", arguments: {/ schema-compliant args from search results /} }] memory: {} session_id: "your_session_id"

Known Pitfalls

Always search first: Tool schemas change. Never hardcode tool slugs or arguments without calling RUBE_SEARCH_TOOLS Check connection: Verify RUBE_MANAGE_CONNECTIONS shows ACTIVE status before executing tools Schema compliance: Use exact field names and types from the search results Memory parameter: Always include memory in RUBE_MULTI_EXECUTE_TOOL calls, even if empty ({}) Session reuse: Reuse session IDs within a workflow. Generate new ones for new workflows Pagination: Check responses for pagination tokens and continue fetching until complete

Quick Reference

Toolkit docs: composio.dev/toolkits/agencyzoom