AccuLynx MCP. Manage job status, leads, and payments from chat.
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AccuLynx MCP Server handles all roofing business operations—from initial lead capture to final payment audit. Use your AI agent to manage your entire job lifecycle by running `list_leads` to inventory new prospects, running `get_job_details` to check job milestones, and using `list_payments` to track all associated financial records.
It keeps your sales pipeline and accounting synced within natural chat conversations.
What your AI agents can do
Create lead
Adds a new prospective customer to the AccuLynx sales pipeline using a first and last name.
Get job details
Retrieves technical milestones and metadata for a specific AccuLynx roofing job ID.
List leads
Pulls a list of recent inquiries and prospective roofing projects from AccuLynx.
Adds a new prospective customer to your sales pipeline using the create_lead tool.
Retrieves technical job details and metadata for a specific roofing job ID via get_job_details.
Pulls a list of recent inquiries and prospective projects using the list_leads tool.
Retrieves all financial records and payments tied to a given job ID using list_payments.
Searches for customer and user contact information directly in the chat.
Reviews job-related documents to confirm all necessary paperwork is complete.
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Supported MCP Clients
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AccuLynx MCP Server: 4 Tools for Job & Payment Management
These four tools let your AI agent interact with AccuLynx to manage leads, check job progress, and audit payment histories.
019d7545create lead
Adds a new prospective customer to the AccuLynx sales pipeline using a first and last name.
019d7545get job details
Retrieves technical milestones and metadata for a specific AccuLynx roofing job ID.
019d7545list leads
Pulls a list of recent inquiries and prospective roofing projects from AccuLynx.
019d7545list payments
Gets all payments and financial records associated with a specific job ID.
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What you can do with this MCP connector
Your AI agent handles every part of the roofing business—from grabbing a new lead to auditing the final payment. You'll manage your entire job lifecycle right here in the chat. You use list_leads to pull a list of recent inquiries and prospective roofing projects. You can add new prospects to the sales pipeline using create_lead by providing a first and last name.
You'll get technical job details and metadata for a specific roofing job ID when you run get_job_details. You can check all financial records and payments tied to a given job ID by running list_payments. You don't even need to switch screens; you can search for customer and user contact info directly in the chat.
You'll review job-related documents to confirm all necessary paperwork is complete when you audit job files.
How AccuLynx MCP Works
- 1 Subscribe to the server and generate your AccuLynx API Key via AppConnections.
- 2 Provide your API Key to your AI client (Claude, Cursor, etc.).
- 3 Ask your agent to perform an action, like 'List the last 5 leads' or 'Check payment status for Job XYZ'.
- 4 The agent executes the necessary tool call and returns the structured data to you.
The bottom line is, you talk to your AI agent like you talk to a team member, and it handles the backend data retrieval from AccuLynx.
Who Is AccuLynx MCP For?
This is for roofing contractors and operations managers who manage jobs and leads across multiple locations. It helps sales reps quickly check project statuses on the fly and allows accounting staff to monitor payment statuses and sync issues without jumping between systems.
Audits job progress and financial health across multiple job sites, ensuring all necessary documentation is filed.
Quickly adds new leads or checks the current project status of a prospect without leaving the chat window.
Monitors payment statuses and tracks invoice synchronization across various ongoing projects.
Manages the entire job and lead pipeline, from initial contact to final payment, all in one place.
What Changes When You Connect
- Audit job progress instantly. Instead of logging into the portal to check status, ask your agent to run
get_job_detailsand get technical milestones and staff assignments right in the chat. - Keep your sales pipeline moving. Use
list_leadsto pull a list of recent inquiries. You can then usecreate_leadimmediately for new contacts, keeping your leads organized and current. - Audit payments without the headache. Need to know if a job is paid? Tell your agent to run
list_paymentswith a Job ID. It pulls all financial records instantly. - Stop context switching. The agent lets you search for customer contacts or audit job files without you ever leaving your chat interface. It pulls the data you need, fast.
- Centralize your data. You manage leads, jobs, and payments all through one chat connection. You don't have to jump between the CRM, accounting software, and job tracker.
- Improve accuracy. By running structured tools like
list_leadsandget_job_details, you minimize manual data entry and the chances of human error.
Real-World Use Cases
A Sales Rep needs to qualify a new prospect.
A rep gets a name and calls the agent. They use create_lead to dump the contact into the system. Next, they ask the agent to run list_leads to see if similar leads came in recently, confirming the lead is unique and ready for follow-up.
The Operations Manager needs a full job health check.
An ops manager asks the agent for the status of Job 123. The agent runs get_job_details to check milestones and staff. Then, they run list_payments on Job 123 to see if the final payment is logged, giving one comprehensive view of the job's health.
The Accountant needs to reconcile a payment.
The accountant has a job ID and needs to verify payments. They ask the agent to run list_payments for that ID. This retrieves every payment record and financial status, confirming if the job is fully accounted for.
Checking a lead's history before a call.
Before talking to a client, a rep asks the agent to run list_leads. They check the recent activity and see the last five inquiries. This provides immediate context for the call, so they don't have to search through old spreadsheets.
The Tradeoffs
Copy/Pasting Data Between Tabs
A user checks the job status in the AccuLynx portal, copies the Job ID, opens the accounting software, and pastes the ID to check payments. They then have to switch back to update the CRM.
→
Keep everything in the chat. Ask your agent to first run get_job_details and then immediately follow up with list_payments using the Job ID it found. This keeps the workflow contained and traceable.
Manual Lead Tracking
A sales rep writes down new leads on a notepad or spreadsheet, manually updating status fields later. This creates data silos and risks losing track of who was contacted and when.
→
Use the create_lead tool. It immediately adds the prospect to the system, ensuring the data is tracked correctly from the start.
Sequential API Calls
A user manually calls list_leads to get a list, then opens a new chat to call get_job_details for one of those leads. This breaks the conversational flow and requires multiple context switches.
→
Ask your agent to run list_leads and then prompt it to immediately check the details for the most recent lead using get_job_details. Keep the conversation flowing to get all the context you need.
When It Fits, When It Doesn't
Use this server if your primary bottleneck is the speed and context-switching required to piece together a full job picture. You need to correlate leads, job milestones, and financial data quickly. For example, you need to know: 'Does Lead X have job details, and if so, are the payments logged?' If your current process involves checking three different screens (CRM, job tracker, accounting ledger) to answer this question, this server helps. Don't use this if you only need to read a single piece of data, like just a list of contacts—your AI client might handle that. This server is built for complex, multi-step data correlation.
Independent Platform Disclaimer: Vinkius is an independent platform and is not affiliated with, endorsed by, sponsored by, verified by, or otherwise authorized by AccuLynx. All third-party trademarks, logos, and brand names are the property of their respective owners. Their use on this website is strictly for informational purposes to identify service compatibility and interoperability.
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Works with Claude, ChatGPT, Cursor, and more
The Model Context Protocol standardizes how applications expose capabilities to LLMs. Instead of operating in isolation, your AI gains direct access to external platforms, live data, and real-world actions through secure, standardized connections.
This server provides 4 capabilities that interface natively with Claude, ChatGPT, Cursor, and any MCP client. No middleware. No custom integration required.
Available Capabilities
Trying to track a job requires jumping between three different apps.
Before this, checking a job meant opening the AccuLynx portal, pulling up the job ID, then opening the accounting system to check payments, and finally opening the CRM to see the lead status. It's a three-app, three-tab nightmare just to answer if a job is paid and complete.
Now, you just ask your agent: 'What's the full status of Job 456?' The agent runs `get_job_details` and `list_payments` in the background, giving you one cohesive summary that links the technical job progress to the financial status. You don't leave the chat.
AccuLynx MCP Server: Manage job status and payments from chat.
You never have to manually cross-reference job IDs or copy status updates between systems again. The agent handles the connections between job milestones, contact data, and financial records automatically.
It’s a single source of truth. The data moves from separate silos into one conversation, allowing you to make decisions based on complete, immediate context.
Common Questions About AccuLynx MCP
How do I use the `create_lead` tool in AccuLynx MCP Server? +
Just ask your agent to create a lead and provide the first and last name. The agent runs create_lead and instantly adds the prospect to your sales pipeline.
Can I check job milestones using the `get_job_details` tool? +
Yes. Provide the specific Job ID and ask your agent to run get_job_details. It retrieves the technical milestones and metadata for that job.
Does `list_payments` require a Job ID? +
Yes, it does. You must provide a valid Job ID to list_payments. This ensures the agent retrieves the correct, associated financial records for that specific job.
What does the `list_leads` tool do? +
The list_leads tool pulls a list of your most recent inquiries and prospective roofing projects, helping you keep your sales pipeline full.
How do I handle payments using the `list_payments` tool? +
You must provide a valid Job ID. This tool pulls all financial records and payments tied to that specific job. It's useful for quickly checking if all expected payments have been logged against the job.
What kind of data does `get_job_details` retrieve for a job? +
The tool retrieves technical milestones and metadata. This includes crucial information like insurance details and which staff members are assigned to the job. It gives you a full picture of the job's status.
Are there any limitations when running `list_leads`? +
The tool retrieves a list of recent inquiries and prospective projects. While it provides a summary, if you need deeper financial data, you'll need to run list_payments with a specific Job ID.
What information do I need to use the `create_lead` tool? +
You only need the first and last name. The create_lead tool adds a new prospective customer directly into the AccuLynx sales pipeline for you.
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 MCP 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.
Use it with your favorite AI tools
Connect this server to Cursor, Claude, VS Code, and more.
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