AgencyBloc MCP
Read and update insurance clients, policies, agents and activity logs in AgencyBloc
Connects to AgencyBloc insurance management software. Search and retrieve individuals, groups, policies and agents; create and update records; log activities and notes for client management and policy tracking.
Try asking Muse: "Show me all policies for my client John Smith that are renewing this month"
See the most upvoted connectors
Source: Found in the official MCP Registry (io.usefulapi/agencybloc) · First listed October 29, 2026
Last 24 hours
Each bar is one check, every 15 minutes. Green means it answered. Last checked 2 h ago.
Is it safe to connect?
What Muse can see: It does not ask you to sign in, so it cannot see your accounts. It only sees what Muse sends it from your request.
Before it acts: Read what Muse plans to do before you approve it, and remove the app from Muse when you stop using it.
musedirectory.ai is not part of Meta. More about how Muse handles your information
How to add it to Muse
Not in Muse's Connectors list yet, but Muse can still use it. Copy the request below and paste it into Muse. Muse asks before it shares anything with the app's site. Meta does not review apps used this way, so only use ones you trust. We tested this in the Muse app on September 24, 2026: Muse used an app's link directly this way and returned a live answer.
https://agencybloc.usefulapi.io/mcpNot in Muse's Connectors list yet. Muse can still use it: its page gives you a request to paste into Muse.
Also use it in ChatGPT or Claude
AgencyBloc MCP is a remote MCP server, so any assistant that can add a custom connector by link can use it. Same link, same tools.
Add it to ChatGPT
- 1
Open ChatGPT settings
In ChatGPT, open Settings, then Connectors (called Apps & Connectors on some accounts).
- 2
Turn on developer mode
Under Advanced settings, switch on Developer mode. That is what lets you add a connector by link.
- 3
Create the connector
Choose Create, give it a name, paste the link as the MCP server URL, and save. If it needs a sign-in, ChatGPT asks for it here.
- 4
Use it in a chat
Start a chat, open the tools menu, pick the connector, and ask. ChatGPT asks before it runs a tool the first time.
Custom connectors need a paid ChatGPT plan, and on Team, Enterprise and Edu accounts only an admin can add them. Our "Working" label means the server answered us; it cannot tell whether your plan lets you add it. All connectors that work in ChatGPT
Add it to Claude
- 1
Open Claude settings
In Claude, open Settings, then Connectors.
- 2
Add a custom connector
Choose Add custom connector, give it a name, and paste the link.
- 3
Connect and use it
If it needs a sign-in, Claude sends you to it. Then turn the connector on in a chat from the tools menu and ask.
Custom connectors are available on paid Claude plans; on Team and Enterprise accounts an admin may need to add them. Our "Working" label means the server answered us; it cannot tell whether your plan lets you add it. All connectors that work in Claude
https://agencybloc.usefulapi.io/mcpWhat people ask Muse to do
Technical details: safety screening, tools, response time and recent checks
Response time at the last check: 413ms. Worked in n/a of checks over 30 days.
Screening · October 29, 2026
Screened, no issues found
Screening looks for known threats and hidden instructions at the time of the check, and runs again weekly and whenever the tool list changes. It cannot see the server's code, so only connect what you need and review what Muse asks to do. How screening works.
Tools · 22
agencybloc_search_individualsSearch 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 agencybloc_get_individualOne individual by id, with addresses, policies and custom fields (and activities when include_activities is true). National ids are removed. POST individuals/detail.agencybloc_search_groupsSearch groups (employer / business accounts) in AgencyBloc by name, type or phone. Returns id, name, type and phone. POST groups/search.agencybloc_get_groupOne group by id, with addresses, policies and custom fields (and activities when include_activities is true). POST groups/detail.agencybloc_search_policiesSearch 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/searchagencybloc_get_policyOne policy by id: holder, agent, carrier, status, dates, premium, coverages and custom fields. POST policies/detail.agencybloc_search_agentsSearch agents (producers) by name, email or phone. Returns id, name, email and phones. POST agents/search.agencybloc_get_agentOne agent by id, with agencies, addresses and custom fields (and activities when include_activities is true). POST agents/detail.agencybloc_search_carriersSearch insurance carriers by name or phone. Returns id, name, abbreviation and phones. POST carriers/search.agencybloc_list_activitiesAll 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_get_activitiesActivities by id (1-50 ids), e.g. the ids shown on a policy or individual. POST activity/list.agencybloc_list_notesNotes (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_leads_by_phoneFind 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_get_leadOne Sales Enablement record (lead) by record id. POST salesEnablement/Leads/detail.agencybloc_create_individualWRITE: 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_update_individualWRITE: 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_create_groupWRITE: 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_update_groupWRITE: change fields of an existing group (including its name); fields you leave out are not sent. Returns the groupID. POST groups/update.agencybloc_create_policyWRITE: 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_update_policyWRITE: change fields of an existing policy (status, carrier, dates, premium ...); fields you leave out are not sent. Returns the policyID. POST policies/update.agencybloc_create_activityWRITE: 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 Coagencybloc_create_noteWRITE: 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/createLink
https://agencybloc.usefulapi.io/mcpQuestions about AgencyBloc MCP in Muse
How do I connect AgencyBloc MCP to Muse?
Not in Muse's Connectors list yet, but Muse can still use it. Paste this into Muse: "Use AgencyBloc MCP to help me. It is a free service with an MCP server at https://agencybloc.usefulapi.io/mcp. It does not need an API key. Ask me before you share anything with it." Muse asks before it shares anything with the app's site. Meta does not review apps used this way, so only use ones you trust. We tested this in the Muse app on September 24, 2026: Muse used an app's link directly this way and returned a live answer.
Is AgencyBloc MCP working right now?
At the last check (October 29, 2026, 22:46 UTC) the endpoint was working, answering in 413ms. It is checked every 15 minutes.
Is AgencyBloc MCP safe to connect to Muse?
It was screened on October 29, 2026 with the result "screened, no issues found". Screening checks the domain against threat feeds and reads the tools for hidden instructions and requests for passwords or card numbers. It cannot see the server's code, so grant only the access you need.
What can AgencyBloc MCP do in Muse?
It exposes 22 tools, including agencybloc_search_individuals, agencybloc_get_individual, agencybloc_search_groups, agencybloc_get_group. For example, you could ask Muse: "Show me all policies for my client John Smith that are renewing this month"
Follow AgencyBloc MCP
Made this app? Claim it or get a status badge
Is this yours?
This listing was added from public sources (Found in the official MCP Registry (io.usefulapi/agencybloc)). If you build AgencyBloc MCP, claim it to correct the details and get your badge.
Paste this on your site or README. It always shows the latest check.
<a href="https://musedirectory.ai/connector/agencybloc-mcp"><img src="https://musedirectory.ai/badge/agencybloc-mcp.svg" alt="AgencyBloc MCP on musedirectory.ai" width="236" height="40"></a>