Method CRM MCP by usefulapi

What you can do with it

We have not written a plain-language summary for this one yet. Below are the facts we read from the registry.

• Connection: Runs in the cloud
• Transport: Streamable HTTP
• Category: Marketing & social media

Install

Pick the AI app you use, then copy the settings.

You need

• Runs in the cloudNothing to install; it connects over the internet

Which app do you use?

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

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

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

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

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

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These settings are generated from the maker’s registry entry. If the README says otherwise, follow the README.

What it can do

Tool names and descriptions exactly as the server reported them on Nov 6, 2026. The maker wrote them, not us; we show them as plain text.

• method_get_account

  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_list_tables

  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_get_table_fields

  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/ta

• method_query_records

  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, functi

• method_count_records

  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_get_record

  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_Recor

• method_search_customers

  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

• method_list_contacts

  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 activ

• method_list_activities

  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_invoices

  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_quer

• method_list_files

  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_get_file_url

  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_create_customer

  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 ret

• method_create_activity

  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

• method_create_record

  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_ge

• method_update_record

  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 ch

Basic checksi

We check information anyone can see; we have not read the code. Checks that do not apply are left out of the count. · Checked Nov 6, 2026

• ✓ Pass

  Maker matches the repo

  The registry name was verified against the domain usefulapi.io (the registry checks domain ownership)

• … Not checked yet

  Still maintained

  We have not read this repo from GitHub yet

• … Not checked yet

  Has a licence

  We have not read this repo from GitHub yet

• ✓ Pass

  Endpoint responds

  Responded in 69 ms (HTTP 200)

• – Not applicable

  Sign-in with OAuth

  No sign-in needed

• ✓ Pass

  No hidden instructions in tool descriptions

  Read 16 tool descriptions and found no hidden instructions to the AI

Compared with others in Marketing & social mediai

• More stars than 0% of the other 2953 servers in this category
• Published to the registry more recently than 98% of the other 2953 servers in this category
• Basic checks equal to or better than 100% of the other 2953 servers in this category

Compared with every active server in this category in the registry. Stars count only when the publisher owns the repo.

Alternatives

Servers in the same category from other makers, sorted by stars.

Reading a card:★ GitHub starsiThree pillars: reviews · checks · usageiUpdated = latest version published to the registryi

README from the maker

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