# AgencyBloc MCP by usefulapi (remote · agencybloc.usefulapi.io)

Read and update AgencyBloc individuals, groups, policies and agents; log activities and notes.

- Trust score: 60/100 (medium)
- Registry status: active
- Liveness: live
- Owner verified: no
- Last scored: 2026-10-25

## Components

- remote · `agencybloc.usefulapi.io`: 60/100 (this document), [markdown](https://verifymcp.io/servers/io-usefulapi-agencybloc/agencybloc.md), [page](https://verifymcp.io/servers/io-usefulapi-agencybloc/agencybloc)

## Channel facts

- Endpoint: `https://agencybloc.usefulapi.io/mcp`
- Transports: `streamable-http`
- Auth: `required`
- Version: `1.1.3`

## Trust breakdown

How this component scores in each security and reliability category. Every signal is checked automatically against the live server, and we only credit what we can confirm. Scores are 0–100 per category. Scoring method: https://verifymcp.io/docs/scoring (what has changed: https://verifymcp.io/docs/scoring/changelog)

Scored 2026-10-25.

- **Endpoint Security**: 78/100
  - The endpoint's TLS certificate is valid, in date, and uses a strong key.
  - Authorisation is enforced on tool calls, advertised via RFC 9728 protected-resource metadata. Discovery is public, which costs nothing: no tool can be invoked without a token.
  - HTTPS enforcement could not be verified: the plaintext port redirected somewhere other than https, so enforcement is unproven.
  - HSTS check failed: the Strict-Transport-Security header is absent.
  - DNSSEC check failed: this domain isn't protected by DNSSEC.
  - The authorisation server offers only Dynamic Client Registration (RFC 7591), which MCP 2026-07-28 deprecated in favour of Client ID Metadata Documents.
- **Transport & Reachability**: 0/100
  - Transport check failed: declared streamable-http, but the endpoint redirected instead of responding directly.
- **Schema Quality & AI Usability**: 73/100
  - 100% of prompts and resources have a non-trivial description (not blank, and not just the item's name).
  - AI-judged instruction clarity (good).
  - Context-footprint check failed: tool/resource definitions use about 3587 tokens (~163/item across 22 items; 22 tools + 0 resources), over budget; trim descriptions and params.
  - Usage-examples check failed: none of the tools include examples.
- **Stability & Change Management**: 3/100
  - Stability observed for 1 of 30 days with no destabilising changes; credit accrues until the full window elapses.
- **Tool Coverage**: 84/100
  - 100% of tools have a non-trivial description (not blank, and not just the tool's name).
  - 53% of tool parameters carry a description.
- **Tool Safety**: 100/100
  - No prompt-injection markers were found in the server instructions, tool names or descriptions we captured.
  - We read all 22 captured tool definition(s), and no name or description among them implies an irreversible operation.
  - An AI judge read all 23 captured unit(s) of tool text and found none that tries to manipulate the model reading it.
- **Capabilities**: 60/100
  - Spec-recency check failed: implements MCP spec 2025-06-18; the latest is 2026-07-28.

## Install

### How do I install the AgencyBloc MCP by usefulapi server?

AgencyBloc MCP by usefulapi is a hosted endpoint at https://agencybloc.usefulapi.io/mcp, so there is nothing to install locally. Ready-made configuration for Claude, Cursor, VS Code, Codex and 5 more is on this page, copied from each client's own documentation.

### Claude

```bash
claude mcp add --transport http io-usefulapi-agencybloc 'https://agencybloc.usefulapi.io/mcp'
```

### Cursor

```json
{
  "mcpServers": {
    "io-usefulapi-agencybloc": {
      "url": "https://agencybloc.usefulapi.io/mcp"
    }
  }
}
```

### VS Code

```json
{
  "servers": {
    "io-usefulapi-agencybloc": {
      "type": "http",
      "url": "https://agencybloc.usefulapi.io/mcp"
    }
  }
}
```

### Codex

```toml
[mcp_servers.io-usefulapi-agencybloc]
url = "https://agencybloc.usefulapi.io/mcp"
```

### opencode

```json
{
  "$schema": "https://opencode.ai/config.json",
  "mcp": {
    "io-usefulapi-agencybloc": {
      "type": "remote",
      "url": "https://agencybloc.usefulapi.io/mcp",
      "enabled": true
    }
  }
}
```

### OpenClaw

```bash
openclaw mcp add io-usefulapi-agencybloc --url 'https://agencybloc.usefulapi.io/mcp' --transport streamable-http
```

### Hermes

```yaml
mcp_servers:
  io-usefulapi-agencybloc:
    url: "https://agencybloc.usefulapi.io/mcp"
```

### Netclaw

```json
{
  "McpServers": {
    "io-usefulapi-agencybloc": {
      "Transport": "http",
      "Url": "https://agencybloc.usefulapi.io/mcp"
    }
  }
}
```

### Vellum

```bash
assistant mcp add io-usefulapi-agencybloc -t streamable-http -u 'https://agencybloc.usefulapi.io/mcp'
```

### Other

```json
{
  "mcpServers": {
    "io-usefulapi-agencybloc": {
      "type": "http",
      "url": "https://agencybloc.usefulapi.io/mcp"
    }
  }
}
```

The mcpServers block is a cross-client convention. Remote transports vary, so check your client's docs.

## Changelog

Every change recorded for this component, newest first. Days that predate change tracking, or that we cannot explain, say so: "we were watching and nothing happened" and "we were not watching" are different claims.

### 2026-10-25 (score 60, +1)

- [functional improvement] Stability: unverified → 0.03
- [functional] Server version: 1.1.0 → 1.1.3

### 2026-10-24 (score 59)

First indexed and scored.

## MCP tools (22)

### `agencybloc_search_individuals` (~201 tokens)

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 changed people. POST individuals/search.

Input parameters:

- `email` (string)
- `first_name` (string)
- `group_id` (integer): Only members of this group.
- `last_name` (string)
- `limit` (integer): Most records to return, 1-500 (default 50). There is no paging: narrow with filters if more may exist.
- `phone` (string): Matches the home, cell or business phone.
- `updated_before` (string): Only records updated before this (exclusive).
- `updated_since` (string): Only records updated on/after this (inclusive); results then run oldest update first.

### `agencybloc_get_individual` (~66 tokens)

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.

Input parameters:

- `include_activities` (boolean): Also return the activities (default false).
- `individual_id` (integer, required)

### `agencybloc_search_groups` (~122 tokens)

Search groups

Search groups (employer / business accounts) in AgencyBloc by name, type or phone. Returns id, name, type and phone. POST groups/search.

Input parameters:

- `business_phone` (string)
- `group_name` (string)
- `limit` (integer): Most records to return, 1-500 (default 50). There is no paging: narrow with filters if more may exist.
- `type` (string): The group type as configured in the account.
- `updated_since` (string): Only groups modified on/after this date.

### `agencybloc_get_group` (~60 tokens)

Get group

One group by id, with addresses, policies and custom fields (and activities when include_activities is true). POST groups/detail.

Input parameters:

- `group_id` (integer, required)
- `include_activities` (boolean): Also return the activities (default false).

### `agencybloc_search_policies` (~259 tokens)

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.

Input parameters:

- `carrier` (string): Carrier name.
- `coverage_type` (string): Coverage type as configured in the account (e.g. Medicare Supplement).
- `entity_id` (integer): Holder id (group or individual id); give entity_type too.
- `entity_type` (string): Whether entity_id is a Group or an Individual.
- `limit` (integer): Most records to return, 1-500 (default 50). There is no paging: narrow with filters if more may exist.
- `policy_number` (string)
- `servicing_agent_id` (integer)
- `submitted_after` (string): Application submitted on/after this date.
- `submitted_before` (string): Application submitted on/before this date (AgencyBloc includes the date itself).
- `updated_before` (string): Only records updated before this (exclusive).
- `updated_since` (string): Only records updated on/after this (inclusive); results then run oldest update first.

### `agencybloc_get_policy` (~45 tokens)

Get policy

One policy by id: holder, agent, carrier, status, dates, premium, coverages and custom fields. POST policies/detail.

Input parameters:

- `policy_id` (integer, required)

### `agencybloc_search_agents` (~107 tokens)

Search agents

Search agents (producers) by name, email or phone. Returns id, name, email and phones. POST agents/search.

Input parameters:

- `email` (string)
- `first_name` (string)
- `last_name` (string)
- `limit` (integer): Most records to return, 1-500 (default 50). There is no paging: narrow with filters if more may exist.
- `phone` (string): Matches the home, cell or business phone.

### `agencybloc_get_agent` (~60 tokens)

Get agent

One agent by id, with agencies, addresses and custom fields (and activities when include_activities is true). POST agents/detail.

Input parameters:

- `agent_id` (integer, required)
- `include_activities` (boolean): Also return the activities (default false).

### `agencybloc_search_carriers` (~84 tokens)

Search carriers

Search insurance carriers by name or phone. Returns id, name, abbreviation and phones. POST carriers/search.

Input parameters:

- `carrier_name` (string)
- `limit` (integer): Most records to return, 1-500 (default 50). There is no paging: narrow with filters if more may exist.
- `phone` (string): Matches any carrier phone.

### `agencybloc_list_activities` (~80 tokens)

List activities of a record

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.

Input parameters:

- `entity_id` (integer, required): Id of the record.
- `entity_type` (string, required)

### `agencybloc_get_activities` (~44 tokens)

Get activities by id

Activities by id (1-50 ids), e.g. the ids shown on a policy or individual. POST activity/list.

Input parameters:

- `activity_ids` (array, required)

### `agencybloc_list_notes` (~69 tokens)

List notes of a record

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.

Input parameters:

- `entity_id` (integer, required): Id of the record.
- `entity_type` (string, required)

### `agencybloc_search_leads_by_phone` (~65 tokens)

Search sales records (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.

Input parameters:

- `phone` (string, required): Phone number to look up.

### `agencybloc_get_lead` (~40 tokens)

Get sales record (lead)

One Sales Enablement record (lead) by record id. POST salesEnablement/Leads/detail.

Input parameters:

- `record_id` (integer, required)

### `agencybloc_create_individual` (~328 tokens)

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.

Input parameters:

- `address_type` (string): Address label (e.g. Home, Business, Mailing); used with the address fields below.
- `birth_date` (string): A date, yyyy-mm-dd.
- `business_phone` (string)
- `cell_phone` (string)
- `city` (string)
- `custom_fields` (object): 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 ||.
- `email` (string)
- `first_name` (string, required)
- `gender` (string)
- `group_id` (integer): Group the individual belongs to.
- `home_phone` (string)
- `last_name` (string, required)
- `lead_source` (string)
- `middle_initial` (string)
- `servicing_agent_id` (integer)
- `state` (string): Two-letter state abbreviation.
- `status` (string): Status as configured in the account; an unknown value is created.
- `street1` (string)
- `street2` (string)
- `tags` (string): Tags (replaces existing tags on update; an empty string clears them).
- `type` (string): Type as configured in the account; an unknown value is created.
- `zip` (string)

### `agencybloc_update_individual` (~248 tokens)

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.

Input parameters:

- `birth_date` (string): A date, yyyy-mm-dd.
- `business_phone` (string)
- `cell_phone` (string)
- `custom_fields` (object): 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 ||.
- `email` (string)
- `gender` (string)
- `group_id` (integer): Group the individual belongs to.
- `home_phone` (string)
- `individual_id` (integer, required)
- `lead_source` (string)
- `middle_initial` (string)
- `servicing_agent_id` (integer)
- `status` (string): Status as configured in the account; an unknown value is created.
- `tags` (string): Tags (replaces existing tags on update; an empty string clears them).
- `type` (string): Type as configured in the account; an unknown value is created.

### `agencybloc_create_group` (~261 tokens)

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.

Input parameters:

- `account_manager` (string): A user id or the exact user name in AgencyBloc.
- `address_type` (string): Address label (e.g. Home, Business, Mailing); used with the address fields below.
- `business_phone` (string)
- `city` (string)
- `custom_fields` (object): 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 ||.
- `dba` (string): Doing-business-as name.
- `description` (string)
- `employees` (integer): Number of employees.
- `group_name` (string, required)
- `industry` (string)
- `servicing_agent_id` (integer)
- `state` (string): Two-letter state abbreviation.
- `status` (string)
- `street1` (string)
- `street2` (string)
- `type` (string): Group type as configured in the account.
- `website` (string)
- `zip` (string)

### `agencybloc_update_group` (~188 tokens)

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.

Input parameters:

- `account_manager` (string): A user id or the exact user name in AgencyBloc.
- `business_phone` (string)
- `custom_fields` (object): 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 ||.
- `dba` (string): Doing-business-as name.
- `description` (string)
- `employees` (integer): Number of employees.
- `group_id` (integer, required)
- `group_name` (string)
- `industry` (string)
- `servicing_agent_id` (integer)
- `type` (string): Group type as configured in the account.
- `website` (string)

### `agencybloc_create_policy` (~283 tokens)

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.

Input parameters:

- `app_submit_date` (string): A date, yyyy-mm-dd.
- `carrier` (string, required): The carrier's full name.
- `coverage_type` (string, required)
- `custom_fields` (object): 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 ||.
- `effective_date` (string): A date, yyyy-mm-dd.
- `entity_id` (integer, required): The groupID or individualID that holds the policy.
- `entity_type` (string, required)
- `lives` (integer): Number of covered lives.
- `notes` (string): The policy's own notes field.
- `pay_frequency` (string): Payment frequency as configured in the account (e.g. Monthly).
- `policy_number` (string)
- `premium` (number): Premium amount.
- `renewal_date` (string): A date, yyyy-mm-dd.
- `servicing_agent_id` (integer)
- `status` (string, required)
- `term_date` (string): A date, yyyy-mm-dd.

### `agencybloc_update_policy` (~241 tokens)

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.

Input parameters:

- `app_submit_date` (string): A date, yyyy-mm-dd.
- `carrier` (string)
- `coverage_type` (string)
- `custom_fields` (object): 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 ||.
- `effective_date` (string): A date, yyyy-mm-dd.
- `lives` (integer): Number of covered lives.
- `notes` (string): The policy's own notes field.
- `pay_frequency` (string): Payment frequency as configured in the account (e.g. Monthly).
- `policy_id` (integer, required)
- `policy_number` (string)
- `premium` (number): Premium amount.
- `renewal_date` (string): A date, yyyy-mm-dd.
- `servicing_agent_id` (integer)
- `status` (string)
- `term_date` (string): A date, yyyy-mm-dd.

### `agencybloc_create_activity` (~340 tokens)

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 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.

Input parameters:

- `activity_date` (string): Defaults to today.
- `entity_id` (integer, required): Id of the record.
- `entity_type` (string, required)
- `follow_up_all_day` (boolean)
- `follow_up_date` (string): A date, yyyy-mm-dd.
- `follow_up_end_time` (string): 24-hour HH:MM or HH:MM:SS.
- `follow_up_start_time` (string): 24-hour HH:MM or HH:MM:SS.
- `follow_up_user_id` (integer): AgencyBloc user the follow-up is assigned to.
- `method` (string, required): Activity method, e.g. Phone or Email.
- `notes` (string, required): The activity text.
- `priority` (string, required): e.g. Low, Medium or High.
- `related_policy_id` (integer): A policy of this group or individual.
- `status` (string, required): e.g. Complete or In Progress.
- `subject` (string, required)
- `type` (string, required): Activity type, e.g. Renewal.

### `agencybloc_create_note` (~128 tokens)

Add 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.

Input parameters:

- `body` (string, required)
- `entity_id` (integer, required): Id of the record.
- `entity_type` (string, required)
- `pinned` (boolean): Pin the note (unpins any other pinned note). Default false.
- `subject` (string, required)

## Diagnostics

Captured diagnostic sections: TLS, DNSSEC, Authorisation, Transports. The full working is on the page: https://verifymcp.io/servers/io-usefulapi-agencybloc/agencybloc#diagnostics

## Score history

- 2026-10-25: 60
- 2026-10-24: 59

## Common questions

### What is the AgencyBloc MCP by usefulapi server?

AgencyBloc MCP by usefulapi is listed in the public MCP registry as io.usefulapi/agencybloc. Read and update AgencyBloc individuals, groups, policies and agents; log activities and notes. This page covers its hosted endpoint (https://agencybloc.usefulapi.io/mcp).

### Is the AgencyBloc MCP by usefulapi server safe to use?

AgencyBloc MCP by usefulapi scores 60 out of 100 on VerifyMCP. That is a record of what we were able to check automatically, not an endorsement. The category breakdown on this page shows every signal behind the number, including the ones we could not confirm.

### What tools does the AgencyBloc MCP by usefulapi server expose?

AgencyBloc MCP by usefulapi exposes 22 tools: agencybloc_search_individuals, agencybloc_get_individual, agencybloc_search_groups, agencybloc_get_group, agencybloc_search_policies, and 17 more. Their descriptions and schemas cost roughly 3,319 tokens of context every time the server is loaded.

### Does the AgencyBloc MCP by usefulapi server require authentication?

Yes. AgencyBloc MCP by usefulapi asked us for credentials when we connected, so you will need to authorise it in your MCP client before it can do anything.

### Is the AgencyBloc MCP by usefulapi server still maintained?

AgencyBloc MCP by usefulapi is still listed as active in the MCP registry. We last reached this channel on 25 October 2026. Those dates come from our own scans of the registry and the channel itself, not from anything the publisher announced.

## Links

- Remote endpoint: https://agencybloc.usefulapi.io/mcp
- Repository: https://github.com/m190/usefulapi-mcp
- Website: https://usefulapi.io/agencybloc/
- Changelog RSS feed: https://verifymcp.io/servers/io-usefulapi-agencybloc/agencybloc.xml
- Changelog JSON feed: https://verifymcp.io/servers/io-usefulapi-agencybloc/agencybloc.json
- HTML version of this page: https://verifymcp.io/servers/io-usefulapi-agencybloc/agencybloc