enerflo

Enerflo

Enerflo is a solar sales and project management platform. It's used by solar installation companies to manage leads, create proposals, and track projects from sale to installation.

Official docs: https://docs.enerflo.com/

Enerflo Overview

• Project
• Customer
• Proposal
• Task
• User
• Product
• Document
• Note
• Attachment
• Order
• Form
• Email
• Installer
• Integration
• Price Plan
• Milestone
• Payment
• Rejection Reason
• Credit Report
• Credit Application
• Message
• Location
• Company
• Template
• Commission Rate
• Rebate Program
• Subscription
• Change Order
• System Size
• Tax Rate
• Inverter
• Panel
• Utility Company
• Loan Product
• Vendor
• Lead Source
• Cost Item
• Expense
• Permission
• Role
• Address
• Contact
• Material
• Labor
• Equipment
• Other Cost
• Task Template
• Notification
• Proposal Template
• Document Template
• Signature Request
• Workflow
• Workflow Task
• Report
• Dashboard
• Filter
• View
• Tag
• Territory
• Installer Profile
• Installer Availability
• Installer Skill
• Installer Certification
• Installer Review
• Installer Service Area
• Installer Team
• Installer Team Member
• Installer Tool
• Installer Vehicle
• Installer Insurance
• Installer License
• Installer Background Check
• Installer Safety Record
• Installer Project
• Installer Task
• Installer Material
• Installer Labor
• Installer Equipment
• Installer Other Cost
• Installer Note
• Installer Attachment
• Installer Message
• Installer Location
• Installer Company
• Installer Contact
• Installer Address
• Installer User
• Installer Permission
• Installer Role
• Installer Notification
• Installer Report
• Installer Dashboard
• Installer Filter
• Installer View
• Installer Tag
• Installer Territory
• Installer Commission Rate
• Installer Rebate Program
• Installer Subscription
• Installer Change Order
• Installer System Size
• Installer Tax Rate
• Installer Inverter
• Installer Panel
• Installer Utility Company
• Installer Loan Product
• Installer Vendor
• Installer Lead Source
• Installer Cost Item
• Installer Expense
• Installer Task Template
• Installer Proposal Template
• Installer Document Template
• Installer Signature Request
• Installer Workflow
• Installer Workflow Task

Use action names and parameters as needed.

Working with Enerflo

This skill uses the Membrane CLI to interact with Enerflo. 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 Enerflo

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

membrane connection ensure "https://enerflo.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 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:

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 Customers | list-customers | Retrieve a paginated list of all customers in Enerflo | | List Deals | list-deals | Retrieve a list of all deals/surveys in Enerflo | | List Installs | list-installs | Retrieve a list of all installation projects | | List Tasks | list-tasks | Retrieve a list of tasks for the company | | List Appointments | list-appointments | Retrieve all appointments for a customer | | List Users | list-users | Retrieve a list of all users in the company | | Get Customer | get-customer | Retrieve details of a specific customer by their Enerflo Customer ID | | Get Deal | get-deal | Retrieve details of a specific deal/survey by ID | | Get Install | get-install | Retrieve details of a specific installation project including company details, customer info, milestones, and files | | Get User | get-user | Retrieve details of a specific user by ID | | Get Company | get-company | Retrieve details about your company | | Create Customer Note | create-customer-note | Create a new note associated with a customer | | Create Appointment | create-appointment | Create a new appointment for a customer | | Create Task | create-task | Create a new task associated with a customer | | Add Lead | add-lead | Add a new customer/lead to Enerflo via the Lead Gen API | | Update Customer | update-customer | Update the details of an existing customer | | Update Task | update-task | Update an existing task | | Update Install Status | update-install-status | Update the status and details of an installation project | | List Products | list-products | Retrieve all available products | | List Customer Notes | list-customer-notes | Retrieve all notes associated with a customer |

Running actions

membrane action run <actionId> --c