accelo

What this skill does

# Accelo

Accelo is a business automation platform designed for service-based businesses. It helps manage clients, projects, sales, and billing in one integrated system. Professional services teams like IT, marketing, and consulting firms use it to streamline operations and improve profitability.

Official docs: https://developers.accelo.com/

## Accelo Overview

- **Company**
- **Contact**
- **Task**
- **Project**
- **Sale**
- **Invoice**
- **Ticket**
- **Timesheet**
- **Object**
  - **Attachment**
- **Activity**
- **Staff**
- **Product**
- **Purchase**
- **Subscription**
- **Leave Request**
- **Bill**
- **Credit**
- **Queue**
- **Custom Field**
- **Email Template**
- **Recurring Invoice**
- **Material**
- **Retainer**
- **Order**
- **Contract**
- **Budget**
- **Delivery**
- **Asset**
- **Build**
- **Production Run**
- **BOM**
- **Transfer**
- **Pick**
- **Pack**
- **Ship**
- **Receive**
- **Count**
- **Adjustment**
- **Work Order**
- **RMA**
- **Opportunity**
- **Pay Run**
- **Payment**
- **Expense**
- **Pay Item**
- **Training**
- **Group**
- **Campaign**
- **List**
- **Landing Page**
- **Form**
- **Automation**
- **Knowledge Base**
- **Article**
- **Forum**
- **Topic**
- **Reply**
- **Survey**
- **Question**
- **Response**
- **Location**
- **Equipment**
- **Booking**
- **Checklist**
- **Template**
- **License**
- **Integration**
- **User**
- **Role**
- **Permission**
- **Profile**
- **Setting**
- **Notification**
- **Report**
- **Dashboard**
- **Widget**
- **Filter**
- **View**
- **Layout**
- **Theme**
- **Language**
- **Currency**
- **Tax**
- **Term**
- **Unit**
- **Category**
- **Tag**
- **Status**
- **Priority**
- **Type**
- **Reason**
- **Source**
- **Stage**
- **Resolution**
- **SLA**
- **Workflow**
- **Trigger**
- **Action**
- **Condition**
- **Event**
- **Schedule**
- **Log**
- **Error**
- **Backup**
- **Restore**
- **Import**
- **Export**
- **Merge**
- **Clean**
- **Archive**
- **Delete**
- **Test**
- **Deploy**
- **Upgrade**
- **Monitor**
- **Alert**
- **Incident**
- **Problem**
- **Change**
- **Release**
- **Request**
- **Service**
- **Configuration**
- **Inventory**
- **Capacity**
- **Demand**
- **Forecast**
- **Plan**
- **Risk**
- **Issue**
- **Decision**
- **Goal**
- **Strategy**
- **Policy**
- **Procedure**
- **Guideline**
- **Standard**
- **Framework**
- **Model**
- **Simulation**
- **Analysis**
- **Report**
- **Dashboard**
- **Widget**
- **Filter**
- **View**
- **Layout**
- **Theme**
- **Language**
- **Currency**
- **Tax**
- **Term**
- **Unit**
- **Category**
- **Tag**
- **Status**
- **Priority**
- **Type**
- **Reason**
- **Source**
- **Stage**
- **Resolution**
- **SLA**
- **Workflow**
- **Trigger**
- **Action**
- **Condition**
- **Event**
- **Schedule**
- **Log**
- **Error**
- **Backup**
- **Restore**
- **Import**
- **Export**
- **Merge**
- **Clean**
- **Archive**
- **Delete**
- **Test**
- **Deploy**
- **Upgrade**
- **Monitor**
- **Alert**
- **Incident**
- **Problem**
- **Change**
- **Release**
- **Request**
- **Service**
- **Configuration**
- **Inventory**
- **Capacity**
- **Demand**
- **Forecast**
- **Plan**
- **Risk**
- **Issue**
- **Decision**
- **Goal**
- **Strategy**
- **Policy**
- **Procedure**
- **Guideline**
- **Standard**
- **Framework**
- **Model**
- **Simulation**
- **Analysis**

## Working with Accelo

This skill uses the Membrane CLI to interact with Accelo. Membrane handles authentication and credentials refresh automatically — so you can focus on the integration logic rather than auth plumbing.

### Install the CLI

Install the Membrane CLI so you can run `membrane` from the terminal:

```bash
npm install -g @membranehq/cli@latest
```

### Authentication

```bash
membrane login --tenant --clientName=<agentType>
```

This will either open a browser for authentication or print an authorization URL to the console, depending on whether interactive mode is available.

**Headless environments:** The command will print an authorization URL. Ask the user to open it in a browser. When they see a code after completing login, finish with:

```bash
membrane login complete <code>
```

Add `--json` to any command for machine-readable JSON output.

**Agent Types** : claude, openclaw, codex, warp, windsurf, etc. Those will be used to adjust tooling to be used best with your harness

### Connecting to Accelo

Use `membrane connection ensure` to find or create a connection by app URL or domain:

```bash
membrane connection ensure "https://www.accelo.com/" --json
```
The user completes authentication in the browser. The output contains the new connection id.

This is the fastest way to get a connection. The URL is normalized to a domain and matched against known apps. If no app is found, one is created and a connector is built automatically.

If the returned connection has `state: "READY"`, skip to **Step 2**.

#### 1b. Wait for the connection to be ready

If the connection is in `BUILDING` state, poll until it's ready:

```bash
npx @membranehq/cli connection get <id> --wait --json
```

The `--wait` flag long-polls (up to `--timeout` seconds, default 30) until the state changes. Keep polling until `state` is no longer `BUILDING`.

The resulting state tells you what to do next:

- **`READY`** — connection is fully set up. Skip to **Step 2**.
- **`CLIENT_ACTION_REQUIRED`** — the user or agent needs to do something. The `clientAction` object describes the required action:
  - `clientAction.type` — the kind of action needed:
    - `"connect"` — user needs to authenticate (OAuth, API key, etc.). This covers initial authentication and re-authentication for disconnected connections.
    - `"provide-input"` — more information is needed (e.g. which app to connect to).
  - `clientAction.description` — human-readable explanation of what's needed.
  - `clientAction.uiUrl` (optional) — URL to a pre-built UI where the user can complete the action. Show this to the user when present.
  - `clientAction.agentInstructions` (optional) — instructions for the AI agent on how to proceed programmatically.

  After the user completes the action (e.g. authenticates in the browser), poll again with `membrane connection get <id> --json` to check if the state moved to `READY`.

- **`CONFIGURATION_ERROR`** or **`SETUP_FAILED`** — something went wrong. Check the `error` field for details.

### Searching for actions

Search using a natural language description of what you want to do:

```bash
membrane action list --connectionId=CONNECTION_ID --intent "QUERY" --limit 10 --json
```

You should always search for actions in the context of a specific connection.

Each result includes `id`, `name`, `description`, `inputSchema` (what parameters the action accepts), and `outputSchema` (what it returns).

## Popular actions

| Name | Key | Description |
|---|---|---|
| List Jobs | list-jobs | List all jobs/projects with optional filtering and pagination |
| List Issues | list-issues | List all issues/tickets with optional filtering and pagination |
| List Tasks | list-tasks | List all tasks with optional filtering and pagination |
| List Activities | list-activities | List all activities with optional filtering and pagination |
| List Contacts | list-contacts | List all contacts with optional filtering and pagination |
| List Companies | list-companies | List all companies with optional filtering and pagination |
| List Prospects | list-prospects | List all prospects/sales opportunities with optional filtering and pagination |
| Get Job | get-job | Retrieve a single job/project by its ID |
| Get Issue | get-issue | Retrieve a single issue/ticket by its ID |
| Get Task | get-task | Retrieve a single task by its ID |
| Get Activity | get-activity | Retrieve a single activity by its ID |
| Get Contact | get-contact | Retrieve a single contact by its ID |
| Get Company | get-company | Retrieve a single company by its ID |
| Get Prospect | get-prospect | Retrieve a single prospect/sales opportunity by its ID |
| Create Job | create-job | Create a new job/project in Accelo |