Agencyzoom Automation via Rube MCP

SkillSearch

This skill lets your AI automate tasks in Agencyzoom, an insurance agency platform. Once added, your AI can help manage leads and clients through connected workflows instead of handling those tasks manually.

Available today. Use it from your connected AI after setup.

Add the skill, then ask your AI to handle an Agencyzoom task, such as managing a lead or client. It will check the available tools first to work with current details.

Then ask your AI: use the Agencyzoom Automation via Rube MCP skill

What your AI can do with it

  • Manage leads in Agencyzoom
  • Manage clients in Agencyzoom
  • Automate routine Agencyzoom tasks through connected workflows

What this skill tells your AI

The instructions your AI receives, as published by composio-community/awesome-codex-skills in composio-skills/agencyzoom-automation/SKILL.md and read by ahel’s review.

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.

  1. Verify Rube MCP is available by confirming RUBE_SEARCH_TOOLS responds
  2. Call RUBE_MANAGE_CONNECTIONS with toolkit agencyzoom
  3. If connection is not ACTIVE, follow the returned auth link to complete setup
  4. 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

OperationApproach
Find toolsRUBE_SEARCH_TOOLS with Agencyzoom-specific use case
ConnectRUBE_MANAGE_CONNECTIONS with toolkit agencyzoom
ExecuteRUBE_MULTI_EXECUTE_TOOL with discovered tool slugs
Bulk opsRUBE_REMOTE_WORKBENCH with run_composio_tool()
Full schemaRUBE_GET_TOOL_SCHEMAS for tools with schemaRef

Powered by Composio

Signals

GitHub stars
16k
Forks
2k
Last commit
Jul 2026

Others that do the same job

Advanced
Catalog kind
skill
Gateway key
agencyzoom-automation
Source
github.com/composio-community/awesome-codex-skills