Integration
Connect Method CRM to Dex
When New Activity fires in Method CRM, your agent runs Tag Contact in Dex. 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 Method CRM and Dex 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 Method CRM can start in Dex
When New Activity in Method CRM
then Tag Contact in Dex
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 Dex
Triggers and actions 6 triggers · 40 actions
- 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.
- Create Group
Creates a group in Dex for organizing contacts, optionally nested under a parent group and seeded with starter members.
- Create Note
Creates a note in Dex, optionally linked to one or more contacts, and returns the created note.
- Create Tag
Creates a tag in Dex that can be assigned to contacts. If a tag with the same name already exists, the existing tag is returned.
- Delete company
Permanently deletes a company from a Dex workspace. Its contacts are kept, but their roles at the company are removed.
- Delete Contact
Permanently deletes a contact from Dex.
- Delete note
Deletes a note from your Dex timeline.
- Delete reminder
Permanently deletes a reminder in Dex. Deleting a recurring reminder cancels all of its future occurrences.
- Delete tag
Permanently deletes a tag by its ID and removes it from every contact it was assigned to. This cannot be undone.
- Find Contact
Finds contacts whose full name matches the text you enter and returns the matching contacts.
- Find Group
Finds groups in Dex whose name matches the search text.
- Find notes by keyword
Returns the notes whose text, or the names of their linked contacts, match a keyword, most recent first. Can be narrowed by contact, group, meeting type and date range.
- Find Tag
Finds tags in Dex whose names match the search text and returns them, with the first match separately.
- Get company
Returns one company in a Dex workspace by its id, including archived companies, with its details, tags and custom field values.
- Get contact
Returns one Dex contact by its id, including its email addresses, phone numbers and custom field values. An error occurs if the contact is not found.
- Get note
Returns a single Dex note by its ID, including the contacts it is linked to and its attachments.
- Get reminder
Returns a single Dex reminder by its ID, including its due date, completion status and recurrence. An error occurs if the reminder is not found.
- Get tag
Returns a single Dex tag by its ID, optionally with the number of contacts carrying it.
- List companies
Returns the companies in a Dex workspace, optionally filtered to archived companies or by owner.
- List contacts
Returns the contacts in your Personal Dex or in a chosen workspace.
- List groups
Returns the groups in your Dex account, optionally filtered by name, parent/subgroup status or archived state, and sorted by name or contact count.
- List reminders
Returns the reminders in your Dex account, optionally filtered by completion, overdue status, text, assignee, contact, tag, company, due date or creation date.
- List tags
Returns all tags in your Dex account, optionally with how many contacts carry each tag.
- Tag Contact
Assigns an existing tag to a contact in Dex.
- Update note
Updates an existing Dex note. Only the fields you fill in are changed.
- Update reminder
Updates an existing Dex reminder: change its text, due date, completion, repeat schedule, contacts, assignee or tags. Fields left blank are not changed.
- Update tag
Renames an existing tag in Dex.
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
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Questions
Method CRM and Dex, 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 Dex when something happens in Method CRM?
Any of Dex's 26 actions, including Create Group, Create Note, Create Tag and Update note. Your agent maps the data both ways and tests every scenario before it ships.
Can it also run from Dex to Method CRM?
Dex has no triggers in the catalog today, so automations start in Method CRM. If you need the other direction, ask: your agent reads Dex's API documentation and adds it.
Do I have to build a connector for Method CRM or Dex?
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 Dex 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.