--- title: "Connect Method CRM to Namsor - APIANT.ai" description: "When \"New Activity\" fires in Method CRM, your agent runs \"Name Type Recognition\" in Namsor." canonical: "https://apiant.ai/connect/method-crm-to-namsor" --- # Connect Method CRM to Namsor When **New Activity** fires in [Method CRM](https://apiant.ai/connections/method-crm), your agent runs **Name Type Recognition** in [Namsor](https://apiant.ai/connections/namsor). Describe the whole flow and it is built, tested on every scenario and kept running. Method CRM **6** triggers Method CRM **14** actions Namsor **14** 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 Namsor 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 Namsor - When **New Activity** in Method CRM then **Name Type Recognition** in Namsor - When **New Contact** in Method CRM then **Split Full Name** in Namsor 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 Namsor ## Triggers and actions 6 triggers · 28 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 **Get Country From First/Last Name** Returns the most likely country of residence for a person from their first name and/or last name, with the runner-up country, region, top 10 candidate countries and calibrated probabilities. - Action **Get Country From Full Name** Returns the most likely country of residence for a person's unsplit full name, with the runner-up country, region, the top 10 likely countries and calibrated probabilities. - Action **Get Ethnicity From First/Last Name** Returns the most likely ethnicity or diaspora for a person's first and last name, with a ranked top 10 and calibrated probabilities, optionally in the context of a country of residence. - Action **Get Ethnicity From Full Name** Returns the most likely ethnicity or diaspora of a person from their full name, optionally in the context of their country of residence, with the top 10 likely ethnicities and calibrated probabilities. - Action **Get Gender From a Full Name** Returns the most likely gender of a person from their unsplit full name, with a gender scale and a calibrated probability. - Action **Get Gender From First/Last Name** Returns the most likely gender (male or female) for a person's first name and optional last name, with a gender scale and a calibrated probability. - Action **Get Indian Caste Group From First/Last Name** Returns the most likely Indian caste group (General, OBC, SC or ST) for a person's first and last name and their Indian state or Union territory, with alternatives and confidence scores. - Action **Get Indian Caste Group From Full Name** Returns the most likely Indian caste group (General, OBC, SC or ST) for an unsplit Indian full name and the person's Indian state or union territory. - Action **Get Origin From First/Last Name** Returns the most likely country of origin for a person's first and/or last name, with region, the top 10 candidate countries and calibrated probabilities. - Action **Get Origin From Full Name** Returns the most likely country of origin for a person's full name, with the region, alternative country, top 10 candidate countries and calibrated probabilities. - Action **Get U.S. Race Ethnicity From First/Last Name** Returns the most likely U.S. Census race/ethnicity category for a person's first and/or last name, with the second most likely category, ranked alternatives and confidence scores. - Action **Get U.S. Race Ethnicity From Full Name** Returns the most likely U.S. race/ethnicity (U.S. Census categories) for a person's full name, with the runner-up category and calibrated probabilities. - Action **Name Type Recognition** Classifies a proper noun as a personal name (anthroponym), a place name (toponym), a brand name or a pseudonym, and returns the most likely and second most likely type with a reliability score. - Action **Split Full Name** Splits a person's full name into its most likely first name and last name, with the detected name structure and a reliability score. ## 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) - [ **Namsor** Namsor is a name analysis solution that delivers unmatched precision in identifying origin, gender...](https://apiant.ai/connections/namsor) 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 Namsor - [ **HubSpot to Namsor** HubSpot is your all-in-one stop for all of your marketing software needs.](https://apiant.ai/connect/hubspot-to-namsor) - [ **Salesforce to Namsor** Salesforce is a leading enterprise customer relationship management (CRM) platform.](https://apiant.ai/connect/salesforce-to-namsor) - [ **Slack to Namsor** Slack is a messaging platform for teams. Post messages, manage channels, users, reminders, and react to...](https://apiant.ai/connect/slack-to-namsor) - [ **Google Sheets to Namsor** Google Sheets](https://apiant.ai/connect/google-sheets-to-namsor) - [ **Gmail to Namsor** Gmail is Google’s email service, featuring spam protection, search functions, and seamless integration with...](https://apiant.ai/connect/gmail-to-namsor) - [ **Google Calendar to Namsor** Google Calendar is a time management tool providing scheduling features, event reminders, and integration...](https://apiant.ai/connect/google-calendar-to-namsor) Questions ## Method CRM and Namsor, 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 Namsor when something happens in Method CRM? Any of Namsor's 14 actions, including Get Country From First/Last Name, Get Country From Full Name, Get Ethnicity From First/Last Name and Get Ethnicity From Full Name. Your agent maps the data both ways and tests every scenario before it ships. ### ### Can it also run from Namsor to Method CRM? Namsor has no triggers in the catalog today, so automations start in Method CRM. If you need the other direction, ask: your agent reads Namsor's API documentation and adds it. ### ### Do I have to build a connector for Method CRM or Namsor? 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 Namsor 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.