--- title: "Connect Method CRM to Utilorax - APIANT.ai" description: "When \"New Activity\" fires in Method CRM, your agent runs \"Calculate loan payment\" in Utilorax." canonical: "https://apiant.ai/connect/method-crm-to-utilorax" --- # Connect Method CRM to Utilorax When **New Activity** fires in [Method CRM](https://apiant.ai/connections/method-crm), your agent runs **Calculate loan payment** in [Utilorax](https://apiant.ai/connections/utilorax). Describe the whole flow and it is built, tested on every scenario and kept running. Method CRM **6** triggers Method CRM **14** actions Utilorax **57** actions What the catalog holds today. Ask for anything missing and your agent reads the API documentation and adds it. ## What do you want Method CRM and Utilorax to do together? Give your AI client this address. `https://mcp.apiant.ai` One 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.ai` Start Claude Code there, approve the server, and sign in in the browser page it opens. [Claude Code guide (opens in a new tab)](https://apiant.ai/docs/mcp/claude-code) ### 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)](https://apiant.ai/docs/mcp) ### 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)](https://apiant.ai/docs/mcp) ### Zed Open Settings, then AI, then MCP Servers, then Add Server, then Add Remote Server. [Setup guide (opens in a new tab)](https://apiant.ai/docs/mcp) ### 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)](https://apiant.ai/docs/mcp) ### 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)](https://apiant.ai/docs/mcp) Example flows ## What Method CRM can start in Utilorax - When **New Activity** in Method CRM then **Calculate loan payment** in Utilorax - When **New Contact** in Method CRM then **Calculate mortgage payment** in Utilorax 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 Utilorax ## Triggers and actions 6 triggers · 71 actions - Trigger **New Activity** Triggers when a new activity is added in Method CRM. - Trigger **New Contact** Triggers when a new contact is added in Method CRM. - Trigger **New Customer or Customer Lead (QuickBooks Only)** Triggers when a new customer or customer lead is added to a QuickBooks-synced Method account. - Trigger **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. - Trigger **New Opportunity** Triggers when a new opportunity is created in Method CRM. - Trigger **New Vendor** Triggers when a new vendor is added in Method CRM. - Action **Add Activity** Creates an activity record in your Method CRM account, using the fields your Activity table defines (including custom fields). - Action **Add Contact to Existing Entity** Creates a contact in Method CRM linked to an existing customer, vendor or lead. - Action **Add Customer or Customer Lead (QuickBooks Only)** Creates a customer or customer lead in a QuickBooks-synced Method CRM account. - Action **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. - Action **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. - Action **Add Opportunity** Creates a new opportunity in your Method CRM account. - Action **Delete record** Deletes a record from a Method CRM table, such as a contact, customer or activity. - Action **Find Contact** Finds contacts in Method CRM matching your filter criteria, such as an email or name, and returns up to 100 matching contacts. - Action **Find Customer or Customer Lead (QuickBooks Only)** Finds customers or customer leads in a QuickBooks-synced Method account by name, returning the matching records. - Action **Find Customer/Vendor or Customer/Vendor Lead (Xero Only)** Finds customers, vendors, or customer/vendor leads by name in a Xero-synced Method account. - Action **Find records by criteria** Finds records in a Method CRM table that match your filter criteria, returning up to 100 matches. - Action **Find Vendor** Finds vendors in your Method account that match the criteria you give, returning the first match and the full list of matches. - Action **Get record** Returns one record from a Method CRM table, such as a contact, customer or invoice, by its record ID. - Action **Update record** Updates the chosen fields of an existing record in any Method table, such as a contact, customer or invoice. - Action **Add interval to date** Add or subtract an interval from a date. - Action **Calculate age** Compute age from a birthdate. - Action **Calculate compound interest** Compute compound interest on a principal over time. - Action **Calculate loan payment** Compute the monthly loan payment (EMI) for a loan amount, rate and term. - Action **Calculate mortgage payment** Compute the monthly mortgage payment from price, deposit, rate and term. - Action **Calculate percentage** Compute what P% of a value is. - Action **Calculate percentage change** Compute the percentage change from one value to another. - Action **Change text case** Change text case (upper/lower/title/camel/snake/kebab etc). - Action **Check if number is prime** Check whether a number is prime. - Action **Compress image** Shrink JPG, PNG and WebP images to a smaller file size. - Action **Compress PDF** Reduce a PDF's file size while keeping it readable. - Action **Compute HMAC signature** Compute an HMAC signature for a message with a given key and algorithm. - Action **Convert CSV to Excel** Convert a CSV file into a proper Excel (.xlsx) workbook. - Action **Convert CSV to JSON** Convert CSV text to a JSON array of objects. - Action **Convert currency** Convert an amount between currencies using live exchange rates. - Action **Convert date to timestamp** Convert a date string to a Unix timestamp. - Action **Convert Excel to JSON** Turn a spreadsheet into structured JSON (first row as keys). - Action **Convert HTML to PDF** Paste HTML and download a clean, print-ready PDF — styling, tables and images included. - Action **Convert image format** Convert images between PNG, JPG, WebP, AVIF, GIF, BMP, TIFF and more — you pick the output format. - Action **Convert Markdown to HTML** Convert Markdown text to HTML. - Action **Convert Markdown to PDF** Paste Markdown and download a beautifully formatted PDF — headings, lists, tables and code included. - Action **Convert number to Roman numerals** Convert a number to or from Roman numerals. - Action **Convert PDF to text** Pull the text out of a PDF and download it as a clean.txt file. - Action **Convert timestamp to date** Convert a Unix timestamp to a date. - Action **Convert timezone** Convert a time between timezones. - Action **Convert units** Convert a value between two units of measurement in a given category. - Action **Count words** Count words, characters, sentences, lines and estimated reading time in text. - Action **Crop image** Cut a rectangle out of an image. - Action **Decode JWT** Decode a JWT header and payload (no signature check). - Action **Encode or decode Base64** Encode or decode Base64 text. - Action **Encode or decode URL component** Percent-encode or decode a URL component. - Action **Extract emails from text** Extract all email addresses found in text. - Action **Extract URLs from text** Extract all URLs found in text. - Action **Find and replace text** Find and replace text within a string. - Action **Format JSON** Pretty-print JSON with 2-space indentation. - Action **Generate barcode** Build a barcode image URL. - Action **Generate lorem ipsum text** Generate lorem ipsum placeholder text. - Action **Generate QR code** Build a QR-code image URL for any text. - Action **Generate UUID** Generate one or more random UUID v4 values. - Action **Get current datetime** Get current time as Unix, ISO and UTC. - Action **Get date difference** Compute the difference between two dates. - Action **Get DNS records** Get DNS records for a domain. - Action **Get HTTP status** Get the HTTP status code and redirect chain for a URL. - Action **Get page meta tags** Get the title, description and meta tags of a page. - Action **Hash password with bcrypt** Hash a password with bcrypt. - Action **Hash text** Hash text with a chosen algorithm (MD5/SHA-1/SHA-256/SHA-512/CRC32). - Action **Merge PDF files** Combine several PDF files into one document. - Action **Read image info** Read an image and return its dimensions, format and EXIF metadata as JSON. - Action **Resize image** Resize an image to exact dimensions (pad, stretch or crop to fill). - Action **Resolve domain to IP** Resolve a domain name to its IP address. - Action **Slugify text** Turn text into a clean URL slug. - Action **Spell number as words** Spell a number out in English words. - Action **Split PDF** Split a PDF into separate files — every page, or custom ranges. - Action **Strip HTML tags** Remove HTML tags from text, leaving plain text. - Action **Test regular expression** Test a regular expression against text and return matches. - Action **Validate JSON** Check whether a string is valid JSON. - Action **Watermark PDF** Stamp a diagonal text watermark across every page of a PDF. ## Each app on its own - [ **Method CRM** Method CRM™ is a QuickBooks CRM that streamlines your business from lead to repeat and everything in between.](https://apiant.ai/connections/method-crm) - [ **Utilorax** 203 JSON endpoints: hashing, encoding, unit conversion, text, dates and file conversion](https://apiant.ai/connections/utilorax) Reviews ## What our customers say ## More from Method CRM - [ **Method CRM to Salesforce** Salesforce is a leading enterprise customer relationship management (CRM) platform.](https://apiant.ai/connect/method-crm-to-salesforce) - [ **Method CRM to Slack** Slack is a messaging platform for teams. Post messages, manage channels, users, reminders, and react to...](https://apiant.ai/connect/method-crm-to-slack) - [ **Method CRM to Stripe** Stripe is a payment processing platform for online businesses.](https://apiant.ai/connect/method-crm-to-stripe) - [ **Method CRM to Shopify** Shopify is a commerce platform for online stores and retail point-of-sale.](https://apiant.ai/connect/method-crm-to-shopify) - [ **Method CRM to QuickBooks Online** QuickBooks Online accounting — manage customers, invoices, bills, payments, vendors, expenses, and more via...](https://apiant.ai/connect/method-crm-to-quickbooks-online) - [ **Method CRM to Pipedrive** Pipedrive is a sales CRM and pipeline management tool.](https://apiant.ai/connect/method-crm-to-pipedrive) ## More into Utilorax - [ **Whop to Utilorax** Whop is a platform that let's you build businesses.](https://apiant.ai/connect/whop-to-utilorax) - [ **HubSpot to Utilorax** HubSpot is your all-in-one stop for all of your marketing software needs.](https://apiant.ai/connect/hubspot-to-utilorax) - [ **Salesforce to Utilorax** Salesforce is a leading enterprise customer relationship management (CRM) platform.](https://apiant.ai/connect/salesforce-to-utilorax) - [ **Slack to Utilorax** Slack is a messaging platform for teams. Post messages, manage channels, users, reminders, and react to...](https://apiant.ai/connect/slack-to-utilorax) - [ **Google Sheets to Utilorax** Google Sheets](https://apiant.ai/connect/google-sheets-to-utilorax) - [ **Gmail to Utilorax** Gmail is Google’s email service, featuring spam protection, search functions, and seamless integration with...](https://apiant.ai/connect/gmail-to-utilorax) Questions ## Method CRM and Utilorax, 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 Utilorax when something happens in Method CRM? Any of Utilorax's 57 actions, including Add interval to date, Calculate age, Calculate compound interest and Calculate loan payment. Your agent maps the data both ways and tests every scenario before it ships. ### ### Can it also run from Utilorax to Method CRM? Utilorax has no triggers in the catalog today, so automations start in Method CRM. If you need the other direction, ask: your agent reads Utilorax's API documentation and adds it. ### ### Do I have to build a connector for Method CRM or Utilorax? 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 Utilorax 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.