--- title: "Connect AI Law Tracker and Method CRM - APIANT.ai" description: "When \"New enforcement matter\" fires in AI Law Tracker, your agent runs \"Add Contact to Existing Entity\" in Method CRM." canonical: "https://apiant.ai/connect/ai-law-tracker-to-method-crm" --- # Connect AI Law Tracker and Method CRM When **New enforcement matter** fires in [AI Law Tracker](https://apiant.ai/connections/ai-law-tracker), your agent runs **Add Contact to Existing Entity** in [Method CRM](https://apiant.ai/connections/method-crm), or **New Activity** in Method CRM to **Assess company** in AI Law Tracker. Describe the whole flow and it is built, tested on every scenario and kept running. AI Law Tracker **1** trigger AI Law Tracker **16** actions Method CRM **6** triggers Method CRM **14** actions What the catalog holds today. Ask for anything missing and your agent reads the API documentation and adds it. ## What do you want AI Law Tracker and Method CRM to do together? Give your AI client this address. `https://mcp.apiant.ai` One connection does both: ask your client to act in an app once, or have it build an automation that keeps running. Any client that takes a remote MCP server. Nothing to install. Create your free account, then sign in once in your browser. ### Set it up in your client ### Claude Code Run this in the directory you want to work in. `claude mcp add --transport http -s project apiant-ai https://mcp.apiant.ai` Start Claude Code there, approve the server, and sign in in the browser page it opens. [Claude Code guide (opens in a new tab)](https://apiant.ai/docs/mcp/claude-code) ### Claude, web and desktop Open Customize, then Connectors, then Add custom connector, and paste the address. On Team and Enterprise an owner adds it first. [Setup guide (opens in a new tab)](https://apiant.ai/docs/mcp) ### Cursor Add the address to your MCP configuration as a server URL. Cursor signs you in in your browser. [Setup guide (opens in a new tab)](https://apiant.ai/docs/mcp) ### Zed Open Settings, then AI, then MCP Servers, then Add Server, then Add Remote Server. [Setup guide (opens in a new tab)](https://apiant.ai/docs/mcp) ### Codex and the ChatGPT desktop app Open Settings, then MCP servers, then Add server, and choose Streamable HTTP. From the terminal, Codex takes the address with its own add command and then signs you in. [Setup guide (opens in a new tab)](https://apiant.ai/docs/mcp) ### Any other MCP client Paste the address where the client asks for a remote MCP server URL, and name the server apiant-ai where it lets you. APIANT's skills reach the client over the same connection. [Setup guide (opens in a new tab)](https://apiant.ai/docs/mcp) Example flows ## What AI Law Tracker and Method CRM can do together ### From AI Law Tracker to Method CRM - When **New enforcement matter** in AI Law Tracker then **Add Contact to Existing Entity** in Method CRM - When **New enforcement matter** in AI Law Tracker then **Add Customer or Customer Lead (QuickBooks Only)** in Method CRM ### From Method CRM to AI Law Tracker - When **New Activity** in Method CRM then **Assess company** in AI Law Tracker - When **New Contact** in Method CRM then **Generate compliance report** in AI Law Tracker Starting points drawn from the triggers and actions in the catalog today. Describe the flow you need, at any depth, and your agent builds it and tests every scenario before it ships. Everything your agent can do with AI Law Tracker and Method CRM ## Triggers and actions 7 triggers · 30 actions - Trigger **New enforcement matter** - Action **Assess company** submit a company profile, get back applicable obligations + a 1-10 risk score. - Action **Find laws** full-text search over law records by title/summary. - Action **Generate compliance report** on-demand AI compliance report (PDF or signed link). - Action **Get bill** one landmark bill with sources, citations, cross-links. - Action **Get law** get one legal record by uuid. - Action **Get law citations** citation projection for one law record. - Action **Get law sources** tiered primary/secondary source URLs backing one law record. - Action **Get sector** one sector's overview + derived obligations & penalties. - Action **List bills** curated landmark-bill index. - Action **List deadlines** upcoming AI-law effective/compliance dates (JSON or iCal). - Action **List jurisdictions** covered jurisdictions with record counts. - Action **List laws** list legal records with filter/sort/pagination. - Action **List news** AI-law news headlines (filter, keyword, date range; newest-first). - Action **List obligations** derived AI-law obligations for a jurisdiction/sector/use. - Action **List penalties** penalty & enforcement dataset for applicable laws. - Action **List sectors** sector index (valid slugs for obligations/penalties/assess). - Trigger **New Activity** Triggers when a new activity is added in Method CRM. - Trigger **New Contact** Triggers when a new contact is added in Method CRM. - Trigger **New Customer or Customer Lead (QuickBooks Only)** Triggers when a new customer or customer lead is added to a QuickBooks-synced Method account. - Trigger **New Customer/Vendor or Customer/Vendor Lead (Xero Only)** Triggers when a new customer/vendor or customer/vendor lead is added in a Xero-synced Method account. - Trigger **New Opportunity** Triggers when a new opportunity is created in Method CRM. - Trigger **New Vendor** Triggers when a new vendor is added in Method CRM. - Action **Add Activity** Creates an activity record in your Method CRM account, using the fields your Activity table defines (including custom fields). - Action **Add Contact to Existing Entity** Creates a contact in Method CRM linked to an existing customer, vendor or lead. - Action **Add Customer or Customer Lead (QuickBooks Only)** Creates a customer or customer lead in a QuickBooks-synced Method CRM account. - Action **Add Customer/Vendor or Customer/Vendor Lead (Xero Only)** Creates a customer/vendor or customer/vendor lead in a Method CRM account synced with Xero. - Action **Add Generic Entry** Creates a new record (entry) in any Method CRM table, using the field values you supply, and returns the new record's id. - Action **Add Opportunity** Creates a new opportunity in your Method CRM account. - Action **Delete record** Deletes a record from a Method CRM table, such as a contact, customer or activity. - Action **Find Contact** Finds contacts in Method CRM matching your filter criteria, such as an email or name, and returns up to 100 matching contacts. - Action **Find Customer or Customer Lead (QuickBooks Only)** Finds customers or customer leads in a QuickBooks-synced Method account by name, returning the matching records. - Action **Find Customer/Vendor or Customer/Vendor Lead (Xero Only)** Finds customers, vendors, or customer/vendor leads by name in a Xero-synced Method account. - Action **Find records by criteria** Finds records in a Method CRM table that match your filter criteria, returning up to 100 matches. - Action **Find Vendor** Finds vendors in your Method account that match the criteria you give, returning the first match and the full list of matches. - Action **Get record** Returns one record from a Method CRM table, such as a contact, customer or invoice, by its record ID. - Action **Update record** Updates the chosen fields of an existing record in any Method table, such as a contact, customer or invoice. ## Each app on its own - [ **AI Law Tracker** AI regulation laws by jurisdiction (US, EU, global) as read-only JSON; free tier](https://apiant.ai/connections/ai-law-tracker) - [ **Method CRM** Method CRM™ is a QuickBooks CRM that streamlines your business from lead to repeat and everything in between.](https://apiant.ai/connections/method-crm) Reviews ## What our customers say ## More from AI Law Tracker - [ **AI Law Tracker to HubSpot** HubSpot is your all-in-one stop for all of your marketing software needs.](https://apiant.ai/connect/ai-law-tracker-to-hubspot) - [ **AI Law Tracker to Salesforce** Salesforce is a leading enterprise customer relationship management (CRM) platform.](https://apiant.ai/connect/ai-law-tracker-to-salesforce) - [ **AI Law Tracker to Slack** Slack is a messaging platform for teams. Post messages, manage channels, users, reminders, and react to...](https://apiant.ai/connect/ai-law-tracker-to-slack) - [ **AI Law Tracker to Google Sheets** Google Sheets](https://apiant.ai/connect/ai-law-tracker-to-google-sheets) - [ **AI Law Tracker to Google Drive** Google Drive is a cloud storage solution for uploading, sharing, and collaborating on files across devices...](https://apiant.ai/connect/ai-law-tracker-to-google-drive) - [ **AI Law Tracker to Mailchimp** Mailchimp marketing automation and email platform.](https://apiant.ai/connect/ai-law-tracker-to-mailchimp) ## More into Method CRM - [ **HubSpot to Method CRM** HubSpot is your all-in-one stop for all of your marketing software needs.](https://apiant.ai/connect/hubspot-to-method-crm) - [ **Google Sheets to Method CRM** Google Sheets](https://apiant.ai/connect/google-sheets-to-method-crm) - [ **Gmail to Method CRM** Gmail is Google’s email service, featuring spam protection, search functions, and seamless integration with...](https://apiant.ai/connect/gmail-to-method-crm) - [ **Google Calendar to Method CRM** Google Calendar is a time management tool providing scheduling features, event reminders, and integration...](https://apiant.ai/connect/google-calendar-to-method-crm) - [ **Google Drive to Method CRM** Google Drive is a cloud storage solution for uploading, sharing, and collaborating on files across devices...](https://apiant.ai/connect/google-drive-to-method-crm) - [ **Mailchimp to Method CRM** Mailchimp marketing automation and email platform.](https://apiant.ai/connect/mailchimp-to-method-crm) Questions ## AI Law Tracker and Method CRM, answered ### ### What can start an automation from AI Law Tracker? Any of AI Law Tracker's 1 trigger in the catalog, including New enforcement matter. Describe the moment in plain language and your agent picks the right one. ### ### What can your agent do in Method CRM when something happens in AI Law Tracker? Any of Method CRM's 14 actions, including Update record, Add Activity, Add Contact to Existing Entity and Add Customer or Customer Lead (QuickBooks Only). Your agent maps the data both ways and tests every scenario before it ships. ### ### Can it also run from Method CRM to AI Law Tracker? Yes. When something happens in Method CRM, your agent can act in AI Law Tracker too. This page covers both directions: Method CRM's triggers and AI Law Tracker's actions are listed here as well. ### ### Do I have to build a connector for AI Law Tracker or Method CRM? No. Both are in the catalog with their triggers and actions. You describe the automation; your agent builds it, tests every scenario and keeps it running. ### ### Can my AI client use AI Law Tracker and Method CRM without building an automation? Yes. With your AI client connected to APIANT, ask it to do something in either app once and it runs that action on the spot. Ask for an automation and your agent builds it, tests every scenario and keeps it running. One connection covers both. ### ### What happens when something fails? Your agent works that out for you. It plans the failure paths along with the happy path, then tests every scenario before it ships. ### ### Is there a free plan? Yes. Every plan includes the agent, including free, and building from your own AI client spends no assistant credits.