Integration
Connect Method CRM and Openlayer
When New Activity fires in Method CRM, your agent runs Publish Record in Openlayer, or New Project in Openlayer 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 Openlayer 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 Openlayer can do together
From Method CRM to Openlayer
When New Activity in Method CRM
then Publish Record in Openlayer
From Openlayer 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 Openlayer
Triggers and actions 8 triggers · 36 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 Project
Triggers when a new project is created in your Openlayer workspace.
- New Test Result
Triggers when a new test result is available for a data source. Useful for alerting on passing or failing model tests.
- Create Data Source
Creates a new data source in a project for streaming production data to Openlayer.
- Create Project
Creates a new AI or ML project in your Openlayer workspace.
- Create Test
Creates a data quality test in a project. Checks for duplicate rows, null values, or row counts.
- Delete Inference Pipeline
Delete an inference pipeline by its ID.
- Delete Project
Delete a project by its ID.
- Delete Test
Delete a test by its ID.
- Evaluate Test
Evaluates a test for a specific time range. Use after publishing records to get immediate results.
- Find Data Source
Finds a data source (inference pipeline) by name in a project.
- Find Project
Finds a project by name in your Openlayer workspace.
- Find Test Result
Finds test results for a data source, including whether each test passed or failed. Filter by outcome or test type to branch an automation on the result.
- Get Inference Pipeline
Retrieve the details around a specific inference pipeline.
- Get Project
Retrieves one project by its id. Openlayer has no single-project endpoint, so this reads the workspace's first 100 projects and returns the one matching the id.
- Get Test
Retrieve a test by ID.
- Get Test Result
Retrieves one test result by its id. Openlayer has no single-result endpoint, so this reads the data source's 100 most recent results and returns the matching one.
- List Inference Pipelines
List the authenticated user's inference pipelines under a project.
- List Projects
Lists the projects in your Openlayer workspace, optionally narrowed to one kind of project. Returns up to 100 projects.
- List Test Results
List all results for a test/goal under an inference pipeline.
- List Tests
Lists the tests in a project, optionally narrowed by kind, archived state or monitoring mode. Returns up to 100 tests.
- Publish Record
Publishes an LLM inference record to a data source for monitoring. Streams the model input, output, and metadata to Openlayer.
- Update Inference Pipeline
Update an inference pipeline.
- Update Project
Update a project.
- Update Test
Update a test (partial updates allowed).
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 Openlayer, 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 Openlayer when something happens in Method CRM?
Any of Openlayer's 22 actions, including Create Data Source, Create Project, Create Test and Update Inference Pipeline. Your agent maps the data both ways and tests every scenario before it ships.
Can it also run from Openlayer to Method CRM?
Yes. When something happens in Openlayer, your agent can act in Method CRM too. This page covers both directions: Openlayer's triggers and Method CRM's actions are listed here as well.
Do I have to build a connector for Method CRM or Openlayer?
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 Openlayer 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.