MCP For Claude Marketplace
Agency Elephant

Agency Elephant MCP Connector for Claude

A+

Track insurance agency performance, manage agent commissions, and monitor policy renewals for better business intelligence.

8 tools Official Updated Jun 28, 2026 Official Vinkius Partner
More Details Connect to Claude

Connect your Agency Elephant account to any AI agent and take full control of your insurance lead management and automated sales sequences through natural conversation.

What you can do

  • Lead & Record Orchestration — List and manage your entire insurance lead database programmatically, retrieving detailed high-fidelity profiles and historical interaction metadata
  • Automated Drip Intelligence — Programmatically trigger SMS and Email drip sequences for specific leads to maintain a perfectly coordinated follow-up pipeline
  • Pipeline & Group Architecture — Access and monitor your lead organization structure, including pipelines and custom groups, to ensure perfectly coordinated team focus
  • Engagement Monitoring — Access high-fidelity lead summaries and track campaign performance directly through your agent for instant operational reporting
  • Team Visibility — Retrieve complete directories of workspace users and coordinate assignments across your agency directly through your chat interface

How it works

  1. Subscribe to this server
  2. Retrieve your API Key from your Agency Elephant dashboard (Account Settings > Integrations)
  3. Start orchestrating your insurance sales pipeline from Claude, Cursor, or any MCP client

No more manual toggling between CRM tabs or missing critical follow-ups. Your AI acts as your dedicated sales coordinator and lead architect.

Who is this for?

  • Insurance Agents — instantly retrieve lead details and trigger follow-up sequences using natural language commands
  • Agency Managers — monitor team pipeline health and coordinate lead distribution without leaving your workspace
  • Sales Operations — automate the ingestion of new leads into specialized drip campaigns through simple AI queries
insurance-crmlead-nurturingdrip-campaignspolicy-managementsales-automation

8 tools expose this connector's capabilities to your AI agent.

add_lead_to_group

Add a lead to a group

create_lead

Create a new lead

get_lead_details

Get lead details

list_campaigns

List all campaigns

list_lead_groups

List all lead groups

list_leads

List all leads

list_workspace_users

List all team members

trigger_drip_campaign

Start a drip campaign for a lead

See how to talk to your AI agent using Agency Elephant.

List all active users in my Agency Elephant workspace.

I've retrieved your workspace users. You currently have 5 active team members, including 'Sarah Manager' and 'Mike Agent'. Would you like the detailed metadata for any of them?

Trigger the 'New Prospect Follow-up' campaign (ID: 'camp_123') for lead ID '90210'.

Campaign triggered! I've successfully enrolled lead 90210 into the 'New Prospect Follow-up' sequence. They will receive the first SMS automated update shortly. Need help monitoring the delivery status?

Create a new lead 'John Doe' (john@example.com) with phone '+15550123'.

Lead orchestrated! I've successfully registered John Doe (ID: lead_789) in your CRM. He is now active and ready for assignment to a pipeline or campaign. Shall I list your available groups for him?

Log in to your account, navigate to **Account Settings** > **Integrations**, and copy your unique API Key from the credentials section.

Related Connectors

LR

Lightspeed Restaurant MCP

10 tools Official

Manage restaurant orders, menus, tables, employees, payments, and revenue reports for your Lightspeed POS through natural conversation.

A+ View details →
UD

UPYUN Developer Platform MCP

5 tools Official

Bring UPYUN's Massive CDN and Image Processing APIs to your AI. Interact with buckets and deploy files to the cloud.

A+ View details →
HP

Hub Planner MCP

10 tools Official

Manage resources, projects, and bookings via Hub Planner API.

A+ View details →
QU

Qualtrics MCP

15 tools Official

Automate survey management and data collection via Qualtrics — list surveys, manage distributions, and export responses directly from any AI agent.

A+ View details →