Integration
Connect Lunatask and Method CRM
When New Task fires in Lunatask, your agent runs Add Contact to Existing Entity in Method CRM, or New Activity in Method CRM to Track Habit Activity in Lunatask. 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 Lunatask 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)Grok
Open grok.com/connectors, choose New Connector, then Custom, and paste the address. Grok signs you in in your browser.
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 Lunatask and Method CRM can do together
From Lunatask to Method CRM
When New Task in Lunatask
then Add Contact to Existing Entity in Method CRM
From Method CRM to Lunatask
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 Lunatask and Method CRM
Triggers and actions 7 triggers · 30 actions
- New Task
Triggers when a new task is created in Lunatask.
- Create Journal Entry
Creates a journal entry for a given date.
- Create Note
Creates a note, optionally in a notebook. Returns the new note.
- Create Person
Creates a person (relationship). Returns the new person.
- Create Person Timeline Note
Adds a note to a person's memory timeline for a given date.
- Create Task
Creates a task in an area of life, optionally inside a goal. Returns the new task.
- Delete Note
Deletes a note by its ID.
- Delete Person
Deletes a person (relationship) by ID.
- Delete Task
Deletes a task by its ID.
- Get Person
Returns one person (relationship) by ID.
- Get Task
Returns one task by its ID.
- List Notes
Returns all notes in the account, optionally only those created from a given source and source ID.
- List People
Returns all people (relationships), optionally only those created from a given source and source ID.
- List Tasks
Returns all tasks in the account, optionally only those created from a given source and source ID.
- Track Habit Activity
Records that a habit was performed on a given date.
- Update Note
Updates a note's name, content, notebook or date. New content replaces the existing content.
- Update Task
Updates a task's name, note, status, priority, schedule or other attributes. Returns the updated task.
- 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
What our customers say
More from Lunatask
Lunatask to SalesforceSalesforce is a leading enterprise customer relationship management (CRM) platform.
Lunatask to SlackSlack is a messaging platform for teams. Post messages, manage channels, users, reminders, and react to...
Lunatask to MailchimpMailchimp marketing automation and email platform.
Lunatask to StripeStripe is a payment processing platform for online businesses.
Lunatask to ShopifyShopify is a commerce platform for online stores and retail point-of-sale.
Lunatask to QuickBooks OnlineQuickBooks Online accounting — manage customers, invoices, bills, payments, vendors, expenses, and more via...
More into Method CRM
HubSpot to Method CRMHubSpot is your all-in-one stop for all of your marketing software needs.
Google Sheets to Method CRMGoogle Sheets is Google's online spreadsheet app for creating, editing and sharing spreadsheets.
Gmail to Method CRMGmail is Google’s email service, featuring spam protection, search functions, and seamless integration with...
Google Calendar to Method CRMGoogle Calendar is a time management tool providing scheduling features, event reminders, and integration...
Google Drive to Method CRMGoogle Drive is a cloud storage solution for uploading, sharing, and collaborating on files across devices...
Questions
Lunatask and Method CRM, answered
What can start an automation from Lunatask?
Any of Lunatask's 1 trigger in the catalog, including New Task. 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 Lunatask?
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 Lunatask?
Yes. When something happens in Method CRM, your agent can act in Lunatask too. This page covers both directions: Method CRM's triggers and Lunatask's actions are listed here as well.
Do I have to build a connector for Lunatask 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 Lunatask 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.