Built by Metorial, the integration platform for agentic AI.
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 invoices from AccuLynx. Get all invoices for a job, or fetch details for a specific invoice by ID.
Log a communication interaction for a contact. Record phone calls, SMS messages, emails, and other interactions with a date and optional description.
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.
Retrieve supplements from AccuLynx. List all supplements or get details for a specific supplement including its line items and notations.
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.
Retrieve comprehensive details for a specific job, including its current milestone, representatives, insurance info, contacts, and change history. Specify which related data to include.
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.
Search for jobs in AccuLynx by a text query. Returns paginated results matching the search criteria.
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.
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.
Create a new job in AccuLynx. The job will be created in the "Lead (Unassigned)" milestone. Requires a contact ID for an existing contact. Optionally set trade type, work type, lead source, estimated value, and description.
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.
Retrieve detailed information for a specific contact, including their email addresses and phone numbers.
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 users from the AccuLynx account. List all users or get details for a specific user by ID.
Retrieve the history of a specific lead in AccuLynx. Shows the timeline of events and changes for the lead.
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.
Search for contacts in AccuLynx by a text query. Returns paginated results matching the search criteria.
Retrieve a paginated list of contacts from AccuLynx. Returns contact summaries.
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.
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.