Integration
Connect Files.com and Method CRM
When Automation Run Completed fires in Files.com, your agent runs Add Contact to Existing Entity in Method CRM, or New Activity in Method CRM to Add User to Group in Files.com. Describe the whole flow and it is built, tested on every scenario and kept running.
What the catalog holds today. Ask for anything missing and your agent reads the API documentation and adds it.
Build solutions, not workarounds.
What do you want Files.com and Method CRM to do together?
Ask the assistant
Connect your AI client
Give your AI client this address.
https://mcp.apiant.aiOne 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.aiStart Claude Code there, approve the server, and sign in in the browser page it opens.
Claude Code guide (opens in a new tab)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)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)Zed
Open Settings, then AI, then MCP Servers, then Add Server, then Add Remote Server.
Setup guide (opens in a new tab)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)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)Example flows
What Files.com and Method CRM can do together
From Files.com to Method CRM
When Automation Run Completed in Files.com
then Add Contact to Existing Entity in Method CRM
From Method CRM to Files.com
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 Files.com and Method CRM
Triggers and actions 13 triggers · 30 actions
- Automation Run Completed
Triggered when a run of the selected Files.com automation finishes, whether it succeeded, failed or was canceled. Each run is reported once, after it completes.
- File Deleted
Triggered when a file or folder is deleted in Files.com. Reports the path that was deleted and who deleted it.
- Group Created
Triggered when a new group is created in Files.com. Reports the group's name, members and login permissions.
- New File or Folder Created
Triggered when a file or folder is created in Files.com, whether uploaded, copied or created by an automation. Reports the new path and who created it.
- New File Uploaded
Triggered when a new file appears in the folder you choose. Reports the file's path, name, size and last-modified time.
- Share Link Created
Triggered when a new share link is created in Files.com. Reports the link's public address, what it shares and when it expires.
- User Created
Triggered when a new user is created in Files.com. Reports the user's name, username, email and login permissions.
- Add User to Group
Adds an existing Files.com user to a group, optionally as a group administrator. Returns the new group membership, including the group name and the user's username.
- Copy File
Copies a file or folder in Files.com to a new path, leaving the original in place. Returns the copy status, plus a migration ID when a large copy continues in the background.
- Create Folder
Creates a folder at the given path in Files.com, optionally creating any missing parent folders. Returns the new folder's path, name and creation details.
- Create Group
Creates a group in Files.com, optionally with its starting members, group administrators and login-protocol permissions. Returns the new group including its ID.
- Create Share Link
Creates a public share link for one or more files or folders in Files.com, optionally password-protected, expiring or use-limited. Returns the link's public address.
- Delete File
Deletes a file or folder from Files.com at the given path. Deleting a folder that still has contents requires the recursive option.
- Delete Folder
Deletes a folder from Files.com at the given path. Use the recursive option to delete a folder that still has files or subfolders in it.
- Delete Group
Deletes a group from Files.com by its ID. The group's members keep their own accounts; only the group is removed.
- Delete User
Deletes a user from Files.com by their ID, removing their access to the site.
- Download File
Gets a temporary download address for a file in Files.com, along with the file's name, size and checksums. Pass the download address to a later step to fetch or attach the file.
- List Folder Contents
Lists the files and folders inside a Files.com folder, with each item's path, name, type, size and last-modified time.
- Move File
Moves or renames a file or folder in Files.com to a new path. The original path no longer exists afterwards.
- Remove User from Group
Removes a user from a Files.com group. Looks up the membership for the group and user you name, then removes it.
- Run Automation
Starts a run of the Files.com automation you choose, the same as pressing Run in Files.com. The run continues in the background.
- Update User
Updates a Files.com user's details, login permissions and access settings. Fields you leave blank keep their current values.
- Upload File
Uploads a file into Files.com at the path you choose, fetching the bytes from the file's web address. Returns the stored file's path, name and size.
- New Activity
Triggers when a new activity is added in Method CRM.
- New Contact
Triggers when a new contact is added in Method CRM.
- New Customer or Customer Lead (QuickBooks Only)
Triggers when a new customer or customer lead is added to a QuickBooks-synced Method account.
- 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.
- New Opportunity
Triggers when a new opportunity is created in Method CRM.
- New Vendor
Triggers when a new vendor is added in Method CRM.
- Add Activity
Creates an activity record in your Method CRM account, using the fields your Activity table defines (including custom fields).
- Add Contact to Existing Entity
Creates a contact in Method CRM linked to an existing customer, vendor or lead.
- Add Customer or Customer Lead (QuickBooks Only)
Creates a customer or customer lead in a QuickBooks-synced Method CRM account.
- 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.
- 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.
- Add Opportunity
Creates a new opportunity in your Method CRM account.
- Delete record
Deletes a record from a Method CRM table, such as a contact, customer or activity.
- Find Contact
Finds contacts in Method CRM matching your filter criteria, such as an email or name, and returns up to 100 matching contacts.
- Find Customer or Customer Lead (QuickBooks Only)
Finds customers or customer leads in a QuickBooks-synced Method account by name, returning the matching records.
- Find Customer/Vendor or Customer/Vendor Lead (Xero Only)
Finds customers, vendors, or customer/vendor leads by name in a Xero-synced Method account.
- Find records by criteria
Finds records in a Method CRM table that match your filter criteria, returning up to 100 matches.
- Find Vendor
Finds vendors in your Method account that match the criteria you give, returning the first match and the full list of matches.
- Get record
Returns one record from a Method CRM table, such as a contact, customer or invoice, by its record ID.
- Update record
Updates the chosen fields of an existing record in any Method table, such as a contact, customer or invoice.
No trigger or action matches that. Ask your agent to add it: it reads the API documentation and builds what you describe.
Each app on its own
Reviews
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Questions
Files.com and Method CRM, answered
What can start an automation from Files.com?
Any of Files.com's 7 triggers in the catalog, including Automation Run Completed, Group Created, New File or Folder Created and New File Uploaded. 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 Files.com?
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 Files.com?
Yes. When something happens in Method CRM, your agent can act in Files.com too. This page covers both directions: Method CRM's triggers and Files.com's actions are listed here as well.
Do I have to build a connector for Files.com 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 Files.com 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.