Connect AccuLynx to Your AI Agent

Enter a new contact, create a lead job for that contact, or review the appointments on a selected calendar.

12 tools API key

Try a AccuLynx Task

Copy a prompt into your agent with the oo Skill installed. Add your page links and source notes before running it.

oo Skill AccuLynx

Create a Contact and Lead Job

Use configured contact types to create a contact, then link a new lead job to it.

/oo AccuLynx: List AccuLynx contact types, then create a contact using [chosen contact type] and [name and contact details]. Create a new lead job for that contact using [job details].

Review Calendar Appointments

Read appointment summaries for a specified calendar and date range.

/oo AccuLynx: For AccuLynx calendar [calendar ID], list appointments from [start date] to [end date] and organize them by day.

Set an Initial Appointment

Review a job’s initial appointment and add or revise its scheduled time.

/oo AccuLynx: For AccuLynx job [job ID], review its initial appointment and set it from [start datetime with timezone] to [end datetime with timezone], with notes [notes].

Start Working with AccuLynx

  1. Install OOMOL

    Set up oo CLI and the oo Skill in your agent.

    Install OOMOL →
  2. Connect AccuLynx

    Connect your AccuLynx API key.

    Connect AccuLynx →
  3. Give Your Agent a Task

    Use /oo with the pages to read, the changes to make, and where to save the result.

    Connection Guide →

Choose Your Agent

  • An AccuLynx API key for the company location you want to use.
  • Choose configured contact types and provide the contact or job ID when working with existing entries.

AccuLynx Tools

The integration reads company reference data and calendars, creates contacts and Lead-stage jobs, and manages a job’s initial appointment.

Contacts and Lead Jobs

Create contacts and connect them to new jobs at the Lead milestone.

Appointment Review and Updates

Read calendar appointments and manage a job’s initial appointment.

12 tools

Get Company Settings

Get the current AccuLynx company settings for the connected location.

acculynx.get_company_settings

List Contact Types

List the contact types configured for the current AccuLynx company.

acculynx.list_contact_types

List Lead Sources

List the active lead sources configured for the current AccuLynx company.

acculynx.list_lead_sources

List Job Categories

List the active AccuLynx job categories configured for the company.

acculynx.list_job_categories

List Trade Types

List the active AccuLynx trade types configured for the company.

acculynx.list_trade_types

List Work Types

List the active AccuLynx work types configured for the company.

acculynx.list_work_types

Create Contact

Create one new contact in AccuLynx.

acculynx.create_contact

Create Job

Create one new job in the AccuLynx Lead milestone.

acculynx.create_job

List Calendars

List the calendars available in the current AccuLynx location.

acculynx.list_calendars

List Calendar Appointments

List appointment summaries for one AccuLynx calendar within a date range.

acculynx.list_calendar_appointments

Get Initial Appointment

Get the initial appointment for one AccuLynx job.

acculynx.get_initial_appointment

Upsert Initial Appointment

Add or update the initial appointment for one AccuLynx job.

acculynx.upsert_initial_appointment

Frequently Asked Questions

How should I choose a contact type?

Ask to list the company’s contact types and choose the relevant one. Creating a contact requires at least one type.

What stage is a new job created in?

The create-job operation creates the job at the Lead milestone and links it to the supplied contact.

What time information is needed for an initial appointment?

Provide the job ID and start datetime, with an end datetime and notes if needed. Include a timezone so the assistant can use the UTC times required by the operation.

Connect AccuLynx

About AccuLynx ↗