Server Configuration
Describes the environment variables required to run the server.
Name | Required | Description | Default |
---|---|---|---|
NOWCERTS_PASSWORD | Yes | Your NowCerts password | |
NOWCERTS_USERNAME | Yes | Your NowCerts username |
Schema
Prompts
Interactive templates invoked by user choice
Name | Description |
---|---|
No prompts |
Resources
Contextual data attached and managed by the client
Name | Description |
---|---|
No resources |
Tools
Functions exposed to the LLM to take actions
Name | Description |
---|---|
nowcerts_agent_getList | Retrieve a list of agents with search, filtering, and pagination |
nowcerts_insured_getList | Retrieve a paginated list of insureds using /api/InsuredList() |
nowcerts_insured_getInsureds | Get insureds via Zapier endpoint (/Zapier/GetInsureds) |
nowcerts_insured_insert | Insert a new insured record |
nowcerts_insured_insertNoOverride | Insert insured without overriding existing data |
nowcerts_insured_insuredAndPoliciesInsert | Insert insured along with their policies |
nowcerts_insured_insertWithCustomFields | Insert insured with custom fields via Zapier endpoint |
nowcerts_policy_getList | Get paginated list of policies using /api/PolicyList() |
nowcerts_policy_getPolicies | Find policies using /Policy/FindPolicies |
nowcerts_policy_get | Get a specific policy or policies using /PolicyList |
nowcerts_policy_insert | Insert a new policy |
nowcerts_quote_getQuotes | Get quotes via Zapier endpoint |
nowcerts_quote_insert | Insert a new quote |
nowcerts_prospect_getProspects | Get prospects via Zapier endpoint |
nowcerts_prospect_insert | Insert a new prospect |
nowcerts_prospect_insertWithCustomFields | Insert prospect with custom fields |
nowcerts_prospect_xmlPush | Push prospects via XML |
nowcerts_prospect_quoteRequestExternalImportWithProspect | Import quote request with prospect |
nowcerts_prospect_quoteRequestExternalImport | Import external quote request |
nowcerts_claim_getList | Get paginated list of claims using /api/ClaimList() |
nowcerts_claim_getClaims | Get claims via Zapier endpoint |
nowcerts_claim_insert | Insert a new claim |
nowcerts_note_getNotes | Get notes via Zapier endpoint |
nowcerts_note_insert | Insert a new note |
nowcerts_tag_getTags | Get tags via Zapier endpoint |
nowcerts_tag_insert | Apply/insert a tag |
nowcerts_driver_getDrivers | Get drivers via Zapier endpoint |
nowcerts_driver_insert | Insert a new driver |
nowcerts_driver_bulkInsert | Bulk insert multiple drivers |
nowcerts_vehicle_getVehicles | Get vehicles via Zapier endpoint |
nowcerts_vehicle_insert | Insert a new vehicle |
nowcerts_vehicle_bulkInsert | Bulk insert multiple vehicles |
nowcerts_task_getTasks | Get tasks via Zapier endpoint |
nowcerts_task_insert | Insert a new task |
nowcerts_opportunity_getOpportunities | Get opportunities via Zapier endpoint |
nowcerts_opportunity_insert | Insert a new opportunity |
nowcerts_serviceRequest_getAddDriver | Get add driver service requests |
nowcerts_serviceRequest_getAddressChanges | Get address change service requests |
nowcerts_serviceRequest_getRemoveDriver | Get remove driver service requests |
nowcerts_serviceRequest_getReplaceDriver | Get replace driver service requests |
nowcerts_serviceRequest_getVehicleTransfer | Get vehicle transfer service requests |
nowcerts_serviceRequest_getGeneric | Get generic service requests |
nowcerts_serviceRequest_insertAddDriver | Insert add driver service request |
nowcerts_serviceRequest_insertAddressChanges | Insert address change service request |
nowcerts_serviceRequest_insertRemoveDriver | Insert remove driver service request |
nowcerts_serviceRequest_insertReplaceDriver | Insert replace driver service request |
nowcerts_serviceRequest_insertVehicleTransfer | Insert vehicle transfer service request |
nowcerts_serviceRequest_insertGeneric | Insert generic service request |
nowcerts_customer_getCustomers | Get customers list with search and pagination |
nowcerts_customPanel_getStructure | Get custom panel structure |
nowcerts_customPanel_insert | Insert custom panel data |
nowcerts_sms_getSmses | Get SMS messages |
nowcerts_sms_insert | Insert/send SMS message |
nowcerts_sms_twilio | Send SMS via Twilio integration |
nowcerts_principal_getList | Get paginated list of principals |
nowcerts_principal_getPrincipals | Get principals via Zapier endpoint |
nowcerts_principal_insert | Insert a new principal |
nowcerts_property_getProperties | Get properties via Zapier endpoint |
nowcerts_property_insert | Insert a new property |
nowcerts_property_insertOrUpdate | Insert or update a property |
nowcerts_callLogRecord_getCallLogRecords | Get call log records |
nowcerts_callLogRecord_insert | Insert a call log record |
nowcerts_workersCompensation_insert | Insert workers compensation data |
nowcerts_quoteApplication_getQuoteApplications | Get quote applications |
nowcerts_quoteApplication_push | Push quote applications |
nowcerts_quoteApplication_quoteRushPush | Push quote applications via QuoteRush |
nowcerts_zapier_subscribe | Subscribe to Zapier webhook |
nowcerts_zapier_unsubscribe | Unsubscribe from Zapier webhook |
nowcerts_cognito_webHook | Cognito webhook integration |
nowcerts_cloudIt_processData | CloudIt data processing |
nowcerts_nationwide_callbackUrl | Nationwide callback URL |
nowcerts_agencyRevolution_activities | Agency Revolution activities integration |