--- title: "Connect Method CRM to CycleCalcs - APIANT.ai" description: "When \"New Activity\" fires in Method CRM, your agent runs \"Find places\" in CycleCalcs." canonical: "https://apiant.ai/connect/method-crm-to-cyclecalcs" --- # Connect Method CRM to CycleCalcs When **New Activity** fires in [Method CRM](https://apiant.ai/connections/method-crm), your agent runs **Find places** in [CycleCalcs](https://apiant.ai/connections/cyclecalcs). Describe the whole flow and it is built, tested on every scenario and kept running. Method CRM **6** triggers Method CRM **14** actions CycleCalcs **8** actions What the catalog holds today. Ask for anything missing and your agent reads the API documentation and adds it. ## What do you want Method CRM and CycleCalcs 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 Method CRM can start in CycleCalcs - When **New Activity** in Method CRM then **Find places** in CycleCalcs - When **New Contact** in Method CRM then **Get angular separation** in CycleCalcs 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 Method CRM and CycleCalcs ## Triggers and actions 6 triggers · 22 actions - 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. - Action **Find places** Looks up a place by name or reverse-looks-up by coordinates against the self-hosted GeoNames index, returning name, region, country, coordinates, timezone, and a stable place_id for use in other calls. - Action **Get angular separation** Returns the angular separation between two named targets at an instant, plus the minima of that separation across a window. - Action **Get body positions** Returns where a given body is, in a given reference frame, with atmospheric refraction stated, for a location/date. - Action **Get dark observing window** Returns the genuinely dark, moonless observing window of a night (astronomical night intersected with the Moon being down), ranked across up to 62 nights with a trend. - Action **Get planet positions** Returns all eight planets in one request: place, brightness, apparent size, retrograde state, next station, and whether each is worth observing tonight. - Action **Get rise and set times** Returns rise, transit, set, and lower-transit times for a named celestial object at a location/date, with explicit circumpolar/never-rises status. - Action **Get sun times** Returns the full solar day for a location/date: sunrise, sunset, twilight boundaries, azimuth, day length, and polar-day/night status. - Action **Get twilight times** Returns civil, nautical, and astronomical twilight plus day/night as non-overlapping intervals tiling the whole day for a location/date. ## Each app on its own - [ **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) - [ **CycleCalcs** CycleCalcs computes astronomical event data for a given location and date.](https://apiant.ai/connections/cyclecalcs) Reviews ## What our customers say ## More from Method CRM - [ **Method CRM to Salesforce** Salesforce is a leading enterprise customer relationship management (CRM) platform.](https://apiant.ai/connect/method-crm-to-salesforce) - [ **Method CRM to Slack** Slack is a messaging platform for teams. Post messages, manage channels, users, reminders, and react to...](https://apiant.ai/connect/method-crm-to-slack) - [ **Method CRM to Stripe** Stripe is a payment processing platform for online businesses.](https://apiant.ai/connect/method-crm-to-stripe) - [ **Method CRM to Shopify** Shopify is a commerce platform for online stores and retail point-of-sale.](https://apiant.ai/connect/method-crm-to-shopify) - [ **Method CRM to QuickBooks Online** QuickBooks Online accounting — manage customers, invoices, bills, payments, vendors, expenses, and more via...](https://apiant.ai/connect/method-crm-to-quickbooks-online) - [ **Method CRM to Pipedrive** Pipedrive is a sales CRM and pipeline management tool.](https://apiant.ai/connect/method-crm-to-pipedrive) ## More into CycleCalcs - [ **SureCart to CycleCalcs** The new way to sell on WordPress. A simple yet powerful e-commerce platform designed to grow your business...](https://apiant.ai/connect/surecart-to-cyclecalcs) - [ **HubSpot to CycleCalcs** HubSpot is your all-in-one stop for all of your marketing software needs.](https://apiant.ai/connect/hubspot-to-cyclecalcs) - [ **Salesforce to CycleCalcs** Salesforce is a leading enterprise customer relationship management (CRM) platform.](https://apiant.ai/connect/salesforce-to-cyclecalcs) - [ **Slack to CycleCalcs** Slack is a messaging platform for teams. Post messages, manage channels, users, reminders, and react to...](https://apiant.ai/connect/slack-to-cyclecalcs) - [ **Google Sheets to CycleCalcs** Google Sheets](https://apiant.ai/connect/google-sheets-to-cyclecalcs) - [ **Gmail to CycleCalcs** Gmail is Google’s email service, featuring spam protection, search functions, and seamless integration with...](https://apiant.ai/connect/gmail-to-cyclecalcs) Questions ## Method CRM and CycleCalcs, answered ### ### What can start an automation from Method CRM? Any of Method CRM's 6 triggers in the catalog, including New Activity, New Contact, New Customer or Customer Lead (QuickBooks Only) and New Customer/Vendor or Customer/Vendor Lead (Xero Only). Describe the moment in plain language and your agent picks the right one. ### ### What can your agent do in CycleCalcs when something happens in Method CRM? Any of CycleCalcs's 8 actions, including Find places, Get angular separation, Get body positions and Get dark observing window. Your agent maps the data both ways and tests every scenario before it ships. ### ### Can it also run from CycleCalcs to Method CRM? CycleCalcs has no triggers in the catalog today, so automations start in Method CRM. If you need the other direction, ask: your agent reads CycleCalcs's API documentation and adds it. ### ### Do I have to build a connector for Method CRM or CycleCalcs? 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 Method CRM and CycleCalcs 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.