Acculynx integration for Claude and Codex

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 date and time, and end date and time for the appointment. This is crucial for initiating the project workflow and ensuring that all parties involved are aware of the scheduled time for the first interaction. The appointment details are set in the context of the company's timezone unless otherwise specified. Use this endpoint when a new job has been created and the first appointment needs to be scheduled with the client or at the job site.

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 affiliation, communication preferences, and address information. It's particularly useful for adding new customers, leads, vendors, or any other type of contact relevant to construction projects. The endpoint provides flexibility in the amount of information that can be added, with only the contact type being required. Use this when you need to add a new contact to your AccuLynx database or update your system with new lead information. Note that while many fields are optional, providing as much information as possible will enhance the usefulness of the contact record for future project management and communication purposes.

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 particularly useful for setting up new projects or tasks within the AccuLynx platform for the roofing and construction industries. The endpoint requires at minimum a contact ID and location address, with several optional fields to further customize the job entry. Use this when you need to programmatically create new jobs in AccuLynx, such as when integrating with other systems or automating job creation processes.

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. The endpoint captures essential contact information to initiate the lead management process. While it creates the lead, it does not assign priorities or sales representatives; these actions would need to be performed separately. The endpoint is designed for simplicity and quick lead entry, focusing on the most crucial identifying information.

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 construction job. It provides valuable information for project management and scheduling purposes. The endpoint should be used when you need to view or manage the timeline of events for a specific job. It will not provide general calendar information or appointments unrelated to the specified job ID. The response likely includes details such as appointment dates, times, descriptions, and associated team members, though the exact structure is not specified in the given schema.