# AccuLynx MCP for AI Agents AI Agent Connect > AccuLynx MCP. Manage roofing leads, job milestones, and financial data directly through your AI agent. It connects your contractor business software to your chat interface so you can track projects, update customers, and audit your sales pipeline without switching tabs. It's built for roofing companies that need to move fast. ## Overview - **Category:** erp-operations - **Price:** Free - **Endpoint:** https://edge.vinkius.com/vk_preview_JBuq2qsb6VO7uyY9hH1CBQzJChgXyQBNE0aaAFXW/ai-agent-connect - **Tags:** roofing-software, job-management, lead-tracking, contractor-tools, field-service, business-operations ## Description Running a roofing business usually means jumping between tabs to check where a job stands or who owes a payment. You're trying to remember which projects are stuck on the inspection phase and which customers haven't paid their deposit yet. This Connector changes that by letting your AI agent talk directly to your AccuLynx account. Instead of digging through complex dashboards, you can just ask your agent about a specific project's progress or pull up a customer's contact info while you're in the middle of a site visit. You can also manage your sales pipeline by having the agent add new leads as they come in. It handles the heavy lifting of data entry and status checks, so you can focus on the actual construction work. If you're looking for a way to get your field data into a conversational format, this is how you do it. You'll find it listed in the Vinkius catalog alongside other professional tools. It's built to give you a clear view of your jobs, payments, and documentation without the usual friction of navigating a complex ERP. You get a direct line to your data without the manual overhead of logging into a different portal every time you have a quick question. ## Tools ### list_payments Pull all payments and financial records associated with a specific job ID. Use this to verify what's been paid and what's still outstanding for any project. ### list_leads Get a list of recent inquiries and prospective roofing projects in your account. This helps you stay on top of new business without digging through your inbox. ### create_lead Add a new prospective customer to your sales pipeline by providing their first and last name. It saves you from having to switch back to your desktop to log new work. ### get_job_details Retrieve technical milestones and metadata for a specific roofing job ID. You can quickly check if a project is on schedule or what step it's on next. ## Prompt Examples **Prompt:** ``` Who are the newest leads we got this week? ``` **Response:** ``` I've pulled the most recent inquiries from your AccuLynx account. Here are the newest leads: | Name | Status | Date Added | | :--- | :--- | :--- | | **Smith Family** | New Inquiry | Oct 24 | | **Johnson Project** | Follow-up | Oct 25 | | **Brown Residence** | New Inquiry | Oct 25 | Would you like me to add any of these to your active sales pipeline? ``` **Prompt:** ``` What's the status of job #12345? ``` **Response:** ``` Here are the current milestones for **Job #12345**: - **Inspection**: Completed ✅ - **Material Delivery**: In Progress 🚚 - **Tear-off**: Not Started - **Installation**: Not Started **Assigned Staff**: Mike and Sarah **Next Milestone**: Material Delivery (Expected tomorrow). ``` **Prompt:** ``` Show me the payments for the Smith roof. ``` **Response:** ``` I've retrieved the financial records for the **Smith project**: - **Deposit**: $2,500.00 (Paid - Oct 10) - **Mid-Point**: $3,000.00 (Paid - Oct 20) - **Final Balance**: $4,500.00 (Pending) **Total Paid to Date**: $5,500.00 ``` ## Capabilities ### Add new leads Put new prospects into your sales pipeline with just a name. ### Check job milestones Get the current status and technical metadata for any roofing project. ### Track project payments View all financial records and payment history for a specific job. ### Find customer info Search for contact details quickly during a conversation. ### Audit project files Verify that all necessary documentation is in place for your jobs. ## Use Cases ### Logging leads from the job site A sales rep finishes a walkthrough and asks the agent to use `create_lead` to put the name into the system immediately so they don't forget. ### Checking project progress on the fly An operations manager asks the agent to check `get_job_details` for a specific job ID to see if the crew has reached the inspection milestone. ### Verifying payments for a specific roof An accountant uses `list_payments` to see all financial records for a project to confirm if the final deposit was received. ### Reviewing the daily sales pipeline A manager asks the agent to `list_leads` to see which new inquiries need a follow-up call before the end of the day. ## Benefits - Get instant updates on job milestones using `get_job_details` to see exactly what's finished and what's next. This helps you give accurate updates to your customers without checking the full job file. - Stop manual data entry by using `create_lead` to put new prospects into your pipeline immediately. It lets you log potential work from your phone as soon as you finish a walkthrough. - Keep your finances organized by pulling payment history with `list_payments` for any specific job. You can quickly verify what's been paid and what's still outstanding for any project. - Find customer contact info faster with the contact lookup tool so you don't have to hunt for phone numbers. This makes it easier to reach out for approvals or scheduled work. - Ensure your paperwork is ready by auditing job files and documentation status with the document oversight tool. You can check if every necessary file is in place before a project wraps up. - Keep your sales team moving by using `list_leads` to see who needs a follow-up today. This keeps your sales pipeline active and ensures no inquiry falls through the cracks. ## How It Works The bottom line is you get a conversational interface for your roofing business data. 1. Subscribe to the AccuLynx MCP through the Vinkius catalog. 2. Enter your AccuLynx API Key from the AppConnections section of your account. 3. Ask your AI agent to check job statuses, list leads, or pull payment records. ## Frequently Asked Questions **Can the AccuLynx MCP help me manage my roofing leads?** Yes. It allows your AI agent to list recent inquiries and add new prospects to your sales pipeline using natural language. **How do I use the AccuLynx MCP to check job progress?** You can ask your agent for the status of a specific job ID. It will pull the technical milestones and current status directly from your account. **Can I see payments in AccuLynx using my AI agent?** Yes. The Connector can pull all payment records and financial history for any specific project so you can check balances quickly. **Is the AccuLynx MCP good for roofing contractors?** It's a great tool for contractors who want to see their job progress, leads, and payments without having to navigate a complex ERP dashboard. **How do I add new leads to AccuLynx via an AI agent?** Just tell your agent the name of the new prospect. It will use the connection to add that lead to your sales pipeline automatically. **Can I check customer contact info with the AccuLynx MCP?** Yes. You can ask your agent to look up customer or user contact information quickly during your conversation. **Where do I find my AccuLynx API Key?** You must enable the **AppConnections** add-on in the AccuLynx Market (within your Account Settings). From there, you can generate unique API keys for each of your company locations. **Can I automate actions based on job status changes?** Yes, AccuLynx allows you to configure webhooks to receive real-time notifications about job milestones, financial updates, or status changes. **Do I need developer skills to integrate?** This Connector uses the custom REST API, so no extra code is needed on your end, but direct manual integrations would require API knowledge. Otherwise, AppConnections offers pre-built Zapier links.