AirMatch Pro MCP for AI. Orchestrate your entire HVAC sales cycle.
Works with every AI agent you already use
…and any MCP-compatible client








Connect to your AI in seconds.
AirMatch Pro automates HVAC sales engineering and proposal workflows. Connect your agent to manage the entire sales pipeline, from initial lead capture and customer profile checks to generating detailed technical proposals and syncing data with QuickBooks.
It gives you full control over complex field service operations right inside your chat interface.
What your AI can do
Check airmatch status
Verifies that the connection between your agent and AirMatch Pro is working.
Create proposal
Generates a brand new technical proposal for a customer, linking it to an existing account if you specify one.
Get lead
Pulls up the specific details for any lead you name.
Retrieve detailed information about specific leads or list all contacts in your active sales pipeline.
Create new, technical proposals for customers, optionally linking them to an existing client record, or pulling up the full details of past quotes.
Access your complete directory of current job installations and list every customer account in the system.
Monitor and push sales data directly to QuickBooks, keeping your books accurate automatically.
Verify that the MCP connection is active and functioning correctly for immediate use.
Ask an AI about this
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AirMatch Pro MCP: 10 Tools for HVAC Sales
These tools let your agent access every part of the AirMatch Pro system. You can list leads, get customer profiles, create quotes, and manage job status all through conversation.
Make your AI actually useful.
Add this MCP to Claude, Cursor, or Windsurf and your AI stops guessing. It gets real tools to look things up, take action, and handle the stuff you keep doing by hand.
Start using AirMatch Pro on VinkiusCheck Airmatch Status
Verifies that the connection between your agent and AirMatch Pro is working.
Create Proposal
Generates a brand new technical proposal for a customer, linking it to an existing...
Get Lead
Pulls up the specific details for any lead you name.
Get Profile
Retrieves your entire AirMatch Pro user profile information.
Get Proposal
Fetches the full details and status of a specific proposal number.
List Customers
Lists every customer record currently held in your system.
List Estimates
Retrieves a list of all historical estimates made for clients.
List Jobs
Lists every active and completed job installation record.
List Leads
Pulls up a complete list of all potential new leads that need qualification.
List Proposals
Generates a comprehensive list of every proposal you've created or received.
Security and governance baked right in.
Pick your AI client below to get set up. Just create a Vinkius account, subscribe, and you're instantly up and running. We handle the entire backend infrastructure, delivering out-of-the-box support for HTTPS Streamable, SSE, and OAuth2—zero messy routing required.
Choose How to Get Started
Build a custom MCP for your own tools, or connect a ready-made integration from our catalog.
Build Your Own
Turn any API into an MCP. Import a spec, define Agent Skills, or deploy with MCPFusion.
- Import from OpenAPI, Swagger, or YAML specs
- Create Agent Skills with progressive disclosure
- Deploy to edge with MCPFusion framework
- Built in DLP, auth, and compliance on every call
- Real time usage dashboard and cost metering
- Publish to catalog or keep private
Make Your AI Do More
Start with AirMatch Pro, then connect any of our 5,100+ other servers whenever your AI needs more. One click, no limits.
- Use this MCP plus 5,100+ others, all in one place
- Add new capabilities to your AI anytime you want
- Every connection is secured and compliant automatically
- Track usage and costs across all your servers
- Works with Claude, ChatGPT, Cursor, and more
- New servers added to the catalog every week
Independent Platform Disclaimer: Vinkius is an independent platform and is not affiliated with, endorsed by, sponsored by, verified by, or otherwise authorized by AirMatch Pro. 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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Policy on every call
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~60% cost reduction
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 connection provides 10 powerful capabilities that interface natively with Claude, ChatGPT, Cursor, and other compatible AI platforms. No middleware. No custom integration required.
The Pain of Running a Multi-System Sales Operation
Right now, you're running your HVAC business using three or four separate tools. You check the CRM for new leads; you open job management software to see if installation is scheduled; then you jump into QuickBooks just to record revenue. This constant switching means context gets lost, and critical details—like a follow-up date on a proposal—get missed.
With this MCP, your AI acts as the central hub. You simply ask it to summarize everything for 'Client X.' It pulls up their profile, checks all open proposals, confirms job status, and even tells you if the sales data already synced to QuickBooks. The result is a single, actionable answer, not a dozen browser tabs.
Generating Proposals With `create_proposal`
Before this MCP, generating a quote meant gathering the client's details from one place, pulling technical specifications from another, and then manually assembling it all into the proposal tool. It was slow and prone to typos.
Now, you talk to your agent. You ask it to 'create a proposal.' It handles the entire data assembly process behind the scenes. You get the final document ready in minutes, not hours.
What your AI can actually do with this
This MCP lets you take command of your HVAC sales process using natural conversation. Instead of juggling multiple tabs—one for leads, one for job status, another for accounting—your agent acts as a dedicated sales coordinator. You can programmatically access and manage your entire sales pipeline: check the latest lead details or pull up all existing proposals with simple prompts.
The system keeps track of everything, allowing you to monitor proposal acceptance rates instantly. It even syncs your sales records directly with QuickBooks, maintaining a perfect audit trail without ever leaving your chat client. Because Vinkius hosts this MCP, you get one connection point for dozens of core field service tools, making sure nothing falls through the cracks.
019dd0b6-fc29-70a6-9ce1-11c2e2b505f2 Here's how it actually works
The bottom line is: once connected, your AI client handles the complex API calls across multiple sales systems so you don't have to.
First, subscribe to this MCP in your Vinkius catalog and grab your API Key from AirMatch Pro's dashboard.
Next, connect the key to any compatible agent client. This links your AI directly to all of your sales data sources.
Finally, just ask your agent for what you need—like 'List all active proposals for John Smith.' The MCP runs the query and gives you the current status.
Who is this actually for?
HVAC business owners and operations leads who are sick of manually exporting data or switching between QuickBooks, CRM dashboards, and job tracking sheets. This MCP lets you run your entire sales cycle through a single conversation.
Automates the synchronization of completed jobs with accounting software and monitors resource allocation across all active projects.
Generates technical proposals instantly for a client, retrieves their full profile history, and keeps track of which leads need follow-up.
Gets instant sales recaps and monitors proposal statuses using natural language commands without having to log into multiple web portals.
What Changes When You Connect
Eliminate manual data entry. Syncing sales records to QuickBooks automatically maintains a clean, accurate audit trail for every job and proposal.
Get instant visibility into the pipeline. Instead of navigating through multiple screens, you can list all proposals or leads using simple chat commands like 'list_proposals'.
Never lose track of a client interaction. By retrieving detailed lead data with get_lead, your agent keeps context and monitors proposal acceptance rates in real time.
Manage resources effortlessly. Accessing the full job directory with list_jobs lets you see exactly where your team is allocated across all installations.
Build proposals on demand. You can generate a new technical quote using create_proposal without leaving your main workspace, speeding up the sales cycle.
See it in action
Quarterly Review of Pipeline Health
The owner needs to know which proposals are stalled. They ask their agent: 'List all proposals that haven't been updated in 30 days.' The MCP uses list_proposals and filters the data, giving an immediate report on where sales efforts need refocusing.
Onboarding a New Technician
A new technician needs to verify system connectivity. They simply ask their agent to 'check airmatch status.' The MCP uses check_airmatch_status first, confirming the entire sales engine is ready before they start working.
Closing Out a Major Project
The operations lead finishes an installation. They ask their agent to sync the job details with accounting. The MCP uses list_jobs and then pushes the data to QuickBooks, finalizing the billing cycle instantly.
Following Up on Cold Leads
A sales tech gets a new name from marketing. Instead of creating an account manually, they ask their agent to 'get lead details.' The MCP uses get_lead and pulls up the full contact history for quick follow-up.
The honest tradeoffs
Juggling tabs
Having to switch from your CRM to QuickBooks, then over to a spreadsheet just to compare lead counts and proposal statuses.
Use the MCP. Just ask your agent: 'List all customers who have an active job listed.' The system gathers data from multiple sources in one query.
Manual data transfer
Typing out a customer's name and address into QuickBooks because you finished the sale in your CRM.
Let the MCP handle it. The agent can sync the sales record to QuickBooks directly, maintaining perfect data integrity.
Searching for specific records
Having to manually search through hundreds of jobs or proposals to find one specific ID from last month.
Use list_jobs or list_proposals. You can filter the results by date range or client name, saving you minutes of painful searching.
When It Fits, When It Doesn't
Use this MCP if your primary bottleneck is data flow: specifically, coordinating information between lead tracking, job management, proposal generation, and accounting systems. If you need to automate a sequence that requires checking status (check_airmatch_status), pulling customer details (get_profile), generating quotes (create_proposal), and then updating financial records (QuickBooks sync), this is your tool. Don't use it if you just need general project management or scheduling—you'll still have to manage the calendar manually. You need a dedicated sales operations layer, and this MCP provides that by connecting all those data points in one conversation.
Questions you might have
How do I check airmatch status with `check_airmatch_status`? +
You simply ask your agent to 'check airmatch status.' This tool verifies that the MCP connection is alive and working, letting you know immediately if there's a hiccup before you start work.
Can I list all active proposals using `list_proposals`? +
Yes. You ask your agent to 'list all proposals.' It pulls up every quote record, letting you see who needs follow-up and which ones are nearing expiration.
What is the difference between `get_lead` and `list_leads`? +
list_leads gives you a broad roster of potential contacts. However, if you need deep details on one specific person—like their full service history—you use get_lead.
How do I sync my data to QuickBooks? +
You ask your agent to 'sync sales data.' The MCP handles the connection and ensures all records are transmitted accurately, keeping your books updated automatically.
What should I do if `get_proposal` returns a 404 or incomplete data? +
If the proposal isn't found, check the ID you passed to get_proposal. If the API call succeeds but the data looks wrong, it usually means the necessary fields aren't populated in AirMatch Pro. Try running list_proposals first to confirm the ID is correct.
How do I ensure a customer exists before using `create_proposal`? +
Before creating a proposal, always verify the client's details by calling list_customers. This confirms that the account you intend to link the new proposal to is active and properly set up for billing.
If I have thousands of records, how does `list_jobs` handle pagination or large data sets? +
list_jobs handles large volumes by returning results in paginated batches. You'll need to check the response metadata for a 'next page' token and pass that token back into the tool until all jobs are collected.
What specific information does `get_profile` return about my account? +
get_profile retrieves core user details, including your internal ID, name, company affiliation, and default operational settings. This is useful for ensuring that any records you create or modify are correctly attributed to the right person.
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.
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