MCP server

Method CRM MCP by usefulapi

io.usefulapi/method-crm

Checked 26 Oct 2026, 08:29 UTC · Connected to it and listed its tools

Query Method CRM customers, leads, activities and invoices; create and update records.

Website Source

At a glance

Type

MCP server

Publisher

usefulapi.io (verified by the MCP Registry)

Status

Working at last check

Tools

16

Token cost

About 5,418 tokens per request

Sets up in

Claude Code, Claude Desktop, Codex, Gemini CLI, Cursor, VS Code, Antigravity, ChatGPT, OpenAI API, Grok

Last checked

26 Oct 2026, 08:29 UTC

Connect it to your agent

Add to CursorAdd to VS CodeVS Code Insiders

Opens the app, which shows the server and asks you to confirm. For other apps, copy the setup below.

Claude Code

claude mcp add --transport http method-crm https://method-crm.usefulapi.io/mcp

Claude Desktop

Settings → Connectors → Add custom connector, and paste the URL.

Codex (config.toml)

[mcp_servers.method-crm]
url = "https://method-crm.usefulapi.io/mcp"

Gemini CLI

{"mcpServers":{"method-crm":{"httpUrl":"https://method-crm.usefulapi.io/mcp"}}}

Cursor

{"mcpServers":{"method-crm":{"url":"https://method-crm.usefulapi.io/mcp"}}}

VS Code

{"servers":{"method-crm":{"type":"http","url":"https://method-crm.usefulapi.io/mcp"}}}

Antigravity

agy mcp add method-crm https://method-crm.usefulapi.io/mcp

ChatGPT

Settings → Apps & Connectors → Advanced settings: turn on Developer mode, then Create a connector and paste the URL. Which plans can do this varies.

OpenAI API (Responses tools)

{"type":"mcp","server_label":"method-crm","server_url":"https://method-crm.usefulapi.io/mcp","require_approval":"always"}

Grok (xAI API tools)

{"type":"mcp","server_label":"method-crm","server_url":"https://method-crm.usefulapi.io/mcp"}

Tools

• method_count_records ~184 tokens
  How many records a table has, optionally matching a filter (same filter syntax as method_query_records). Cheap: call it before paging through a big table. GET /api/v1/tables/{table}/count.
• method_create_activity ~553 tokens
  WRITE: logs an activity (call, email, to-do, note) on a customer/lead. entity_id is the Customer RecordID; contact_id is the Contact RecordID (not the Customer's; method_list_contacts finds it). The text goes in Comments. Prefer activity_type_id (read it from an existing activity of that type) over
• method_create_customer ~585 tokens
  WRITE: creates a record in Method's Customer table. is_lead true = a Customer Lead (does not sync to the accounting system); is_lead false = a full customer, which Method syncs to QuickBooks/Xero (it appears there too). Method also creates the primary Contact; its RecordID is returned as contact_id
• method_create_record ~416 tokens
  WRITE: creates a record in any table that allows it (method_list_tables shows canCreate), e.g. Estimate, Invoice, Item, Vendor. For customers/leads and activities use the dedicated tools. Field names are case-sensitive and a wrong one is silently ignored: read them with method_get_table_fields first
• method_get_account ~86 tokens
  Who the API key acts as: the Method user behind it (id and name; use the id as an assignee). Also a cheap check that the key works. GET /api/v1/me.
• method_get_file_url ~141 tokens
  A temporary download link (valid 20 minutes) for an attached file, by the file id from method_list_files. The link works without the API key: share it only with someone allowed to see the file. GET /api/v1/files/{id}/url.
• method_get_record ~366 tokens
  One record by RecordID from any table. Pass `select` to limit the columns; `expand` names a related CHILD table whose rows are embedded (e.g. InvoiceLine on Invoice; at most 50 rows); a parent such as a contact's Entity is not expanded: read it with its own RecordID (Entity_RecordID). GET /api/v1/ta
• method_get_table_fields ~190 tokens
  The exact field names of a table with type, whether required, creatable and mutable, and for dropdowns the table they reference. Use it to pick `select` fields and to name fields in create/update calls (names are case-sensitive and wrong ones are silently ignored). GET /api/v1/tables/{table}/fields.
• method_list_activities ~432 tokens
  List activities (calls, emails, to-dos, notes), newest first. Filter by the entity they belong to, the assigned user or a due-date window. The note text is in Comments. Override `select` for other fields (method_get_table_fields with table Activity). GET /api/v1/tables/Activity.
• method_list_contacts ~362 tokens
  List contacts (people), optionally those of one customer/lead entity (entity_id = the Customer's RecordID) or matching text in name/email/phone. Returns RecordID, name, email, phone, the entity link and active flag. Use a Contact's RecordID (not the Customer's) when linking activities. GET /api/v1/t
• method_list_files ~174 tokens
  List the files attached to a record (name, size, who added it, id). Use the id with method_get_file_url. GET /api/v1/files.
• method_list_invoices ~389 tokens
  List invoices, newest first, optionally only unpaid ones (BalanceRemaining > 0), one customer's (customer_id = Customer RecordID) or created since a time. Returns reference number, customer, dates, amount and balance; override `select` for other fields. For totals use method_query_records with `appl
• method_list_tables ~119 tokens
  List every table on this Method account (standard QuickBooks/Xero/Method tables and custom ones) with its source and whether it can be created, updated or deleted. Tables differ per account: call this before querying a table you are unsure of. GET /api/v1/tables.
• method_query_records ~579 tokens
  Query any table (Customer, Contacts, Activity, Invoice, Estimate, Item, Users, custom tables ...). Always pass `select`. `filter` uses OData-style syntax: strings in single quotes, dates as '2026-05-26T00:00:00Z' with Z or an offset, operators eq ne lt gt le ge and or not, functions contains(Name,'x
• method_search_customers ~396 tokens
  Find customers and leads (the Customer table: Customers & Leads in Method) by text in the name or email, by lead/customer type, or list them all. Returns RecordID, name, email, phone, lead flag and status; override `select` for other fields (see method_get_table_fields with table Customer). Page wit
• method_update_record ~446 tokens
  WRITE: changes fields on one record (PATCH: only the fields you pass change). Field names are case-sensitive and Method silently ignores wrong or read-only names, so the reply re-reads the record and shows the stored values of the fields you sent: check them. Linked fields are changed through their

Browse

• Email
• CRM
• Invoicing and accounting

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