--- title: "Connect AccuLynx and Sirv - APIANT.ai" description: "When \"List of Jobs by Milestone\" fires in AccuLynx, your agent runs \"Add Tags to File\" in Sirv, or \"New File\" in Sirv to \"Add contact note\" in AccuLynx." canonical: "https://apiant.ai/connect/acculynx-to-sirv" --- # Connect AccuLynx and Sirv When **List of Jobs by Milestone** fires in [AccuLynx](https://apiant.ai/connections/acculynx), your agent runs **Add Tags to File** in [Sirv](https://apiant.ai/connections/sirv), or **New File** in Sirv 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 Sirv **2** triggers Sirv **32** 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 Sirv 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 Sirv can do together ### From AccuLynx to Sirv - When **List of Jobs by Milestone** in AccuLynx then **Add Tags to File** in Sirv - When **List of Jobs by Milestone** in AccuLynx then **Upload File** in Sirv ### From Sirv to AccuLynx - When **New File** in Sirv then **Add contact note** in AccuLynx - When **New Tagged File** in Sirv 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 Sirv ## Triggers and actions 3 triggers · 58 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 File** Triggers when a new file appears in a folder of your Sirv account, and hands on that file's name, type, size and dimensions. - Trigger **New Tagged File** Triggered when a new file carrying the chosen tag appears in your Sirv account. - Action **Add Advanced Watermark** Builds the Sirv image URL that shows one of your images with a watermark laid over it, using the position, size, opacity and rotation you choose. - Action **Add Canvas or Border** Puts a coloured canvas and/or border around a Sirv image and returns the new image URL. Nothing is re-uploaded — the original file is untouched. - Action **Add Tags to File** Adds meta tags to a file in your Sirv account. - Action **Apply Color Effects** Adjusts the colours of a Sirv image — hue, saturation, lightness, tint, tone and levels — and returns the new image URL. The original file is untouched. - Action **Convert Spin to Video** Turns a 360 spin stored in your Sirv account into an MP4 video and returns the path of the video that was created. - Action **Convert Video to Spin** Converts a video in your Sirv account into a 360-degree spin and returns the spin that was created. - Action **Copy File** Copies a file in your Sirv account to another path, leaving the original in place. - Action **Create Folder** Creates an empty folder in your Sirv account at the path you give. - Action **Create Thumbnail** Builds the Sirv image URL that serves a resized, optionally cropped thumbnail of one of your images. - Action **Delete File** Deletes a file, or an empty folder, from your Sirv account. - Action **Delete file tags** Removes one or more tags from a file in your Sirv account. - Action **Download File** Downloads a file from your Sirv account and returns its contents. - Action **Fetch File From URL** Pulls a file from a web address straight into your Sirv account, saving it at the path you choose, and reports whether the fetch succeeded. - Action **Find File** Searches the files in your Sirv account by name, folder, type, size, tags, description or date, and returns the matching files. - Action **Get API Limits** Returns your Sirv API rate limits and how much of each you have used. - Action **Get batch delete job** Returns the progress and results of a batch delete job you started earlier. - Action **Get CDN URL** Returns the public web address of a file in your Sirv account. - Action **Get File Info** Returns the details Sirv holds on one file — its type, size, dates and image information. - Action **Get File Metadata** Returns everything Sirv stores about a file: its title, description, tags, product details and any other metadata held against it. - Action **Get File Tags** Returns the tags attached to a file in your Sirv account. - Action **Get product metadata** Returns the product information stored on a file in your Sirv account. - Action **Get Storage Info** Returns how much storage your Sirv account is using and how much it is allowed. - Action **Get Usage Report** Returns how much your Sirv account has served — the number of file requests and the bytes transferred, broken down by day. - Action **Get ZIP Job** Returns the progress and results of a zip job, including the archive it produced. - Action **List Folder Contents** Lists the files and sub-folders inside a folder of your Sirv account, with each item's name, size, type and when it was last changed. - Action **Make API Call** Makes any Sirv API call you specify, for endpoints that do not yet have their own action. You supply the method, the path and any data; the connected account's credentials are applied for you. - Action **Rename or Move File** Renames a file or folder, or moves it to another folder, by giving its new path. - Action **Set File Metadata** Sets the title, description, tags and product details held against a file in your Sirv account. Anything left blank is left as it is. - Action **Set Product Metadata** Attaches product details — code, name, brand and categories — to a file in your Sirv account. - Action **Update account** Changes your Sirv account settings — file minification and where missing files are fetched from. Only the settings you fill in are sent; the rest are left as they are. - Action **Upload File** Uploads a file to your Sirv account from a web address. - Action **Zip Files** Starts a job that packs the files and folders you name into a single zip in your Sirv account, and returns the job so you can check when it is ready. ## 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) - [ **Sirv** Sirv is a Digital Asset Management system for storing, processing, and delivering images, videos, and 360...](https://apiant.ai/connections/sirv) 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 Sirv - [ **HubSpot to Sirv** HubSpot is your all-in-one stop for all of your marketing software needs.](https://apiant.ai/connect/hubspot-to-sirv) - [ **Salesforce to Sirv** Salesforce is a leading enterprise customer relationship management (CRM) platform.](https://apiant.ai/connect/salesforce-to-sirv) - [ **Google Sheets to Sirv** Google Sheets](https://apiant.ai/connect/google-sheets-to-sirv) - [ **Gmail to Sirv** Gmail is Google’s email service, featuring spam protection, search functions, and seamless integration with...](https://apiant.ai/connect/gmail-to-sirv) - [ **Google Calendar to Sirv** Google Calendar is a time management tool providing scheduling features, event reminders, and integration...](https://apiant.ai/connect/google-calendar-to-sirv) - [ **Google Drive to Sirv** Google Drive is a cloud storage solution for uploading, sharing, and collaborating on files across devices...](https://apiant.ai/connect/google-drive-to-sirv) Questions ## AccuLynx and Sirv, 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 Sirv when something happens in AccuLynx? Any of Sirv's 32 actions, including Create Folder, Create Thumbnail, Update account and Upload File. Your agent maps the data both ways and tests every scenario before it ships. ### ### Can it also run from Sirv to AccuLynx? Yes. When something happens in Sirv, your agent can act in AccuLynx too. This page covers both directions: Sirv's triggers and AccuLynx's actions are listed here as well. ### ### Do I have to build a connector for AccuLynx or Sirv? 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 Sirv 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.