Method CRM MCP by usefulapi
io.usefulapi/method-crm · v1.5.0 · MCP 2025-06-18
Query Method CRM customers, leads, activities and invoices; create and update records.
Reachability
reachable
checked 2026-10-26 05:31 UTC
Registry status active
Tools pinned 16
914c6998ab40
Tools last changed
unchanged since first capture 2026-10-25
Repo last push 2026-10-26
as of 2026-10-26
GitHub stars 0
as of 2026-10-26
Provenance
Registry namespace io.usefulapi
(domain verified by the official registry)
Repository
github.com/m190/usefulapi-mcp
Website
https://usefulapi.io/method-crm/
Remote endpoints
https://method-crm.usefulapi.io/mcp (streamable-http)
Observed changes
| When (UTC) | Event | Detail |
|---|---|---|
| 2026-10-25 05:30 | first capture | 16 tools pinned |
Pinned tool definitions (16)
| Tool | Description |
|---|---|
| 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... |
| 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... |
| 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,... |
| 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:... |
| 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... |
| 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... |
| 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... |
| 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`... |
| 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... |
| 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... |
| 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... |
| 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... |
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