--- title: "Connect AccuLynx to ManyRequests - APIANT.ai" description: "When \"List of Jobs by Milestone\" fires in AccuLynx, your agent runs \"Add invoice\" in ManyRequests." canonical: "https://apiant.ai/connect/acculynx-to-manyrequests" --- # Connect AccuLynx to ManyRequests When **List of Jobs by Milestone** fires in [AccuLynx](https://apiant.ai/connections/acculynx), your agent runs **Add invoice** in [ManyRequests](https://apiant.ai/connections/manyrequests). Describe the whole flow and it is built, tested on every scenario and kept running. AccuLynx **1** trigger AccuLynx **30** actions ManyRequests **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 ManyRequests 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 can start in ManyRequests - When **List of Jobs by Milestone** in AccuLynx then **Add invoice** in ManyRequests - When **List of Jobs by Milestone** in AccuLynx then **Create Client** in ManyRequests 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 ManyRequests ## Triggers and actions 1 trigger · 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. - Action **Add invoice** Adds a new invoice for a client from catalog services, pricing variations or custom line items, and returns the new invoice's id. The invoice is emailed to the client unless it is created as a draft. - Action **Add organization** Creates a new organization in your ManyRequests portal along with its owner client user. Returns the organization that was added. - Action **Add organization member** Adds a member to an organization, creating a new client user if no user with that email exists yet. - Action **Add subscription to organization** Adds a recurring service subscription to a client organization and returns the new subscription. - Action **Add time entry** Logs time worked on a request for a team member, from a start time to an end time. - Action **Cancel Client Subscription** Cancels an active recurring service subscription belonging to a client organization. - Action **Create Client** Creates a client user in a ManyRequests organization. If a user with the email already exists, they are added to the organization. - Action **Create Comment** Adds a comment to a request, posted as the chosen user, optionally internal-only or scheduled for later delivery. - Action **Create organization brand** Creates a new brand within an organization. - Action **Create Request** Creates a new service request for a client under one of your services, with an optional description, priority, status, due date, brand, assignees and tags. - Action **Delete client** Deletes a client and removes them from their organization. A client who is the sole owner of an organization with active subscriptions cannot be deleted. - Action **Delete organization** Deletes an organization and all of its members from your ManyRequests portal. - Action **Delete request** Deletes a request in ManyRequests. - Action **Find Comments for Request** Returns the comments on a ManyRequests request, optionally limited to internal or non-internal comments. - Action **Find Organization** Finds organizations whose name, owner name or owner email matches the search text, optionally narrowed by tags or subscription status. - Action **Find Request** Returns the service requests that match your search text or filters, such as status, priority, client, organization, assignee or request number. - Action **Get client** Returns a single client by ID, including their name, email and organization. - Action **Get invoice** Returns a single invoice with its status, number, notes, payment details and dates, optionally with its line items, taxes, client, coupon and payment gateway. - Action **Get organization** Returns a single organization by its ID, with its name, logo and dates, plus any related records you ask to include. An error occurs if the organization is not found. - Action **Get request** Returns a single service request by its ID or slug, with optional related records such as status, client, service, tags and form fields. - Action **List clients** Returns the clients in your ManyRequests portal, with optional search, organization filter and sorting. - Action **List services** Returns the services offered in your ManyRequests portal, optionally filtered by search text, type, allocation or sale status. - Action **List team members** Returns the portal admins, admins and team members in your ManyRequests portal, optionally filtered by email or role. - Action **Update client** Updates a client's name and/or email address. - Action **Update organization** Updates the name of an existing organization and returns the updated organization. - Action **Update Request** Updates an existing request's title, description, priority, status, due date, brand, assignees, tags or form fields. - Action **Update Request Status** Moves a ManyRequests request to a different status. ## 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) - [ **ManyRequests** ManyRequests is a Client Portal Software for Creative Agencies that helps you manage your entire Business...](https://apiant.ai/connections/manyrequests) 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 ManyRequests - [ **HubSpot to ManyRequests** HubSpot is your all-in-one stop for all of your marketing software needs.](https://apiant.ai/connect/hubspot-to-manyrequests) - [ **Salesforce to ManyRequests** Salesforce is a leading enterprise customer relationship management (CRM) platform.](https://apiant.ai/connect/salesforce-to-manyrequests) - [ **Slack to ManyRequests** Slack is a messaging platform for teams. Post messages, manage channels, users, reminders, and react to...](https://apiant.ai/connect/slack-to-manyrequests) - [ **Google Sheets to ManyRequests** Google Sheets is Google's online spreadsheet app for creating, editing and sharing spreadsheets.](https://apiant.ai/connect/google-sheets-to-manyrequests) - [ **Gmail to ManyRequests** Gmail is Google’s email service, featuring spam protection, search functions, and seamless integration with...](https://apiant.ai/connect/gmail-to-manyrequests) - [ **Google Calendar to ManyRequests** Google Calendar is a time management tool providing scheduling features, event reminders, and integration...](https://apiant.ai/connect/google-calendar-to-manyrequests) Questions ## AccuLynx and ManyRequests, 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 ManyRequests when something happens in AccuLynx? Any of ManyRequests's 27 actions, including Create Client, Create Comment, Create organization brand and Create Request. Your agent maps the data both ways and tests every scenario before it ships. ### ### Can it also run from ManyRequests to AccuLynx? ManyRequests has no triggers in the catalog today, so automations start in AccuLynx. If you need the other direction, ask: your agent reads ManyRequests's API documentation and adds it. ### ### Do I have to build a connector for AccuLynx or ManyRequests? 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 ManyRequests 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.