Built by Metorial, the integration platform for agentic AI.
Retrieve supplements from AccuLynx. List all supplements or get details for a specific supplement including its line items and notations.
View calendars, list appointments, or manage initial appointments for jobs. List available calendars, retrieve appointment summaries within a date range, or create/update the initial appointment for a specific job.
View or assign insurance information for a job. Set the insurance company, claim number, policy number, and date of loss. Also retrieves the current adjuster assignment.
Create a new job in AccuLynx in the Lead milestone with no assigned representative. Requires an existing contact. Optionally set trade types, work type, lead source, category, priority, and notes. Use get_company_settings to discover classification IDs or names.
Retrieve users from the AccuLynx account. List all users or get details for a specific user by ID.
Retrieve a paginated list of jobs from AccuLynx. Filter by date range, milestones, assignment status, and control sorting. Optionally include related contact and initial appointment data.
Retrieve financial information for a job, including worksheets, amendments, and accounting integration status. Provide a jobId to get the financial summary, or a financialId to get detailed worksheet and amendment data.
View or update the representatives assigned to a job. Assign or change the company representative, sales owner, or A/R owner. You can also remove the sales owner or A/R owner.
Search assigned jobs in AccuLynx by a text query or map coordinates. Provide query, geoLocation, or both. Returns paginated results matching the search criteria. Unassigned jobs are not returned.
Retrieve invoices from AccuLynx. Get all invoices for a job, or fetch details for a specific invoice by ID.
Log a phone call, SMS message, or email for a contact. Provide both a communication type and interaction date. Returns the accepted submitted details; the API does not return a new log ID.
Retrieve the history of a specific lead in AccuLynx. Shows the timeline of events and changes for the lead.
Retrieve detailed information for a specific contact, including their email addresses and phone numbers.
Retrieve estimates from AccuLynx. Get all estimates for the location, estimates for a specific job, or details of a single estimate including its sections and line items.
Create a new message on a job record or reply to an existing message. Messages are used for internal communication and notes on a job.
Retrieve company configuration data from AccuLynx. Fetch general settings, insurance companies, job categories, trade types, work types, lead sources, document folders, photo/video tags, account types, and location settings. Specify which setting types to include.
Upload a document, photo, or video to a job in AccuLynx. Documents can be placed in specific folders. Photos and videos can be tagged. Provide the file content as a base64-encoded string.
Retrieve comprehensive details for a specific job, including its current milestone, representatives, insurance info, contacts, and change history. Specify which related data to include.
Search contacts in AccuLynx by name, company, contact type, and creation date range. Returns paginated results with sorting. When dates are omitted, searches contacts created from 1970 through the current time.
Create a new contact in AccuLynx. Provide name, company, address, email addresses, and phone numbers. The created contact can then be used to create jobs.
View payments for a job or record new payments. Supports received payments, paid (outgoing) payments, and additional job expenses. Without a payment type specified, retrieves the payment list and overview for the job.
Retrieve a paginated list of contacts from AccuLynx. Returns contact summaries.
Read custom field labels, types, values, definition IDs, and modification details for a job. Results are paginated.
List jobs associated with an existing contact. Returns job IDs and links that can be used with get_job, together with pagination details.
Identify the company connected by the API key. Returns its company ID, name, time zone information, and insurance setting.