# AirMatch Pro MCP > 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. ## Overview - **Category:** productivity - **Price:** Free - **Tags:** airmatch-pro, hvac-sales-api, proposal-automation, quickbooks-sync, lead-management, field-service-orchestration, sales-ops-tools, workflow-integration, mcp ## Description 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. ## Tools ### 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. ### 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. ## 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 ### Manage Lead Records Retrieve detailed information about specific leads or list all contacts in your active sales pipeline. ### Generate and View Proposals Create new, technical proposals for customers, optionally linking them to an existing client record, or pulling up the full details of past quotes. ### Track Jobs and Customers Access your complete directory of current job installations and list every customer account in the system. ### Sync Financial Data Monitor and push sales data directly to QuickBooks, keeping your books accurate automatically. ### Check System Status Verify that the MCP connection is active and functioning correctly for immediate use. ## Use Cases ### 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. ## Benefits - 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. ## How It 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. 1. First, subscribe to this MCP in your Vinkius catalog and grab your API Key from AirMatch Pro's dashboard. 2. Next, connect the key to any compatible agent client. This links your AI directly to all of your sales data sources. 3. 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. ## Frequently Asked Questions **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.