Integration
Connect Method CRM and Microsoft Entra ID
When New Activity fires in Method CRM, your agent runs Add User to Group in Microsoft Entra ID, or New Group in Microsoft Entra ID to Add Contact to Existing Entity in Method CRM. 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 Microsoft Entra ID 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 and Microsoft Entra ID can do together
From Method CRM to Microsoft Entra ID
When New Activity in Method CRM
then Add User to Group in Microsoft Entra ID
From Microsoft Entra ID to Method CRM
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 Microsoft Entra ID
Triggers and actions 8 triggers · 28 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.
- New Group
Triggers when a new group is created in your Microsoft Entra ID directory.
- New User
Triggers when a new user is created in your Microsoft Entra ID directory.
- Add User to Group
Adds a user as a member of a group in your Microsoft Entra ID directory.
- Create Group
Creates a new security group or Microsoft 365 group in your Microsoft Entra ID directory.
- Create User
Creates a new user in your Microsoft Entra ID directory with a starting password.
- Delete Group
Deletes a group from your Microsoft Entra ID directory.
- Delete User
Deletes a user from your Microsoft Entra ID directory. Deleted users can be restored for 30 days.
- Disable User
Disables an existing user's account so they can no longer sign in. The user and their data are kept.
- Find Group
Returns the groups whose name matches the name you give, either exactly or by how it starts, plus the first match on its own.
- Find User
Finds a user in your Microsoft Entra ID directory whose email address or sign-in name matches the one you give. Returns nothing when no user matches.
- Get Group
Fetches a group by ID. An error occurs if the group is not found.
- Get User
Returns a user's profile from your Microsoft Entra ID directory by object ID or sign-in name.
- List Group Members
Returns all direct members of a group: users, nested groups, devices and service principals.
- Remove User from Group
Removes a user from a group in your Microsoft Entra ID directory.
- Update Group
Updates the name, description or settings of a group in your Microsoft Entra ID directory. Fields left blank are not changed.
- Update User
Updates the profile details of an existing user in your Microsoft Entra ID directory. Fields left blank are not changed.
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 Method CRM
Method CRM to SalesforceSalesforce is a leading enterprise customer relationship management (CRM) platform.
Method CRM to SlackSlack is a messaging platform for teams. Post messages, manage channels, users, reminders, and react to...
Method CRM to StripeStripe is a payment processing platform for online businesses.
Method CRM to ShopifyShopify is a commerce platform for online stores and retail point-of-sale.
Method CRM to QuickBooks OnlineQuickBooks Online accounting — manage customers, invoices, bills, payments, vendors, expenses, and more via...
Method CRM to PipedrivePipedrive is a sales CRM and pipeline management tool.
More into Microsoft Entra ID
HubSpot to Microsoft Entra IDHubSpot is your all-in-one stop for all of your marketing software needs.
Google Sheets to Microsoft Entra IDGoogle Sheets is Google's online spreadsheet app for creating, editing and sharing spreadsheets.
Gmail to Microsoft Entra IDGmail is Google’s email service, featuring spam protection, search functions, and seamless integration with...
Google Calendar to Microsoft Entra IDGoogle Calendar is a time management tool providing scheduling features, event reminders, and integration...
Google Drive to Microsoft Entra IDGoogle Drive is a cloud storage solution for uploading, sharing, and collaborating on files across devices...
Mailchimp to Microsoft Entra IDMailchimp marketing automation and email platform.
Questions
Method CRM and Microsoft Entra ID, 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 Microsoft Entra ID when something happens in Method CRM?
Any of Microsoft Entra ID's 14 actions, including Create Group, Create User, Update Group and Update User. Your agent maps the data both ways and tests every scenario before it ships.
Can it also run from Microsoft Entra ID to Method CRM?
Yes. When something happens in Microsoft Entra ID, your agent can act in Method CRM too. This page covers both directions: Microsoft Entra ID's triggers and Method CRM's actions are listed here as well.
Do I have to build a connector for Method CRM or Microsoft Entra ID?
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 Microsoft Entra ID 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.