Method CRM MCP by usefulapi

它能帮你做什么

我们还没有为它写通俗的介绍。下面是我们从注册中心读取到的事实。

• 连接方式: 在云端运行
• 传输方式: Streamable HTTP
• 分类: 营销与社交媒体

安装

选择你使用的 AI 应用，然后复制设置。

你需要

• 在云端运行无需安装任何东西，通过互联网连接

你用的是哪个应用？

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

你的选择通过 Cookie 保存在这台设备上，无需账户。

这些设置是根据作者在注册中心的条目生成的。如果 README 的写法不同，请以 README 为准。

它能做什么

工具名称和描述与服务器在 2026年11月6日 报告的完全一致。这些内容由作者撰写，不是我们写的；我们以纯文本形式显示。

• 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

基础检查i

我们检查的是任何人都能看到的信息；我们没有阅读代码。不适用的检查项不计入总数。 · 检查于 2026年11月6日

• ✓ 通过

  作者与仓库一致

  注册名称已通过域名 usefulapi.io 验证（注册中心会核实域名所有权）

• … 尚未检查

  仍在维护

  我们还没有从 GitHub 读取这个仓库

• … 尚未检查

  有许可证

  我们还没有从 GitHub 读取这个仓库

• ✓ 通过

  端点有响应

  在 69 毫秒内响应（HTTP 200）

• – 不适用

  使用 OAuth 登录

  无需登录

• ✓ 通过

  工具描述中没有隐藏指令

  已读取 16 个工具描述，未发现针对 AI 的隐藏指令

与“营销与社交媒体”中的其他服务器比较i

• 星标数多于此分类中其他 2961 个服务器的 0%
• 发布到注册中心的时间比此分类中其他 2961 个服务器的 99% 更新
• 基础检查结果等于或优于此分类中其他 2961 个服务器的 100%

与注册中心里这个分类中所有活跃的服务器比较。只有当发布者拥有该仓库时，星标数才计入。

替代选择

同一分类中其他作者的服务器，按星标数排序。

如何看卡片：★ GitHub 星标i三大支柱：评价 · 检查 · 使用情况i更新 = 最新版本发布到注册中心的时间i

作者的 README

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