/accelo

name: accelo
description: |
  Accelo integration. Manage Organizations, Leads, Pipelines, Users, Goals, Filters. Use when the user wants to interact with Accelo data.
compatibility: Requires network access and a valid Membrane account (Free tier supported).
license: MIT
homepage: https://getmembrane.com
repository: https://github.com/membranedev/application-skills
metadata:
  author: membrane
  version: "1.0"
  categories: "CRM, Project Management"

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:

npm install -g @membranehq/cli@latest

Authentication

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:

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:

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:

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 authen