crmapi_key

Acculynx

AccuLynx is the leading, all-in-one roofing software designed to streamline every aspect of a roofing business.

Verdict

AccuLynx is a CRM and project management platform for roofing and construction contractors. In Switchy, @mentioning AccuLynx lets your team create leads, schedule job appointments, manage contacts, and track project assignments without leaving the conversation. Sales reps can log new prospects mid-chat, project managers can assign crew members to jobs, and schedulers can pull appointment lists to coordinate site visits. You'll need an API key from your AccuLynx account settings — the integration reads and writes job data, so confirm your team's access level before connecting.

Common use cases

  • Log inbound leads from sales calls instantly
  • Schedule job appointments during project kickoffs
  • Assign crew reps to jobs from standup chat
  • Pull appointment lists for daily route planning
  • Create contacts for referrals without switching apps

Integration

Vendor
Acculynx
Category
crm
Auth
API_KEY
Tools
8
Composio slug
acculynx

Tools

  • Add job appointment

    This endpoint allows users to schedule the initial appointment for a specific job in the acculynx system. it is used to set up the first meeting or site visit for a construction or roofing project. the endpoint requires the job id, start da

  • Create a contact

    Creates a new contact in the acculynx system with detailed information for use in roofing and construction project management. this endpoint allows for the addition of comprehensive contact details including personal information, company af

  • Create a job

    Creates a new job in the acculynx system with the provided details. this endpoint allows you to initialize a job with essential information such as the associated contact, location, job category, work type, priority, and trade types. it's p

  • Create a lead

    This endpoint creates a new lead in the acculynx system, specifically for residential roofing projects. it should be used when a new potential customer expresses interest in roofing services or when importing lead data from external sources

  • Job appointment summary

    Retrieves a list of appointments from the calendar associated with a specific job in acculynx. this endpoint is used to fetch scheduled events, such as site visits, inspections, or project milestones, for a particular roofing or constructio

  • List of calendars for the location

    Retrieves a list of calendars associated with the authenticated user or organization in acculynx. this endpoint provides access to the calendar data, which is crucial for scheduling and organizing tasks in the roofing and construction proje

  • List of contact types related to the company

    Retrieves a list of all available contact types in the acculynx system. this endpoint is used to fetch the predefined categories or classifications for contacts, such as residential, repair, property management, and other job categories. it

  • Update company representative

    This endpoint allows you to add a company representative to a specific job within the acculynx system. it is used when you need to associate a representative with a particular project or task. the endpoint requires the job's unique identifi

Setup

Setup guide

  1. 11. In Switchy, open your workspace settings and navigate to the Integrations tab. 2. Search for AccuLynx in the MCP directory and click Connect. 3. Log into your AccuLynx account and go to Settings > API Access to generate a new API key. 4. Copy the key and paste it into the Switchy connection dialog, then click Authorize. 5. Switchy will confirm the connection and display which AccuLynx tools are now available. 6. Open any Space and type '@AccuLynx list calendars' to test — you should see your organization's calendars returned in the response. 7. To invoke a tool during a conversation, @mention AccuLynx and describe the action you need, like '@AccuLynx create a lead for John Smith at 123 Oak Street interested in roof repair.'

What teammates see: by default, memories from Acculynx are scoped to the Space (PROJECT visibility) - you can mark any memory PRIVATE or share it ORG-wide.

Works well with

Top models

Compatibility data appears once enough Spaces have used this MCP together with a given model.

How Switchy teams use it

Not enough Spaces yet to publish anonymised usage stats (we require ≥ 50 Spaces per week).

Starter prompts

Log New Lead

@AccuLynx create a lead for Sarah Martinez at 456 Elm Avenue in Austin, interested in full roof replacement after storm damage, phone 512-555-0198
Open in a Space →

Schedule Site Visit

@AccuLynx add job appointment for job ID 78432 on March 15 at 10am for initial site inspection and measurement
Open in a Space →

Assign Project Rep

@AccuLynx update company representative for job ID 78432 to assign Mike Johnson as the project manager
Open in a Space →

Create Job Record

@AccuLynx create a job for contact ID 5521 at 789 Pine Street, category residential, work type reroof, start date April 1
Open in a Space →

Review Daily Schedule

@AccuLynx show job appointment summary for job ID 78432 to see all scheduled site visits and inspections
Open in a Space →

Example outputs

Illustrative - representative of the model's voice and quality, not literal recordings.

Prompt

@acculynx show me all appointments scheduled for job #12458 this week and summarize any conflicts with our crew availability

Output

Job #12458 has three appointments this week: an initial site inspection on Tuesday at 9 AM (calendar: Field Crew A), a material delivery window on Thursday 10-2 PM (calendar: Logistics), and a follow-up measurement on Friday at 11 AM (calendar: Field Crew A). The Friday slot may conflict with the crew's scheduled work at job #12401, which is also assigned to Field Crew A and runs until noon. Consider reassigning one appointment or adjusting the Friday timeline to avoid overlap.

Notes

This example demonstrates read-only calendar retrieval paired with AI reasoning. Acculynx returns raw appointment data; the AI synthesizes conflicts based on calendar assignments. Requires API key with calendar read permissions. Does not automatically resolve conflicts—user must take action in Acculynx or adjust crew schedules manually.

Prompt

@acculynx create a new residential lead for Jane Smith at 742 Maple Drive, interested in roof replacement, and assign it to our North region sales team

Output

Lead created successfully. Contact record established for Jane Smith (742 Maple Drive) with lead type set to 'Residential' and job category 'Roof Replacement'. The lead has been assigned to the North region sales calendar and is now visible in your pipeline. Next step: schedule an initial appointment using the 'Add job appointment' tool, or convert this lead to a full job once the estimate is approved.

Notes

This example shows the MCP's ability to initialize a lead and associate it with regional calendars or contact types. Requires API key with write permissions for leads and contacts. Acculynx may enforce required fields (phone, email) depending on your company's configuration—missing data will cause the creation to fail. Always verify field requirements in your Acculynx settings before automating lead intake.

Prompt

@acculynx pull all contacts created in the last 30 days with type 'Property Manager' and draft a follow-up email template for our commercial roofing services

Output

Found 14 contacts with type 'Property Manager' created since March 15. Key accounts include Riverside Apartments (contact: Tom Chen), Greenfield HOA (contact: Maria Lopez), and Oakwood Commercial Properties (contact: James Park). Draft email: 'Hi [Name], we noticed you recently connected with us regarding commercial roofing. Our team specializes in multi-unit and HOA projects with flexible scheduling and warranty options. Would you be available for a brief call next week to discuss your property's needs?' Customize per contact and send via your email platform.

Notes

This example combines contact list filtering with AI-generated outreach content. Acculynx provides the contact data; the AI drafts contextually relevant copy. The MCP does not send emails directly—you must export the list and use your own email tool. Rate limits apply: Acculynx restricts API calls to 1,000 requests per hour, so large contact exports may require batching or pagination.

Use-case deep-dives

Roofing crew dispatch coordination

When Acculynx wins for same-day job scheduling

A 6-person roofing contractor runs 12-20 active jobs and needs to coordinate site visits, inspections, and crew assignments without double-booking. Acculynx is the right call here because the calendar and appointment tools let your AI assistant check availability across locations, create job appointments, and assign reps in one workflow. The API key auth means setup takes under 10 minutes. The threshold: if you're running more than 30 concurrent jobs or need real-time crew GPS tracking, you'll hit the limits of what these 8 tools expose—Acculynx's native mobile app handles that better. For teams under 15 people managing residential roofing or small commercial work, this MCP turns Switchy into your dispatch brain without forcing everyone into the Acculynx UI.

Lead intake from referral calls

Why this MCP handles inbound lead capture well

A residential roofing company gets 40-60 referral calls per week, and the office manager needs to log each lead with contact details, job type, and initial appointment—all while the caller is still on the phone. The Acculynx MCP shines here because the 'Create a lead' and 'Create a contact' tools let your AI assistant capture everything in one conversational flow, then immediately schedule the estimate appointment using the calendar tools. No tab-switching, no CRM login delays. The trade-off: if your lead qualification involves custom fields beyond what Acculynx's residential roofing schema supports, you'll need to log those separately. For teams where speed of intake matters more than complex lead scoring, this MCP makes Switchy the fastest way to get a caller into your pipeline.

Post-storm insurance claim tracking

Where Acculynx falls short for multi-stage claims

A roofing contractor handling 50+ insurance claims after a hailstorm needs to track adjuster appointments, supplement requests, and approval statuses across dozens of jobs. The Acculynx MCP gives you job creation and appointment scheduling, but it doesn't expose claim-specific workflows like supplement tracking or adjuster communication logs. If your process is mostly about getting the job into the system and scheduling the initial inspection, this MCP works fine. But if you need to query claim statuses, attach adjuster notes, or trigger follow-ups based on approval delays, you'll spend more time manually updating Acculynx than the MCP saves you. For storm-response teams, this is a partial solution—use it for intake and scheduling, but keep your claim tracking in a separate tool or spreadsheet until Acculynx expands the API.

Frequently asked

What does the Acculynx MCP let me do in Switchy?

The Acculynx MCP connects your roofing and construction CRM to Switchy's AI workspace. You can create leads and jobs, schedule appointments, manage contacts, and assign company representatives to projects — all through natural language. It's built for teams that need to update Acculynx without switching tabs or remembering field names.

Do I need admin access to connect Acculynx?

You need an Acculynx API key, which typically requires admin or power-user permissions in your Acculynx account. Check with your Acculynx administrator if you don't see API settings in your profile. Once you have the key, paste it into Switchy's connection flow — no OAuth redirect required.

Can the MCP pull existing job data or only create new records?

It can retrieve appointment summaries and calendar lists for existing jobs, but the current toolset is weighted toward creating new records — leads, contacts, jobs, appointments. If you need to search or update existing job details beyond appointments, you'll still use Acculynx's web interface or their full API directly.

Why use this instead of logging into Acculynx directly?

Speed and context. If you're already in Switchy discussing a project, you can create the Acculynx job and schedule the site visit in the same conversation — no copy-paste, no form-filling. The MCP handles field validation and required data structures so you don't need to remember Acculynx's exact schema.

Who on my team should connect the Acculynx MCP?

Whoever manages your Acculynx API key — usually an operations manager or CRM admin. Once connected, any Switchy workspace member can use the integration to create leads or schedule appointments. The MCP uses the connected account's permissions, so restrict the API key scope if you want to limit write access.

Data last verified 607 hours ago.Sources aggregated hourly to weekly. See docs/architecture/model-directory.md.