Integration
Connect Method CRM to PDF.co
When New Activity fires in Method CRM, your agent runs AI Invoice Parser in PDF.co. 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 PDF.co 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 can start in PDF.co
When New Activity in Method CRM
then AI Invoice Parser in PDF.co
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 PDF.co
Triggers and actions 6 triggers · 42 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.
- Add Barcode to PDF
Draws a barcode or QR code onto a PDF at the position you choose and returns a link to the new PDF.
- Add Form Field to PDF
Add a fillable form field (text field or checkbox) to a PDF at a specified position.
- Add Image to PDF
Add an image, logo, or signature to a PDF at a specified position.
- Add Text to PDF
Add Text to PDF
- Advanced Barcode Reader
Decode barcodes from images or PDF documents swiftly and accurately.
- AI Invoice Parser
Transform your invoice processing with our advanced AI. Enjoy quick, accurate data extraction that eliminates manual effort and saves you valuable time.
- Anything to PDF Converter
Seamlessly convert a variety of formats such as URLs, HTML code, documents, spreadsheets, presentations, images, and more into PDF.
- Barcode Generator
Generate a variety of barcodes , e.g. QRCode .
- Compress and Optimize PDF
Significantly reduce PDF file size by compressing and optimizing images and objects within the document.
- Convert Scanned PDF to Searchable PDF
Converts a scanned PDF or image file into a text-searchable PDF.
- Custom API Call
Allows the execution of a custom API call to the PDF.co API. This is intended for advanced users.
- Document Classifier
Analyze the text of an input document using AI and return its class (such as: invoice, order, industry). This can utilize custom rules and is helpful for quickly identifying the origin of a document.
- Document Parser
Extract data from invoices, reports, statements, and other documents using AI-based templates. This tool is beneficial for automating data extraction tasks and reducing manual workload.
- Get PDF Information
Extract information from a PDF document such as page count, page size, author, description, keywords and also any form field information.
- HTML to PDF Converter
Convert HTML or URL to PDF with advanced options (e.g. layout, orientation). Supports HTML templates (Handlebar and Mustache).
- PDF Filler
Add text, images, signatures to a PDF, fill PDF form fields, or create a new PDF from templates.
- PDF Find Table
This operation employs AI to scan a PDF document for tables, returning an array of found tables with coordinates and information about the detected columns.
- PDF Merger
Combine multiple document formats into a single PDF. Supported formats include PDF, DOC, DOCX, XLS, JPG, PNG, and more.
- PDF Page Tools
Tools to rotate and delete pages from your PDF files effectively.
- PDF Security
Add/Remove Password and Security Features to/from PDF file
- PDF to Anything Converter
Convert PDF to JPG, PNG, CSV, XML, JSON and other formats
- Search and Delete Found Text in PDF
Identify and remove specified text from a PDF document using text search or fixed-position coordinates
- Search and Replace Text in PDF
Locate and replace specified text within a PDF document
- Search and Replace With Image in PDF
Search text inside PDF and replace with Image
- Search in PDF
Allows you to search for specific text within PDF documents or scanned images.
- Split PDF Based on Barcode Search
This operation segments a PDF document based on barcode search, creating new PDF files for each segment.
- Split PDF Based on Text Search
This operation segments a PDF document based on text search (with OCR), creating new PDF files for each segment.
- Split PDF Into Multiple Files
This operation allows you to split a PDF document into multiple new PDF files, using specific page numbers or page ranges.
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 PDF.co, 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 PDF.co when something happens in Method CRM?
Any of PDF.co's 28 actions, including Add Barcode to PDF, Add Form Field to PDF, Add Image to PDF and Add Text to PDF. Your agent maps the data both ways and tests every scenario before it ships.
Can it also run from PDF.co to Method CRM?
PDF.co has no triggers in the catalog today, so automations start in Method CRM. If you need the other direction, ask: your agent reads PDF.co's API documentation and adds it.
Do I have to build a connector for Method CRM or PDF.co?
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 PDF.co 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.