# AgencyBloc MCP Muse connector

From musedirectory.ai, the independent directory of Meta Muse connectors. Not affiliated with Meta.

## AgencyBloc MCP

Read and update insurance clients, policies, agents and activity logs in AgencyBloc

- Record: https://musedirectory.ai/connector/agencybloc-mcp
- Category: Finance & Bills
- Developer: usefulapi (https://usefulapi.io/agencybloc/)
- Muse status: Extra setup. Not in Muse's Connectors list yet. Muse can still use it: its page gives you a request to paste into Muse.
- Health: Working, 413ms, checked 2026-10-29T22:46:24Z
- Endpoint: https://agencybloc.usefulapi.io/mcp
- Auth: No account needed; Pricing: unknown
- Screening: Screened, no issues found (2026-10-29T22:46:24Z)
- Source: Found in the official MCP Registry (io.usefulapi/agencybloc) https://registry.modelcontextprotocol.io/v0/servers?search=io.usefulapi%2Fagencybloc

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.

Example request: "Show me all policies for my client John Smith that are renewing this month"

How to connect: 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.

Tools:
- agencybloc_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 
- agencybloc_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.
- agencybloc_search_groups: Search groups (employer / business accounts) in AgencyBloc by name, type or phone. Returns id, name, type and phone. POST groups/search.
- agencybloc_get_group: One group by id, with addresses, policies and custom fields (and activities when include_activities is true). POST groups/detail.
- agencybloc_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
- agencybloc_get_policy: One policy by id: holder, agent, carrier, status, dates, premium, coverages and custom fields. POST policies/detail.
- agencybloc_search_agents: Search agents (producers) by name, email or phone. Returns id, name, email and phones. POST agents/search.
- agencybloc_get_agent: One agent by id, with agencies, addresses and custom fields (and activities when include_activities is true). POST agents/detail.
- agencybloc_search_carriers: Search insurance carriers by name or phone. Returns id, name, abbreviation and phones. POST carriers/search.
- agencybloc_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.
- agencybloc_get_activities: Activities by id (1-50 ids), e.g. the ids shown on a policy or individual. POST activity/list.
- agencybloc_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.
- agencybloc_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.
- agencybloc_get_lead: One Sales Enablement record (lead) by record id. POST salesEnablement/Leads/detail.
- agencybloc_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.
- agencybloc_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.
- agencybloc_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.
- agencybloc_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.
- agencybloc_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. Returns the new policyID. POST policies/create.
- agencybloc_update_policy: WRITE: 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_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 Co
- agencybloc_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

Screening checks:
- MCP handshake: pass (Answered in 413ms)
- Domain against threat feeds (Cloudflare security DNS): pass (agencybloc.usefulapi.io, usefulapi.io not flagged)
- Published packages against the OSV malicious-package database: n/a (No npm or PyPI package published)
- Hidden instructions or invisible characters in tool text: pass (22 tools read, nothing found)
- Inputs asking for passwords, card numbers or seed phrases: pass (None found)
- Domain and redirects: pass (No redirects off the domain)
- AI review of purpose and tool behavior: pass (No concerns)