Integration

Accelo integration

Accelo is a professional services automation (PSA) platform for client work: sales, projects, tickets and billing. An agent can list, read and search companies, contacts, affiliations, activities (notes, emails, meetings, calls), jobs (projects), milestones, tasks, issues (tickets), requests, prospects (sales), quotes, contracts, expenses, invoices and staff, list issue, job and task statuses, create companies, contacts, affiliations, activities, jobs and requests, update companies, contacts, affiliations, jobs and issues, and delete companies, affiliations, activities, jobs and issues. Most reads return only a few default fields; pass _fields=_ALL for the rest. Not exposed: contact deactivation and the other deletes, the other update routes, progressions, profile and extension field values, timers and resource uploads. Authentication is an Accelo service application (Configuration, API, Register Application): its client ID and secret are exchanged for a token on the deployment's OAuth endpoint, and the deployment is the first part of the Accelo address (planet-express for planet-express.accelo.com).

Connect Accelo How integrations work

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Say what should happen.
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When this happens, do that in Accelo.Built from the 52 Accelo tools below, on the connection you add once.

What you can do with Accelo

Each of these is one operation on one endpoint, available both as a workflow step and as a tool an AI agent can call on its own. Nothing bundles several operations into one action, so what a run did stays readable afterwards.

Most endpoints run on the free plan. A few, mainly the ones that publish on your behalf, need a paid plan.

Affiliation, 5 operations

create_affiliationCreate affiliationPOSTThis request will create a new affiliation between a company and contact (to be specified in the request), and return it.
delete_affiliationDelete affiliationDELETEDeletes an affiliation (a contact's link to a company), identified by its affiliation_id. Returns only the meta status.
get_affiliationGet affiliationGETThis request returns an affiliation specified by their unique id.
list_affiliationsList affiliationsGETThis request returns a list of affiliation objects on the deployment.
update_affiliationUpdate affiliationPUTUpdates and returns an affiliation (a contact's role at a company), identified by its affiliation_id. The contact's phone, mobile, fax, email and position at that company are set here, not on the contact.

Company, 5 operations

create_companyCreate companyPOSTThis request creates a new company on the Accelo deployment, and returns it.
delete_companyDelete companyDELETERemoves a company, identified by its company_id, from the Accelo deployment. Returns only the meta status.
get_companyGet companyGETThis request returns a single company from the Accelo deployment, identified by its company_id.
list_companiesList companiesGETThis request returns a list of companies from the Accelo deployment.
update_companyUpdate companyPUTThis request updates and returns a company identified by its company_id.

Contact, 5 operations

create_contactCreate contactPOSTCreates a contact and, in the same call, an affiliation linking it to a company (company_id); firstname and surname are required. Phone, email and position are stored on that affiliation. Returns the contact.
get_contactGet contactGETThis request returns a single contact, identified by their contact_id.
list_company_contactsList company contactsGETThis request returns a list of contacts for a company identified by its {company_id}.
list_contactsList contactsGETThis request returns a list of contacts on the Accelo deployment.
update_contactUpdate contactPUTThis request updates and returns a contact in the Accelo deployment, identified by its contact_id.

Job, 5 operations

create_jobCreate jobPOSTThis request creates and returns a new job.
delete_jobDelete jobDELETEDeletes a job (project) from the deployment, identified by its job_id. Returns only the meta status.
get_jobGet jobGETThis request returns a single job, specified by its job_id.
list_jobsList jobsGETThis request returns a list of jobs on the deployment.
update_jobUpdate jobPUTUpdates and returns a job (project), identified by its job_id: its title, manager, status, linked contract or affiliation, rate and due date.

Activity, 4 operations

create_activityCreate activityPOSTThis request will create, and return, a new activity on the deployment.
delete_activityDelete activityDELETEDeletes an activity (note, email, meeting or call), identified by its activity_id. Returns only the meta status.
get_activityGet activityGETIf successful, this request returns an activity identified by its activity_id.
list_activitiesList activitiesGETThis request will return a list of activities on the Accelo deployment.

Issue, 4 operations

delete_issueDelete issueDELETERemoves an issue (ticket) from the deployment, identified by its issue_id. Returns only the meta status.
get_issueGet issueGETThis request returns a single issue, identified by its issue_id.
list_issuesList issuesGETThis request returns a list of issue objects on the deployment.
update_issueUpdate issuePUTUpdates and returns an issue (ticket), identified by its issue_id: its title, description, assignee, priority, status or standing, resolution, dates and linked contract.

Request, 3 operations

create_requestCreate requestPOSTCreates a request (an incoming enquiry) with a title, body and type_id and returns it. Pass affiliation_id for a known sender, or the sender's email or names, and Accelo links a matching affiliation or creates one.
get_requestGet requestGETThis request returns a request specified by its request_id.
list_requestsList requestsGETThis request returns a list of requests on the deployment.

Status, 3 operations

list_issue_statusesList issue statusesGETLists the issue statuses of the deployment (id, title, color, standing and ordering).
list_job_statusesList job statusesGETLists the job statuses of the deployment (id, title, color, standing and ordering).
list_task_statusesList task statusesGETLists the task statuses of the deployment (id, title, color, standing and ordering).

Task, 3 operations

get_taskGet taskGETThis request returns a single task, identified by its task_id.
list_issue_tasksList issue tasksGETThis request returns a list of tasks against an issue specified by its issue_id.
list_tasksList tasksGETThis request returns a list of tasks on the deployment.

Contract, 2 operations

get_contractGet contractGETThis request returns a single contract from the Accelo deployment, specified by its contract_id.
list_contractsList contractsGETThis request returns a list of contracts from the Accelo deployment.

Expense, 2 operations

get_expenseGet expenseGETThis request returns a single expense object specified by its expense_id.
list_expensesList expensesGETThis request returns a list of expenses on the Accelo deployment.

Invoice, 2 operations

get_invoiceGet invoiceGETThis request returns a single invoice, specified by its invoice_id.
list_invoicesList invoicesGETThis request returns a list of invoices on the deployment.

Milestone, 2 operations

get_milestoneGet milestoneGETThis request returns a single milestone, identified by its milestone_id.
list_milestonesList milestonesGETThis request returns a list of milestones on the deployment.

Prospect, 2 operations

get_prospectGet prospectGETThis request returns a single prospect, identified by its prospect_id.
list_prospectsList prospectsGETThis request returns a list of prospects on the deployment.

Quote, 2 operations

get_quoteGet quoteGETThis request returns a single quote, identified by its quote_id.
list_quotesList quotesGETThis request returns a list of quotes on the deployment.

Staff, 2 operations

get_staffGet staffGETThis requests returns a staff member, specified by their staff_id.
list_staffList staffGETThis request returns a list of staff members on the deployment.

Whoami, 1 operation

get_current_staffGet current staffGETThis request returns the staff object for the current staff member. It can be configured and handled in the same way as get_staff.

Use Accelo from Claude Code, Cursor or Codex

Connect Accelo in LiveContext, create an API key in Settings, then add the LiveContext MCP server to your client. Its Accelo operations become tools the client can call, next to every other integration you connected.

Claude Code

claude mcp add --transport http livecontext https://livecontext.ai/mcp --header "X-API-Key: YOUR_API_KEY"

Codex (~/.codex/config.toml)

[mcp_servers.livecontext]
url = "https://livecontext.ai/mcp"

[mcp_servers.livecontext.http_headers]
"X-API-Key" = "YOUR_API_KEY"

Cursor, Claude Desktop and other JSON configs

{
  "mcpServers": {
    "livecontext": {
      "type": "http",
      "url": "https://livecontext.ai/mcp",
      "headers": {
        "X-API-Key": "YOUR_API_KEY"
      }
    }
  }
}

Set up the MCP server step by step

How to connect Accelo

Create your workspace
Sign up free. Nothing to install.
Connect Accelo once
Add your Accelo connection in Settings. Every tool from this integration reuses it, and secrets are encrypted at rest and visible only to you.
Describe the job in chat
The workflow builds itself in front of you and picks the endpoints it needs. Drag the steps yourself on the canvas whenever you would rather be explicit.