Integration
Connect Method CRM and Text Request
When New Activity fires in Method CRM, your agent runs Add group message in Text Request, or New Contact in Text Request 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 Text Request 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 Text Request can do together
From Method CRM to Text Request
When New Activity in Method CRM
then Add group message in Text Request
From Text Request 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 Text Request
Triggers and actions 8 triggers · 37 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 Contact
Triggers when a new contact is added to a dashboard.
- New Message
Triggers when a text message is sent or received on a dashboard.
- Add custom field
Creates a new custom field on a Text Request dashboard, which can then be set on contacts.
- Add group message
Sends a group text message to selected groups and/or phone numbers from a dashboard, immediately, at a scheduled time, or on a recurring schedule.
- Add keyword
Creates a new keyword on a Text Request dashboard, with an optional automatic reply sent when a contact texts it.
- Add payment
Sends a payment request text to a contact for the given amount and returns the new payment.
- Add user
Creates a new user in your Text Request account with the given name, email and password, optionally granting administrator rights or dashboard permissions.
- Create Group
Creates a contact group on a dashboard.
- Create Tag
Creates a contact tag on a dashboard.
- Delete Contact
Deletes a contact from a dashboard by their phone number.
- Delete group
Deletes a group from a dashboard. Contacts in the group are kept.
- Delete tag
Deletes a contact tag from a Text Request dashboard. Contacts that carried the tag are not deleted.
- Find Contacts
Finds contacts on a dashboard by name, phone number, tag or group.
- Get Contact
Returns one contact on a dashboard by their phone number, including name, tags, groups, custom fields and message counts.
- Get dashboard
Returns a dashboard (texting line) with its name, phone number and time zone.
- List custom fields
Returns all custom fields defined for a Text Request dashboard (texting line), with each field's id and name.
- List Dashboards
Returns every dashboard (texting phone line) in your Text Request account, with its ID, name and phone number.
- List Groups
Returns all contact groups on a dashboard.
- List keywords
Returns all keywords on a Text Request dashboard, with their auto-response, linked group and subscriber count.
- List messages
Returns the text messages sent and received on a Text Request dashboard, optionally filtered by date range.
- List scheduled messages
Returns the pending scheduled one-to-one messages for a dashboard, optionally filtered by send time or to recurring messages only.
- List tags
Returns all contact tags defined on a Text Request dashboard, with each tag's name and color.
- List users
Returns the users in your Text Request account, optionally filtered by email or external user ID.
- Send Message
Sends a text message from a dashboard to a contact's phone number, now or at a scheduled time.
- Update group
Renames a group on a Text Request dashboard and updates its notes.
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 Text Request, 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 Text Request when something happens in Method CRM?
Any of Text Request's 23 actions, including Create Group, Create Tag, Send Message and Update group. Your agent maps the data both ways and tests every scenario before it ships.
Can it also run from Text Request to Method CRM?
Yes. When something happens in Text Request, your agent can act in Method CRM too. This page covers both directions: Text Request's triggers and Method CRM's actions are listed here as well.
Do I have to build a connector for Method CRM or Text Request?
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 Text Request 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.