Integration
Connect Method CRM and PaintScout
When New Activity fires in Method CRM, your agent runs Add deal in PaintScout, or Contact Created in PaintScout to Find Contact 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 PaintScout 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 PaintScout can do together
From Method CRM to PaintScout
When New Activity in Method CRM
then Add deal in PaintScout
From PaintScout 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 PaintScout
Triggers and actions 11 triggers · 33 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.
- Contact Created
Triggers when a new contact is created in PaintScout.
- Invoice Sent
Triggers when an invoice is sent to a customer, including when an invoice is re-sent.
- Invoice Status Changed
Triggers when an invoice's status changes, delivering the invoice with its new status.
- Quote Status Changed
Triggers when a quote's status changes, for example when it is sent, accepted or declined.
- Quote Tag Added
Triggers when a tag is added to a quote, optionally only for one specific tag.
- Add company
Creates a new company in PaintScout with its name, contact details, address, lead source, owner and tags.
- Add deal
Creates a new deal in PaintScout, with its contact, job address, pipeline stage and value.
- Add note
Adds a note to a PaintScout contact, deal or company and returns the new note.
- Add task
Creates a task in PaintScout, optionally linked to a deal and assigned to a user.
- Create Contact
Creates a new contact in PaintScout with names, email, phone numbers, address, lead source, owner, note and tags.
- Create Quote
Creates a new quote in PaintScout for a contact, with its job address, notes, pricing adjustments and tags.
- Find companies
Returns the companies that match a search filter, such as a name, email or city.
- Find Contact
Returns up to 100 contacts that match the search you specify, such as an email address, name or company.
- Find deals
Returns the deals that match a search filter, such as a deal name, pipeline, stage or lead source.
- Find Invoice
Returns the invoices that match a search, such as a status, invoice number, contact name or date range.
- Find Quote
Returns the quotes that match a search filter, such as a quote number, status or contact name.
- Get contact
Returns a single PaintScout contact by its ID, including name, company, email, phone, address, lead source, owner and tags.
- Get deal
Returns a single PaintScout deal by its ID, including its contact, job address, pipeline stage, value, tags, linked quotes and invoices, and job costing.
- Get invoice
Returns a single PaintScout invoice with its contact, line items, payments, taxes, discounts and totals. Can optionally return the work-order view, which includes per-item material costs.
- Get quote
Returns a single PaintScout quote by its ID, including contact, job address, totals, tax, discount, payments, tags and customer-view links.
- Update company
Updates an existing PaintScout company's name, contact details, address, lead source, owner or tags. Fields left blank are not changed.
- Update Contact
Updates an existing PaintScout contact's name, contact details, address, lead source, owner, note and tags. Fields left blank keep their current values.
- Update deal
Updates an existing deal in PaintScout — its name, contact, job address, pipeline and stage, lead source, owner, tags and job costing. Fields left blank are not changed.
- Update task
Updates an existing task in PaintScout, such as its title, owner, notes, start time or completion status.
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 PaintScout, 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 PaintScout when something happens in Method CRM?
Any of PaintScout's 19 actions, including Create Contact, Create Quote, Update company and Update Contact. Your agent maps the data both ways and tests every scenario before it ships.
Can it also run from PaintScout to Method CRM?
Yes. When something happens in PaintScout, your agent can act in Method CRM too. This page covers both directions: PaintScout's triggers and Method CRM's actions are listed here as well.
Do I have to build a connector for Method CRM or PaintScout?
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 PaintScout 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.