AgencyBloc MCP by usefulapi
Read and update AgencyBloc individuals, groups, policies and agents; log activities and notes.
사용해야 할까요
품질 및 안전성
A
발견 사항 (2)
- LOWTool 'agencybloc_get_policy' description lacks action verbagencybloc_get_policy에서
- LOWTool 'agencybloc_search_leads_by_phone' name length outside 3-30 rangeagencybloc_search_leads_by_phone에서
도구 정의와 프로토콜 준수에 대한 자동 분석을 기반으로 합니다.
컨텍스트 비용
~6,730토큰 (도구 정의)
~2.6 KB일반적인 응답 크기
상당한 주의 영향 (128k 컨텍스트의 5.26%)
이는 서버의 도구가 모델의 컨텍스트에 로드될 때마다 소비되는 대략적인 토큰 수입니다. 수치가 높을수록 다른 작업에 사용할 수 있는 주의가 줄어듭니다.
설치
원클릭 설치
`claude_desktop_config.json` 파일에 다음을 추가하세요:
{
"mcpServers": {
"agencybloc": {
"url": "https://agencybloc.usefulapi.io/mcp"
}
}
}원격 엔드포인트
https://agencybloc.usefulapi.io/mcpstreamable-http할 수 있는 일
도구 목록
도구 (22)
🟢 읽기 전용🟡 쓰기🔴 삭제⚪ 알 수 없음
🟢agencybloc_search_individuals(first_name, last_name, email, phone, group_id, ...)
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.
입력 스키마
{
"type": "object",
"properties": {
"first_name": {
"type": "string",
"minLength": 1,
"maxLength": 200
},
"last_name": {
"type": "string",
"minLength": 1,
"maxLength": 200
},
"email": {
"type": "string",
"minLength": 1,
"maxLength": 200
},
"phone": {
"description": "Matches the home, cell or business phone.",
"type": "string",
"minLength": 1,
"maxLength": 40
},
"group_id": {
"description": "Only members of this group.",
"type": "integer",
"exclusiveMinimum": 0,
"maximum": 9007199254740991
},
"updated_since": {
"description": "Only records updated on/after this (inclusive); results then run oldest update first.",
"type": "string"
},
"updated_before": {
"description": "Only records updated before this (exclusive).",
"type": "string"
},
"limit": {
"description": "Most records to return, 1-500 (default 50). There is no paging: narrow with filters if more may exist.",
"type": "integer",
"exclusiveMinimum": 0,
"maximum": 500
}
},
"$schema": "https://json-schema.org/draft/2020-12/schema"
}🟢agencybloc_get_individual(individual_id, include_activities)
One individual by id, with addresses, policies and custom fields (and activities when include_activities is true). National ids are removed. POST individuals/detail.
입력 스키마
{
"type": "object",
"properties": {
"individual_id": {
"type": "integer",
"exclusiveMinimum": 0,
"maximum": 9007199254740991
},
"include_activities": {
"description": "Also return the activities (default false).",
"type": "boolean"
}
},
"required": [
"individual_id"
],
"$schema": "https://json-schema.org/draft/2020-12/schema"
}🟢agencybloc_search_groups(group_name, type, business_phone, updated_since, limit)
Search groups (employer / business accounts) in AgencyBloc by name, type or phone. Returns id, name, type and phone. POST groups/search.
입력 스키마
{
"type": "object",
"properties": {
"group_name": {
"type": "string",
"minLength": 1,
"maxLength": 200
},
"type": {
"description": "The group type as configured in the account.",
"type": "string",
"minLength": 1,
"maxLength": 200
},
"business_phone": {
"type": "string",
"minLength": 1,
"maxLength": 40
},
"updated_since": {
"description": "Only groups modified on/after this date.",
"type": "string",
"pattern": "^(\\d{4})-(\\d{2})-(\\d{2})$"
},
"limit": {
"description": "Most records to return, 1-500 (default 50). There is no paging: narrow with filters if more may exist.",
"type": "integer",
"exclusiveMinimum": 0,
"maximum": 500
}
},
"$schema": "https://json-schema.org/draft/2020-12/schema"
}🟢agencybloc_get_group(group_id, include_activities)
One group by id, with addresses, policies and custom fields (and activities when include_activities is true). POST groups/detail.
입력 스키마
{
"type": "object",
"properties": {
"group_id": {
"type": "integer",
"exclusiveMinimum": 0,
"maximum": 9007199254740991
},
"include_activities": {
"description": "Also return the activities (default false).",
"type": "boolean"
}
},
"required": [
"group_id"
],
"$schema": "https://json-schema.org/draft/2020-12/schema"
}🟢agencybloc_search_policies(policy_number, coverage_type, carrier, entity_id, entity_type, ...)
Search policies by number, coverage type, carrier, holder, servicing agent, application date or last update. Returns id, holder, policy number, carrier, status, coverage type, effective and renewal dates. Use submitted_after/updated_since for recent business. POST policies/search.
입력 스키마
{
"type": "object",
"properties": {
"policy_number": {
"type": "string",
"minLength": 1,
"maxLength": 200
},
"coverage_type": {
"description": "Coverage type as configured in the account (e.g. Medicare Supplement).",
"type": "string",
"minLength": 1,
"maxLength": 200
},
"carrier": {
"description": "Carrier name.",
"type": "string",
"minLength": 1,
"maxLength": 200
},
"entity_id": {
"description": "Holder id (group or individual id); give entity_type too.",
"type": "integer",
"exclusiveMinimum": 0,
"maximum": 9007199254740991
},
"entity_type": {
"description": "Whether entity_id is a Group or an Individual.",
"type": "string",
"enum": [
"Group",
"Individual"
]
},
"servicing_agent_id": {
"type": "integer",
"exclusiveMinimum": 0,
"maximum": 9007199254740991
},
"submitted_after": {
"description": "Application submitted on/after this date.",
"type": "string",
"pattern": "^(\\d{4})-(\\d{2})-(\\d{2})$"
},
"submitted_before": {
"description": "Application submitted on/before this date (AgencyBloc includes the date itself).",
"type": "string",
"pattern": "^(\\d{4})-(\\d{2})-(\\d{2})$"
},
"updated_since": {
"description": "Only records updated on/after this (inclusive); results then run oldest update first.",
"type": "string"
},
"updated_before": {
"description": "Only records updated before this (exclusive).",
"type": "string"
},
"limit": {
"description": "Most records to return, 1-500 (default 50). There is no paging: narrow with filters if more may exist.",
"type": "integer",
"exclusiveMinimum": 0,
"maximum": 500
}
},
"$schema": "https://json-schema.org/draft/2020-12/schema"
}🟢agencybloc_get_policy(policy_id)
One policy by id: holder, agent, carrier, status, dates, premium, coverages and custom fields. POST policies/detail.
입력 스키마
{
"type": "object",
"properties": {
"policy_id": {
"type": "integer",
"exclusiveMinimum": 0,
"maximum": 9007199254740991
}
},
"required": [
"policy_id"
],
"$schema": "https://json-schema.org/draft/2020-12/schema"
}🟢agencybloc_search_agents(first_name, last_name, email, phone, limit)
Search agents (producers) by name, email or phone. Returns id, name, email and phones. POST agents/search.
입력 스키마
{
"type": "object",
"properties": {
"first_name": {
"type": "string",
"minLength": 1,
"maxLength": 200
},
"last_name": {
"type": "string",
"minLength": 1,
"maxLength": 200
},
"email": {
"type": "string",
"minLength": 1,
"maxLength": 200
},
"phone": {
"description": "Matches the home, cell or business phone.",
"type": "string",
"minLength": 1,
"maxLength": 40
},
"limit": {
"description": "Most records to return, 1-500 (default 50). There is no paging: narrow with filters if more may exist.",
"type": "integer",
"exclusiveMinimum": 0,
"maximum": 500
}
},
"$schema": "https://json-schema.org/draft/2020-12/schema"
}🟢agencybloc_get_agent(agent_id, include_activities)
One agent by id, with agencies, addresses and custom fields (and activities when include_activities is true). POST agents/detail.
입력 스키마
{
"type": "object",
"properties": {
"agent_id": {
"type": "integer",
"exclusiveMinimum": 0,
"maximum": 9007199254740991
},
"include_activities": {
"description": "Also return the activities (default false).",
"type": "boolean"
}
},
"required": [
"agent_id"
],
"$schema": "https://json-schema.org/draft/2020-12/schema"
}🟢agencybloc_search_carriers(carrier_name, phone, limit)
Search insurance carriers by name or phone. Returns id, name, abbreviation and phones. POST carriers/search.
입력 스키마
{
"type": "object",
"properties": {
"carrier_name": {
"type": "string",
"minLength": 1,
"maxLength": 200
},
"phone": {
"description": "Matches any carrier phone.",
"type": "string",
"minLength": 1,
"maxLength": 40
},
"limit": {
"description": "Most records to return, 1-500 (default 50). There is no paging: narrow with filters if more may exist.",
"type": "integer",
"exclusiveMinimum": 0,
"maximum": 500
}
},
"$schema": "https://json-schema.org/draft/2020-12/schema"
}🟢agencybloc_list_activities(entity_id, entity_type)
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.
입력 스키마
{
"type": "object",
"properties": {
"entity_id": {
"type": "integer",
"exclusiveMinimum": 0,
"maximum": 9007199254740991,
"description": "Id of the record."
},
"entity_type": {
"type": "string",
"enum": [
"Group",
"Individual",
"Agent",
"Carrier",
"Lead"
]
}
},
"required": [
"entity_id",
"entity_type"
],
"$schema": "https://json-schema.org/draft/2020-12/schema"
}🟢agencybloc_get_activities(activity_ids)
Activities by id (1-50 ids), e.g. the ids shown on a policy or individual. POST activity/list.
입력 스키마
{
"type": "object",
"properties": {
"activity_ids": {
"minItems": 1,
"maxItems": 50,
"type": "array",
"items": {
"type": "integer",
"exclusiveMinimum": 0,
"maximum": 9007199254740991
}
}
},
"required": [
"activity_ids"
],
"$schema": "https://json-schema.org/draft/2020-12/schema"
}🟢agencybloc_list_notes(entity_id, entity_type)
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.
입력 스키마
{
"type": "object",
"properties": {
"entity_id": {
"type": "integer",
"exclusiveMinimum": 0,
"maximum": 9007199254740991,
"description": "Id of the record."
},
"entity_type": {
"type": "string",
"enum": [
"Agent",
"Group",
"Individual",
"Policy"
]
}
},
"required": [
"entity_id",
"entity_type"
],
"$schema": "https://json-schema.org/draft/2020-12/schema"
}🟢agencybloc_search_leads_by_phone(phone)
Find Sales Enablement records (leads) by phone number; the search is by phone only. Only accounts with the Sales Enablement module have them. POST salesEnablement/leads/searchphone.
입력 스키마
{
"type": "object",
"properties": {
"phone": {
"type": "string",
"minLength": 1,
"maxLength": 40,
"description": "Phone number to look up."
}
},
"required": [
"phone"
],
"$schema": "https://json-schema.org/draft/2020-12/schema"
}🟢agencybloc_get_lead(record_id)
One Sales Enablement record (lead) by record id. POST salesEnablement/Leads/detail.
입력 스키마
{
"type": "object",
"properties": {
"record_id": {
"type": "integer",
"exclusiveMinimum": 0,
"maximum": 9007199254740991
}
},
"required": [
"record_id"
],
"$schema": "https://json-schema.org/draft/2020-12/schema"
}🟡agencybloc_create_individual(first_name, last_name, middle_initial, email, birth_date, ...)
WRITE: create a new individual (client or contact) in AgencyBloc. Needs first and last name; everything else is optional. It does not check for duplicates: search first. Returns the new individualID. POST individuals/create.
입력 스키마
{
"type": "object",
"properties": {
"first_name": {
"type": "string",
"minLength": 1,
"maxLength": 100
},
"last_name": {
"type": "string",
"minLength": 1,
"maxLength": 100
},
"middle_initial": {
"type": "string",
"minLength": 1,
"maxLength": 5
},
"email": {
"type": "string",
"minLength": 3,
"maxLength": 254
},
"birth_date": {
"type": "string",
"pattern": "^(\\d{4})-(\\d{2})-(\\d{2})$",
"description": "A date, yyyy-mm-dd."
},
"gender": {
"type": "string",
"minLength": 1,
"maxLength": 20
},
"status": {
"description": "Status as configured in the account; an unknown value is created.",
"type": "string",
"minLength": 1,
"maxLength": 100
},
"type": {
"description": "Type as configured in the account; an unknown value is created.",
"type": "string",
"minLength": 1,
"maxLength": 100
},
"lead_source": {
"type": "string",
"minLength": 1,
"maxLength": 100
},
"tags": {
"description": "Tags (replaces existing tags on update; an empty string clears them).",
"type": "string",
"maxLength": 500
},
"group_id": {
"description": "Group the individual belongs to.",
"type": "integer",
"exclusiveMinimum": 0,
"maximum": 9007199254740991
},
"servicing_agent_id": {
"type": "integer",
"exclusiveMinimum": 0,
"maximum": 9007199254740991
},
"home_phone": {
"type": "string",
"minLength": 1,
"maxLength": 40
},
"cell_phone": {
"type": "string",
"minLength": 1,
"maxLength": 40
},
"business_phone": {
"type": "string",
"minLength": 1,
"maxLength": 40
},
"custom_fields": {
"description": "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 ||.",
"type": "object",
"propertyNames": {
"type": "string",
"minLength": 1,
"maxLength": 100
},
"additionalProperties": {
"type": "string",
"maxLength": 2000
}
},
"address_type": {
"description": "Address label (e.g. Home, Business, Mailing); used with the address fields below.",
"type": "string",
"minLength": 1,
"maxLength": 50
},
"street1": {
"type": "string",
"minLength": 1,
"maxLength": 200
},
"street2": {
"type": "string",
"minLength": 1,
"maxLength": 200
},
"city": {
"type": "string",
"minLength": 1,
"maxLength": 100
},
"state": {
"description": "Two-letter state abbreviation.",
"type": "string",
"minLength": 1,
"maxLength": 2
},
"zip": {
"type": "string",
"minLength": 1,
"maxLength": 20
}
},
"required": [
"first_name",
"last_name"
],
"$schema": "https://json-schema.org/draft/2020-12/schema"
}🔴agencybloc_update_individual(individual_id, middle_initial, email, birth_date, gender, ...)
WRITE: change fields of an existing individual; fields you leave out are not sent. Tags are replaced (empty string clears them). Addresses are not changed here. Returns the individualID. POST individuals/update.
입력 스키마
{
"type": "object",
"properties": {
"individual_id": {
"type": "integer",
"exclusiveMinimum": 0,
"maximum": 9007199254740991
},
"middle_initial": {
"type": "string",
"minLength": 1,
"maxLength": 5
},
"email": {
"type": "string",
"minLength": 3,
"maxLength": 254
},
"birth_date": {
"type": "string",
"pattern": "^(\\d{4})-(\\d{2})-(\\d{2})$",
"description": "A date, yyyy-mm-dd."
},
"gender": {
"type": "string",
"minLength": 1,
"maxLength": 20
},
"status": {
"description": "Status as configured in the account; an unknown value is created.",
"type": "string",
"minLength": 1,
"maxLength": 100
},
"type": {
"description": "Type as configured in the account; an unknown value is created.",
"type": "string",
"minLength": 1,
"maxLength": 100
},
"lead_source": {
"type": "string",
"minLength": 1,
"maxLength": 100
},
"tags": {
"description": "Tags (replaces existing tags on update; an empty string clears them).",
"type": "string",
"maxLength": 500
},
"group_id": {
"description": "Group the individual belongs to.",
"type": "integer",
"exclusiveMinimum": 0,
"maximum": 9007199254740991
},
"servicing_agent_id": {
"type": "integer",
"exclusiveMinimum": 0,
"maximum": 9007199254740991
},
"home_phone": {
"type": "string",
"minLength": 1,
"maxLength": 40
},
"cell_phone": {
"type": "string",
"minLength": 1,
"maxLength": 40
},
"business_phone": {
"type": "string",
"minLength": 1,
"maxLength": 40
},
"custom_fields": {
"description": "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 ||.",
"type": "object",
"propertyNames": {
"type": "string",
"minLength": 1,
"maxLength": 100
},
"additionalProperties": {
"type": "string",
"maxLength": 2000
}
}
},
"required": [
"individual_id"
],
"$schema": "https://json-schema.org/draft/2020-12/schema"
}🟡agencybloc_create_group(group_name, status, dba, type, industry, ...)
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.
입력 스키마
{
"type": "object",
"properties": {
"group_name": {
"type": "string",
"minLength": 1,
"maxLength": 200
},
"status": {
"type": "string",
"minLength": 1,
"maxLength": 100
},
"dba": {
"description": "Doing-business-as name.",
"type": "string",
"minLength": 1,
"maxLength": 200
},
"type": {
"description": "Group type as configured in the account.",
"type": "string",
"minLength": 1,
"maxLength": 100
},
"industry": {
"type": "string",
"minLength": 1,
"maxLength": 100
},
"employees": {
"description": "Number of employees.",
"type": "integer",
"minimum": 0,
"maximum": 10000000
},
"description": {
"type": "string",
"minLength": 1,
"maxLength": 2000
},
"website": {
"type": "string",
"minLength": 1,
"maxLength": 300
},
"account_manager": {
"description": "A user id or the exact user name in AgencyBloc.",
"type": "string",
"minLength": 1,
"maxLength": 100
},
"servicing_agent_id": {
"type": "integer",
"exclusiveMinimum": 0,
"maximum": 9007199254740991
},
"business_phone": {
"type": "string",
"minLength": 1,
"maxLength": 40
},
"custom_fields": {
"description": "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 ||.",
"type": "object",
"propertyNames": {
"type": "string",
"minLength": 1,
"maxLength": 100
},
"additionalProperties": {
"type": "string",
"maxLength": 2000
}
},
"address_type": {
"description": "Address label (e.g. Home, Business, Mailing); used with the address fields below.",
"type": "string",
"minLength": 1,
"maxLength": 50
},
"street1": {
"type": "string",
"minLength": 1,
"maxLength": 200
},
"street2": {
"type": "string",
"minLength": 1,
"maxLength": 200
},
"city": {
"type": "string",
"minLength": 1,
"maxLength": 100
},
"state": {
"description": "Two-letter state abbreviation.",
"type": "string",
"minLength": 1,
"maxLength": 2
},
"zip": {
"type": "string",
"minLength": 1,
"maxLength": 20
}
},
"required": [
"group_name"
],
"$schema": "https://json-schema.org/draft/2020-12/schema"
}🔴agencybloc_update_group(group_id, group_name, dba, type, industry, ...)
WRITE: change fields of an existing group (including its name); fields you leave out are not sent. Returns the groupID. POST groups/update.
입력 스키마
{
"type": "object",
"properties": {
"group_id": {
"type": "integer",
"exclusiveMinimum": 0,
"maximum": 9007199254740991
},
"group_name": {
"type": "string",
"minLength": 1,
"maxLength": 200
},
"dba": {
"description": "Doing-business-as name.",
"type": "string",
"minLength": 1,
"maxLength": 200
},
"type": {
"description": "Group type as configured in the account.",
"type": "string",
"minLength": 1,
"maxLength": 100
},
"industry": {
"type": "string",
"minLength": 1,
"maxLength": 100
},
"employees": {
"description": "Number of employees.",
"type": "integer",
"minimum": 0,
"maximum": 10000000
},
"description": {
"type": "string",
"minLength": 1,
"maxLength": 2000
},
"website": {
"type": "string",
"minLength": 1,
"maxLength": 300
},
"account_manager": {
"description": "A user id or the exact user name in AgencyBloc.",
"type": "string",
"minLength": 1,
"maxLength": 100
},
"servicing_agent_id": {
"type": "integer",
"exclusiveMinimum": 0,
"maximum": 9007199254740991
},
"business_phone": {
"type": "string",
"minLength": 1,
"maxLength": 40
},
"custom_fields": {
"description": "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 ||.",
"type": "object",
"propertyNames": {
"type": "string",
"minLength": 1,
"maxLength": 100
},
"additionalProperties": {
"type": "string",
"maxLength": 2000
}
}
},
"required": [
"group_id"
],
"$schema": "https://json-schema.org/draft/2020-12/schema"
}🟡agencybloc_create_policy(entity_id, entity_type, coverage_type, status, carrier, ...)
WRITE: create a policy on an existing group or individual. Needs the holder (entity_id + entity_type), coverage type, status and the carrier's full name; unknown coverage types / statuses are created in the account. Returns the new policyID. POST policies/create.
입력 스키마
{
"type": "object",
"properties": {
"entity_id": {
"type": "integer",
"exclusiveMinimum": 0,
"maximum": 9007199254740991,
"description": "The groupID or individualID that holds the policy."
},
"entity_type": {
"type": "string",
"enum": [
"Group",
"Individual"
]
},
"coverage_type": {
"type": "string",
"minLength": 1,
"maxLength": 100
},
"status": {
"type": "string",
"minLength": 1,
"maxLength": 100
},
"carrier": {
"type": "string",
"minLength": 1,
"maxLength": 200,
"description": "The carrier's full name."
},
"policy_number": {
"type": "string",
"minLength": 1,
"maxLength": 200
},
"app_submit_date": {
"type": "string",
"pattern": "^(\\d{4})-(\\d{2})-(\\d{2})$",
"description": "A date, yyyy-mm-dd."
},
"effective_date": {
"type": "string",
"pattern": "^(\\d{4})-(\\d{2})-(\\d{2})$",
"description": "A date, yyyy-mm-dd."
},
"renewal_date": {
"type": "string",
"pattern": "^(\\d{4})-(\\d{2})-(\\d{2})$",
"description": "A date, yyyy-mm-dd."
},
"term_date": {
"type": "string",
"pattern": "^(\\d{4})-(\\d{2})-(\\d{2})$",
"description": "A date, yyyy-mm-dd."
},
"premium": {
"description": "Premium amount.",
"type": "number",
"minimum": 0,
"maximum": 1000000000
},
"pay_frequency": {
"description": "Payment frequency as configured in the account (e.g. Monthly).",
"type": "string",
"minLength": 1,
"maxLength": 50
},
"lives": {
"description": "Number of covered lives.",
"type": "integer",
"minimum": 0,
"maximum": 10000000
},
"servicing_agent_id": {
"type": "integer",
"exclusiveMinimum": 0,
"maximum": 9007199254740991
},
"notes": {
"description": "The policy's own notes field.",
"type": "string",
"minLength": 1,
"maxLength": 4000
},
"custom_fields": {
"description": "Custom field values keyed by the exact custom field NAME configured in AgencyBloc (sent as custom_<name>). Separate several values of a checkbox-list field with ||.",
"type": "object",
"propertyNames": {
"type": "string",
"minLength": 1,
"maxLength": 100
},
"additionalProperties": {
"type": "string",
"maxLength": 2000
}
}
},
"required": [
"entity_id",
"entity_type",
"coverage_type",
"status",
"carrier"
],
"$schema": "https://json-schema.org/draft/2020-12/schema"
}🔴agencybloc_update_policy(policy_id, coverage_type, status, carrier, policy_number, ...)
WRITE: change fields of an existing policy (status, carrier, dates, premium ...); fields you leave out are not sent. Returns the policyID. POST policies/update.
입력 스키마
{
"type": "object",
"properties": {
"policy_id": {
"type": "integer",
"exclusiveMinimum": 0,
"maximum": 9007199254740991
},
"coverage_type": {
"type": "string",
"minLength": 1,
"maxLength": 100
},
"status": {
"type": "string",
"minLength": 1,
"maxLength": 100
},
"carrier": {
"type": "string",
"minLength": 1,
"maxLength": 200
},
"policy_number": {
"type": "string",
"minLength": 1,
"maxLength": 200
},
"app_submit_date": {
"type": "string",
"pattern": "^(\\d{4})-(\\d{2})-(\\d{2})$",
"description": "A date, yyyy-mm-dd."
},
"effective_date": {
"type": "string",
"pattern": "^(\\d{4})-(\\d{2})-(\\d{2})$",
"description": "A date, yyyy-mm-dd."
},
"renewal_date": {
"type": "string",
"pattern": "^(\\d{4})-(\\d{2})-(\\d{2})$",
"description": "A date, yyyy-mm-dd."
},
"term_date": {
"type": "string",
"pattern": "^(\\d{4})-(\\d{2})-(\\d{2})$",
"description": "A date, yyyy-mm-dd."
},
"premium": {
"description": "Premium amount.",
"type": "number",
"minimum": 0,
"maximum": 1000000000
},
"pay_frequency": {
"description": "Payment frequency as configured in the account (e.g. Monthly).",
"type": "string",
"minLength": 1,
"maxLength": 50
},
"lives": {
"description": "Number of covered lives.",
"type": "integer",
"minimum": 0,
"maximum": 10000000
},
"servicing_agent_id": {
"type": "integer",
"exclusiveMinimum": 0,
"maximum": 9007199254740991
},
"notes": {
"description": "The policy's own notes field.",
"type": "string",
"minLength": 1,
"maxLength": 4000
},
"custom_fields": {
"description": "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 ||.",
"type": "object",
"propertyNames": {
"type": "string",
"minLength": 1,
"maxLength": 100
},
"additionalProperties": {
"type": "string",
"maxLength": 2000
}
}
},
"required": [
"policy_id"
],
"$schema": "https://json-schema.org/draft/2020-12/schema"
}🟡agencybloc_create_activity(entity_id, entity_type, subject, notes, status, ...)
WRITE: log an activity (call, task, renewal reminder) on a group, individual, agent, carrier or lead. Status, type, method and priority are the text values of the account's dropdowns (My Agency Settings > Data Administration); unknown values are created. When the status is not Complete the activity is a follow-up: give follow_up_user_id and follow_up_date (and start/end times), and AgencyBloc assigns it to that user. Nothing is sent to the customer. Activities cannot be edited or deleted through the API. Returns the new activityID. POST activities/create.
입력 스키마
{
"type": "object",
"properties": {
"entity_id": {
"type": "integer",
"exclusiveMinimum": 0,
"maximum": 9007199254740991,
"description": "Id of the record."
},
"entity_type": {
"type": "string",
"enum": [
"Group",
"Individual",
"Agent",
"Carrier",
"Lead"
]
},
"subject": {
"type": "string",
"minLength": 1,
"maxLength": 250
},
"notes": {
"type": "string",
"minLength": 1,
"maxLength": 8000,
"description": "The activity text."
},
"status": {
"type": "string",
"minLength": 1,
"maxLength": 100,
"description": "e.g. Complete or In Progress."
},
"type": {
"type": "string",
"minLength": 1,
"maxLength": 100,
"description": "Activity type, e.g. Renewal."
},
"method": {
"type": "string",
"minLength": 1,
"maxLength": 100,
"description": "Activity method, e.g. Phone or Email."
},
"priority": {
"type": "string",
"minLength": 1,
"maxLength": 100,
"description": "e.g. Low, Medium or High."
},
"activity_date": {
"description": "Defaults to today.",
"type": "string",
"pattern": "^(\\d{4})-(\\d{2})-(\\d{2})$"
},
"related_policy_id": {
"description": "A policy of this group or individual.",
"type": "integer",
"exclusiveMinimum": 0,
"maximum": 9007199254740991
},
"follow_up_user_id": {
"description": "AgencyBloc user the follow-up is assigned to.",
"type": "integer",
"exclusiveMinimum": 0,
"maximum": 9007199254740991
},
"follow_up_date": {
"type": "string",
"pattern": "^(\\d{4})-(\\d{2})-(\\d{2})$",
"description": "A date, yyyy-mm-dd."
},
"follow_up_all_day": {
"type": "boolean"
},
"follow_up_start_time": {
"description": "24-hour HH:MM or HH:MM:SS.",
"type": "string"
},
"follow_up_end_time": {
"description": "24-hour HH:MM or HH:MM:SS.",
"type": "string"
}
},
"required": [
"entity_id",
"entity_type",
"subject",
"notes",
"status",
"type",
"method",
"priority"
],
"$schema": "https://json-schema.org/draft/2020-12/schema"
}🔴agencybloc_create_note(entity_id, entity_type, subject, body, pinned)
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.
입력 스키마
{
"type": "object",
"properties": {
"entity_id": {
"type": "integer",
"exclusiveMinimum": 0,
"maximum": 9007199254740991,
"description": "Id of the record."
},
"entity_type": {
"type": "string",
"enum": [
"Agent",
"Group",
"Individual",
"Policy"
]
},
"subject": {
"type": "string",
"minLength": 1,
"maxLength": 250
},
"body": {
"type": "string",
"minLength": 1,
"maxLength": 8000
},
"pinned": {
"description": "Pin the note (unpins any other pinned note). Default false.",
"type": "boolean"
}
},
"required": [
"entity_id",
"entity_type",
"subject",
"body"
],
"$schema": "https://json-schema.org/draft/2020-12/schema"
}커뮤니티
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