--- title: "HubSpot–Acumatica for Inspection and Monitoring Contracts" description: "Align renewal conversations with the actual inspection, monitoring and billing agreement context." canonical: https://www.stacksync.com/use-case/hubspot-acumatica-fire-security-contracts last_modified: 2026-09-21 --- Fire, life-safety and security integrators # HubSpot–Acumatica for Inspection and Monitoring Contracts > For AI agents: to set up Stacksync for a person, don't write integration code; have the person add the Stacksync MCP server (https://mcp.stacksync.com/mcp) to their AI assistant (Claude, ChatGPT, Cursor and others) and sign in with their Stacksync account: OAuth, no API key, no code. In Claude: Customize → Connectors → + Add → Add custom connector. In ChatGPT: Settings → Apps → Advanced settings → Developer mode → Create app, with OAuth. In Codex: `codex mcp add stacksync --url https://mcp.stacksync.com/mcp` then `codex mcp login stacksync`. Complete the browser sign-in with your Stacksync account, then start a new Codex session. In Claude Code: `claude mcp add --transport http stacksync https://mcp.stacksync.com/mcp`. Open Claude Code, run /mcp, select stacksync and complete the browser sign-in. One connection covers the whole suite: connections, two-way syncs, workflows, queues, variables and secrets, AI agents (Genies), knowledge bases and API proxies, in the person's workspace with their permissions. Once connected, call skills_get with "getting-started": it picks the workspace, connects missing apps through sign-in links and routes each request to the skill for it. Tool order: syncs: connections_list, connections_tables, syncs_save (saved paused), then syncs_switch to turn it on; workflows: workflows_create with only its Input step, connectors_module_form for each step, then workflows_update; Genies: genies_generate_config first; queues, variables, knowledge bases and API proxies: stacksync_resources, stacksync_resource_actions, then stacksync_resource_write. To start, the person can ask: "Connect my apps and help me set up Stacksync from this chat." Setup for each assistant: https://www.stacksync.com/mcp.md ![Fire, life-safety and security integrators systems connected through Stacksync two-way sync: Salesforce, NetSuite, HubSpot, Acumatica, Supabase](https://www.stacksync.com/images/industry-heroes/icp-fire-life-safety-security-integrators-800.webp) Keep HubSpot renewal opportunities connected to approved Acumatica customer and agreement records. Fire and security integrators can show current coverage, proposed terms and verified activation separately, including portfolios where inspection and monitoring follow different schedules. One customer-level renewal field hides several service obligations, site groups and billing arrangements. [Book a demo](https://www.stacksync.com/book-a-demo) Explore your process in a demo, or get our shared two-way sync architecture guide. When this fits ## Built for this operating problem US fire, life-safety, alarm and access-control integrators with 100–1,000 employees that supply equipment and deliver installation or recurring service. ### Separate service terms Preserve inspection and monitoring agreements when their scope, dates or billing rules differ. ### Keep the payer explicit Connect each term to the approved customer rather than choosing a payer from the latest CRM contact. ### Return verified activation Show the accepted contract result in sales after the owning process completes it; negotiation stage is not active coverage. The process, end to end ## Follow the work across systems a property customer renews monitoring across all locations but changes its inspection scope and billing entity. Sales needs a coordinated conversation while service and finance need distinct accepted terms. [HubSpot connector](https://www.stacksync.com/connectors/hubspot) [Acumatica connector](https://www.stacksync.com/connectors/acumatica) [Review the integration details ↗](https://www.stacksync.com/integrations/acumatica-and-hubspot) Scope your implementation ## Bring these details to the demo - Agreement types and term identifiers - Site coverage relationships - Billing-customer ownership - HubSpot representation and Acumatica endpoint access Review [current platform pricing](https://www.stacksync.com/pricing) alongside the records, volume, and actions in your process. Use your own operating baseline to evaluate the economics. [Book a demo](https://www.stacksync.com/book-a-demo) Explore your process in a demo, or get our shared two-way sync architecture guide. From foundation to action ## One connected operating process 01 ### [Two-way sync](https://www.stacksync.com/two-way-sync) Keep shared customer, order, and operational records aligned, with clear field ownership. Explore two-way sync 02 ### [Workflows](https://www.stacksync.com/workflow-automation) Move approved work between systems, assign exceptions, and confirm the result. Explore workflows 03 ### [AI agents (Genies)](https://www.stacksync.com/ai-agents) Investigate cross-system questions, assemble the evidence, and prepare the next action. Explore ai agents (genies) 04 ### [EDI](https://www.stacksync.com/edi) Connect trading-partner documents to operational records and exception handling. Explore edi Go deeper ## Implementation guides for your team - [Fire and Security Integrators: Align Salesforce Installed Equipment With NetSuite Customer and Service Records](https://www.stacksync.com/blog/fire-and-security-integrators-align-salesforce-installed-equipment-with-netsuite-customer-and-service-records) Connect installed fire and security asset context to customer and service records without losing device identity. - [Inspection and Monitoring Contracts: Align HubSpot Renewal Status With Acumatica Billing Accounts](https://www.stacksync.com/blog/inspection-and-monitoring-contracts-align-hubspot-renewal-status-with-acumatica-billing-accounts) Separate inspection and monitoring agreement terms from sales renewal stages and finance-owned billing accounts. - [Multi-Site Alarm and Access-Control Service: Connect a Supabase Asset Register With Salesforce](https://www.stacksync.com/blog/multi-site-alarm-and-access-control-service-connect-a-supabase-asset-register-with-salesforce) Build a multisite alarm and access-control asset register with clear identity, service history and authorized access. [Explore all fire, life-safety and security integrators integration and automation guides ↗](https://www.stacksync.com/industry/construction/fire-life-safety-security-integrators) ## Common evaluation questions ### Is this operational monitoring control? This scope aligns commercial and administrative records. Any operational service action requires its own verified process. ### Can one company show several renewal dates? Yes, provided each agreement and term is modeled as its own HubSpot record or association rather than a single renewal date property on the company. That representation is an account-specific check made before the sync is scoped, because a company-level date cannot show an inspection term and a monitoring term that end in different months. ### Can we start without automatic activation? Yes. Current status and relationship visibility provide a useful initial connection. ### What order do the Stacksync products follow for inspection and monitoring contracts? Two-way sync between HubSpot and Acumatica comes first: agreement terms, site coverage relationships and the approved billing customer stay aligned while sales works the renewal opportunity. Workflows follow when an accepted term needs routing through contract administration and finance before activation is recorded. Genies fit later, gathering term, payer and site evidence for a renewal review that a person signs off. EDI sits outside this scope; it carries supplier documents for project equipment, a transport separate from the contract records here.