--- title: "Connect Airparser and Method CRM - APIANT.ai" description: "When \"Document Parsed\" fires in Airparser, your agent runs \"Add Contact to Existing Entity\" in Method CRM." canonical: "https://apiant.ai/connect/airparser-to-method-crm" --- # Connect Airparser and Method CRM When **Document Parsed** fires in [Airparser](https://apiant.ai/connections/airparser), your agent runs **Add Contact to Existing Entity** in [Method CRM](https://apiant.ai/connections/method-crm), or **New Activity** in Method CRM to **Extract Data From a Document** in Airparser. Describe the whole flow and it is built, tested on every scenario and kept running. Airparser **1** trigger Airparser **9** 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 Airparser 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 Airparser and Method CRM can do together ### From Airparser to Method CRM - When **Document Parsed** in Airparser then **Add Contact to Existing Entity** in Method CRM - When **Document Parsed** in Airparser then **Add Customer or Customer Lead (QuickBooks Only)** in Method CRM ### From Method CRM to Airparser - When **New Activity** in Method CRM then **Extract Data From a Document** in Airparser - When **New Contact** in Method CRM then **Extract Data From a Document (Async)** in Airparser 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 Airparser and Method CRM ## Triggers and actions 7 triggers · 23 actions - Trigger **Document Parsed** Triggers when Airparser finishes parsing a document in the chosen inbox, giving you the extracted data. - Action **Create an Inbox** Creates a new Airparser inbox that documents can be sent to for parsing. - Action **Create or Update Extraction Schema** Sets which fields Airparser should pull out of documents sent to an inbox, replacing whatever schema was there before. - Action **Delete an Inbox** Deletes an Airparser inbox and the documents stored in it. - Action **Extract Data From a Document** Sends a document to an Airparser inbox, waits for it to be parsed, and returns the extracted data. - Action **Extract Data From a Document (Async)** Sends a document to an Airparser inbox and returns straight away without waiting for parsing. Use the Document Parsed trigger or Get Document to pick up the result. - Action **Get a Document** Returns a parsed Airparser document, including the data extracted from it. - Action **Get an Inbox** Returns one Airparser inbox with its settings, its email address prefix and its current extraction schema. - Action **List Documents** Lists the documents in an Airparser inbox, with the data extracted from each one. - Action **List Inboxes** Lists all the Airparser inboxes in the connected account. - 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 - [ **Airparser** Airparser is an LLM-powered data extraction tool that extracts structured data from emails, PDFs, documents...](https://apiant.ai/connections/airparser) - [ **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 Airparser - [ **Airparser to Action1** Action1 is an autonomous endpoint management platform -cloud-native, scalable, secure, set up in 5 minutes...](https://apiant.ai/connect/airparser-to-action1) - [ **Airparser to Algebras** Algebras is an agentic machine translation engine empowered with LLMs, supporting 100k+ language translation...](https://apiant.ai/connect/airparser-to-algebras) - [ **Airparser to Password Pusher** Creates encrypted, self-destructing links for one-time sharing of passwords and sensitive text or files.](https://apiant.ai/connect/airparser-to-password-pusher) - [ **Airparser to HubSpot** HubSpot is your all-in-one stop for all of your marketing software needs.](https://apiant.ai/connect/airparser-to-hubspot) - [ **Airparser to Salesforce** Salesforce is a leading enterprise customer relationship management (CRM) platform.](https://apiant.ai/connect/airparser-to-salesforce) - [ **Airparser to Google Sheets** Google Sheets](https://apiant.ai/connect/airparser-to-google-sheets) ## 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 ## Airparser and Method CRM, answered ### ### What can start an automation from Airparser? Any of Airparser's 1 trigger in the catalog, including Document Parsed. 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 Airparser? 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 Airparser? Yes. When something happens in Method CRM, your agent can act in Airparser too. This page covers both directions: Method CRM's triggers and Airparser's actions are listed here as well. ### ### Do I have to build a connector for Airparser 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 Airparser 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.