io.usefulapi/method-crm

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Publisher-provided title

Method CRM MCP by usefulapi

Publisher-provided description

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

Summary by lookupd

Queries, creates and updates customers, leads, contacts, activities, invoices and other tables in a Method CRM account.

Install

Claude Code, remote (streamable-http)

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

Codex, remote (streamable-http)

codex mcp add method-crm --url https://method-crm.usefulapi.io/mcp

Cursor, remote (streamable-http) → .cursor/mcp.json

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

Other clients: docs. Or tell your agent: Set up lookupd for me: read https://lookupd.com/agent.md and follow it.

Tools (16 tools)

Publisher-provided 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 delet
• 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
• method_query_records Query any table (Customer, Contacts, Activity, Invoice, Estimate, Item, Users, custom tables ...). Always pass `select`. `filter` uses OData-style syntax: strin
• 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 /
• 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 Inv
• 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 Record
• 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 RecordI
• 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 C
• 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. Retur
• 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
• 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, wh
• 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'
• 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 activiti
• 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 name

Details

• Version: 1.18.3
• Transports: streamable-http
• Uptime (7 days): 100%
• Median latency: 446 ms
• First indexed: 2026-11-01T10:05:23.281Z
• Last seen in registry: 2026-11-11T00:17:29.781Z
• Repository: https://github.com/m190/usefulapi-mcp
• Website: https://usefulapi.io/method-crm/

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