get_supplements
Get Supplements
Retrieve supplements from AccuLynx. List all supplements or get details for a specific supplement including its line items and notations.
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. 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
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 for jobs in AccuLynx by a text query. Returns paginated results matching the search criteria.
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 communication interaction for a contact. Record phone calls, SMS messages, emails, and other interactions with a date and optional description.
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 for contacts in AccuLynx by a text query. Returns paginated results matching the search criteria.
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.
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.