Integration
Connect AccuLynx and Clientify
When List of Jobs by Milestone fires in AccuLynx, your agent runs Add task in Clientify, or New Contact in Clientify to Add contact note in AccuLynx. Describe the whole flow and it is built, tested on every scenario and kept running.
What the catalog holds today. Ask for anything missing and your agent reads the API documentation and adds it.
Build solutions, not workarounds.
What do you want AccuLynx and Clientify to do together?
Ask the assistant
Connect your AI client
Give your AI client this address.
https://mcp.apiant.aiOne 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.aiStart Claude Code there, approve the server, and sign in in the browser page it opens.
Claude Code guide (opens in a new tab)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)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)Zed
Open Settings, then AI, then MCP Servers, then Add Server, then Add Remote Server.
Setup guide (opens in a new tab)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)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)Example flows
What AccuLynx and Clientify can do together
From AccuLynx to Clientify
When List of Jobs by Milestone in AccuLynx
then Add task in Clientify
From Clientify to 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 Clientify
Triggers and actions 4 triggers · 41 actions
- 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.
- Add contact note
Adds a text note to an AccuLynx contact.
- Add job document
Uploads a document file to an AccuLynx job and saves it in the chosen document folder.
- Add job external reference
Creates an external reference linking an AccuLynx job to a project in another system.
- Add job message
Posts a comment to a job's message feed in AccuLynx, visible in the job's Messages section.
- Add job photo or video
Uploads a single photo or video to an AccuLynx job, with an optional description and tags.
- Add received payment
Records a payment received on an AccuLynx job, such as a customer deposit or check, and returns the new payment.
- 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.
- Find Job Category
Returns the active AccuLynx job category whose name matches the name you give, or nothing when no category has that name.
- Find Trade-Types
Finds an active trade type in your AccuLynx company settings by its name and returns its id.
- Find Work-Types
Finds an active AccuLynx work type (for example Insurance or Retail) by its name and returns its id.
- 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.
- Get Contact Custom Fields
Returns every custom field value recorded on an AccuLynx contact, with each field's label, type and values.
- Get estimate
Returns one AccuLynx estimate by its id, including its title, number, primary flag, financial totals, linked job and section references.
- 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.
- 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.
- 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.
- 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.
- List estimates
Returns all estimates for the current AccuLynx location, with the job each one belongs to.
- 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.
- List users
Returns the users in your AccuLynx company, optionally filtered by status (active, inactive, archived or deleted).
- Set Initial Appointment
Adds or updates the initial appointment on an AccuLynx job, including its start and end times and notes.
- Update Contact Custom Field
Sets the value of one custom field on an AccuLynx contact.
- Update job address
Updates the location address of an existing AccuLynx job. Only the address parts you fill in are sent.
- Update Job Custom Field
Sets the value of one custom field on an AccuLynx job.
- Update job lead source
Changes the lead source recorded on an AccuLynx job.
- Update job priority
Sets the priority (Urgent, High or Normal) of an existing AccuLynx job.
- New Contact
Triggers when a new contact is created in Clientify.
- New Deal
Triggers when a new deal is created in Clientify.
- New Task
Triggers when a new task is created in Clientify.
- Add company
Creates a company in Clientify with its contact details, address, tags and custom field values.
- Add task
Creates a task in Clientify, optionally assigned to a user and linked to contacts, companies and deals.
- Create Abandoned Cart
Creates an abandoned shopping cart for a Clientify contact, with the cart's items, shop and currency.
- Create Contact
Creates a contact in Clientify. If a contact with the same email or phone already exists it is updated instead, unless forced insert is turned on.
- Create Deal
Creates a deal in Clientify, optionally linked to a contact and company and placed in a pipeline stage.
- Create Order
Creates an order in Clientify for a contact, with its line items.
- Delete contact
Deletes a contact from Clientify.
- Find Contact
Finds contacts by name, surname or email, optionally narrowed by phone, source, type or dates, and returns the matches.
- Get company
Returns the full details of a Clientify company by its id, including contact info, tags, custom fields and employees.
- Get contact
Returns a Clientify contact's full details, including emails, phones, addresses, tags and custom fields.
- Get deal
Returns a Clientify deal by its id, including amount, stage, pipeline, involved contacts and companies, tasks and custom fields.
- List contacts
Returns the contacts in your Clientify account, optionally filtered by name/email, phone, source, type, or created/modified dates.
- Update company
Updates an existing company in Clientify and returns the updated record.
- Update contact
Updates an existing Clientify contact's name, title, company, status and notes. Fields left blank keep their current values.
- Update deal
Updates an existing Clientify deal, changing only the fields you fill in.
No trigger or action matches that. Ask your agent to add it: it reads the API documentation and builds what you describe.
Each app on its own
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Questions
AccuLynx and Clientify, 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 Clientify when something happens in AccuLynx?
Any of Clientify's 15 actions, including Create Abandoned Cart, Create Contact, Create Deal and Create Order. Your agent maps the data both ways and tests every scenario before it ships.
Can it also run from Clientify to AccuLynx?
Yes. When something happens in Clientify, your agent can act in AccuLynx too. This page covers both directions: Clientify's triggers and AccuLynx's actions are listed here as well.
Do I have to build a connector for AccuLynx or Clientify?
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 Clientify 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.