Integration
Connect Method CRM and Mojo Helpdesk
When New Activity fires in Method CRM, your agent runs Add Comment to Ticket in Mojo Helpdesk, or New Ticket in Mojo Helpdesk 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 Mojo Helpdesk 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 Method CRM and Mojo Helpdesk can do together
From Method CRM to Mojo Helpdesk
When New Activity in Method CRM
then Add Comment to Ticket in Mojo Helpdesk
From Mojo Helpdesk 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 Mojo Helpdesk
Triggers and actions 10 triggers · 37 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 Ticket
Triggers when a new ticket is created in Mojo Helpdesk.
- New Ticket With Due On
Triggers when a new Mojo Helpdesk ticket that has a due date is created.
- New Ticket With Scheduled On
Triggers when a new Mojo Helpdesk ticket that has a scheduled date is created.
- New User
Triggers when a new user is created in Mojo Helpdesk.
- Add asset
Creates a new asset in Mojo Helpdesk Asset Management and returns the created asset.
- Add Comment to Ticket
Adds a public comment to a Mojo Helpdesk ticket.
- Add Staff Note to Ticket
Adds an internal staff-only note to a Mojo Helpdesk ticket.
- Add Tag to Ticket
Adds a tag to a Mojo Helpdesk ticket, creating the tag if it does not exist.
- Add task to ticket
Creates a task on a ticket, with optional notes, due date, assignee and completion status.
- Create Ticket
Creates a new ticket in Mojo Helpdesk and returns it.
- Create User
Creates a new user in Mojo Helpdesk.
- Delete ticket
Permanently deletes a ticket, including its comments and attachments.
- Delete user
Permanently deletes a user from Mojo Helpdesk. This cannot be undone.
- Find assets by criteria
Returns the assets that match a search query, such as a name, tag, serial number, location or assigned user.
- Find User by Email
Finds a Mojo Helpdesk user by email address.
- Get asset
Returns the details of a single asset, including its status, location, assigned users and attached files.
- Get Ticket
Returns one Mojo Helpdesk ticket by its ID, including title, description, status, priority and assignee.
- Get User
Returns one Mojo Helpdesk user by ID.
- List comments
Returns the comments on a Mojo Helpdesk ticket, including staff notes.
- List ticket queues
Returns the ticket queues in your Mojo Helpdesk account, with each queue's id, name and email settings.
- List tickets
Returns the tickets in your Mojo Helpdesk, sorted by the field and order you choose.
- List users
Returns the users (end users and agents) in your Mojo Helpdesk account.
- Remove tag from ticket
Removes a tag from a ticket, identified by the tag's ID or label, and returns the ticket's remaining tags.
- Search Tickets
Finds Mojo Helpdesk tickets matching a search query (same syntax as the web app's advanced search).
- Update asset
Updates an existing asset in Mojo Helpdesk, changing only the fields you supply.
- Update Ticket
Updates an existing Mojo Helpdesk ticket; only the fields you supply change.
- Update User
Updates a Mojo Helpdesk user's details; only the fields you supply change (email cannot be changed here).
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
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Questions
Method CRM and Mojo Helpdesk, 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 Mojo Helpdesk when something happens in Method CRM?
Any of Mojo Helpdesk's 23 actions, including Create Ticket, Create User, Update asset and Update Ticket. Your agent maps the data both ways and tests every scenario before it ships.
Can it also run from Mojo Helpdesk to Method CRM?
Yes. When something happens in Mojo Helpdesk, your agent can act in Method CRM too. This page covers both directions: Mojo Helpdesk's triggers and Method CRM's actions are listed here as well.
Do I have to build a connector for Method CRM or Mojo Helpdesk?
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 Mojo Helpdesk 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.