Integration
Connect Method CRM and TrackMage
When New Activity fires in Method CRM, your agent runs Add order item in TrackMage, or New Order Created in TrackMage 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 TrackMage 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 TrackMage can do together
From Method CRM to TrackMage
When New Activity in Method CRM
then Add order item in TrackMage
From TrackMage 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 TrackMage
Triggers and actions 13 triggers · 27 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.
- Deleted Order
Triggers when an order is deleted in a TrackMage workspace.
- Deleted Shipment
Triggers when a shipment is deleted in a TrackMage workspace.
- New Order Created
Triggers when a new order is created in the selected TrackMage workspace.
- New Shipment Created
Triggers when a new shipment is created in the selected TrackMage workspace.
- Updated Order
Triggers when an order is updated in a TrackMage workspace.
- Updated Shipment
Triggers when a shipment is updated in the selected TrackMage workspace.
- Updated Shipment Tracking Status
Triggers when the tracking status of a shipment in the selected TrackMage workspace changes.
- Add order item
Adds a line item (product, quantity and price) to an existing TrackMage order.
- Add product
Creates a product in your TrackMage team catalog.
- Create Order
Creates an order in a TrackMage workspace, with optional customer contact details, totals and shipping/billing addresses.
- Create Shipment
Creates a shipment in a TrackMage workspace so its tracking number is monitored.
- Create Tracking Page Link
Generates a shareable link to a TrackMage tracking page, optionally preset to a specific tracking number.
- Delete order
Deletes an order from your TrackMage workspace.
- Delete shipment
Deletes a shipment from your TrackMage workspace.
- Get order
Returns a TrackMage order by its id, including its status, totals, addresses and linked shipments.
- Get product
Returns a single product from your TrackMage catalog, including its name, SKU, URLs and variants.
- Get shipment
Returns one shipment, including its tracking number, carrier, tracking status, linked orders and delivery address.
- List shipment checkpoints
Returns the tracking checkpoints (date, location and status info) recorded for a shipment.
- Update order
Updates an existing TrackMage order's totals, status, contact details and shipping or billing address. Fields left blank are not changed.
- Update shipment
Updates an existing shipment's tracking number, carrier, contact details, address, status and linked orders.
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 TrackMage, 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 TrackMage when something happens in Method CRM?
Any of TrackMage's 13 actions, including Create Order, Create Shipment, Create Tracking Page Link and Update order. Your agent maps the data both ways and tests every scenario before it ships.
Can it also run from TrackMage to Method CRM?
Yes. When something happens in TrackMage, your agent can act in Method CRM too. This page covers both directions: TrackMage's triggers and Method CRM's actions are listed here as well.
Do I have to build a connector for Method CRM or TrackMage?
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 TrackMage 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.