Integration
Connect Method CRM and SureCart
When New Activity fires in Method CRM, your agent runs Add Customer in SureCart, or Affiliation Request Created in SureCart 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 SureCart 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 SureCart can do together
From Method CRM to SureCart
When New Activity in Method CRM
then Add Customer in SureCart
From SureCart 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 SureCart
Triggers and actions 50 triggers · 61 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.
- Affiliation Request Approved
Triggers when a affiliation request is approved.
- Affiliation Request Created
Triggers when a affiliation request is created.
- Affiliation Request Denied
Triggers when a new affiliation request is denied.
- Cancellation Act Created
Triggers when a cancellation act is created.
- Cancellation Act Updated
Triggers when a cancellation act is updated.
- Customer Created
Triggers when a customer is created.
- Customer Updated
Triggers when a customer is updated.
- Fulfillment Created
Triggers when a fulfillment is created.
- Fulfillment Deleted
Triggers when a fulfillment is deleted.
- Fulfillment Updated
Triggers when a fulfillment is updated.
- Order Created
Triggers when a order is created.
- Order Delivered
Triggers when a order is delivered.
- Order Fulfilled
Triggers when a order is fulfilled.
- Order Paid
Triggers when a order is paid.
- Order Partially Fulfilled
Triggers when a order is partially fulfilled.
- Order Partially Shipped
Triggers when a order is partially shipped.
- Order Payment Failed
Triggers when a order payment fails.
- Order Processing
Triggers when a order becomes processing.
- Order Shipped
Triggers when a order is shipped.
- Order Unfulfilled
Triggers when a order is unfulfilled.
- Order Voided
Triggers when a order is voided.
- Payout Completed
Triggers when a payout is completed.
- Purchase Created
Triggers when a purchase is created.
- Purchase Invoked
Triggers when a purchase is invoked.
- Purchase Revoked
Triggers when a purchase is revoked.
- Purchase Updated
Triggers when a purchase is updated.
- Referral Approved
Triggers when a referral is approved.
- Referral Created
Triggers when a referral is created.
- Refund Created
Triggers when a refund is created.
- Refund Succeeded
Triggers when a refund succeeds.
- Return Request Completed
Triggers when a return request is completed.
- Return Request Created
Triggers when a return request is created.
- Return Request Deleted
Triggers when a return request is deleted.
- Return Request Opened
Triggers when a return request is opened.
- Return Request Updated
Triggers when a return request is updated.
- Subscription Active
Triggers when a subscription becomes active.
- Subscription Canceled
Triggers when a subscription is canceled.
- Subscription Completed
Triggers when a subscription is completed.
- Subscription Created
Triggers when a subscription is created.
- Subscription Past Due
Triggers when a subscription becomes past due.
- Subscription Renewed
Triggers when a subscription is renewed.
- Subscription Set to Cancel
Triggers when a subscription is set to cancel.
- Subscription Trialing
Triggers when a subscription becomes trialing.
- Subscription Updated
Triggers when a subscription is updated.
- Add Affiliation Request
Creates a pending affiliate application in your SureCart store.
- Add Customer
Creates a customer in your SureCart store.
- Add Payout
Creates a payout for an affiliate covering their approved, unpaid referral commissions up to an end date.
- Approve Affiliation Request
Approves a pending affiliate application, turning the applicant into an affiliate.
- Approve Referral
Approves a referral that is under review.
- Cancel Checkout
Cancels a checkout; its associated order and invoice are voided.
- Cancel Subscription
Cancels a subscription, either immediately or at the end of the current billing period.
- Complete Payout
Marks a processing affiliate payout as completed (paid).
- Complete Return Request
Marks an open return request as completed.
- Complete Subscription
Completes a fixed-length (finite) subscription immediately.
- Delete Fulfillment
Deletes a fulfillment, returning its order items to unfulfilled.
- Delete Return Request
Deletes a return request.
- Deny Affiliation Request
Denies a pending affiliate application.
- Finalize Checkout
Finalizes a draft checkout so it can be paid.
- Find Affiliation
Find an existing affiliation by ID.
- Find Affiliation Request
Find an existing affiliation request by ID.
- Find Cancellation Act
Find an existing cancellation act by ID.
- Find Checkout
Find an existing checkout by ID.
- Find Click
Find an existing click by ID.
- Find Coupon
Find an existing coupon by ID.
- Find Customer
Find an existing customer by ID.
- Find Fulfillment
Find an existing fulfillment by ID.
- Find Fulfillment Item
Find an existing fulfillment item by ID.
- Find Line Item
Find an existing line item by ID.
- Find Order
Find an existing order by ID.
- Find Payment Intent
Find an existing payment intent by ID.
- Find Payment Method
Find an existing payment method by ID.
- Find Payout
Find an existing payout by ID.
- Find Payout Group
Find an existing payout group by ID.
- Find Price
Find an existing price by ID.
- Find Product
Find an existing product by ID.
- Find Promotion
Find an existing promotion by ID.
- Find Purchase
Find an existing purchase by ID.
- Find Referral
Find an existing referral by ID.
- Find Referral Item
Find an existing referral item by ID.
- Find Refund
Find an existing refund by ID.
- Find Return Item
Find an existing return item by ID.
- Find Return Request
Find an existing return request by ID.
- Find Subscription
Find an existing subscription by ID.
- Find Tracking
Find an existing tracking by ID.
- Invoke Purchase
Re-activates a revoked purchase, restoring the customer's access to the product.
- Manually Pay Checkout
Marks a finalized checkout as paid outside SureCart, creating its paid order.
- Open Return Request
Re-opens a completed return request.
- Preserve Subscription
Records that a customer who started to cancel a subscription chose to keep it.
- Revoke Purchase
Revokes a customer's purchase, removing their access to the product.
- Update Customer
Updates an existing customer's name, email or phone in your SureCart store.
- Update Purchase
Schedules when a customer's purchase will be automatically revoked.
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 SureCart, 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 SureCart when something happens in Method CRM?
Any of SureCart's 47 actions, including Update Customer, Update Purchase, Add Affiliation Request and Add Customer. Your agent maps the data both ways and tests every scenario before it ships.
Can it also run from SureCart to Method CRM?
Yes. When something happens in SureCart, your agent can act in Method CRM too. This page covers both directions: SureCart's triggers and Method CRM's actions are listed here as well.
Do I have to build a connector for Method CRM or SureCart?
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 SureCart 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.