# Agency Elephant MCP MCP > Agency Elephant MCP tracks insurance agency performance. It manages agent commissions and monitors policy renewals for better business intelligence. Connect your AI client to automate lead management, run drip campaigns, and get a full view of team activity without leaving your chat. ## Overview - **Category:** marketing-automation - **Price:** Free - **Tags:** insurance-crm, lead-nurturing, drip-campaigns, policy-management, sales-automation ## Description You can take over managing your entire sales pipeline through natural conversation. Instead of toggling between separate CRM tabs or manually setting up follow-up emails, your agent handles it all. You'll use the MCP to build automated sequences for leads, triggering drip campaigns and organizing them into specific groups based on their status. It lets you pull detailed profiles from any lead, check out team directories, and even monitor how different campaigns are performing in real time. With Vinkius managing this connection, your AI acts like a dedicated sales coordinator that knows exactly where every lead is and what follow-up they need next. ## Tools ### add_lead_to_group Adds a specific lead record into one of your defined lead groups. ### create_lead Registers an entirely new contact as a lead in the system. ### get_lead_details Retrieves all high-fidelity, historical details for a specific lead ID. ### list_campaigns Shows a list of all active marketing and sales campaigns available. ### list_lead_groups Pulls a directory showing every existing lead group structure you use. ### list_leads Retrieves a list of all leads in the database, allowing for bulk auditing. ### list_workspace_users Lists every team member currently set up in your agency workspace. ### trigger_drip_campaign Starts an automated follow-up sequence (SMS or email) for a given lead ID. ## Prompt Examples **Prompt:** ``` List all active users in my Agency Elephant workspace. ``` **Response:** ``` 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? ``` **Prompt:** ``` Trigger the 'New Prospect Follow-up' campaign (ID: 'camp_123') for lead ID '90210'. ``` **Response:** ``` 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? ``` **Prompt:** ``` Create a new lead 'John Doe' (john@example.com) with phone '+15550123'. ``` **Response:** ``` 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? ``` ## Capabilities ### Manage Lead Records Create new leads or pull detailed historical profiles for existing ones. ### Organize Leads into Groups Assign specific leads to predefined groups, coordinating team focus and tracking status changes. ### Automate Follow-up Sequences Trigger automated SMS or email drip campaigns for targeted leads. ### Get Team Visibility Pull a complete directory of all active users in the agency workspace. ## Use Cases ### A new high-value lead comes in, and I need immediate follow-up. I ask my agent to 'Get details for lead 90210, then trigger the Premium Follow-up campaign.' The MCP pulls the history using `get_lead_details` and immediately initiates the sequence with `trigger_drip_campaign`, ensuring a perfectly coordinated response. ### I need to clean up my lead groups after an audit. Instead of manually editing every record, I ask the agent to 'List all leads and move anyone who hasn't opened an email in 60 days into the Dormant group.' The MCP uses `list_leads` and then executes `add_lead_to_group`, saving hours of cleanup. ### The team needs to know who is responsible for a certain segment. I ask my agent to 'List all workspace users in the Sales department.' The MCP uses `list_workspace_users` and returns the directory, letting me coordinate assignments immediately without logging into HR software. ### We ran a big campaign, but I don't know which groups were most successful. I ask the agent to 'List all lead groups and show me their current count.' The MCP uses `list_lead_groups`, allowing me to quickly compare segment size and identify where we need more focus. ## Benefits - You get instant, comprehensive lead profiles using `get_lead_details`. No more having to jump between screens just to see a contact's full history or past interactions. It’s all in one chat window. - Run automated follow-up sequences with `trigger_drip_campaign`. This ensures no potential client slips through the cracks because you forgot to send that crucial reminder email. - Keep your team focused by using `add_lead_to_group` and monitoring pipelines. You can assign leads to specific groups without leaving your main chat interface. - The MCP lets you audit your entire database with one query via `list_leads`. Need to see how many prospects are in 'Pending' status? Ask, and get the list immediately. - You maintain visibility across the whole organization by using `list_workspace_users`. Get a complete directory of every agent or manager without manual lookups. - The ability to track campaign performance via listing campaigns means you can instantly see which marketing efforts are actually moving leads through the funnel. ## How It Works The bottom line is, it lets you control complex sales workflows using simple chat commands, eliminating manual platform navigation. 1. First, subscribe to this MCP and retrieve your API Key from your Agency Elephant dashboard settings. 2. Next, connect your preferred AI client using that key. The connection makes all the underlying tools available through natural conversation. 3. Finally, you talk to your agent—'List all leads in the 'High Value' group,' or 'Create a new lead for John Doe.' — and the MCP executes the action. ## Frequently Asked Questions **How do I check on a specific client's history using get_lead_details?** Just ask your agent to run `get_lead_details` and provide the lead ID. It pulls every interaction, status change, and profile detail into one response. **Can I use add_lead_to_group for a bunch of leads?** You can assign individual leads using `add_lead_to_group`. If you have multiple IDs, it’s best to list them out in your request so the agent knows exactly who needs moving. **What is the difference between listing campaigns and running trigger_drip_campaign?** `list_campaigns` shows you what campaigns exist. `trigger_drip_campaign` takes one of those available campaigns and actually starts it for a specific lead. **How do I list all my team members? (Using list_workspace_users)** Simply ask your agent to run the `list_workspace_users` tool. It pulls the full directory and lets you coordinate assignments across the whole workspace. **When I use `create_lead`, what essential information do I need to provide for the record to be usable?** You must include a name and at least one contact method, like an email or phone number. The MCP validates this data immediately upon creation, ensuring the lead is active in your system. **How do I use `list_leads` to filter results by specific criteria, like only showing leads from a certain month?** The tool accepts filtering parameters, allowing you to specify date ranges or status filters. You just include those constraints in your request to pull only the data you need. **Before I use `add_lead_to_group`, how can I first run `list_lead_groups` to see all available structures?** Running `list_lead_groups` provides a full inventory of your existing lead pipelines and custom groups. This lets you know exactly which group ID to reference before assigning any new leads. **When running `trigger_drip_campaign`, can I target an entire group of leads, or is it limited to single individuals?** You absolutely can target a whole group. Just provide the Group ID along with the campaign name in your request; the MCP handles enrolling every lead within that structure. **How do I find my Agency Elephant API Key?** Log in to your account, navigate to **Account Settings** > **Integrations**, and copy your unique API Key from the credentials section. **Can I add a lead to a specific group via AI?** Yes! The `add_lead_to_group` tool allows your agent to categorize leads programmatically by providing the lead ID and target group ID. **How do I trigger an automated drip campaign?** Use the `trigger_drip_campaign` tool and provide the lead ID along with the campaign ID you want to initialize programmatically.