{"id":300251,"recorded_at":"2026-10-26T22:22:35.490338Z","observed_at":"2026-10-26T22:22:35.490294Z","subject_kind":"endpoint","subject":"cd7e3d5b-a758-4c1e-a0db-79249ce9cb1b","kind":"mcp.tools","method":"probe.mcp/1","body":{"count":22,"tools":[{"description":"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.","inputSchema":{"$schema":"https://json-schema.org/draft/2020-12/schema","properties":{"activity_date":{"description":"Defaults to today.","pattern":"^(\\d{4})-(\\d{2})-(\\d{2})$","type":"string"},"entity_id":{"description":"Id of the record.","exclusiveMinimum":0,"maximum":9007199254740991,"type":"integer"},"entity_type":{"enum":["Group","Individual","Agent","Carrier","Lead"],"type":"string"},"follow_up_all_day":{"type":"boolean"},"follow_up_date":{"description":"A date, yyyy-mm-dd.","pattern":"^(\\d{4})-(\\d{2})-(\\d{2})$","type":"string"},"follow_up_end_time":{"description":"24-hour HH:MM or HH:MM:SS.","type":"string"},"follow_up_start_time":{"description":"24-hour HH:MM or HH:MM:SS.","type":"string"},"follow_up_user_id":{"description":"AgencyBloc user the follow-up is assigned to.","exclusiveMinimum":0,"maximum":9007199254740991,"type":"integer"},"method":{"description":"Activity method, e.g. Phone or Email.","maxLength":100,"minLength":1,"type":"string"},"notes":{"description":"The activity text.","maxLength":8000,"minLength":1,"type":"string"},"priority":{"description":"e.g. Low, Medium or High.","maxLength":100,"minLength":1,"type":"string"},"related_policy_id":{"description":"A policy of this group or individual.","exclusiveMinimum":0,"maximum":9007199254740991,"type":"integer"},"status":{"description":"e.g. Complete or In Progress.","maxLength":100,"minLength":1,"type":"string"},"subject":{"maxLength":250,"minLength":1,"type":"string"},"type":{"description":"Activity type, e.g. Renewal.","maxLength":100,"minLength":1,"type":"string"}},"required":["entity_id","entity_type","subject","notes","status","type","method","priority"],"type":"object"},"name":"agencybloc_create_activity"},{"description":"WRITE: create a new group (employer / business account) in AgencyBloc. It does not check for duplicates: search first. Returns the new groupID. POST groups/create.","inputSchema":{"$schema":"https://json-schema.org/draft/2020-12/schema","properties":{"account_manager":{"description":"A user id or the exact user name in AgencyBloc.","maxLength":100,"minLength":1,"type":"string"},"address_type":{"description":"Address label (e.g. Home, Business, Mailing); used with the address fields below.","maxLength":50,"minLength":1,"type":"string"},"business_phone":{"maxLength":40,"minLength":1,"type":"string"},"city":{"maxLength":100,"minLength":1,"type":"string"},"custom_fields":{"additionalProperties":{"maxLength":2000,"type":"string"},"description":"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 ||.","propertyNames":{"maxLength":100,"minLength":1,"type":"string"},"type":"object"},"dba":{"description":"Doing-business-as name.","maxLength":200,"minLength":1,"type":"string"},"description":{"maxLength":2000,"minLength":1,"type":"string"},"employees":{"description":"Number of employees.","maximum":10000000,"minimum":0,"type":"integer"},"group_name":{"maxLength":200,"minLength":1,"type":"string"},"industry":{"maxLength":100,"minLength":1,"type":"string"},"servicing_agent_id":{"exclusiveMinimum":0,"maximum":9007199254740991,"type":"integer"},"state":{"description":"Two-letter state abbreviation.","maxLength":2,"minLength":1,"type":"string"},"status":{"maxLength":100,"minLength":1,"type":"string"},"street1":{"maxLength":200,"minLength":1,"type":"string"},"street2":{"maxLength":200,"minLength":1,"type":"string"},"type":{"description":"Group type as configured in the account.","maxLength":100,"minLength":1,"type":"string"},"website":{"maxLength":300,"minLength":1,"type":"string"},"zip":{"maxLength":20,"minLength":1,"type":"string"}},"required":["group_name"],"type":"object"},"name":"agencybloc_create_group"},{"description":"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.","inputSchema":{"$schema":"https://json-schema.org/draft/2020-12/schema","properties":{"address_type":{"description":"Address label (e.g. Home, Business, Mailing); used with the address fields below.","maxLength":50,"minLength":1,"type":"string"},"birth_date":{"description":"A date, yyyy-mm-dd.","pattern":"^(\\d{4})-(\\d{2})-(\\d{2})$","type":"string"},"business_phone":{"maxLength":40,"minLength":1,"type":"string"},"cell_phone":{"maxLength":40,"minLength":1,"type":"string"},"city":{"maxLength":100,"minLength":1,"type":"string"},"custom_fields":{"additionalProperties":{"maxLength":2000,"type":"string"},"description":"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 ||.","propertyNames":{"maxLength":100,"minLength":1,"type":"string"},"type":"object"},"email":{"maxLength":254,"minLength":3,"type":"string"},"first_name":{"maxLength":100,"minLength":1,"type":"string"},"gender":{"maxLength":20,"minLength":1,"type":"string"},"group_id":{"description":"Group the individual belongs to.","exclusiveMinimum":0,"maximum":9007199254740991,"type":"integer"},"home_phone":{"maxLength":40,"minLength":1,"type":"string"},"last_name":{"maxLength":100,"minLength":1,"type":"string"},"lead_source":{"maxLength":100,"minLength":1,"type":"string"},"middle_initial":{"maxLength":5,"minLength":1,"type":"string"},"servicing_agent_id":{"exclusiveMinimum":0,"maximum":9007199254740991,"type":"integer"},"state":{"description":"Two-letter state abbreviation.","maxLength":2,"minLength":1,"type":"string"},"status":{"description":"Status as configured in the account; an unknown value is created.","maxLength":100,"minLength":1,"type":"string"},"street1":{"maxLength":200,"minLength":1,"type":"string"},"street2":{"maxLength":200,"minLength":1,"type":"string"},"tags":{"description":"Tags (replaces existing tags on update; an empty string clears them).","maxLength":500,"type":"string"},"type":{"description":"Type as configured in the account; an unknown value is created.","maxLength":100,"minLength":1,"type":"string"},"zip":{"maxLength":20,"minLength":1,"type":"string"}},"required":["first_name","last_name"],"type":"object"},"name":"agencybloc_create_individual"},{"description":"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.","inputSchema":{"$schema":"https://json-schema.org/draft/2020-12/schema","properties":{"body":{"maxLength":8000,"minLength":1,"type":"string"},"entity_id":{"description":"Id of the record.","exclusiveMinimum":0,"maximum":9007199254740991,"type":"integer"},"entity_type":{"enum":["Agent","Group","Individual","Policy"],"type":"string"},"pinned":{"description":"Pin the note (unpins any other pinned note). Default false.","type":"boolean"},"subject":{"maxLength":250,"minLength":1,"type":"string"}},"required":["entity_id","entity_type","subject","body"],"type":"object"},"name":"agencybloc_create_note"},{"description":"WRITE: create a policy on an existing group or individual. Needs the holder (entity_id + entity_type), coverage type, status and the carrier's full name; unknown coverage types / statuses are created in the account. Returns the new policyID. POST policies/create.","inputSchema":{"$schema":"https://json-schema.org/draft/2020-12/schema","properties":{"app_submit_date":{"description":"A date, yyyy-mm-dd.","pattern":"^(\\d{4})-(\\d{2})-(\\d{2})$","type":"string"},"carrier":{"description":"The carrier's full name.","maxLength":200,"minLength":1,"type":"string"},"coverage_type":{"maxLength":100,"minLength":1,"type":"string"},"custom_fields":{"additionalProperties":{"maxLength":2000,"type":"string"},"description":"Custom field values keyed by the exact custom field NAME configured in AgencyBloc (sent as custom_<name>). Separate several values of a checkbox-list field with ||.","propertyNames":{"maxLength":100,"minLength":1,"type":"string"},"type":"object"},"effective_date":{"description":"A date, yyyy-mm-dd.","pattern":"^(\\d{4})-(\\d{2})-(\\d{2})$","type":"string"},"entity_id":{"description":"The groupID or individualID that holds the policy.","exclusiveMinimum":0,"maximum":9007199254740991,"type":"integer"},"entity_type":{"enum":["Group","Individual"],"type":"string"},"lives":{"description":"Number of covered lives.","maximum":10000000,"minimum":0,"type":"integer"},"notes":{"description":"The policy's own notes field.","maxLength":4000,"minLength":1,"type":"string"},"pay_frequency":{"description":"Payment frequency as configured in the account (e.g. Monthly).","maxLength":50,"minLength":1,"type":"string"},"policy_number":{"maxLength":200,"minLength":1,"type":"string"},"premium":{"description":"Premium amount.","maximum":1000000000,"minimum":0,"type":"number"},"renewal_date":{"description":"A date, yyyy-mm-dd.","pattern":"^(\\d{4})-(\\d{2})-(\\d{2})$","type":"string"},"servicing_agent_id":{"exclusiveMinimum":0,"maximum":9007199254740991,"type":"integer"},"status":{"maxLength":100,"minLength":1,"type":"string"},"term_date":{"description":"A date, yyyy-mm-dd.","pattern":"^(\\d{4})-(\\d{2})-(\\d{2})$","type":"string"}},"required":["entity_id","entity_type","coverage_type","status","carrier"],"type":"object"},"name":"agencybloc_create_policy"},{"description":"Activities by id (1-50 ids), e.g. the ids shown on a policy or individual. POST activity/list.","inputSchema":{"$schema":"https://json-schema.org/draft/2020-12/schema","properties":{"activity_ids":{"items":{"exclusiveMinimum":0,"maximum":9007199254740991,"type":"integer"},"maxItems":50,"minItems":1,"type":"array"}},"required":["activity_ids"],"type":"object"},"name":"agencybloc_get_activities"},{"description":"One agent by id, with agencies, addresses and custom fields (and activities when include_activities is true). POST agents/detail.","inputSchema":{"$schema":"https://json-schema.org/draft/2020-12/schema","properties":{"agent_id":{"exclusiveMinimum":0,"maximum":9007199254740991,"type":"integer"},"include_activities":{"description":"Also return the activities (default false).","type":"boolean"}},"required":["agent_id"],"type":"object"},"name":"agencybloc_get_agent"},{"description":"One group by id, with addresses, policies and custom fields (and activities when include_activities is true). POST groups/detail.","inputSchema":{"$schema":"https://json-schema.org/draft/2020-12/schema","properties":{"group_id":{"exclusiveMinimum":0,"maximum":9007199254740991,"type":"integer"},"include_activities":{"description":"Also return the activities (default false).","type":"boolean"}},"required":["group_id"],"type":"object"},"name":"agencybloc_get_group"},{"description":"One individual by id, with addresses, policies and custom fields (and activities when include_activities is true). National ids are removed. POST individuals/detail.","inputSchema":{"$schema":"https://json-schema.org/draft/2020-12/schema","properties":{"include_activities":{"description":"Also return the activities (default false).","type":"boolean"},"individual_id":{"exclusiveMinimum":0,"maximum":9007199254740991,"type":"integer"}},"required":["individual_id"],"type":"object"},"name":"agencybloc_get_individual"},{"description":"One Sales Enablement record (lead) by record id. POST salesEnablement/Leads/detail.","inputSchema":{"$schema":"https://json-schema.org/draft/2020-12/schema","properties":{"record_id":{"exclusiveMinimum":0,"maximum":9007199254740991,"type":"integer"}},"required":["record_id"],"type":"object"},"name":"agencybloc_get_lead"},{"description":"One policy by id: holder, agent, carrier, status, dates, premium, coverages and custom fields. POST policies/detail.","inputSchema":{"$schema":"https://json-schema.org/draft/2020-12/schema","properties":{"policy_id":{"exclusiveMinimum":0,"maximum":9007199254740991,"type":"integer"}},"required":["policy_id"],"type":"object"},"name":"agencybloc_get_policy"},{"description":"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.","inputSchema":{"$schema":"https://json-schema.org/draft/2020-12/schema","properties":{"entity_id":{"description":"Id of the record.","exclusiveMinimum":0,"maximum":9007199254740991,"type":"integer"},"entity_type":{"enum":["Group","Individual","Agent","Carrier","Lead"],"type":"string"}},"required":["entity_id","entity_type"],"type":"object"},"name":"agencybloc_list_activities"},{"description":"Notes (subject, body, author, dates, pinned flag, attachment names) on one agent, group, individual or policy, newest change first. There is no paging. POST notes/list.","inputSchema":{"$schema":"https://json-schema.org/draft/2020-12/schema","properties":{"entity_id":{"description":"Id of the record.","exclusiveMinimum":0,"maximum":9007199254740991,"type":"integer"},"entity_type":{"enum":["Agent","Group","Individual","Policy"],"type":"string"}},"required":["entity_id","entity_type"],"type":"object"},"name":"agencybloc_list_notes"},{"description":"Search agents (producers) by name, email or phone. Returns id, name, email and phones. POST agents/search.","inputSchema":{"$schema":"https://json-schema.org/draft/2020-12/schema","properties":{"email":{"maxLength":200,"minLength":1,"type":"string"},"first_name":{"maxLength":200,"minLength":1,"type":"string"},"last_name":{"maxLength":200,"minLength":1,"type":"string"},"limit":{"description":"Most records to return, 1-500 (default 50). There is no paging: narrow with filters if more may exist.","exclusiveMinimum":0,"maximum":500,"type":"integer"},"phone":{"description":"Matches the home, cell or business phone.","maxLength":40,"minLength":1,"type":"string"}},"type":"object"},"name":"agencybloc_search_agents"},{"description":"Search insurance carriers by name or phone. Returns id, name, abbreviation and phones. POST carriers/search.","inputSchema":{"$schema":"https://json-schema.org/draft/2020-12/schema","properties":{"carrier_name":{"maxLength":200,"minLength":1,"type":"string"},"limit":{"description":"Most records to return, 1-500 (default 50). There is no paging: narrow with filters if more may exist.","exclusiveMinimum":0,"maximum":500,"type":"integer"},"phone":{"description":"Matches any carrier phone.","maxLength":40,"minLength":1,"type":"string"}},"type":"object"},"name":"agencybloc_search_carriers"},{"description":"Search groups (employer / business accounts) in AgencyBloc by name, type or phone. Returns id, name, type and phone. POST groups/search.","inputSchema":{"$schema":"https://json-schema.org/draft/2020-12/schema","properties":{"business_phone":{"maxLength":40,"minLength":1,"type":"string"},"group_name":{"maxLength":200,"minLength":1,"type":"string"},"limit":{"description":"Most records to return, 1-500 (default 50). There is no paging: narrow with filters if more may exist.","exclusiveMinimum":0,"maximum":500,"type":"integer"},"type":{"description":"The group type as configured in the account.","maxLength":200,"minLength":1,"type":"string"},"updated_since":{"description":"Only groups modified on/after this date.","pattern":"^(\\d{4})-(\\d{2})-(\\d{2})$","type":"string"}},"type":"object"},"name":"agencybloc_search_groups"},{"description":"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.","inputSchema":{"$schema":"https://json-schema.org/draft/2020-12/schema","properties":{"email":{"maxLength":200,"minLength":1,"type":"string"},"first_name":{"maxLength":200,"minLength":1,"type":"string"},"group_id":{"description":"Only members of this group.","exclusiveMinimum":0,"maximum":9007199254740991,"type":"integer"},"last_name":{"maxLength":200,"minLength":1,"type":"string"},"limit":{"description":"Most records to return, 1-500 (default 50). There is no paging: narrow with filters if more may exist.","exclusiveMinimum":0,"maximum":500,"type":"integer"},"phone":{"description":"Matches the home, cell or business phone.","maxLength":40,"minLength":1,"type":"string"},"updated_before":{"description":"Only records updated before this (exclusive).","type":"string"},"updated_since":{"description":"Only records updated on/after this (inclusive); results then run oldest update first.","type":"string"}},"type":"object"},"name":"agencybloc_search_individuals"},{"description":"Find Sales Enablement records (leads) by phone number; the search is by phone only. Only accounts with the Sales Enablement module have them. POST salesEnablement/leads/searchphone.","inputSchema":{"$schema":"https://json-schema.org/draft/2020-12/schema","properties":{"phone":{"description":"Phone number to look up.","maxLength":40,"minLength":1,"type":"string"}},"required":["phone"],"type":"object"},"name":"agencybloc_search_leads_by_phone"},{"description":"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.","inputSchema":{"$schema":"https://json-schema.org/draft/2020-12/schema","properties":{"carrier":{"description":"Carrier name.","maxLength":200,"minLength":1,"type":"string"},"coverage_type":{"description":"Coverage type as configured in the account (e.g. Medicare Supplement).","maxLength":200,"minLength":1,"type":"string"},"entity_id":{"description":"Holder id (group or individual id); give entity_type too.","exclusiveMinimum":0,"maximum":9007199254740991,"type":"integer"},"entity_type":{"description":"Whether entity_id is a Group or an Individual.","enum":["Group","Individual"],"type":"string"},"limit":{"description":"Most records to return, 1-500 (default 50). There is no paging: narrow with filters if more may exist.","exclusiveMinimum":0,"maximum":500,"type":"integer"},"policy_number":{"maxLength":200,"minLength":1,"type":"string"},"servicing_agent_id":{"exclusiveMinimum":0,"maximum":9007199254740991,"type":"integer"},"submitted_after":{"description":"Application submitted on/after this date.","pattern":"^(\\d{4})-(\\d{2})-(\\d{2})$","type":"string"},"submitted_before":{"description":"Application submitted on/before this date (AgencyBloc includes the date itself).","pattern":"^(\\d{4})-(\\d{2})-(\\d{2})$","type":"string"},"updated_before":{"description":"Only records updated before this (exclusive).","type":"string"},"updated_since":{"description":"Only records updated on/after this (inclusive); results then run oldest update first.","type":"string"}},"type":"object"},"name":"agencybloc_search_policies"},{"description":"WRITE: change fields of an existing group (including its name); fields you leave out are not sent. Returns the groupID. POST groups/update.","inputSchema":{"$schema":"https://json-schema.org/draft/2020-12/schema","properties":{"account_manager":{"description":"A user id or the exact user name in AgencyBloc.","maxLength":100,"minLength":1,"type":"string"},"business_phone":{"maxLength":40,"minLength":1,"type":"string"},"custom_fields":{"additionalProperties":{"maxLength":2000,"type":"string"},"description":"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 ||.","propertyNames":{"maxLength":100,"minLength":1,"type":"string"},"type":"object"},"dba":{"description":"Doing-business-as name.","maxLength":200,"minLength":1,"type":"string"},"description":{"maxLength":2000,"minLength":1,"type":"string"},"employees":{"description":"Number of employees.","maximum":10000000,"minimum":0,"type":"integer"},"group_id":{"exclusiveMinimum":0,"maximum":9007199254740991,"type":"integer"},"group_name":{"maxLength":200,"minLength":1,"type":"string"},"industry":{"maxLength":100,"minLength":1,"type":"string"},"servicing_agent_id":{"exclusiveMinimum":0,"maximum":9007199254740991,"type":"integer"},"type":{"description":"Group type as configured in the account.","maxLength":100,"minLength":1,"type":"string"},"website":{"maxLength":300,"minLength":1,"type":"string"}},"required":["group_id"],"type":"object"},"name":"agencybloc_update_group"},{"description":"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.","inputSchema":{"$schema":"https://json-schema.org/draft/2020-12/schema","properties":{"birth_date":{"description":"A date, yyyy-mm-dd.","pattern":"^(\\d{4})-(\\d{2})-(\\d{2})$","type":"string"},"business_phone":{"maxLength":40,"minLength":1,"type":"string"},"cell_phone":{"maxLength":40,"minLength":1,"type":"string"},"custom_fields":{"additionalProperties":{"maxLength":2000,"type":"string"},"description":"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 ||.","propertyNames":{"maxLength":100,"minLength":1,"type":"string"},"type":"object"},"email":{"maxLength":254,"minLength":3,"type":"string"},"gender":{"maxLength":20,"minLength":1,"type":"string"},"group_id":{"description":"Group the individual belongs to.","exclusiveMinimum":0,"maximum":9007199254740991,"type":"integer"},"home_phone":{"maxLength":40,"minLength":1,"type":"string"},"individual_id":{"exclusiveMinimum":0,"maximum":9007199254740991,"type":"integer"},"lead_source":{"maxLength":100,"minLength":1,"type":"string"},"middle_initial":{"maxLength":5,"minLength":1,"type":"string"},"servicing_agent_id":{"exclusiveMinimum":0,"maximum":9007199254740991,"type":"integer"},"status":{"description":"Status as configured in the account; an unknown value is created.","maxLength":100,"minLength":1,"type":"string"},"tags":{"description":"Tags (replaces existing tags on update; an empty string clears them).","maxLength":500,"type":"string"},"type":{"description":"Type as configured in the account; an unknown value is created.","maxLength":100,"minLength":1,"type":"string"}},"required":["individual_id"],"type":"object"},"name":"agencybloc_update_individual"},{"description":"WRITE: change fields of an existing policy (status, carrier, dates, premium ...); fields you leave out are not sent. Returns the policyID. POST policies/update.","inputSchema":{"$schema":"https://json-schema.org/draft/2020-12/schema","properties":{"app_submit_date":{"description":"A date, yyyy-mm-dd.","pattern":"^(\\d{4})-(\\d{2})-(\\d{2})$","type":"string"},"carrier":{"maxLength":200,"minLength":1,"type":"string"},"coverage_type":{"maxLength":100,"minLength":1,"type":"string"},"custom_fields":{"additionalProperties":{"maxLength":2000,"type":"string"},"description":"Custom field values keyed by the exact custom field NAME configured in AgencyBloc (sent as custom_<name>). 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