Connect Acculynx to AI agents

Connect Acculynx to Claude, Codex, Cursor, or other AI agents for your entire team. Metorial security, governance, observability, and gives your team a unified Magic MCP url to connect.

Supported Tools

get_supplements

Get Supplements

Retrieve supplements from AccuLynx. List all supplements or get details for a specific supplement including its line items and notations.

manage_appointments

Manage Appointments

View calendars, list appointments, or manage initial appointments for jobs. List available calendars, retrieve appointment summaries within a date range, or create/update the initial appointment for a specific job.

manage_job_insurance

Manage Job Insurance

View or assign insurance information for a job. Set the insurance company, claim number, policy number, and date of loss. Also retrieves the current adjuster assignment.

create_job

Create Job

Create a new job in AccuLynx. The job will be created in the "Lead (Unassigned)" milestone. Requires a contact ID for an existing contact. Optionally set trade type, work type, lead source, estimated value, and description.

get_users

Get Users

Retrieve users from the AccuLynx account. List all users or get details for a specific user by ID.

list_jobs

List Jobs

Retrieve a paginated list of jobs from AccuLynx. Filter by date range, milestones, assignment status, and control sorting. Optionally include related contact and initial appointment data.

get_job_financials

Get Job Financials

Retrieve financial information for a job, including worksheets, amendments, and accounting integration status. Provide a jobId to get the financial summary, or a financialId to get detailed worksheet and amendment data.

manage_job_representatives

Manage Job Representatives

View or update the representatives assigned to a job. Assign or change the company representative, sales owner, or A/R owner. You can also remove the sales owner or A/R owner.

search_jobs

Search Jobs

Search for jobs in AccuLynx by a text query. Returns paginated results matching the search criteria.

get_invoices

Get Invoices

Retrieve invoices from AccuLynx. Get all invoices for a job, or fetch details for a specific invoice by ID.

create_contact_log

Create Contact Log

Log a communication interaction for a contact. Record phone calls, SMS messages, emails, and other interactions with a date and optional description.

get_lead_history

Get Lead History

Retrieve the history of a specific lead in AccuLynx. Shows the timeline of events and changes for the lead.

get_contact

Get Contact Details

Retrieve detailed information for a specific contact, including their email addresses and phone numbers.

get_estimates

Get Estimates

Retrieve estimates from AccuLynx. Get all estimates for the location, estimates for a specific job, or details of a single estimate including its sections and line items.

create_job_message

Create Job Message

Create a new message on a job record or reply to an existing message. Messages are used for internal communication and notes on a job.

get_company_settings

Get Company Settings

Retrieve company configuration data from AccuLynx. Fetch general settings, insurance companies, job categories, trade types, work types, lead sources, document folders, photo/video tags, account types, and location settings. Specify which setting types to include.

upload_job_file

Upload Job File

Upload a document, photo, or video to a job in AccuLynx. Documents can be placed in specific folders. Photos and videos can be tagged. Provide the file content as a base64-encoded string.

get_job

Get Job Details

Retrieve comprehensive details for a specific job, including its current milestone, representatives, insurance info, contacts, and change history. Specify which related data to include.

search_contacts

Search Contacts

Search for contacts in AccuLynx by a text query. Returns paginated results matching the search criteria.

create_contact

Create Contact

Create a new contact in AccuLynx. Provide name, company, address, email addresses, and phone numbers. The created contact can then be used to create jobs.

manage_payments

Manage Payments

View payments for a job or record new payments. Supports received payments, paid (outgoing) payments, and additional job expenses. Without a payment type specified, retrieves the payment list and overview for the job.

list_contacts

List Contacts

Retrieve a paginated list of contacts from AccuLynx. Returns contact summaries.

More integrations teams use with Acculynx

Linear

Create, read, update, and delete issues across teams with support for priorities, labels, assignees, due dates, and workflow states. Manage projects that group related issues, and organize work into time-boxed cycles (sprints). Create and manage documents, comments, and file attachments. Search issues using vector similarity or rich filters. Configure teams, workflow states, and labels. Track customers and link them to issues. Subscribe to real-time webhooks for changes to issues, projects, cycles, comments, documents, and more.

GitHub

Manage repositories, issues, and pull requests. Create and configure branches, star repositories, review code, and merge changes. Automate CI/CD workflows with GitHub Actions, manage workflow runs, secrets, and artifacts. Track issues with labels, milestones, and assignees. Search across code, repositories, issues, and users. Manage organizations, teams, and memberships. Create and manage projects, gists, packages, deployments, and environments. Access security alerts including code scanning, secret scanning, and Dependabot alerts. Read and write file contents in repositories. Manage webhooks, notifications, and codespaces.

Hubspot

Create, read, update, and delete CRM objects including contacts, companies, deals, tickets, and custom objects. Manage associations between CRM records. Track engagements such as calls, emails, meetings, notes, and tasks. Send transactional and marketing emails, manage campaigns, and handle subscription preferences. Build and manage marketing workflows, sequences, and automation actions. Manage CMS content including blog posts, landing pages, and HubDB tables. Handle commerce data including products, orders, invoices, quotes, and payments. Create and manage contact lists for segmentation. Configure deal, ticket, and order pipelines with custom stages. Search and filter CRM records. Bulk import and export CRM data. Manage users, teams, and account settings. Subscribe to webhooks for real-time notifications on object creation, deletion, property changes, merges, and association changes.

Salesforce

Manage CRM data including Accounts, Contacts, Leads, Opportunities, Cases, and custom objects. Create, read, update, and delete records. Query data using SOQL and search across objects using SOSL. Perform bulk data operations for large-scale imports, exports, and migrations. Execute composite requests to batch multiple operations in a single API call. Access analytics, reports, and dashboards. Manage files and attachments associated with records. Interact with Chatter feeds, posts, and groups for social collaboration. Subscribe to real-time change events via Change Data Capture and Platform Events. Manage org metadata including custom objects, fields, layouts, and workflows. Query data using GraphQL for precise data retrieval across related objects.

Apolloio

Search and prospect B2B contacts and companies from a database of over 275 million people and 70 million organizations. Enrich people and company data with emails, phone numbers, and firmographic details. Create and manage contacts, accounts, deals, and tasks. Add contacts to email sequences and manage sequence statuses. Log and search call records. Perform bulk operations for contact creation, account creation, task creation, and data enrichment.

Microsoft Outlook

Send, read, reply to, forward, and manage email messages in user mailboxes. Organize messages into folders, apply categories, flags, and importance levels. Manage file and item attachments. Create, update, delete, and respond to calendar events and meetings. Find available meeting times, manage attendees, handle recurrence, and work with shared or delegated calendars. Create, read, update, and delete contacts, organize them into contact folders, and manage contact photos. Manage tasks and task lists via Microsoft To Do, including due dates, reminders, recurrence, and checklist items. Subscribe to webhook notifications for changes to messages, calendar events, and contacts. Support for Focused Inbox, @-mentions, mail tips, send-on-behalf, and send-as capabilities.

Technical notes for Acculynx

Manage roofing contractor business operations including jobs, contacts, estimates, invoices, and payments. Create and search jobs with milestone tracking, assign representatives, and monitor job lifecycle events. Create and retrieve contacts with communication logging. Access estimates, supplements, and financial worksheets. Create and manage invoices, payments, and expenses. Schedule and update appointments via calendars. Upload documents, photos, and videos to jobs. Retrieve company settings such as insurance companies, lead sources, milestones, and trade types. Access reports and manage webhook subscriptions for real-time event notifications on job, contact, and financial changes.

Connect Acculynx to production AI agents

See how Metorial gives Acculynx access the governance, tracing, and security controls teams need.

Frequently asked questions

Common questions about connecting Acculynx to AI agents with Metorial.

  1. Can Metorial connect Acculynx to AI agents?
    Yes. Metorial connects AI agents to Acculynx through a governed integration layer, so teams can use the provider while keeping access controlled and observable.
  2. Metorial is MCP compatible and lets teams expose approved provider tools to MCP-capable agents and clients through a controlled access layer.
  3. Metorial applies policies across users, groups, providers, agents, and individual tools, then records the context around every agent interaction.
  4. Yes. Metorial records provider activity so teams can inspect tool calls, troubleshoot integrations, and give security teams the visibility they need.