--- title: "Connect AccuLynx and ConfigCat - APIANT.ai" description: "When \"List of Jobs by Milestone\" fires in AccuLynx, your agent runs \"Add Config\" in ConfigCat." canonical: "https://apiant.ai/connect/acculynx-to-configcat" --- # Connect AccuLynx and ConfigCat When **List of Jobs by Milestone** fires in [AccuLynx](https://apiant.ai/connections/acculynx), your agent runs **Add Config** in [ConfigCat](https://apiant.ai/connections/configcat), or **Feature Flag & Setting value changed** in ConfigCat 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 ConfigCat **1** trigger ConfigCat **28** 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 ConfigCat 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 ConfigCat can do together ### From AccuLynx to ConfigCat - When **List of Jobs by Milestone** in AccuLynx then **Add Config** in ConfigCat - When **List of Jobs by Milestone** in AccuLynx then **Add Flag** in ConfigCat ### From ConfigCat to AccuLynx - When **Feature Flag & Setting value changed** in ConfigCat then **Add contact note** in AccuLynx - When **Feature Flag & Setting value changed** in ConfigCat 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 ConfigCat ## Triggers and actions 2 triggers · 54 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 **Feature Flag & Setting value changed** Triggers when a ConfigCat Feature Flag or Setting value is changed. - Action **Add Config** Create a new config within a product. - Action **Add Flag** Create a new feature flag or setting within a config. - Action **Add Segment** Create a new segment within a product. - Action **Add Tag** Create a new tag within a product. - Action **Delete Config** Delete a config. - Action **Delete Flag** Delete a feature flag or setting. - Action **Delete Segment** Delete a segment. - Action **Delete Tag** Delete a tag. - Action **Get Config** Get a single config by id. - Action **Get Environment** Get a single environment by id. - Action **Get Flag** Get a single feature flag or setting by id. - Action **Get Flag value** Get the current served value of a feature flag or setting in an environment. - Action **Get Product** Get a single product by id. - Action **Get Segment** Get a single segment by id. - Action **Get Tag** Get a single tag by id. - Action **List Configs** List all configs (SDK config bundles) within a product. - Action **List Environments** List all environments within a product. - Action **List Flags** List all feature flags and settings within a config. - Action **List Organizations** List all organizations the caller has access to. - Action **List Products** List all products the caller has access to. - Action **List Segments** List all segments within a product. - Action **List Tags** List all tags within a product. - Action **Update Config** Update a config's name/description/order. - Action **Update Environment** Update an environment's name/color/description. - Action **Update Flag** Update a feature flag or setting's metadata (name, hint, tags). - Action **Update Flag value** Update (turn on/off, change served value or targeting) a feature flag or setting's value in an environment. - Action **Update Segment** Update a segment's name/rules. - Action **Update Tag** Update a tag's name/color. ## 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) - [ **ConfigCat** 10 minutes trainable feature flag and configuration management service with unlimited team size, awesome...](https://apiant.ai/connections/configcat) 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 ConfigCat - [ **ActiveCampaign to ConfigCat** ActiveCampaign is a marketing automation, email marketing, and CRM platform.](https://apiant.ai/connect/activecampaign-to-configcat) - [ **Airtable to ConfigCat** Organize anything with Airtable, a modern database created for everyone.](https://apiant.ai/connect/airtable-to-configcat) - [ **Asana to ConfigCat** Asana is a collaborative information manager for workspace.](https://apiant.ai/connect/asana-to-configcat) - [ **ClickUp to ConfigCat** ClickUp is an all-in-one app to plan, track, and manage your work in a beautifully intuitive environment.](https://apiant.ai/connect/clickup-to-configcat) - [ **Brevo to ConfigCat** Brevo is the leading CRM suite designed to cultivate long-term customer relationships and help businesses...](https://apiant.ai/connect/brevo-to-configcat) - [ **Calendly to ConfigCat** Calendly is a scheduling automation platform for eliminating the back-and-forth emails to find the perfect...](https://apiant.ai/connect/calendly-to-configcat) Questions ## AccuLynx and ConfigCat, 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 ConfigCat when something happens in AccuLynx? Any of ConfigCat's 28 actions, including Update Config, Update Environment, Update Flag and Update Flag value. Your agent maps the data both ways and tests every scenario before it ships. ### ### Can it also run from ConfigCat to AccuLynx? Yes. When something happens in ConfigCat, your agent can act in AccuLynx too. This page covers both directions: ConfigCat's triggers and AccuLynx's actions are listed here as well. ### ### Do I have to build a connector for AccuLynx or ConfigCat? 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 ConfigCat 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.