--- title: "Connect AccuLynx and Air - APIANT.ai" description: "When \"List of Jobs by Milestone\" fires in AccuLynx, your agent runs \"Add Assets to a Board\" in Air." canonical: "https://apiant.ai/connect/acculynx-to-air" --- # Connect AccuLynx and Air When **List of Jobs by Milestone** fires in [AccuLynx](https://apiant.ai/connections/acculynx), your agent runs **Add Assets to a Board** in [Air](https://apiant.ai/connections/air), or **Asset Custom Field Updated** in Air to **Add contact note** in AccuLynx. Describe the whole flow and it is built, tested on every scenario and kept running. AccuLynx **1** trigger AccuLynx **30** actions Air **5** triggers Air **27** actions What the catalog holds today. Ask for anything missing and your agent reads the API documentation and adds it. ## What do you want AccuLynx and Air to do together? Give your AI client this address. `https://mcp.apiant.ai` One connection does both: ask your client to act in an app once, or have it build an automation that keeps running. Any client that takes a remote MCP server. Nothing to install. Create your free account, then sign in once in your browser. ### Set it up in your client ### Claude Code Run this in the directory you want to work in. `claude mcp add --transport http -s project apiant-ai https://mcp.apiant.ai` Start Claude Code there, approve the server, and sign in in the browser page it opens. [Claude Code guide (opens in a new tab)](https://apiant.ai/docs/mcp/claude-code) ### Claude, web and desktop Open Customize, then Connectors, then Add custom connector, and paste the address. On Team and Enterprise an owner adds it first. [Setup guide (opens in a new tab)](https://apiant.ai/docs/mcp) ### Cursor Add the address to your MCP configuration as a server URL. Cursor signs you in in your browser. [Setup guide (opens in a new tab)](https://apiant.ai/docs/mcp) ### Zed Open Settings, then AI, then MCP Servers, then Add Server, then Add Remote Server. [Setup guide (opens in a new tab)](https://apiant.ai/docs/mcp) ### Codex and the ChatGPT desktop app Open Settings, then MCP servers, then Add server, and choose Streamable HTTP. From the terminal, Codex takes the address with its own add command and then signs you in. [Setup guide (opens in a new tab)](https://apiant.ai/docs/mcp) ### Any other MCP client Paste the address where the client asks for a remote MCP server URL, and name the server apiant-ai where it lets you. APIANT's skills reach the client over the same connection. [Setup guide (opens in a new tab)](https://apiant.ai/docs/mcp) Example flows ## What AccuLynx and Air can do together ### From AccuLynx to Air - When **List of Jobs by Milestone** in AccuLynx then **Add Assets to a Board** in Air - When **List of Jobs by Milestone** in AccuLynx then **Add Guest to a Board** in Air ### From Air to AccuLynx - When **Asset Custom Field Updated** in Air then **Add contact note** in AccuLynx - When **Board Custom Field Updated** in Air then **Add job message** in AccuLynx Starting points drawn from the triggers and actions in the catalog today. Describe the flow you need, at any depth, and your agent builds it and tests every scenario before it ships. Everything your agent can do with AccuLynx and Air ## Triggers and actions 6 triggers · 57 actions - Trigger **List of Jobs by Milestone** Triggers when a job enters one of the chosen workflow milestones (for example Lead, Prospect or Approved), newest milestone change first. - Action **Add contact note** Adds a text note to an AccuLynx contact. - Action **Add job document** Uploads a document file to an AccuLynx job and saves it in the chosen document folder. - Action **Add job external reference** Creates an external reference linking an AccuLynx job to a project in another system. - Action **Add job message** Posts a comment to a job's message feed in AccuLynx, visible in the job's Messages section. - Action **Add job photo or video** Uploads a single photo or video to an AccuLynx job, with an optional description and tags. - Action **Add received payment** Records a payment received on an AccuLynx job, such as a customer deposit or check, and returns the new payment. - Action **Create Contact** Creates a new contact in AccuLynx with its name, company, phone numbers, email addresses, and mailing and billing addresses. - Action **Create Job** Creates a new job in AccuLynx for an existing contact. The job starts in the Lead milestone with no assigned representative. - Action **Find Job** Returns the AccuLynx jobs that contain a search term (such as a name, address or job number) and/or lie near a map location. - Action **Find Job Category** Returns the active AccuLynx job category whose name matches the name you give, or nothing when no category has that name. - Action **Find Lead Source** Finds an active lead source (or child lead source) in your AccuLynx company by its name. - Action **Find Trade-Types** Finds an active trade type in your AccuLynx company settings by its name and returns its id. - Action **Find Work-Types** Finds an active AccuLynx work type (for example Insurance or Retail) by its name and returns its id. - Action **Get Contact** Returns the details of one AccuLynx contact by its ID, including name, company, mailing and billing addresses, and its phone numbers and email addresses. - Action **Get Contact Custom Fields** Returns every custom field value recorded on an AccuLynx contact, with each field's label, type and values. - Action **Get estimate** Returns one AccuLynx estimate by its id, including its title, number, primary flag, financial totals, linked job and section references. - Action **Get Job** Returns the details of one AccuLynx job, including its location address, contacts, trade types, category, work type, lead source, current milestone and priority. - Action **Get Job Custom Fields** Returns the custom field values recorded on a job, with each field's label, type, values and when it was last modified. - Action **Get job financials** Returns the financial summary for a job: approved job value, balance due, worksheet section totals, and links to (or full details of) the worksheet and amendments. - Action **List contacts** Returns the contacts in your AccuLynx account, with their names, company, mailing and billing addresses, and links to their phone numbers and email addresses. - Action **List estimates** Returns all estimates for the current AccuLynx location, with the job each one belongs to. - Action **List jobs** Returns the jobs in your AccuLynx account, optionally filtered by date range, milestone and assignment, and sorted by created, milestone or modified date. - Action **List users** Returns the users in your AccuLynx company, optionally filtered by status (active, inactive, archived or deleted). - Action **Search Contact** Returns the contacts whose first name, last name or company name matches a search term, created within a date range and optionally limited to certain contact types. - Action **Set Initial Appointment** Adds or updates the initial appointment on an AccuLynx job, including its start and end times and notes. - Action **Update Contact Custom Field** Sets the value of one custom field on an AccuLynx contact. - Action **Update job address** Updates the location address of an existing AccuLynx job. Only the address parts you fill in are sent. - Action **Update Job Custom Field** Sets the value of one custom field on an AccuLynx job. - Action **Update job lead source** Changes the lead source recorded on an AccuLynx job. - Action **Update job priority** Sets the priority (Urgent, High or Normal) of an existing AccuLynx job. - Trigger **Asset Custom Field Updated** Triggers when the custom field values on an asset change (or a new asset appears with custom field values), checking the most recently updated assets. - Trigger **Board Custom Field Updated** Triggers when the custom field values on a board change (also fires once for each board when first seen). Returns the board with its current custom field values. - Trigger **New Asset** Triggers when a new asset is added to the Air workspace, optionally limited to a board, showcase, tag or search. - Trigger **New Board** Triggers when a new board is created in your Air workspace. - Trigger **Tag Added to Asset** Triggers when a tag is added to an asset in your Air workspace, once per asset and tag. - Action **Add Assets to a Board** Adds one or more assets to a board in your Air workspace. - Action **Add Guest to a Board** Invites a person by email as a guest on an Air board with the chosen guest role. - Action **Add Tags to an Asset Version** Adds an existing tag to a specific version of an asset in Air. - Action **Apply a Custom Field to a Board** Sets the value of a custom field on an Air board — text or date for plain fields, or selected options for single- and multi-select fields. - Action **Apply a Custom Field to an Asset** Sets the value of one custom field on an asset — text or date for plain fields, or chosen option(s) for single- and multi-select fields. - Action **Apply Custom Fields to an Asset** Sets the value or selected options of one custom field on an Air asset. - Action **Create a Board** Creates a board in your Air workspace, at the top level, at the root of a library, or inside another board. - Action **Create a Custom Field** Creates a new custom field in the Air workspace, optionally with its list of choices for a select field. - Action **Find Assets** Returns the assets in your Air workspace that match a search term, board, showcase, tag, custom field value or creation date range. - Action **Find Boards** Finds boards in your Air workspace by name, optionally limited to a parent board, showcase or library. Returns the matching boards, most recently updated first. - Action **Find Custom Fields** Searches the workspace's custom fields by name and returns the matching fields. - Action **Find Guests of a Board** Returns the guests of an Air board, accepted guests first, optionally filtered by email address. - Action **Generate an Upload URL** Creates a new asset (or a new version of an existing asset) in Air and returns the URL to upload the file's bytes to. - Action **Get Asset by ID** Returns an Air asset by its id, including its custom field values and cover version details (file name, type, size, tags and preview URLs). - Action **Get Asset Parent Boards** Returns the boards that contain a given Air asset, most recently created first. - Action **Get Asset Version by ID** Returns one version of an asset, including its file details, tags, preview URLs and IPTC/EXIF metadata. - Action **Get Board by ID** Returns a single Air board by its ID, including its title, description, parent board, dates and custom field values. - Action **Get Custom Field by ID** Returns one Air custom field, including its name, type and the choices of a select field. - Action **Get or Create Tags** Returns the tag with the given name, creating it in the Air workspace first if it does not already exist. - Action **Import a File From a URL** Imports a file into Air from a public URL, creating a new asset or a new version of an existing asset. Returns the import id to check its status. - Action **Remove an Asset From a Board** Removes an asset from a board in your Air workspace. The asset itself is not deleted. - Action **Remove Guest From a Board** Removes a guest from a board, revoking their access to it. - Action **Status of an Import** Returns the current status of a file import (pending, in progress, failed or succeeded), with error details when it failed. - Action **Update a Board** Updates the title, description or parent board of an existing Air board. - Action **Update an Asset Version** Updates the title and/or description of an asset version in Air. - Action **Update Role of Guest** Changes the role of a guest on an Air board. - Action **Upload a File** Uploads a file from a URL into your Air workspace as a new asset, or as a new version of an existing asset. ## Each app on its own - [ **AccuLynx** AccuLynx is a cloud based roofing software application designed to help contractors manage and grow their...](https://apiant.ai/connections/acculynx) - [ **Air** Air is a tool for automating creative operations & managing creative assets at any scale.](https://apiant.ai/connections/air) Reviews ## What our customers say ## More from AccuLynx - [ **AccuLynx to HubSpot** HubSpot is your all-in-one stop for all of your marketing software needs.](https://apiant.ai/connect/acculynx-to-hubspot) - [ **AccuLynx to Salesforce** Salesforce is a leading enterprise customer relationship management (CRM) platform.](https://apiant.ai/connect/acculynx-to-salesforce) - [ **AccuLynx to Slack** Slack is a messaging platform for teams. Post messages, manage channels, users, reminders, and react to...](https://apiant.ai/connect/acculynx-to-slack) - [ **AccuLynx to Google Sheets** Google Sheets is Google's online spreadsheet app for creating, editing and sharing spreadsheets.](https://apiant.ai/connect/acculynx-to-google-sheets) - [ **AccuLynx to Gmail** Gmail is Google’s email service, featuring spam protection, search functions, and seamless integration with...](https://apiant.ai/connect/acculynx-to-gmail) - [ **AccuLynx to Google Calendar** Google Calendar is a time management tool providing scheduling features, event reminders, and integration...](https://apiant.ai/connect/acculynx-to-google-calendar) ## More into Air - [ **ActiveCampaign to Air** ActiveCampaign is a marketing automation, email marketing, and CRM platform.](https://apiant.ai/connect/activecampaign-to-air) - [ **2Chat to Air** 2Chat is a conversational commerce automation tool for WhatsApp, Instagram, Messenger, and SMS.](https://apiant.ai/connect/2chat-to-air) - [ **3Scribe to Air** 3Scribe is the most accurate, automated text transcription available.](https://apiant.ai/connect/3scribe-to-air) - [ **5pm to Air** 5pm is an online project management tool for teams.](https://apiant.ai/connect/5pm-to-air) - [ **Abyssale to Air** Abyssale is a banner maker platform that helps you to automatically generate on-brand images at scale.](https://apiant.ai/connect/abyssale-to-air) - [ **Academy by Coassemble to Air** Academy by Coassemble is a simple LMS platform that allows anyone to easily create and share courses.](https://apiant.ai/connect/academy-by-coassemble-to-air) Questions ## AccuLynx and Air, answered ### ### What can start an automation from AccuLynx? Any of AccuLynx's 1 trigger in the catalog, including List of Jobs by Milestone. Describe the moment in plain language and your agent picks the right one. ### ### What can your agent do in Air when something happens in AccuLynx? Any of Air's 27 actions, including Create a Board, Create a Custom Field, Update a Board and Update an Asset Version. Your agent maps the data both ways and tests every scenario before it ships. ### ### Can it also run from Air to AccuLynx? Yes. When something happens in Air, your agent can act in AccuLynx too. This page covers both directions: Air's triggers and AccuLynx's actions are listed here as well. ### ### Do I have to build a connector for AccuLynx or Air? No. Both are in the catalog with their triggers and actions. You describe the automation; your agent builds it, tests every scenario and keeps it running. ### ### Can my AI client use AccuLynx and Air without building an automation? Yes. With your AI client connected to APIANT, ask it to do something in either app once and it runs that action on the spot. Ask for an automation and your agent builds it, tests every scenario and keeps it running. One connection covers both. ### ### What happens when something fails? Your agent works that out for you. It plans the failure paths along with the happy path, then tests every scenario before it ships. ### ### Is there a free plan? Yes. Every plan includes the agent, including free, and building from your own AI client spends no assistant credits.