Integration
Connect Method CRM to UpGuard
When New Activity fires in Method CRM, your agent runs Add vendor questionnaire in UpGuard. 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 UpGuard 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 UpGuard
When New Activity in Method CRM
then Add vendor questionnaire in UpGuard
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 UpGuard
Triggers and actions 6 triggers · 30 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 vendor questionnaire
Sends a security questionnaire to a monitored vendor's nominated recipients and returns the new questionnaire's id.
- Find a Data Leak
Returns the data leak disclosures in your UpGuard account that match the specified IDs, statuses or disclosure time range.
- Find an Identity Breach
Finds an identity breach by its ID and returns its details, including severity, exposed data classes and comments.
- Find a Vendor by Hostname
Returns the UpGuard vendor that owns the specified hostname, including its scores, risk counts, labels, attributes and company details.
- Find a Vendor by ID
Returns the details of a vendor by its UpGuard vendor ID, including scores, risk counts, labels and tier.
- Get organization
Returns the UpGuard organisation linked to the connected API key, including its name, primary hostname, automated security score and category scores.
- List domains
Returns the domains on your UpGuard account with their status, score, labels and last scan time.
- List risks
Returns the active risks detected for your UpGuard account, with their severity, category, affected hostnames and remediation advice.
- List vendor questionnaires
Returns the security or relationship questionnaires sent to a vendor, plus any questionnaires the vendor has shared.
- List vendor risks
Returns the active risks detected for a monitored vendor, identified by its primary hostname, with severity, affected hostnames and remediation advice.
- List vendors
Returns the vendors your UpGuard account monitors, with their scores, tiers and labels, optionally filtered by label.
- List vulnerabilities
Returns the potential vulnerabilities detected on your organization's domains and IP addresses, optionally limited to websites with specific labels.
- Monitor Vendor
Starts monitoring a vendor in UpGuard CyberRisk by vendor ID or hostname, optionally adding labels and a tier. Returns the monitored vendor.
- Stop monitoring vendor
Stops monitoring a vendor in UpGuard, removing it from your monitored vendors list, identified by vendor ID or hostname.
- Update vendor labels
Replaces the labels assigned to a monitored vendor. Passing an empty list removes all labels.
- Update vendor tier
Assigns a tier to a monitored vendor, or removes its tier when the tier is 0.
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 UpGuard, 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 UpGuard when something happens in Method CRM?
Any of UpGuard's 16 actions, including Update vendor labels, Update vendor tier, Add vendor questionnaire and Find a Data Leak. Your agent maps the data both ways and tests every scenario before it ships.
Can it also run from UpGuard to Method CRM?
UpGuard has no triggers in the catalog today, so automations start in Method CRM. If you need the other direction, ask: your agent reads UpGuard's API documentation and adds it.
Do I have to build a connector for Method CRM or UpGuard?
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 UpGuard 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.