--- title: "Connect Method CRM to Moderation API - APIANT.ai" description: "When \"New Activity\" fires in Method CRM, your agent runs \"Add author\" in Moderation API." canonical: "https://apiant.ai/connect/method-crm-to-moderation-api" --- # Connect Method CRM to Moderation API When **New Activity** fires in [Method CRM](https://apiant.ai/connections/method-crm), your agent runs **Add author** in [Moderation API](https://apiant.ai/connections/moderation-api). Describe the whole flow and it is built, tested on every scenario and kept running. Method CRM **6** triggers Method CRM **14** actions Moderation API **18** 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 Moderation API 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 Moderation API - When **New Activity** in Method CRM then **Add author** in Moderation API - When **New Contact** in Method CRM then **Add wordlist** in Moderation API 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 Moderation API ## Triggers and actions 6 triggers · 32 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 **Add author** Creates a new author (a user of your platform) in Moderation API so their content and behavior can be tracked and moderated. - Action **Add wordlist** Creates a new wordlist in your Moderation API organization, optionally filled with an initial set of words. Add the wordlist to a policy to use it in moderation. - Action **Add words to wordlist** Adds words or phrases to an existing wordlist. Words already on the list are ignored. - Action **Block author** Blocks an author so they cannot post new content until they are unblocked. - Action **Delete author** Deletes an author, resetting their status, blocks, trust level, metrics and action history. The author is recreated with a clean record the next time their content is moderated. - Action **Extract All Data** Analyzes a piece of text and returns all data found in it — email addresses, phone numbers, URLs, addresses, names and other personal information or wordlist matches — along with the overall moderation result. - Action **Get author** Returns an author's details, including their status, trust level, block details, risk level, content metrics and metadata. - Action **Get Moderated Text** Submits a piece of text for moderation and returns the moderated text (with any personal information or banned words masked), along with whether it was flagged and the recommended action. - Action **Get Moderation Object** Submits a structured object made of several named text, image, video or audio parts (for example a profile's name, bio and avatar) for moderation, and returns the evaluation, the recommended action and the per-policy results. - Action **Get wordlist** Returns a single wordlist, including its name, strict-mode setting and every word it contains. - Action **List authors** Returns the authors in your Moderation API project, with their status, trust level and content metrics. By default the most recently active authors come first. - Action **List queue items** Returns the items in a review queue, with the queue's own filters applied. By default only items still waiting for review are returned. - Action **List wordlists** Returns the wordlists in your Moderation API organization, with each wordlist's name, description and creation date. - Action **Moderate content** Submits text, an image, a video, audio or a structured object for moderation and returns whether it was flagged, the recommended action (allow, review or reject) and the per-policy results. - Action **Resolve queue item** Marks an item in a review queue as resolved, removing it from the queue's pending list. - Action **Send feedback** Sends a feature request, bug report or other feedback to the Moderation API team, who may reply by email. - Action **Unblock author** Unblocks a blocked or suspended author so they can post new content again. - Action **Update author** Updates an existing author's profile in Moderation API, such as their name, email, company, trust level or metadata, and returns the updated author. ## 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) - [ **Moderation API** Automatically detect and hide personal information like email addresses and phone numbers - even if the user...](https://apiant.ai/connections/moderation-api) 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 Moderation API - [ **HubSpot to Moderation API** HubSpot is your all-in-one stop for all of your marketing software needs.](https://apiant.ai/connect/hubspot-to-moderation-api) - [ **Salesforce to Moderation API** Salesforce is a leading enterprise customer relationship management (CRM) platform.](https://apiant.ai/connect/salesforce-to-moderation-api) - [ **Slack to Moderation API** Slack is a messaging platform for teams. Post messages, manage channels, users, reminders, and react to...](https://apiant.ai/connect/slack-to-moderation-api) - [ **Google Sheets to Moderation API** Google Sheets](https://apiant.ai/connect/google-sheets-to-moderation-api) - [ **Gmail to Moderation API** Gmail is Google’s email service, featuring spam protection, search functions, and seamless integration with...](https://apiant.ai/connect/gmail-to-moderation-api) - [ **Google Calendar to Moderation API** Google Calendar is a time management tool providing scheduling features, event reminders, and integration...](https://apiant.ai/connect/google-calendar-to-moderation-api) Questions ## Method CRM and Moderation API, 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 Moderation API when something happens in Method CRM? Any of Moderation API's 18 actions, including Send feedback, Update author, Add author and Add wordlist. Your agent maps the data both ways and tests every scenario before it ships. ### ### Can it also run from Moderation API to Method CRM? Moderation API has no triggers in the catalog today, so automations start in Method CRM. If you need the other direction, ask: your agent reads Moderation API's API documentation and adds it. ### ### Do I have to build a connector for Method CRM or Moderation API? 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 Moderation API 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.