# AccuLynx MCP

> AccuLynx MCP gives roofing contractors a single entry point for managing leads, job status, and finances. Your agent handles everything from adding new prospects to auditing payments and milestones right inside your preferred AI client.

## Overview
- **Category:** erp-operations
- **Price:** Free
- **Tags:** roofing-software, job-management, lead-tracking, contractor-tools, field-service, business-operations

## Description

It connects all the parts of your roofing business into one chat window. You no longer have to jump between separate spreadsheets or log into different portals just to get an update. Whether you're in the field or at the office, your agent manages the whole workflow through natural conversation.

The system lets you create new leads from scratch and track them until they become paid jobs. It pulls up detailed job information—like checking milestones or seeing who is assigned—and it monitors all financial activity, tracking invoices and payment status across every project. You can even look up customer contacts instantly without leaving your chat. When you subscribe to this MCP via Vinkius, everything connects immediately, letting you manage jobs and leads in a single flow.

## Tools

### list_leads
Pulls a list of your most recent inquiries and potential roofing projects.

### create_lead
Adds a new prospective customer using their first and last name into your sales pipeline.

### get_job_details
Retrieves technical milestones and metadata for one specific roofing job ID.

### list_payments
Retrieves all financial records and payments linked to a specific job ID.

## Prompt Examples

**Prompt:** 
```
List the last 5 leads created in my AccuLynx account.
```

**Response:** 
```
I've retrieved your most recent leads. You have new inquiries from Smith, Johnson, and Brown families. Would you like to see the job details for any of them?
```

## Capabilities

### Generate new prospects
You can add potential customers directly into the sales pipeline using just a name.

### Review specific job progress
The agent pulls detailed records on any active job, showing its technical milestones and assigned staff.

### List recent inquiries
It retrieves a list of all your latest leads so you know exactly where the sales effort needs to go.

### Track job payments
You get a full financial report listing every payment and accounting record associated with a specific job ID.

## Use Cases

### Following up on a new prospect
A sales rep just met someone at a site. Instead of writing down their name and forgetting, they ask their agent to `create_lead` using the person's name immediately. The lead is logged right away.

### Checking payment status before calling
The ops manager needs to know if a job was paid for before talking to the client. They ask the agent to `list_payments` using the Job ID, getting the full financial picture in seconds.

### Getting an overall project health check
A manager wants to know if a job is on track. They use `get_job_details`, which pulls up all technical milestones and staff assignments so they can give the client an accurate update.

### Reviewing recent sales activity
The team lead wants to review who was most active this week. They ask the agent to `list_leads` for a quick rundown of all new inquiries that came in.

## Benefits

- Stop flipping between tabs. Instead of logging into multiple systems to get a project overview, your agent can use `get_job_details` to pull milestones and metadata right into the conversation.
- Never lose a prospect again. You can immediately add new leads using `create_lead` just by giving your agent a first and last name. It gets them straight into the sales funnel.
- Get instant financial visibility. Checking payment status used to mean running reports; now, you simply ask for payments linked to a job ID with `list_payments`.
- Keep track of who's interested. Instead of manually opening dashboards, asking your agent to run `list_leads` gives you an immediate list of the newest inquiries.
- Audit documentation fast. You can check a project’s status and make sure all necessary files are in place by auditing job-related documents through the MCP.

## How It Works

The bottom line is you talk to your agent in natural language and it handles the API calls needed to get the data back.

1. Subscribe to this MCP on Vinkius and enter your AccuLynx API Key, which you generate through AppConnections.
2. Connect the key to your preferred AI client (like Claude or Cursor).
3. Ask your agent a question—for example, 'What are the payment records for Job ID 123?'—and it executes the necessary tool calls.

## Frequently Asked Questions

**How do I use the list_leads tool with AccuLynx MCP?**
Just ask your agent to 'list recent leads.' It automatically uses `list_leads` and shows you a rundown of all pending inquiries in your account.

**Do I need a Job ID for list_payments? Using the list_payments tool?**
Yes, the `list_payments` tool requires a valid Job ID to know which financial records it needs to retrieve. Make sure you have that specific job identifier ready.

**Can I add leads using create_lead? What information do I need?**
You can use `create_lead` by giving your agent the first and last name of the prospective customer. That's all it needs to log them into AccuLynx.

**What is get_job_details used for?**
You use `get_job_details` when you need a technical deep dive on a single job, like checking milestones and assigned staff. It's the primary way to audit job progress.

**If I run `get_job_details` for a Job ID that doesn't exist, what error message should I expect?**
The MCP returns an explicit 'Job Not Found' status code. This tells your agent immediately that the Job ID needs checking against AccuLynx records before you try again.

**Can I filter my results when listing leads using `list_leads`?**
Yes, the agent accepts filters like date range or lead source. You specify these parameters in your prompt to narrow down recent inquiries and focus on specific pipelines.

**How do I get payment records after finding job details using `get_job_details`?**
You must pass the resulting Job ID from the first tool call into the `list_payments` tool. The workflow is sequential: fetch metadata, then retrieve financial history.

**What if I try to bulk-add leads using `create_lead` too quickly?**
The MCP manages standard API rate limiting for you. If you exceed the limit, your agent will receive a temporary error and automatically pause until the service resets.

**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.