--- title: "Connect EasyPost and Method CRM - APIANT.ai" description: "When \"New tracker update\" fires in EasyPost, your agent runs \"Add Contact to Existing Entity\" in Method CRM." canonical: "https://apiant.ai/connect/easypost-to-method-crm" --- # Connect EasyPost and Method CRM When **New tracker update** fires in [EasyPost](https://apiant.ai/connections/easypost), your agent runs **Add Contact to Existing Entity** in [Method CRM](https://apiant.ai/connections/method-crm), or **New Activity** in Method CRM to **Add address** in EasyPost. Describe the whole flow and it is built, tested on every scenario and kept running. EasyPost **1** trigger EasyPost **11** 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 EasyPost 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 EasyPost and Method CRM can do together ### From EasyPost to Method CRM - When **New tracker update** in EasyPost then **Add Contact to Existing Entity** in Method CRM - When **New tracker update** in EasyPost then **Add Customer or Customer Lead (QuickBooks Only)** in Method CRM ### From Method CRM to EasyPost - When **New Activity** in Method CRM then **Add address** in EasyPost - When **New Contact** in Method CRM then **Add batch** in EasyPost 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 EasyPost and Method CRM ## Triggers and actions 7 triggers · 25 actions - Trigger **New tracker update** Triggers when EasyPost reports a tracker was created or updated, such as a new scan or status change on a package. - Action **Add address** Creates an address (a person, place or organization) in EasyPost, optionally verifying it for deliverability. Returns the saved address with any verification results. - Action **Add batch** Creates a batch of shipments in EasyPost, so they can be bought, labelled, manifested or picked up together. A batch can also be created empty and shipments added later. - Action **Add pickup** Creates a pickup request for a purchased shipment and returns the available pickup rates, which must then be bought to schedule the pickup. - Action **Add refund** Requests refunds for one or more purchased shipping labels by carrier and tracking code, and returns the resulting refund records. - Action **Add shipment** Creates a shipment from a destination address, an origin address and a parcel, and returns the shipment with its available shipping rates. - Action **Add tracker** Creates a tracker for a package tracking code (for labels bought outside EasyPost) and returns its current tracking status and history. - Action **Buy shipment** Purchases a shipping label for an existing shipment using the selected rate, returning the tracking code and postage label. - Action **Get address** Returns an address saved in EasyPost by its ID, including its verification results. - Action **Get batch** Returns a batch of shipments, including its state, shipment statuses, consolidated label and scan form. - Action **Get pickup** Returns a scheduled carrier pickup, including its status, confirmation number, address and available pickup rates. - Action **Get shipment** Returns a shipment, including its addresses, parcel, rates, label and tracking details. - 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 - [ **EasyPost** EasyPost provides a simple postage API that allows developers to quickly and painlessly integrate shipping...](https://apiant.ai/connections/easypost) - [ **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 EasyPost - [ **EasyPost to Dappier** Dappier is a AI platform that provides access to real-time data models.](https://apiant.ai/connect/easypost-to-dappier) - [ **EasyPost to HubSpot** HubSpot is your all-in-one stop for all of your marketing software needs.](https://apiant.ai/connect/easypost-to-hubspot) - [ **EasyPost to Salesforce** Salesforce is a leading enterprise customer relationship management (CRM) platform.](https://apiant.ai/connect/easypost-to-salesforce) - [ **EasyPost to Slack** Slack is a messaging platform for teams. Post messages, manage channels, users, reminders, and react to...](https://apiant.ai/connect/easypost-to-slack) - [ **EasyPost to Google Sheets** Google Sheets](https://apiant.ai/connect/easypost-to-google-sheets) - [ **EasyPost to Gmail** Gmail is Google’s email service, featuring spam protection, search functions, and seamless integration with...](https://apiant.ai/connect/easypost-to-gmail) ## 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 ## EasyPost and Method CRM, answered ### ### What can start an automation from EasyPost? Any of EasyPost's 1 trigger in the catalog, including New tracker update. 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 EasyPost? 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 EasyPost? Yes. When something happens in Method CRM, your agent can act in EasyPost too. This page covers both directions: Method CRM's triggers and EasyPost's actions are listed here as well. ### ### Do I have to build a connector for EasyPost 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 EasyPost 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.