Connect your own tools to DarkHorse AMS

What you can connect today

Every DarkHorse AMS install can take data in from outside, over plain HTTPS, with a key we issue to your agency at no charge. That gives you three building blocks:

• Leads. Your website's contact or quote form, a Facebook lead form, a purchased lead feed, a spreadsheet — anything that can post JSON. Each one lands in Leads → New Leads with its source, ready to assign and work.
• Clients. Whole client records: contacts, every policy (any status) with carrier, line, dates and premium, and dated notes. This is how an agency moves a book over from another system on its own schedule.
• Documents. A dec page, application or any file, filed on a client you have already sent, into their Documents.

Use it from Zapier, Make, n8n, Power Automate, a Cloudflare Worker, a nightly script, or from Claude. Re-sending the same record is safe: records are keyed by your id (externalId), so a resend fills in blanks and adds what is new instead of creating duplicates.

Claude Desktop extension (MCP)

If you use Claude Desktop, you don't need to write any code. Our extension gives Claude three send-only tools — send_leads, send_clients and send_document — so you can talk to it in plain English:

• "Send these to DarkHorse as new leads: Green Valley Farms LLC, contact Maria Lopez, [email protected], 502-555-0142, Kentucky, wants workers comp."
• "Take 25 of my HawkSoft clients and send them to DarkHorse with send_clients, using the HawkSoft client number as the externalId. Include their contacts, all policies and their notes, then send each client's dec page PDFs with send_document."

1. Update Claude Desktop (Mac or Windows) to the latest version.
2. Download the extension and double-click it, or open Claude Desktop → Settings → Extensions and drag the file in. Choose Install.
3. Paste your API key and enter your agency's AMS address (for example https://youragency.darkhorseams.com/api/public/ingest/leads).
4. Make sure the extension is switched on. Claude reports back after every send with counts and a receipt number.

Claude cannot read, search or list anything in your AMS through the extension. It only sends.

The API

Three endpoints on your own AMS address. Send Authorization: Bearer <your key> and a JSON body.

A lead from a website form, as a single request:

curl -X POST https://youragency.darkhorseams.com/api/public/ingest/leads \
  -H "Authorization: Bearer dhk_..." -H "Content-Type: application/json" \
  -d '{"leads":[{"legalName":"Green Valley Farms LLC","contactName":"Maria Lopez",
        "email":"[email protected]","phone":"502-555-0142","mailingState":"KY",
        "lineOfBusiness":"Workers comp","externalId":"web-10482"}]}'

Replies are counts and a receipt id only — for example {"received":1,"created":1,"duplicates":0,"receipt":"…"} — never stored data. Errors: 401 wrong key, 400 invalid record (the reply lists what is wrong), 404 unknown_client send the client before its files, 429 slow down (30 calls a minute for leads and clients, 60 for documents).

Keys and safety

• Send-only by design. There is no read, search or list route behind the key, and the key is not a login: it cannot open any screen or fetch any record. If a key leaks, the worst case is unwanted leads, not a copy of your book.
• Per agency, revocable. Each install has its own keys. We store only a hash of the key. Ask us to rotate or revoke one at any time.
• Your own server. The data goes straight to your agency's AMS, not through a third party.

To get a key, email [email protected] from your agency admin's address. We send the key separately from the setup notes.

Also included

• Outlook add-in. See the sender's client file, save emails and attachments to any client and turn new senders into leads, inside Outlook.
• Phone system webhooks. The incoming-call pop opens the caller's client file as the phone rings (RingCentral and Lightspeed Voice today).
• Carrier connections. IVANS downloads, nightly document harvest and the carrier book sync run on your install without any setup on your side.

Need something we haven't built?

Want data out, a webhook when a policy cancels, or a connection to a tool we haven't met yet? Tell us what you're trying to automate. Integrations are built with agencies, by the people who build the AMS, and they're included in the $250 — not a quote.

Frequently asked questions

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