AccuLynx API and MCP server

• POST

  list_jobs

  Jobs in your location with name, address, current milestone, priority and dates.

  read

  Lists jobs in one location, most recently modified first unless you sort otherwise. Filter by milestone or search by job name, address or contact name. Milestone is one of Lead, Prospect, Approved, Completed, Invoiced, Closed or Dead. Pages hold up to 100 jobs; pass next_cursor back as cursor for the next page.

  POST /api/v1/acculynx/list_jobs

  Input

  Input: list_jobs

  Parameter	Type	Description
  milestone	enum	Lead, Prospect, Approved, Completed, Invoiced, Closed or Dead. Default: all.
  search	string	Job name, address or contact name.
  sort_by	enum	created, milestone_date or modified. Default: modified.
  limit	integer	1 to 100. Default: 25.
  cursor	string	Next page cursor from the previous call.

  Example response

  {
    "jobs": [
      {
        "job_id": "b3f1c2a4-7d2e-4f0a-9c51-2e8a4d6f1b90",
        "job_name": "Miller - 48 Pine Ridge Rd",
        "address": "48 Pine Ridge Rd, Plano, TX 75074",
        "milestone": "Prospect",
        "priority": "Normal",
        "milestone_date": "2026-09-02T10:20:00-05:00",
        "modified_at": "2026-10-08T15:41:00-05:00"
      },
      {
        "job_id": "e91a47d3-5c60-4b2f-8d1e-0a7f3c9b5e24",
        "job_name": "Garcia - 310 Elm Ct",
        "address": "310 Elm Ct, Frisco, TX 75034",
        "milestone": "Prospect",
        "priority": "High",
        "milestone_date": "2026-09-11T08:05:00-05:00",
        "modified_at": "2026-10-06T09:12:00-05:00"
      }
    ],
    "next_cursor": null
  }

• POST

  get_job

  Full job: contacts, address, trade and work type, milestone history, sales owner and financial totals.

  read

  Returns one job with its contacts, job site address, trade and work type, sales owner and the milestone history in order. Financial totals are the figures shown on the job in AccuLynx. Use the job_id from list_jobs.

  POST /api/v1/acculynx/get_job

  Input

  Input: get_job

  Parameter	Type	Description
  job_id required	string	Job ID from list_jobs.

  Example response

  {
    "job_id": "e91a47d3-5c60-4b2f-8d1e-0a7f3c9b5e24",
    "job_name": "Garcia - 310 Elm Ct",
    "address": "310 Elm Ct, Frisco, TX 75034",
    "milestone": "Completed",
    "priority": "Normal",
    "work_type": "Replacement",
    "trade_types": [
      "Roofing"
    ],
    "sales_owner": "Dana Whitfield",
    "contacts": [
      {
        "contact_id": "c2b8f6a1-90d4-4a37-b5e2-6f1d8a3c7e09",
        "name": "Luis Garcia",
        "role": "Primary"
      }
    ],
    "milestone_history": [
      {
        "milestone": "Lead",
        "date": "2026-08-14T11:02:00-05:00"
      },
      {
        "milestone": "Prospect",
        "date": "2026-08-16T09:30:00-05:00"
      },
      {
        "milestone": "Approved",
        "date": "2026-09-11T08:05:00-05:00"
      },
      {
        "milestone": "Completed",
        "date": "2026-10-05T16:48:00-05:00"
      }
    ],
    "totals": {
      "contract": "14850.00",
      "received": "7425.00",
      "currency": "USD"
    }
  }

• POST

  find_contact

  Contacts matching a name, email or phone number, with their jobs.

  read

  Searches contacts by name, email or phone number and returns each match with the jobs linked to it. Run it before create_contact so you do not add the same person twice. Use the contact_id with create_job and add_contact_note.

  POST /api/v1/acculynx/find_contact

  Input

  Input: find_contact

  Parameter	Type	Description
  query required	string	Name, email or phone.

  Example response

  {
    "contacts": [
      {
        "contact_id": "c7d2a9f0-3b11-4e8c-a6d5-91f0e2b47c18",
        "name": "Jane Doe",
        "phone": "(214) 555-0142",
        "email": "jane.doe@example.com",
        "jobs": []
      }
    ]
  }

• POST

  list_estimates

  Estimates on a job with name, total and date.

  read

  Returns every estimate on one job with its name, total and date. Pass estimate_id to get_estimate for the sections and line items. Estimates are read only: Cotlet does not create or edit them.

  POST /api/v1/acculynx/list_estimates

  Input

  Input: list_estimates

  Parameter	Type	Description
  job_id required	string	Job ID from list_jobs.

  Example response

  {
    "estimates": [
      {
        "estimate_id": "a40d9e17-2f6b-4c83-b1a5-7e3c8d0f6291",
        "name": "Full replacement, architectural shingles",
        "total": "14850.00",
        "date": "2026-09-09"
      }
    ]
  }

• POST

  get_estimate

  One estimate with its sections, line items, quantities and prices.

  read

  Returns one estimate with its sections in order and the line items in each section, with quantity and price. Line item totals add up to the estimate total. Use it to read back what was promised on a job.

  POST /api/v1/acculynx/get_estimate

  Input

  Input: get_estimate

  Parameter	Type	Description
  estimate_id required	string	Estimate ID from list_estimates.

  Example response

  {
    "estimate_id": "a40d9e17-2f6b-4c83-b1a5-7e3c8d0f6291",
    "name": "Full replacement, architectural shingles",
    "total": "14850.00",
    "sections": [
      {
        "name": "Materials",
        "items": [
          {
            "name": "Architectural shingles",
            "quantity": 32,
            "unit": "square",
            "price": "210.00",
            "total": "6720.00"
          }
        ]
      },
      {
        "name": "Labor",
        "items": [
          {
            "name": "Tear-off and install",
            "quantity": 32,
            "unit": "square",
            "price": "253.13",
            "total": "8100.00"
          },
          {
            "name": "Dumpster",
            "quantity": 1,
            "unit": "each",
            "price": "30.00",
            "total": "30.00"
          }
        ]
      }
    ]
  }

• POST

  list_job_messages

  Messages posted on a job, with author, date and replies.

  read

  Returns the messages on one job, newest first, with replies nested under the message they answer. Use it to read what the crew and office said before you post.

  POST /api/v1/acculynx/list_job_messages

  Input

  Input: list_job_messages

  Parameter	Type	Description
  job_id required	string	Job ID from list_jobs.
  limit	integer	1 to 100. Default: 25.

  Example response

  {
    "messages": [
      {
        "message_id": "m-3a91",
        "author": "Dana Whitfield",
        "body": "Customer wants the ridge vent upgrade.",
        "posted_at": "2026-10-04T14:10:00-05:00",
        "replies": [
          {
            "message_id": "m-3a97",
            "author": "Crew lead",
            "body": "Added to the order.",
            "posted_at": "2026-10-04T15:02:00-05:00"
          }
        ]
      }
    ]
  }

• POST

  list_job_payments

  Payments recorded on a job with date, method and amount.

  read

  Returns the payments recorded on one job, newest first, with the method and reference. Use it before record_payment_received to see whether a deposit is already there.

  POST /api/v1/acculynx/list_job_payments

  Input

  Input: list_job_payments

  Parameter	Type	Description
  job_id required	string	Job ID from list_jobs.

  Example response

  {
    "payments": [
      {
        "payment_id": "p-1182",
        "type": "received",
        "amount": "7425.00",
        "method": "Check",
        "reference": "#1043",
        "received_on": "2026-09-12"
      }
    ]
  }

• POST

  create_contact

  New contact with name, phone, email and mailing address.

  write

  Adds one contact to AccuLynx and returns its contact_id. It adds a record your team sees and sends nothing to the person, so it runs without asking. Use find_contact first to avoid duplicates.

  POST /api/v1/acculynx/create_contact

  Input

  Input: create_contact

  Parameter	Type	Description
  first_name required	string	First name.
  last_name required	string	Last name.
  phone	string	Phone number.
  email	string	Email address.
  address	object	street, city, state, zip.

  Example response

  {
    "contact_id": "c7d2a9f0-3b11-4e8c-a6d5-91f0e2b47c18",
    "name": "Jane Doe",
    "phone": "(214) 555-0142",
    "email": "jane.doe@example.com",
    "created_at": "2026-10-11T09:02:00-05:00"
  }

• POST

  create_job

  New job for a contact, at the job site address.

  write

  Opens a job for an existing contact and returns it with the milestone it starts in. The job site address defaults to the contact address. It adds a record your team sees and sends nothing to the customer, so it runs without asking.

  POST /api/v1/acculynx/create_job

  Input

  Input: create_job

  Parameter	Type	Description
  contact_id required	string	Contact ID from find_contact or create_contact.
  job_name	string	Default: contact name and street.
  address	object	Job site: street, city, state, zip. Default: contact address.
  priority	enum	Normal, High or Urgent. Default: Normal.

  Example response

  {
    "job_id": "f2a6c8d1-4e93-4b07-a1d5-3c9e7b0f5a62",
    "job_name": "Doe - 12 Oak St",
    "address": "12 Oak St, Plano, TX 75074",
    "milestone": "Lead",
    "priority": "High",
    "created_at": "2026-10-11T09:03:00-05:00"
  }

• POST

  update_job_milestone

  Move a job to another milestone, as you would in the job file, if your role allows it.

  asks first write

  Moves one job to another milestone the way you do in the job file, and returns the previous milestone and the date of the new one. It fails if your AccuLynx role does not allow the move. A milestone change can set off your own AccuLynx workflow. By default you confirm each call; you can switch that off for this tool.

  POST /api/v1/acculynx/update_job_milestone

  Input

  Input: update_job_milestone

  Parameter	Type	Description
  job_id required	string	Job ID from list_jobs.
  milestone required	enum	Prospect, Approved, Completed, Invoiced, Closed or Dead.

  Example response

  {
    "job_id": "b3f1c2a4-7d2e-4f0a-9c51-2e8a4d6f1b90",
    "job_name": "Miller - 48 Pine Ridge Rd",
    "milestone": "Approved",
    "previous_milestone": "Prospect",
    "milestone_date": "2026-10-12T09:14:00-05:00"
  }

• POST

  upload_job_photo

  Add a photo or video to the job file, with an optional tag and description.

  write

  Adds one photo or video to the job file and returns its ID. The tag must be one of your company photo and video tags. The file goes into the job and nothing is sent to anyone, so it runs without asking.

  POST /api/v1/acculynx/upload_job_photo

  Input

  Input: upload_job_photo

  Parameter	Type	Description
  job_id required	string	Job ID from list_jobs.
  file_url required	string	Image or video URL, or a file sent with the REST call.
  tag	string	One of your company photo and video tags.
  description	string	Caption shown with the photo.

  Example response

  {
    "photo_id": "ph-5530",
    "job_id": "b3f1c2a4-7d2e-4f0a-9c51-2e8a4d6f1b90",
    "tag": "Inspection",
    "description": "North slope, ridge cap damage",
    "uploaded_at": "2026-10-11T10:21:00-05:00"
  }

• POST

  post_job_message

  Post a message on a job for your team, or reply in a thread.

  asks first write

  Posts a message on one job under your name, or a reply under an existing message when reply_to_id is set. Your team sees it on the job. By default you confirm each call; you can switch that off for this tool.

  POST /api/v1/acculynx/post_job_message

  Input

  Input: post_job_message

  Parameter	Type	Description
  job_id required	string	Job ID from list_jobs.
  body required	string	Message text.
  reply_to_id	string	Message ID from list_job_messages to reply to.

  Example response

  {
    "message_id": "m-3b02",
    "job_id": "b3f1c2a4-7d2e-4f0a-9c51-2e8a4d6f1b90",
    "reply_to_id": null,
    "status": "posted",
    "posted_at": "2026-10-11T10:24:00-05:00"
  }

• POST

  add_contact_note

  Add a note to a contact record.

  write

  Adds a note to one contact record and returns its ID. The note shows on the contact in AccuLynx and is sent to no one, so it runs without asking.

  POST /api/v1/acculynx/add_contact_note

  Input

  Input: add_contact_note

  Parameter	Type	Description
  contact_id required	string	Contact ID from find_contact or create_contact.
  body required	string	Note text.

  Example response

  {
    "note_id": "n-7741",
    "contact_id": "c7d2a9f0-3b11-4e8c-a6d5-91f0e2b47c18",
    "status": "added",
    "created_at": "2026-10-11T09:05:00-05:00"
  }

• POST

  record_payment_received

  Record a payment the customer made on a job. Nothing is charged.

  asks first write

  Records a payment the customer already made on one job, for example a deposit check, and returns the payment. Nothing is charged: it only writes the payment into the job. By default you confirm each call; you can switch that off for this tool.

  POST /api/v1/acculynx/record_payment_received

  Input

  Input: record_payment_received

  Parameter	Type	Description
  job_id required	string	Job ID from list_jobs.
  amount required	string	Amount, e.g. "2500.00".
  method required	string	Payment method as named in your AccuLynx account, e.g. Check.
  received_on	date	Default: today.
  reference	string	Check number or memo.

  Example response

  {
    "payment_id": "p-1183",
    "job_id": "b3f1c2a4-7d2e-4f0a-9c51-2e8a4d6f1b90",
    "amount": "2500.00",
    "method": "Check",
    "reference": "#2218",
    "received_on": "2026-10-12",
    "status": "recorded"
  }

Each successful call uses credits for the work it takes; failed calls and timeouts cost nothing. A hard spend cap is on by default. Authenticate with the Authorization: Bearer header.