First-party app
AccuLynx

AccuLynx

Read and write jobs, contacts, appointments, estimates and invoices in AccuLynx, the roofing contractor CRM and job-management platform.

stable Customer Relationship Management

About

AccuLynx ships in the w6w first-party pack. It declares 29 actions, 3 health checks, and the host runs its code in a sandbox that never sees the credential.

App id
io.w6w.acculynx
Version
0.1.0
Author
w6w
Licence
MIT
Categories
Customer Relationship Management

Overview

AccuLynx is the job-management and CRM platform built for roofing and exterior contractors: every customer is a contact, every piece of work is a job that moves through a fixed milestone pipeline (Lead, Prospect, Approved, Completed, Invoiced, Closed), and estimates, invoices, payments, appointments and crew calendars hang off the job.

This app covers AccuLynx’s v2 REST API: list, search, read and create jobs (a new job always starts as an unassigned Lead), correct a job’s address, post to its message feed, and read its representatives, current milestone, estimates and invoices. It manages contacts (list, search, create, update, add notes, list a contact’s jobs), reads company calendars and their appointments, and exposes the lookups other calls need: users, lead sources, countries and states, and company settings.

Authentication is a single API key sent as a bearer token. AccuLynx issues API keys to its own customers only; there is no sandbox. Health checks track AccuLynx’s status page (its dedicated API component) and its unauthenticated ping endpoint.

Build with AccuLynx

Three routes to the same 29 actions. The Workflow tab is generated from AccuLynx's own manifest and carries its real ids, so it is copy-pasteable; the Code and CLI examples are the same call for any action on any app, so every app-specific value in them is a blank you fill in.

Get Appointment

appointment-get

Get one calendar appointment's details.

List Calendar Appointments

appointment-list

List a calendar's appointments within a date range, optionally for one job or one event type.

List Calendars

calendar-list

List the company's calendars; their ids feed the appointment actions.

Get Company Settings

company-settings-get

Get the company's id, name and time zone.

Create Contact

contact-create

Create a contact. Phone numbers and email addresses are arrays exactly as AccuLynx documents them.

Get Contact

contact-get

Get one contact by id.

List Contact Jobs

contact-jobs-list

List the jobs a contact belongs to (ids and links).

List Contacts

contact-list

List contacts. Phone numbers and email addresses come back as links unless expanded with includes.

Add Contact Note

contact-note-create

Add a note to a contact. AccuLynx answers 201 with no body.

Search Contacts

contact-search

Search contacts by term and contact type within a created-date window.

List Contact Types

contact-type-list

List the company's contact types; ids feed Create Contact and Update Contact.

Update Contact

contact-update

Update a contact. AccuLynx requires lastName and contactTypeIds on every update, so send them even if unchanged. Phone numbers, emails and notes are not changed by this endpoint.

List Countries

country-list

List the countries AccuLynx supports; ids feed contact addresses.

Get Estimate

estimate-get

Get one estimate with its financial totals and section links.

Get Invoice

invoice-get

Get one invoice with its sections and line items.

Create Job

job-create

Create a job for an existing contact. AccuLynx creates it in the Lead milestone, unassigned. The location address is optional but, if any part is given, street, city, state, country and ZIP are all required.

List Job Estimates

job-estimates-list

List a job's estimates (ids and links; use Get Estimate for the totals).

Get Job

job-get

Get one job by id. Unassigned leads are not returned by this endpoint.

List Job Invoices

job-invoices-list

List a job's invoices with state, totals and balance due.

List Jobs

job-list

List jobs, optionally filtered by milestone and a created/milestone/modified date range. Unassigned leads are excluded unless assignment=unassigned.

Post Job Message

job-message-create

Post a comment to a job's message feed, visible in the job's Messages section in AccuLynx.

Get Current Job Milestone

job-milestone-current

Get the milestone a job is in now (Lead, Prospect, Approved, Completed, Invoiced, Closed or Cancelled) with its statuses.

List Job Representatives

job-representatives-list

List the users assigned to a job: company representative, sales owner, A/R owner and additional representatives.

Search Jobs

job-search

Find jobs by a search term, by proximity to a map point, or both (both must match). At least one of search term or latitude/longitude is required.

Update Job Address

job-update-address

Update a job's location address. Only the fields you send are changed.

List Lead Sources

lead-source-list

List the company's active lead sources (with child sources); ids feed Create Job.

List States

state-list

List a country's states; ids feed contact addresses.

Get User

user-get

Get one user by id.

List Users

user-list

List company users with role and status.

A workflow step names the app and the action, and the editor fills in the connection when you pick one. This is the Step shape from the workflow spec, carrying AccuLynx's real ids.

{
  "manifestVersion": "2",
  "name": "acculynx-example",
  "steps": [
    {
      "id": "appointment-get",
      "uses": {
        "app": "io.w6w.acculynx",
        "action": "appointment-get",
        "connection": "conn_YOUR_CONNECTION_ID"
      },
      "with": {
        "calendarId": "<calendarId>",
        "appointmentId": "<appointmentId>"
      }
    }
  ]
}

Here are some of the things you can do

  • Get Appointment

    read
    appointment-get
  • List Calendar Appointments

    read
    appointment-list
  • List Calendars

    read
    calendar-list
  • Get Company Settings

    read
    company-settings-get
  • Create Contact

    perform
    contact-create

+24 more actions available

Every app-specific value here is a blank you have to fill in. An app action is reached through the connection that authenticates it, so the address is a connection id, not the app id — and connections belong to your account, so a public page cannot know yours. Create one for AccuLynx, then fill in the three blanks: conn_YOUR_CONNECTION_ID, the action key, and the parameters that action declares. The call itself is real — the shape is transcribed from the studio's own snippet builder, which prints the same kind of blanks — but nothing in it is specific to AccuLynx. The Workflow tab is where this app's real ids are.

Install
npm install @w6w/sdk
yarn add @w6w/sdk
pnpm add @w6w/sdk
deno add npm:@w6w/sdk
Code
import { W6wClient, isActionRun } from "@w6w/sdk";

// Reads W6W_BASE_URL and W6W_TOKEN from the environment when omitted.
const client = new W6wClient();

const envelope = await client.run({
  urn: "conn_YOUR_CONNECTION_ID",
  action: "appointment-get",
  payload: {
    calendarId: "<value>",
    appointmentId: "<value>",
  },
});

if (isActionRun(envelope)) console.log(envelope.value);
Install the CLI
npm install -g @w6w/cli
CLI
w6w run conn_YOUR_CONNECTION_ID --action appointment-get --payload '{"calendarId":"<value>","appointmentId":"<value>"}'

Give an AI agent AccuLynx — without giving it AccuLynx's credentials. One MCP endpoint exposes every app, function and workflow the caller is entitled to, as tools it can discover and run. Access is granted per team while we onboard.

One tool call
{
  "name": "w6w_invoke",
  "arguments": {
    "ref": "app:io.w6w.acculynx#appointment-get",
    "input": {
      "calendarId": "<calendarId>",
      "appointmentId": "<appointmentId>"
    }
  }
}

Every tool names its target with a single ref. The app: form above doesn't name a connection at all — the host resolves which of the caller's AccuLynx connections to sign with, and refuses rather than guesses when the answer is ambiguous.

What the agent gets

Credentials it can't read

The token is attached host-side, at the moment of the call. It is never a tool argument, never in the model's context, and never in a transcript — so a prompt injection has nothing to exfiltrate.

A tool surface scoped to the caller

Tools are derived per end user from what that person has actually connected and is entitled to — not one shared bot identity carrying the union of everyone's access.

A durable workflow in one call

Multi-step work runs on the workflow engine and returns a run handle the agent can poll — retries, branching and state survive the conversation that started them.

Health-aware discovery

AccuLynx's declared health checks are on the surface too, so an agent can tell "the vendor is down" from "your credential expired" before it burns a retry on either.

The MCP surface is part of the hosted platform. AccuLynx itself is MIT, and the runtime that executes it is source-available (FSL).

Request MCP access

Health checks

AccuLynx declares its own checks, so its health is a property of the app rather than something the host guesses at.

service

AccuLynx platform status

The "API" component from status.acculynx.com, plus the rest of AccuLynx's own status page for visibility.

dependency

AccuLynx API reachability

Unsigned GET /diagnostics/ping. 200 with a `date` field (or a schema-correct 401) proves the API is answering. Says nothing about any credential.

quota

API quota headroom