App

Method CRM integrations

Connect Method CRM to any other app, or use it from your AI client over MCP. Method CRM™ is a QuickBooks CRM that streamlines your business from lead to repeat and everything in between.

Connects with an API keymethod.me
3 triggers14 actions

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 to automate with Method CRM?

Ask the assistant

You'll sign in before anything runs. What you typed comes with you.

Connect your AI client

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)
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)

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What your agent can do with Method CRM

Triggers and actions 3 triggers · 14 actions

  • Trigger
    New Activity

    Triggers when a new activity is added in Method CRM.

  • 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 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.

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What our customers say

Questions

Method CRM, answered

Is there a Method CRM MCP server?

APIANT's MCP server at https://mcp.apiant.ai works with Method CRM. Add that address to any AI client that takes a remote MCP server and sign in once in your browser. Your client can then run Method CRM actions on demand, or have APIANT build, test and run automations that use Method CRM. Nothing to install.

What can start an automation from Method CRM?

Any of Method CRM's 3 triggers in the catalog, including New Activity, New Customer/Vendor or Customer/Vendor Lead (Xero Only) and New Vendor. Describe the moment in plain language and your agent picks the right one.

What can your agent do in Method CRM?

Any of Method CRM's 14 actions, including Update record, Add Activity, Add Contact to Existing Entity and Add Customer or Customer Lead (QuickBooks Only). Your agent maps the data both ways and tests every scenario before it ships.

Can I use Method CRM directly from Claude, ChatGPT or Cursor?

Yes. Connect your AI client to APIANT once and it works with Method CRM two ways. Ask it to do something in Method CRM 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 on its own. A one-off action uses your plan's tasks the same way an automation step does.

Do I need to write code against the Method CRM API?

No. APIANT connects to the Method CRM API for you, with your Method CRM API key. Describe what you want in plain language and your agent builds it on the Method CRM triggers and actions in the catalog. If you need an endpoint that is not there yet, your agent reads the Method CRM API documentation and adds it.

Which apps can Method CRM connect to?

Any app in the catalog; the list on this page pairs Method CRM with each of them. If the other app is missing, point your agent at its API documentation and it builds the connector.

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.