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nowcerts_agent_getList

Retrieve agent records from NowCerts with filtering, sorting, and pagination options to manage insurance agent data efficiently.

Instructions

Retrieve agents from NowCerts using OData query parameters.

IMPORTANT: By default, results are ordered by 'changeDate desc' (most recently changed first). The 'changeDate' field exists on all entities.

Common $filter examples:

  • Active agents only: "active eq true"

  • Search by first name: "contains(firstName, 'John')"

  • Search by last name: "contains(lastName, 'Smith')"

  • Search by email: "contains(email, 'agent@example.com')"

  • By role: "primaryRole eq 'Agent/Producer'" or "primaryRole eq 'CSR'"

  • Default agent: "isDefaultAgent eq true"

  • Has user account: "userId ne null"

  • Multiple conditions: "active eq true and contains(lastName, 'Smith')"

Pagination examples:

  • First 100 active agents: $filter=active eq true&$top=100&$skip=0&$orderby=firstName asc&$count=true

  • Next 100: $filter=active eq true&$top=100&$skip=100&$orderby=firstName asc&$count=true

Available fields: id (primary key), firstName, lastName, email, phone, cellPhone, fax, npnNumber, primaryRole, assignCommissionIfCSR, isDefaultAgent, useAgentIfNotDefault, primaryOfficeName, active, changeDate, userId, userDisplayName, addressLine1, addressLine2, city, state, county, zipCode, isSuperVisior, agentIs, workGroups (list)

Input Schema

NameRequiredDescriptionDefault
$countNoInclude total count in response. Set to true to get @odata.count field.
$filterNoOData filter expression (optional). Example: 'active eq true'
$orderbyNoField to order by. Default: 'changeDate desc'. Examples: 'firstName asc', 'lastName desc', 'changeDate desc'
$selectNoComma-separated list of columns to return (optional). Example: 'id,firstName,lastName,email,active'
$skipNoNumber of records to skip (offset). Example: 0 for first page, 100 for second page
$topNoNumber of records to return (limit). Example: 100

Input Schema (JSON Schema)

{ "properties": { "$count": { "description": "Include total count in response. Set to true to get @odata.count field.", "type": "boolean" }, "$filter": { "description": "OData filter expression (optional). Example: 'active eq true'", "type": "string" }, "$orderby": { "description": "Field to order by. Default: 'changeDate desc'. Examples: 'firstName asc', 'lastName desc', 'changeDate desc'", "type": "string" }, "$select": { "description": "Comma-separated list of columns to return (optional). Example: 'id,firstName,lastName,email,active'", "type": "string" }, "$skip": { "description": "Number of records to skip (offset). Example: 0 for first page, 100 for second page", "type": "number" }, "$top": { "description": "Number of records to return (limit). Example: 100", "type": "number" } }, "type": "object" }

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