Connect Syncro

Written By Christopher Scaminaci

Last updated 6 days ago

Syncro is a combined PSA + RMM + POS platform for MSPs — tickets, customers, invoices, assets, RMM alerts, products, and more. Connecting Syncro to StackJack lets your AI assistant work with all of it through MCP tools (MCP is the Model Context Protocol, the open standard AI assistants use to call external tools).

Once connected, your AI can manage tickets, customers and contacts, invoices and estimates, contracts, products and inventory, purchase orders, customer assets, RMM alerts, appointments, leads, and wiki pages through tools with the syncro_ prefix (for example syncro_list_tickets). See the generated Syncro tool reference for the current inventory, input schemas, plan tiers, and safety notes.

Before you begin

You'll need:

A StackJack role that can manage connectors: Owner, co-owner, or Administrator.
A Syncro login with permission to manage API tokens.
Your Syncro subdomain URL (for example https://your-subdomain.syncromsp.com — it's in your browser address bar after you log in to Syncro).

The same steps below are also shown inside the portal — open Connectors, find the Syncro card, and click How To Connect.

Step 1 — Create an API token in Syncro

Log in to Syncro as a user with API token management permission.
Open your user menu, select Profile/Password, then select API Tokens.
Click New Token, give it a descriptive name (for example, "StackJack Integration"), choose an expiration that matches your credential-rotation policy, and choose Custom Permissions — not a pre-built native-integration role.
Check the permission box for each domain StackJack should access (Customers, Tickets, Invoices, Assets, RMM Alerts, Products, and so on). Any domain you leave unchecked will cause 401/403 errors on the matching tools later.
Save, then copy the token immediately. Syncro shows the token exactly once — lost tokens must be regenerated.

Step 2 — Connect in StackJack

In the StackJack portal, open Connectors from the sidebar.
Find the Syncro card and click Configure (or How To Connect first if you want the in-portal walkthrough).
Fill in the form:

Field	What to enter
Syncro URL	Your full Syncro dashboard URL, e.g. `https://your-subdomain.syncromsp.com`.
API Token	Paste the token you created in Step 1.

Click Save.

Syncro credential-field example with the Syncro URL filled in and the API Token field showing a masked value.

Field-layout example from the earlier centered setup shell. The current Portal presents these fields in the connector's right-side drawer.

What happens when you save

Your API token is stored encrypted in a secure vault — it is never stored in StackJack's database and never shown again in the portal.
A Free plan for Syncro is activated automatically, so your AI can start calling Syncro tools right away.
StackJack immediately runs a live validation call against Syncro. If validation fails, your credentials are still saved — fix the underlying issue (wrong URL, missing permission, revoked token) and click Re-test on the card.

Permissions your token grants

Syncro tokens use granular custom permissions — every tool call runs with exactly the permissions enabled on that token. You can modify an existing token's name, expiration, and permissions from Profile/Password > API Tokens. Syncro never redisplays the full token value, so replacing a lost value still requires a new token. A few endpoints (Appointment Types, Portal Users, and the global Line Items list) additionally require the token to belong to a Global Admin user.

The Syncro tool family spans these areas:

Area	Access
Customers & Contacts	Customers, Contacts, Phones, Payment Profiles (read/write)
Tickets	Tickets, Comments, Line Items, Timers, Attachments (read/write)
Worksheets	Worksheet Results (read/write)
Billing	Invoices, Estimates, Payments, Payment Methods (read/write)
Contracts	Contracts, Recurring Invoices/Schedules (read/write)
Products & Inventory	Products, SKUs, Serials, Part Orders (read/write)
Purchase Orders & Vendors	Purchase Orders, Vendors (read/write)
Assets & RMM	Customer Assets, Windows Patches, RMM Alerts (read/write)
Calendar	Appointments, Appointment Types (read/write)
Leads & Forms	Leads, New Ticket Forms (read/write)
Wiki & Templates	Wiki Pages, Canned Responses (read/write)
Users & Portal	Users, Portal Users (Global Admin), User Devices (read/write)
Admin	Timelogs, Settings, Search, Caller ID (read/write)

To see exactly which tools use which permissions — and to scope an AI client to a smaller tool set — open Permissions in the portal and select Syncro.

Plans, tools, and usage limits

The Syncro tool family is split across plan tiers: the Free plan includes the core read/browse tools, and the Pro plan unlocks the larger write/management surface. Upgrade from the Syncro card on the Connectors page — current pricing is shown in the portal and at checkout.
Each plan includes a monthly tool-call allowance; the usage bar on the connector card tracks it through your billing cycle. StackJack applies no per-minute rate limit of its own — the monthly allowance is the only StackJack-side cap.
Syncro's API allows 180 requests per minute per IP address. StackJack paces its own Syncro requests towards that budget, and when Syncro returns a 429 (too many requests) it retries with exponential backoff and honours Syncro's Retry-After header; if retries are exhausted, it remembers the hit so later tool calls wait before contacting Syncro again. The limit is per IP address rather than per tenant, so pacing cannot guarantee you stay under it — anything else calling Syncro from the same address counts too. Narrow a wide read, and check whether a write landed before repeating it — see Retrying a failed or timed-out write.

Troubleshooting

Symptom	Likely cause and fix
"Saved but validation failed" message	Credentials were stored but the live check failed. Verify the URL is your real subdomain and the token wasn't revoked, then click Re-test on the card.
Specific tools return 401 or 403	The token does not currently grant that permission domain. Modify the token under Profile/Password > API Tokens. If you replace the token itself, update StackJack with the new one-time value.
Appointment Types, Portal Users, or global Line Items tools fail	These require a token created by a Global Admin user.
Connector suddenly shows as disabled	Three consecutive failed background checks auto-disable a connector, and the account owner is emailed. Fix the credentials (usually a revoked or permission-trimmed token), save, then Re-enable.

Disconnecting

On the Syncro card, click Disconnect and confirm. This deletes your stored credentials and stops all Syncro tool calls.

⚠ Disconnecting does not cancel a paid Syncro plan — billing continues until you cancel it separately. The plan controls only appear while the connector is connected, so end the plan before disconnecting. On a paid connector that button reads Manage on Billing and opens this connector's removal dialog on the Billing page; a legacy website subscription still reads Cancel Plan. If you've already disconnected, save your credentials again to bring the plan controls back, then end the plan.

Syncro tools

syncro_ · 169 tools · Free 70 · Pro 99

Customers

Tool	What it does
`syncro_autocomplete_customers` Free · Read-only	Search customers for autocomplete UI.
`syncro_create_customer` Pro · Write	Create a new customer.
`syncro_delete_customer` Pro · Destructive	Permanently delete a customer by ID.
`syncro_get_customer` Free · Read-only	Retrieve full customer details by ID.
`syncro_get_latest_customer` Free · Read-only	Return the most recently created customer.
`syncro_list_customers` Free · Read-only	List customers with optional filters (query, firstname, lastname, business_name, email, include_disabled).
`syncro_update_customer` Pro · Write	Update customer fields by ID.

Contacts

Tool	What it does
`syncro_create_contact` Pro · Write	Create a new contact attached to an existing customer.
`syncro_delete_contact` Pro · Destructive	Permanently delete a contact by ID.
`syncro_get_contact` Free · Read-only	Retrieve full contact details by ID.
`syncro_list_contacts` Free · Read-only	List contacts with optional customer_id filter.
`syncro_update_contact` Pro · Write	Update contact fields by ID.

Customer Phones

Tool	What it does
`syncro_create_customer_phone` Pro · Write	Add a phone number to a customer.
`syncro_delete_customer_phone` Pro · Destructive	Permanently delete a phone number from a customer.
`syncro_list_customer_phones` Free · Read-only	List all phone numbers for a customer.
`syncro_update_customer_phone` Pro · Write	Update an existing phone number for a customer.

Payment Profiles

Tool	What it does
`syncro_create_payment_profile` Pro · Destructive	Add a payment profile (stored card reference) to a customer.
`syncro_delete_payment_profile` Pro · Destructive	Permanently delete a payment profile from a customer.
`syncro_get_payment_profile` Free · Read-only	Retrieve a specific payment profile by ID.
`syncro_list_payment_profiles` Free · Read-only	List payment profiles (stored cards) for a customer.
`syncro_update_payment_profile` Pro · Destructive	Update an existing payment profile for a customer.

Tickets

Tool	What it does
`syncro_add_ticket_comment` Pro · Destructive	Add a new comment to a ticket.
`syncro_add_ticket_line_item` Pro · Destructive	Add a line item (product, service, or labor) to a ticket.
`syncro_add_ticket_timer_entry` Pro · Destructive	Add a timer entry (time log) to a ticket.
`syncro_attach_file_to_ticket` Pro · Destructive	Attach one or more files to a ticket by URL.
`syncro_charge_ticket_timer_entry` Pro · Destructive	Mark a timer entry as charged / converted to a billable line item on the ticket.
`syncro_create_ticket` Pro · Destructive	Create a new ticket.
`syncro_delete_ticket` Pro · Destructive	Permanently delete a ticket and all associated comments, line items, and timer entries.
`syncro_delete_ticket_attachment` Pro · Destructive	Delete an attachment from a ticket.
`syncro_delete_ticket_timer_entry` Pro · Destructive	Delete a timer entry from a ticket.
`syncro_get_ticket` Free · Read-only	Retrieve full details for a single ticket by ID.
`syncro_get_ticket_settings` Free · Read-only	Retrieve the account-wide ticket configuration: ticket types, statuses, problem types, priorities, SLAs, and custom field definitions.
`syncro_list_ticket_comments` Free · Read-only	List comments on a single ticket, paginated.
`syncro_list_tickets` Free · Read-only	List tickets with optional filters and pagination.
`syncro_print_ticket` Pro · Destructive	Queue a print job for a ticket.
`syncro_remove_ticket_line_item` Pro · Destructive	Remove a line item from a ticket.
`syncro_update_ticket` Pro · Destructive	Update an existing ticket's fields such as subject, status, priority, assigned user, or custom fields.
`syncro_update_ticket_line_item` Pro · Destructive	Update an existing line item on a ticket.
`syncro_update_ticket_timer_entry` Pro · Destructive	Update an existing timer entry on a ticket.

Ticket Timers

Tool	What it does
`syncro_list_ticket_timers` Free · Read-only	List standalone ticket timer entries across all tickets with pagination.
`syncro_update_ticket_timer_billable` Pro · Destructive	Toggle the billable flag on a ticket timer entry.

Worksheet Results

Tool	What it does
`syncro_create_worksheet_result` Pro · Write	Attach a new worksheet result (instance of a worksheet template) to a ticket.
`syncro_delete_worksheet_result` Pro · Destructive	Permanently delete a worksheet result from a ticket.
`syncro_get_worksheet_result` Free · Read-only	Retrieve a single worksheet result by ticket ID and worksheet result ID.
`syncro_list_worksheet_results` Free · Read-only	List worksheet results (filled-out checklists/templates) for a specific ticket.
`syncro_update_worksheet_result` Pro · Write	Update an existing worksheet result on a ticket.

Invoices

Tool	What it does
`syncro_add_invoice_line_item` Pro · Destructive	Add a single line item to an existing invoice.
`syncro_create_invoice` Pro · Destructive	Create a new invoice for a customer.
`syncro_delete_invoice` Pro · Destructive	Permanently delete an invoice by ID.
`syncro_delete_invoice_line_item` Pro · Destructive	Permanently remove a line item from an invoice.
`syncro_email_invoice` Pro · Destructive	Email an invoice to the customer at the email address on file.
`syncro_get_invoice` Free · Read-only	Retrieve a single invoice by ID with full details including line items, tax breakdown, balance due, billing/shipping addresses, and status.
`syncro_get_invoice_ticket` Free · Read-only	Return the ticket associated with a given invoice.
`syncro_list_invoices` Free · Read-only	List invoices with optional filters for paid/unpaid status, associated ticket, and last-updated timestamp.
`syncro_list_line_items` Free · Read-only	List line items globally across all invoices and estimates.
`syncro_print_invoice` Pro · Destructive	Queue an invoice for printing via the configured Syncro print job workflow.
`syncro_update_invoice` Pro · Destructive	Update fields on an existing invoice.
`syncro_update_invoice_line_item` Pro · Destructive	Update a single line item on an existing invoice by its line item ID.

Estimates

Tool	What it does
`syncro_add_estimate_line_item` Pro · Write	Add a single line item to an existing estimate.
`syncro_convert_estimate_to_invoice` Pro · Destructive	Convert an approved estimate into a real invoice, copying all line items and customer info.
`syncro_create_estimate` Pro · Write	Create a new estimate (quote) for a customer.
`syncro_delete_estimate` Pro · Destructive	Permanently delete an estimate by ID.
`syncro_delete_estimate_line_item` Pro · Destructive	Permanently remove a line item from an estimate.
`syncro_email_estimate` Pro · Destructive	Email an estimate to the customer at the email address on file.
`syncro_get_estimate` Free · Read-only	Retrieve a single estimate by ID with full details including line items, pricing, status, and customer info.
`syncro_list_estimates` Free · Read-only	List estimates (quotes) with pagination and optional filters.
`syncro_print_estimate` Pro · Destructive	Queue an estimate for printing via the configured Syncro print job workflow.
`syncro_update_estimate` Pro · Write	Update fields on an existing estimate.
`syncro_update_estimate_line_item` Pro · Write	Update a single line item on an existing estimate by its line item ID.

Payments

Tool	What it does
`syncro_create_payment` Pro · Destructive	Record a new payment from a customer.
`syncro_get_payment` Free · Read-only	Retrieve a single payment record by ID including amount, method, reference number, customer, and the invoices the payment was applied to.
`syncro_list_payment_methods` Free · Read-only	List the payment methods configured on the tenant's Syncro account (e.g. 'Cash', 'Check', 'Credit Card', custom methods).
`syncro_list_payments` Free · Read-only	List payments with pagination and an optional free-text query.

Contracts

Tool	What it does
`syncro_create_contract` Pro · Destructive	Create a new contract for a customer.
`syncro_delete_contract` Pro · Destructive	Permanently delete a contract by ID.
`syncro_get_contract` Free · Read-only	Retrieve a single contract by ID with full details including customer, amount, description, date range, status, associated SLA, and which assets or tickets the contract applies to.
`syncro_list_contracts` Free · Read-only	List customer contracts (managed-service agreements, prepaid blocks, SLA agreements) with pagination.
`syncro_update_contract` Pro · Destructive	Update fields on an existing contract.

Recurring Invoices

Tool	What it does
`syncro_add_schedule_line_item` Pro · Write	Add a line item to an existing recurring invoice schedule.
`syncro_create_schedule` Pro · Write	Create a new recurring invoice schedule.
`syncro_delete_schedule` Pro · Destructive	Permanently delete a recurring invoice schedule and all its line items.
`syncro_get_schedule` Free · Read-only	Retrieve full details of a single recurring invoice schedule by ID, including customer, frequency, next run date, delivery options, paused state, and line items.
`syncro_list_schedules` Free · Read-only	List recurring invoice schedules with optional customer filter.
`syncro_remove_schedule_line_item` Pro · Destructive	Remove a line item from a recurring invoice schedule.
`syncro_update_schedule` Pro · Write	Update a recurring invoice schedule's fields (name, frequency, next_run, email_customer, snail_mail, charge_mop, paused, invoice_unbilled_ticket_charges, notes, etc.).
`syncro_update_schedule_line_item` Pro · Write	Update fields on an existing schedule line item (quantity, price, name, taxable, product_id, etc.).

Products

Tool	What it does
`syncro_add_product_images` Pro · Write	Attach one or more images to a product via publicly reachable URLs.
`syncro_create_product` Pro · Write	Create a new product in the catalog.
`syncro_delete_product_image` Pro · Destructive	Permanently delete a single image from a product.
`syncro_get_product` Free · Read-only	Retrieve full details for a single product by ID, including pricing (cost + retail), stock levels across locations, images, custom properties, and tax settings.
`syncro_get_product_by_barcode` Free · Read-only	Look up a product by its barcode (UPC/EAN/custom).
`syncro_list_part_orders` Free · Read-only	List part orders (parts ordered to fulfill specific tickets).
`syncro_list_product_categories` Free · Read-only	List all product categories.
`syncro_list_products` Free · Read-only	List products in the catalog with optional filters (sku, name, upc_code, category_id, free-text query).
`syncro_update_product` Pro · Write	Update fields on an existing product (name, description, price_cost, price_retail, taxable, upc_code, category_id, properties, etc.).
`syncro_update_product_location_quantity` Pro · Destructive	Adjust the on-hand quantity of a product at a specific location (inventory adjustment).

Product Serials

Tool	What it does
`syncro_attach_product_serials_to_line_item` Pro · Destructive	Attach one or more serial numbers to an invoice line item or ticket line item, recording which physical units were sold or assigned.
`syncro_create_product_serial` Pro · Write	Create a new serial number record for a product.
`syncro_list_product_serials` Free · Read-only	List serial numbers tracked for a specific product.
`syncro_update_product_serial` Pro · Write	Update fields on an existing product serial (serial string, notes, location_id, etc.).

Product SKUs

Tool	What it does
`syncro_create_product_sku` Pro · Write	Add an alternate SKU to a product.
`syncro_list_product_skus` Free · Read-only	List alternate SKUs registered for a product.
`syncro_update_product_sku` Pro · Write	Update fields on an existing product SKU (code, notes, etc.).

Purchase Orders

Tool	What it does
`syncro_add_po_line_item` Pro · Destructive	Add a line item to an existing purchase order.
`syncro_create_purchase_order` Pro · Destructive	Create a new purchase order for a vendor.
`syncro_get_purchase_order` Free · Read-only	Retrieve full purchase order details by ID.
`syncro_list_purchase_orders` Free · Read-only	List purchase orders with pagination.
`syncro_receive_purchase_order` Pro · Destructive	Mark a purchase order as received and update inventory quantities.

Vendors

Tool	What it does
`syncro_create_vendor` Pro · Write	Create a new vendor.
`syncro_get_vendor` Free · Read-only	Retrieve full vendor details by ID.
`syncro_list_vendors` Free · Read-only	List vendors with pagination.
`syncro_update_vendor` Pro · Write	Update vendor fields by ID.

Customer Assets

Tool	What it does
`syncro_create_customer_asset` Pro · Write	Create a new customer asset (non-RMM — RMM agents register themselves automatically when installed).
`syncro_get_asset_patches` Free · Read-only	Retrieve Windows Update patch data for an RMM-managed customer asset.
`syncro_get_assets_chat_information` Free · Read-only	Fetch chat information (Syncro Live Chat agent availability and session state) for one or more customer assets in a single call.
`syncro_get_customer_asset` Free · Read-only	Retrieve full customer asset details by ID, including RMM data for agent-managed devices.
`syncro_list_customer_assets` Free · Read-only	List customer assets (RMM-managed devices and other tracked assets) with optional filters.
`syncro_update_customer_asset` Pro · Write	Update customer asset fields by ID.

RMM Alerts

Tool	What it does
`syncro_create_rmm_alert` Pro · Write	Create a new RMM alert for a customer asset.
`syncro_delete_rmm_alert` Pro · Destructive	Clears (deletes) an RMM alert by ID.
`syncro_get_rmm_alert` Free · Read-only	Retrieve full RMM alert details by ID.
`syncro_list_rmm_alerts` Free · Read-only	List RMM alerts with optional status filter.
`syncro_mute_rmm_alert` Pro · Destructive	Suppresses notifications for this alert for the specified duration.

Appointments

Tool	What it does
`syncro_create_appointment` Pro · Destructive	Create a new appointment.
`syncro_delete_appointment` Pro · Destructive	Permanently delete an appointment by ID.
`syncro_get_appointment` Free · Read-only	Retrieve full details for a single appointment by ID.
`syncro_list_appointments` Free · Read-only	List appointments with optional date-range filters and pagination.
`syncro_update_appointment` Pro · Destructive	Update appointment fields by ID.

Appointment Types

Tool	What it does
`syncro_create_appointment_type` Pro · Write	Create a new appointment type.
`syncro_delete_appointment_type` Pro · Destructive	Permanently delete an appointment type by ID.
`syncro_get_appointment_type` Free · Read-only	Retrieve full details for a single appointment type by ID.
`syncro_list_appointment_types` Free · Read-only	List all configured appointment types with pagination.
`syncro_update_appointment_type` Pro · Write	Update appointment type fields by ID.

Leads

Tool	What it does
`syncro_create_lead` Pro · Write	Create a new lead.
`syncro_get_lead` Free · Read-only	Retrieve full details for a single lead by ID.
`syncro_list_leads` Free · Read-only	List leads with optional status and keyword filters.
`syncro_update_lead` Pro · Write	Update lead fields by ID.

New Ticket Forms

Tool	What it does
`syncro_get_new_ticket_form` Free · Read-only	Retrieve full details for a single new-ticket form by ID, including the configured customer fields, ticket fields, and appointment fields.
`syncro_list_new_ticket_forms` Free · Read-only	List all configured new-ticket intake forms with pagination.
`syncro_process_new_ticket_form` Pro · Destructive	Use this to submit a new-ticket intake form that creates a customer (if needed) and ticket in one call.

Wiki Pages

Tool	What it does
`syncro_create_wiki_page` Pro · Write	Create a new wiki page with the provided name and body content.
`syncro_delete_wiki_page` Pro · Destructive	Permanently delete a wiki page by ID.
`syncro_get_wiki_page` Free · Read-only	Retrieve a single wiki page by ID, including the full body/content, slug, visibility, attached customer/asset, and metadata.
`syncro_list_wiki_pages` Free · Read-only	List wiki pages (internal documentation/knowledge base).
`syncro_update_wiki_page` Pro · Write	Update an existing wiki page by ID.

Canned Responses

Tool	What it does
`syncro_create_canned_response` Pro · Write	Create a new canned response template.
`syncro_delete_canned_response` Pro · Destructive	Permanently delete a canned response by ID.
`syncro_get_canned_response_settings` Free · Read-only	Retrieve the account's canned response settings, including available categories and any account-wide configuration used when listing or creating canned responses.
`syncro_list_canned_responses` Free · Read-only	List canned responses (pre-written reply templates used on tickets).
`syncro_update_canned_response` Pro · Write	Update an existing canned response by ID via PATCH.

Users

Tool	What it does
`syncro_get_current_user` Free · Read-only	Retrieve information about the user backing the current API token (the `/me` endpoint).
`syncro_get_user` Free · Read-only	Retrieve full details for a single internal user by ID, including email, role, and profile fields.
`syncro_list_users` Free · Read-only	List internal Syncro users (technicians/staff, NOT portal/customer users).

Portal Users

Tool	What it does
`syncro_create_portal_user` Pro · Write	Create a new portal user (customer-facing client portal login).
`syncro_delete_portal_user` Pro · Destructive	Permanently delete a portal user by ID, revoking their ability to sign into the client portal.
`syncro_invite_portal_user` Pro · Destructive	Send an invitation email to an existing portal user.
`syncro_list_portal_users` Free · Read-only	List portal users (customer-facing logins for the client portal, NOT internal Syncro staff).
`syncro_update_portal_user` Pro · Write	Update an existing portal user by ID.

User Devices

Tool	What it does
`syncro_create_user_device` Pro · Write	Register a new mobile user device (typically called by the Syncro mobile app on install).
`syncro_get_user_device` Free · Read-only	Retrieve a registered mobile user device by its UUID.
`syncro_update_user_device` Pro · Write	Update a registered mobile user device by UUID.

Timelogs

Tool	What it does
`syncro_get_last_timelog` Free · Read-only	Retrieve the most recent timelog entry, optionally scoped to a single user by user_id.
`syncro_list_timelogs` Free · Read-only	List timelog entries (clock-in/clock-out records for Syncro users).
`syncro_update_timelog` Pro · Destructive	Update the currently-active timelog for the API token's user.

System & Search

Tool	What it does
`syncro_caller_lookup` Free · Read-only	Look up caller information by Dialed Identification Number (phone number).
`syncro_get_account_settings` Free · Read-only	Retrieve account-wide settings including customer_fields, asset_type_fields, ticket_type_fields, business_hours, and other tenant-level configuration.
`syncro_get_printing_settings` Free · Read-only	Retrieve printing configuration for this Syncro account, including registered print registers and the messaging_channel used to dispatch print jobs.
`syncro_get_tabs_settings` Free · Read-only	Retrieve which product modules/tabs are enabled on this Syncro account (e.g. MSP dashboard, assets, alerts, contracts, point-of-sale).
`syncro_search` Free · Read-only	Run a global cross-entity search against the Syncro account.

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