--- title: "Connect AccuLynx and Bread & Butter - APIANT.ai" description: "When \"List of Jobs by Milestone\" fires in AccuLynx, your agent runs \"Add contact us submission\" in Bread & Butter." canonical: "https://apiant.ai/connect/acculynx-to-bread-butter" --- # Connect AccuLynx and Bread & Butter When **List of Jobs by Milestone** fires in [AccuLynx](https://apiant.ai/connections/acculynx), your agent runs **Add contact us submission** in [Bread & Butter](https://apiant.ai/connections/bread-butter), or **New Authentication** in Bread & Butter 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 **26** actions Bread & Butter **6** triggers Bread & Butter **24** 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 Bread & Butter 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 Bread & Butter can do together ### From AccuLynx to Bread & Butter - When **List of Jobs by Milestone** in AccuLynx then **Add contact us submission** in Bread & Butter - When **List of Jobs by Milestone** in AccuLynx then **Add lead list** in Bread & Butter ### From Bread & Butter to AccuLynx - When **New Authentication** in Bread & Butter then **Add contact note** in AccuLynx - When **New Contact Us Submission** in Bread & Butter then **Update Contact Custom Field** 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 Bread & Butter ## Triggers and actions 7 triggers · 50 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 **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 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 **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 **New Authentication** Triggers every time a user signs in. - Trigger **New Contact Us Submission** Triggers when a user submits the Contact Us tool. - Trigger **New Custom Fields** Triggers when a user submits the Custom Fields for Registration. - Trigger **New Custom User Event** Triggers when a user subscribes to custom events, selected in the triggers section below. - Trigger **New Email Captured** Triggers when a user enters their email address, or signs in with SSO for the first time. - Trigger **New Profile Verified** Triggers when a user signs in for the first time. - Action **Add contact us submission** Records a Contact Us submission from a visitor's device in a Bread & Butter app. - Action **Add event** Records an event (such as a page view or custom event code) for a device in a Bread & Butter app. - Action **Add form submission** Records a form submission from a visitor's device in a Bread & Butter app, capturing their email, name and any extra form fields. - Action **Add lead list** Creates a lead list in a Bread & Butter app from a set of leads, returning the new list with its lead count and credit quote. - Action **Add tag** Creates a new tag in a Bread & Butter app. - Action **Add user custom values** Saves custom field values (key/value pairs) for a visitor in a Bread & Butter app. - Action **Create custom event definition** Creates a custom event definition in a Bread & Butter app, which users can then trigger and which can be subscribed to. - Action **Create webhook** Subscribes a webhook URL to a Bread & Butter event so Bread & Butter posts each new occurrence to it. Returns the id of the new subscription. - Action **Delete tag** Deletes a tag from a Bread & Butter app. - Action **Get credit balance** Returns the credit balance for a Bread & Butter app, including credits used this period, the monthly allowance and pending enrichments. - Action **Get device profile** Returns the sign-in options and the visitor's profile state for one registered device. - Action **Get lead list** Returns a Bread & Butter lead list by its ID, including its processing status, lead counts and credit usage. - Action **Identify user** Identifies an anonymous visitor's device as a known person in a Bread & Butter app by attaching their email address and name. - Action **List app triggers** Returns the triggers set up in a Bread & Butter app, including webhook subscriptions, with their kind, filters and activity state. - Action **List custom event definitions** Returns the event definitions configured in a Bread & Butter app, optionally filtered to enabled or disabled ones. - Action **List Events** Returns the events recorded in a Bread & Butter app — sign-ins, page views, custom events, form submissions and more — optionally narrowed to one user or a date range. - Action **List lead lists** Returns all lead lists in a Bread & Butter app, including each list's status, lead counts and credit usage. - Action **List tags** Returns every tag defined in a Bread & Butter app, with each tag's id and name. - Action **List user events** Returns the page views and events (sign-ins, custom events, form submissions and more) a user recorded during one of their sessions in a Bread & Butter app. - Action **List users** Returns the users (visitors and leads) recorded in a Bread & Butter app, optionally narrowed to one email address or user state. - Action **List user sessions** Lists the sessions of one Bread & Butter user, newest first, with each session's ID, start time, location, device and page view count. - Action **Record external authentication** Records that a visitor signed in through your own login system, linking their device to the user with that email address. - Action **Register device** Registers a new visitor device in a Bread & Butter app and returns its device ID. - Action **Update user lead status** Updates a user's lead status in a Bread & Butter app by setting their lead status rank. ## 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) - [ **Bread & Butter** Augment your lead funnel with first-party data.](https://apiant.ai/connections/bread-butter) 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](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 Bread & Butter - [ **ActiveCampaign to Bread & Butter** ActiveCampaign is a marketing automation, email marketing, and CRM platform.](https://apiant.ai/connect/activecampaign-to-bread-butter) - [ **Airtable to Bread & Butter** Organize anything with Airtable, a modern database created for everyone.](https://apiant.ai/connect/airtable-to-bread-butter) - [ **Asana to Bread & Butter** Asana is a collaborative information manager for workspace.](https://apiant.ai/connect/asana-to-bread-butter) - [ **2Chat to Bread & Butter** 2Chat is a conversational commerce automation tool for WhatsApp, Instagram, Messenger, and SMS.](https://apiant.ai/connect/2chat-to-bread-butter) - [ **3Scribe to Bread & Butter** 3Scribe is the most accurate, automated text transcription available.](https://apiant.ai/connect/3scribe-to-bread-butter) - [ **5pm to Bread & Butter** 5pm is an online project management tool for teams.](https://apiant.ai/connect/5pm-to-bread-butter) Questions ## AccuLynx and Bread & Butter, 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 Bread & Butter when something happens in AccuLynx? Any of Bread & Butter's 24 actions, including Create custom event definition, Create webhook, Update user lead status and Add contact us submission. Your agent maps the data both ways and tests every scenario before it ships. ### ### Can it also run from Bread & Butter to AccuLynx? Yes. When something happens in Bread & Butter, your agent can act in AccuLynx too. This page covers both directions: Bread & Butter's triggers and AccuLynx's actions are listed here as well. ### ### Do I have to build a connector for AccuLynx or Bread & Butter? 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 Bread & Butter 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.