get_supplements
Get Supplements
Retrieve supplements from AccuLynx. List all supplements or get details for a specific supplement including its line items and notations.
Ask your agent in plain language. Each of these maps to a real tool on the server.
get_supplements
Retrieve supplements from AccuLynx. List all supplements or get details for a specific supplement including its line items and notations.
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
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 a new job in AccuLynx in the Lead milestone with no assigned representative. Requires an existing contact. Optionally set trade types, work type, lead source, category, priority, and notes. Use get_company_settings to discover classification IDs or names.
get_users
Retrieve users from the AccuLynx account. List all users or get details for a specific user by ID.
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
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
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 assigned jobs in AccuLynx by a text query or map coordinates. Provide query, geoLocation, or both. Returns paginated results matching the search criteria. Unassigned jobs are not returned.
get_invoices
Retrieve invoices from AccuLynx. Get all invoices for a job, or fetch details for a specific invoice by ID.
create_contact_log
Log a phone call, SMS message, or email for a contact. Provide both a communication type and interaction date. Returns the accepted submitted details; the API does not return a new log ID.
get_lead_history
Retrieve the history of a specific lead in AccuLynx. Shows the timeline of events and changes for the lead.
get_contact
Retrieve detailed information for a specific contact, including their email addresses and phone numbers.
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 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
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 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
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 in AccuLynx by name, company, contact type, and creation date range. Returns paginated results with sorting. When dates are omitted, searches contacts created from 1970 through the current time.
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
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
Retrieve a paginated list of contacts from AccuLynx. Returns contact summaries.
get_job_custom_fields
Read custom field labels, types, values, definition IDs, and modification details for a job. Results are paginated.
get_contact_jobs
List jobs associated with an existing contact. Returns job IDs and links that can be used with get_job, together with pagination details.
who_am_i
Identify the company connected by the API key. Returns its company ID, name, time zone information, and insurance setting.
Every client uses the same Magic MCP URL, and so does any other MCP client. Add it once and sign in with SSO.
{"mcpServers": {"metorial": {"url": "<your-magic-mcp-url>"}}}
claude mcp add --transport http metorial <your-magic-mcp-url>
codex mcp add metorial --url <your-magic-mcp-url>codex mcp login metorial
One governed layer for every app your agents reach, not a separate connector per tool.
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.
Common questions about connecting Acculynx to AI agents with Metorial.