Integration
Connect AccuLynx and Meevo
When List of Jobs by Milestone fires in AccuLynx, your agent runs Update Client Contact Fields in Meevo, or Client Created in Meevo 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 Meevo to do together?
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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)Grok
Open grok.com/connectors, choose New Connector, then Custom, and paste the address. Grok signs you in in your browser.
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 Meevo can do together
From AccuLynx to Meevo
When List of Jobs by Milestone in AccuLynx
then Update Client Contact Fields in Meevo
When List of Jobs by Milestone in AccuLynx
then Add Client Gallery Image in Meevo
From Meevo to AccuLynx
When Client Created in Meevo
then Add contact note in AccuLynx
When Client Updated in Meevo
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 Meevo
Triggers and actions 3 triggers · 104 actions
Trigger
List of Jobs by MilestoneTriggers when a job enters one of the chosen workflow milestones (for example Lead, Prospect or Approved), newest milestone change first.
Action
Add contact noteAdds a text note to an AccuLynx contact.
Action
Add job documentUploads a document file to an AccuLynx job and saves it in the chosen document folder.
Action
Add job external referenceCreates an external reference linking an AccuLynx job to a project in another system.
Action
Add job messagePosts a comment to a job's message feed in AccuLynx, visible in the job's Messages section.
Action
Add job photo or videoUploads a single photo or video to an AccuLynx job, with an optional description and tags.
Action
Add received paymentRecords a payment received on an AccuLynx job, such as a customer deposit or check, and returns the new payment.
Action
Create ContactCreates a new contact in AccuLynx with its name, company, phone numbers, email addresses, and mailing and billing addresses.
Action
Create JobCreates a new job in AccuLynx for an existing contact. The job starts in the Lead milestone with no assigned representative.
Action
Create LeadCreates a new lead in AccuLynx: adds the person as a contact, then opens a job for them in the Lead milestone.
Action
Find JobReturns 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 CategoryReturns the active AccuLynx job category whose name matches the name you give, or nothing when no category has that name.
Action
Find Lead SourceFinds an active lead source (or child lead source) in your AccuLynx company by its name.
Action
Find Trade-TypesFinds an active trade type in your AccuLynx company settings by its name and returns its id.
Action
Find Work-TypesFinds an active AccuLynx work type (for example Insurance or Retail) by its name and returns its id.
Action
Get ContactReturns 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 FieldsReturns every custom field value recorded on an AccuLynx contact, with each field's label, type and values.
Action
Get estimateReturns one AccuLynx estimate by its id, including its title, number, primary flag, financial totals, linked job and section references.
Action
Get JobReturns 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 FieldsReturns the custom field values recorded on a job, with each field's label, type, values and when it was last modified.
Action
Get job financialsReturns 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 contactsReturns 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 estimatesReturns all estimates for the current AccuLynx location, with the job each one belongs to.
Action
List jobsReturns the jobs in your AccuLynx account, optionally filtered by date range, milestone and assignment, and sorted by created, milestone or modified date.
Action
List usersReturns the users in your AccuLynx company, optionally filtered by status (active, inactive, archived or deleted).
Action
Search ContactReturns 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 AppointmentAdds or updates the initial appointment on an AccuLynx job, including its start and end times and notes.
Action
Update Contact Custom FieldSets the value of one custom field on an AccuLynx contact.
Action
Update job addressUpdates the location address of an existing AccuLynx job. Only the address parts you fill in are sent.
Action
Update Job Custom FieldSets the value of one custom field on an AccuLynx job.
Action
Update job lead sourceChanges the lead source recorded on an AccuLynx job.
Action
Update job prioritySets the priority (Urgent, High or Normal) of an existing AccuLynx job.
Trigger
Client CreatedTriggers when a new client is added in Meevo.
Trigger
Client UpdatedTriggers when a client is added or their details change in Meevo.
Action
Add Client Gallery ImageInsert a single Image into client gallery in Meevo.
Action
Book Appointment ServiceCreate an appointment book service in Meevo.
Action
Cancel Booked ServiceCancel an appointment book service in Meevo.
Action
Check In Booked ServiceCheck-in an appointment book service in Meevo.
Action
Confirm AppointmentConfirm an appointment in Meevo.
Action
Count Active ClientsGet a count of the active clients in Meevo.
Action
Count Active EmployeesGet a count of the active employees in Meevo.
Action
Create ClientInsert a single client profile in Meevo.
Action
Create Client Visit NoteInsert a single client visit note on the client profile in Meevo.
Action
Find Client MembershipsGet details about client memberships according to criteria in Meevo.
Action
Find ClientsGet details about clients based on filter in Meevo.
Action
Find EmployeesGet employee details by Employee ID or email in Meevo.
Action
Find Gift Cards by NumberGet a list of gift cards by gift card numbers in Meevo.
Action
Find Services by IDGet detailed information about services by Ids in Meevo.
Action
Get AppointmentGet details about an appointment in Meevo.
Action
Get Appointment Cancellation ReasonGet details about an appointment cancellation reason in Meevo.
Action
Get Appointment CategoryGet details about an appointment category in Meevo.
Action
Get Booked ServiceGet details about a booked service in Meevo.
Action
Get Business InformationGet basic information about the business in Meevo.
Action
Get ClientGet details about a single client in Meevo.
Action
Get Client Membership StatusGet the status of a single client membership in Meevo.
Action
Get Client PointsGet number of points and point value for a given client id in Meevo.
Action
Get Client User-Defined FieldsGet the active UDFs by clients in Meevo.
Action
Get EmployeeGet details about a single employee in Meevo.
Action
Get Employee SecurityGet employee's security in Meevo.
Action
Get Employee Service PricingGet the specified employee's pricing for the specified service in Meevo.
Action
Get Enum ValuesGet available values for a specific enum by searching for potential value or enum name in Meevo.
Action
Get Gift Card TypeGet details about a single gift card type definition in Meevo.
Action
Get Latest Entity ChangeRequest a single changed entity entry for a given entity type and ID in Meevo.
Action
Get LocationGet details about a single location in Meevo.
Action
Get MembershipGet details about a single membership definition in Meevo.
Action
Get PackageGet details about a single package definition in Meevo.
Action
Get ProductGet details about a single product definition in Meevo.
Action
Get Product CategoryGet details about a product category, including all subcategories in Meevo.
Action
Get ServiceGet details about a single service definition in Meevo.
Action
List Appointment Cancellation ReasonsGet a list of appointment cancellation reasons in Meevo.
Action
List Appointment CategoriesGet a list of appointment categories in Meevo.
Action
List Appointment ServicesGet a list of services for a booked appointment in Meevo.
Action
List Client Booked ServicesGet a list of services for a client in Meevo.
Action
List Client Gift CardsGet a pageable list of gift cards owned by the defined client in Meevo.
Action
List Client PackagesGet packages owned by the defined client in Meevo.
Action
List ClientsGet a pageable list of clients in Meevo.
Action
List Client Sale HistoryGet a pageable list of client sale history in Meevo.
Action
List Client TypesGet a pageable list of client types in Meevo.
Action
List Client Visit NotesGet a pageable list of a client's visit notes in Meevo.
Action
List eGiftsGet a list of eGifts by IDs in Meevo.
Action
List EmployeesGet a pageable list of employees in Meevo.
Action
List Employee ServicesGet a pageable list of services the employee is configured to perform in Meevo.
Action
List Entity ChangesRequest a page of changes for a given entity type in Meevo.
Action
List Gift CardsGet a pageable list of gift cards by criteria in Meevo.
Action
List Gift Card TypesGet a list of gift card types in Meevo.
Action
List Image Gallery CategoriesGet a list of all active image categories for a location in Meevo.
Action
List LocationsGet a pageable list of locations in Meevo.
Action
List MembershipsGet a pageable list of membership definitions in Meevo.
Action
List PackagesGet details on all package definitions in Meevo.
Action
List Payment TypesGet a list of all payment types for a location in Meevo.
Action
List Product CategoriesGet a pageable list of product categories in Meevo.
Action
List ProductsGet a pageable list of products in Meevo.
Action
List Referral TypesGet a pageable list of referral types in Meevo.
Action
List Service Add-onsGet a list of available addons for a service with required and optional separation in Meevo.
Action
List Service CategoriesGet a pageable list of service categories in Meevo.
Action
List Service Employee PricingGet a list of what each employee charges for this service in Meevo.
Action
List ServicesGet a pageable list of services in Meevo.
Action
List Visit Note TypesGet a pageable list of visit note types in Meevo.
Action
Opt Appointment Out of ConfirmationSet the confirmation status to confirmation opt-out for this appointment only in Meevo.
Action
Record Appointment Contact AttemptSet the confirmation status to a contact attempt with message left in Meevo.
Action
Unconfirm AppointmentUnconfirm an appointment in Meevo.
Action
Update AppointmentUpdate an appointment in Meevo.
Action
Update Booked ServiceUpdate an appointment book service in Meevo.
Action
Update Booked Service (Bypass Conflicts)Update an appointment book service bypassing conflict checks in Meevo.
Action
Update ClientUpdate information about a single client in Meevo.
Action
Update Client Contact FieldsUpdate specific fields of a client profile in Meevo.
Action
Update Client Visit NoteUpdate a single client visit note on the client profile in Meevo.
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 Meevo, 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 Meevo when something happens in AccuLynx?
Any of Meevo's 73 actions, including Create Client, Create Client Visit Note, Update Appointment and Update Booked Service. Your agent maps the data both ways and tests every scenario before it ships.
Can it also run from Meevo to AccuLynx?
Yes. When something happens in Meevo, your agent can act in AccuLynx too. This page covers both directions: Meevo's triggers and AccuLynx's actions are listed here as well.
Do I have to build a connector for AccuLynx or Meevo?
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 Meevo 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.