Coming soon

AccuLynx tools

AccuLynx MCP tools are coming soon.

Give ChatGPT, Claude, or another supported AI assistant a safe way to help with contacts, leads, jobs, milestones, estimates, and scheduling in AccuLynx. Here is what the integration will cover.

38 tools plannedIn development - not yet available

What your AI assistant can help with

Every planned AccuLynx tool

Each tool handles one clear task. Here is what the integration will cover at launch.

Contacts

Find contacts, view their jobs, and keep records up to date.

  • Find contacts

    Looks up info

    Search your contacts by name, company, or type and page through the results.

  • View a contact

    Looks up info

    Pull up one contact's details, including email and phone number.

  • View a contact's jobs

    Looks up info

    See every job connected to a specific contact.

  • Add a contact

    Makes changes

    Create a contact with names, addresses, emails, and phone numbers.

  • Update a contact

    Makes changes

    Change a contact's details when something needs correcting.

  • Add a contact note

    Makes changes

    Save a note on a contact's record so your team has the latest context.

Leads

Keep up with new opportunities and where each one came from.

  • Find leads

    Looks up info

    See jobs still in the lead stage, filtered by date and sorted your way.

  • View lead history

    Looks up info

    See the actions taken on a lead and who took them.

  • View lead sources

    Looks up info

    See your active lead sources so new work is attributed correctly.

Jobs

Look up active work, start new jobs, and keep the details current.

  • List jobs

    Looks up info

    Browse jobs by milestone, date range, and team assignment.

  • Find jobs

    Looks up info

    Search jobs by keyword or by location radius.

  • View a job

    Looks up info

    Pull up the details for a specific job, including the contact and first appointment.

  • Add a job

    Makes changes

    Create a new job with the contact, location, lead source, and work types.

  • View job contacts

    Looks up info

    See everyone connected to a specific job.

  • View job history

    Looks up info

    See the activity recorded on a job over time.

  • View job representatives

    Looks up info

    See the company rep, sales owner, and A/R owner for a job.

  • Set job priority

    Makes changes

    Mark a job as normal, high, or urgent.

  • Add a job message

    Makes changes

    Post a comment on a job for your team to see.

  • View job insurance

    Looks up info

    See the insurance company, claim details, and adjuster for a job.

Milestones and workflow

Track where every job sits in your workflow.

  • View your milestones

    Looks up info

    See the milestone and workflow definitions set up for your company.

  • View a job's milestone

    Looks up info

    See exactly where a job currently sits in your workflow.

  • View milestone history

    Looks up info

    See every milestone a job has moved through and when it happened.

Estimates and financials

Reference estimates, invoices, payments, and job financials.

  • Find estimates

    Looks up info

    Browse estimates across your location and page through the results.

  • View an estimate

    Looks up info

    Pull up an estimate with its sections and who created it.

  • View job estimates

    Looks up info

    See the estimates attached to a specific job.

  • View job invoices

    Looks up info

    See the invoices connected to a specific job.

  • View job financials

    Looks up info

    See a job's financial worksheet and amendments.

  • View job payments

    Looks up info

    See payments received, paid, and expensed on a job with totals.

Appointments and calendar

Check calendars and manage each job's first appointment.

  • View calendars

    Looks up info

    See the calendars set up for your company.

  • View calendar appointments

    Looks up info

    See the appointments on a calendar for a date range.

  • View an appointment

    Looks up info

    Pull up the details for a specific appointment.

  • View a job's first appointment

    Looks up info

    See when a job's initial appointment is scheduled.

  • Schedule a job's first appointment

    Makes changes

    Add or change a job's initial appointment and assign the rep.

Company and team

Reference your users, company settings, and custom fields.

  • Find users

    Looks up info

    See your team members and filter them by status.

  • View a user

    Looks up info

    Pull up the details for one team member.

  • View company settings

    Looks up info

    See your company settings, job categories, trades, and work types.

  • View custom field definitions

    Looks up info

    See the custom fields defined for your jobs and contacts.

  • View job custom fields

    Looks up info

    See the custom field values saved on a job.

Ready to put AccuLynx within reach?

The AccuLynx integration is in development. Create your Inrconnect account now and connect Jobber or Housecall Pro today — you'll be ready the moment AccuLynx goes live.

Get startedRead the setup guide