# AirMatch Pro MCP for AI Agents AI Agent Connect > AirMatch Pro automates HVAC sales engineering by connecting your proposal workflows, lead management, and QuickBooks syncing to your AI agent. It handles the heavy lifting of tracking job statuses and technical proposals so you can focus on closing deals. ## Overview - **Category:** productivity - **Price:** Free - **Endpoint:** https://edge.vinkius.com/vk_preview_CwHAT1pub6YmEFicuM4JIPF2j1nORRKbOfNsTzAC/ai-agent-connect - **Tags:** airmatch-pro, hvac-sales-api, proposal-automation, quickbooks-sync, lead-management, field-service-orchestration, sales-ops-tools, workflow-integration, mcp ## Description This Connector lets you connect your account to your AI agent so you can handle HVAC sales engineering and automated proposals through a simple conversation. You can manage your entire sales pipeline, pull up technical proposals, and see where customers stand without having to switch between different apps. It even takes care of the heavy lifting like syncing your sales data with QuickBooks to keep your audit trail straight. When you use this through the Vinkius catalog, your agent becomes a dedicated sales coordinator that knows your projects and resources. It's about getting a clear picture of your operation through a conversation rather than digging through a cluttered dashboard. ## Tools ### list_customers List all customers in your system. This gives your agent a full view of your client base. ### list_estimates List all estimates currently in your account. Use this to see pending quotes at a glance. ### create_proposal Create a new proposal and optionally link it to an existing customer. This makes it easy to generate new quotes quickly. ### get_lead Get specific details for a lead in your pipeline. Use this to see contact info and current status. ### get_profile Get your AirMatch Pro profile details. This lets your agent know your account information. ### get_proposal Get the full details of a specific proposal. Use this to review technical specs or customer status. ### list_jobs List all jobs in your directory. This helps you see all active and past HVAC installations. ### list_leads List all leads in your sales pipeline. Use this to keep track of new inquiries. ### list_proposals List all proposals you've created. This gives you a complete overview of your sales activity. ### check_airmatch_status Verify your AirMatch Pro API connectivity. Use this to ensure your data is syncing correctly. ## Prompt Examples **Prompt:** ``` List all active proposals for 'John Smith'. ``` **Response:** ``` I've retrieved the proposals. For John Smith, you currently have 2 active quotes, including 'Central AC Install' (ID: prop_123). Would you like the detailed technical metadata for either of them? ``` **Prompt:** ``` Check the QuickBooks sync status for yesterday's sales. ``` **Response:** ``` Financial sync orchestrated! I've verified that all 5 sales from yesterday were successfully transmitted to QuickBooks. I've retrieved the transaction IDs for your audit trail. Need help with today's records? ``` **Prompt:** ``` Retrieve the last 5 leads captured in AirMatch Pro. ``` **Response:** ``` Accessing lead architecture... I've identified the last 5 recent contacts, including @user1 and @user2. All are now active in your sales pipeline. Shall I retrieve the detailed profile metadata for the most recent one? ``` ## Capabilities ### Create HVAC proposals Generate new quotes and link them to existing customers through your AI agent. ### Sync sales with QuickBooks Automatically push sales data to your accounting software to keep records clean. ### Track lead interactions Pull real-time metadata on how leads are interacting with your sales pipeline. ### Monitor job projects Access your full directory of HVAC installations and maintenance projects. ### Verify API connectivity Check your account status and sales volume directly through your agent. ## Use Cases ### Checking a client's history A technician asks the agent for all proposals for a specific customer. The agent uses list_proposals and get_proposal to show the history. ### Syncing the books An owner asks the agent to check if yesterday's sales hit QuickBooks. The agent verifies the sync status. ### Lead follow-up A sales lead comes in, and the owner asks the agent to pull the latest leads and create a new proposal for the top one. ### Project overview An ops manager asks for a list of all active jobs to see where resources are currently allocated. ## Benefits - Stop manual data entry into QuickBooks by using list_proposals and list_estimates to sync your sales data automatically. - Get instant updates on customer interactions by pulling lead metadata with get_lead. - Save time on paperwork by using create_proposal to generate new quotes directly through your agent. - Keep your project directory organized by accessing your full list of installations and maintenance projects via list_jobs. - Monitor your firm's growth in real-time by using check_airmatch_status to verify sales volume and connectivity. ## How It Works The bottom line is you get a conversational interface for your entire HVAC sales and financial workflow. 1. Subscribe to this Connector on the Vinkius marketplace. 2. Get your API Key from the AirMatch Pro dashboard under Settings. 3. Start asking your agent to manage your HVAC sales and proposals. ## Frequently Asked Questions **How does AirMatch Pro help my HVAC business?** It connects your sales pipeline to your AI agent so you can manage proposals and leads through conversation. **Can I sync my sales with QuickBooks using AirMatch Pro?** Yes, it monitors and syncs your sales data with QuickBooks to keep your audit trail updated. **Can my AI agent create HVAC proposals?** Yes, it can create new proposals and link them to existing customers automatically. **How do I see my current HVAC job list?** Your agent can pull your entire directory of installations and maintenance projects in real-time. **Does AirMatch Pro track lead interactions?** It gives you access to real-time lead interaction metadata and proposal acceptance status. **How do I check if my AirMatch Pro connection is working?** You can ask your agent to verify your account-level API connectivity at any time. **How do I find my AirMatch Pro API Key?** Log in to your account, navigate to **Settings** > **Integrations**, and copy your unique API Key from the credentials section. **Can I sync sales with QuickBooks via AI?** Yes! The `list_proposals` tool allows your agent to coordinate the transfer of sales records into your accounting system programmatically. **How do I list my active proposals?** Use the `list_proposals` tool to retrieve your complete directory of HVAC quotes along with their current status.