Method CRM

Manage customer relationship data by performing CRUD operations on tables and handling file attachments.

CommunityOnlineAPI key requiredGlobalFreeRead-only

What it can do

  • Method Tables Query: Query records from a Method CRM table with filtering, pagination, and aggregation. Supports OData-style queries for complex filtering.
  • Method Tables Get: Get a specific record from a Method CRM table by ID.
  • Method Tables Create: Create a new record in a Method CRM table.

What data it sees

Do you need an account

An API key from the service settings is required

Manage customer relationship data by performing CRUD operations on tables and handling file attachments. Automate business workflows through event-driven routines and secure API key administration. Streamline access to user account information and data structure discovery within the platform.

How to connect

How to connect Method CRM to Claude

The server address to paste into Claude settings:

https://method-crm-mcp--avinashsangle.run.tools

  1. Open Claude (claude.ai or the desktop app).
  2. Go to Settings → Connectors.
  3. Click Add custom connector.
  4. Paste the server address copied below into Remote MCP server URL and click Add.
  5. In a chat, click + → Connectors and switch the new connector on.

Custom connectors are available on Free, Pro, Max, Team and Enterprise plans (Free is limited to one). On Team and Enterprise an organization Owner adds the connector first under Organization settings → Connectors.

Authorization

After you click Add, a sign-in window for the service opens. Sign in with your own account and approve access. Claude never sees your password.

How to connect Method CRM to ChatGPT

The server address to paste into ChatGPT settings:

https://method-crm-mcp--avinashsangle.run.tools

  1. Open ChatGPT in a browser (chatgpt.com). A Plus, Pro, Business, Enterprise or Edu plan is required.
  2. Turn on developer mode once: Settings → Apps → Advanced settings → Developer mode.
  3. Open Settings → Connectors and click Create.
  4. Fill in the form: Name (anything), Description (one line about what the service does), MCP server URL (copy it below).
  5. Under Authentication choose OAuth if the service requires sign-in, otherwise None. Click Create.
  6. In a new chat open + → Apps/Connectors and enable the connector.

OpenAI has renamed this section before (Connectors → Apps/Plugins). If the label differs, search settings for "developer mode". On Business/Enterprise workspaces an admin must allow custom connectors first.

Authorization

On first use ChatGPT opens the service's sign-in window. Sign in and approve access.

How to connect Method CRM to Cursor

The server address to paste into Cursor settings:

https://method-crm-mcp--avinashsangle.run.tools

Fastest: click Open in Cursor below and confirm the prompt.

Manually:

  1. In Cursor open Settings → Cursor Settings → MCP and click Add new global MCP server.
  2. Paste the JSON copied below into ~/.cursor/mcp.json (per project: .cursor/mcp.json in the repo root).
  3. Save the file. The server appears in the MCP list; authorize it there if asked.

Authorization

If the service needs sign-in, an authorize button appears next to the server in the MCP list.

Server tool list (22)

Raw names from tools/list. Only developers need these.

method_tables_queryQuery records from a Method CRM table with filtering, pagination, and aggregation. Supports OData-style queries for complex filtering.
method_tables_getGet a specific record from a Method CRM table by ID.
method_tables_createCreate a new record in a Method CRM table.
method_tables_updateUpdate an existing record in a Method CRM table.
method_tables_deleteDelete a record from a Method CRM table permanently.
method_tables_fieldsDiscover available fields in a Method CRM table by querying sample records. Useful for understanding table structure before creating records.
method_tables_lookupLook up records in a table to find RecordID values for reference fields. Essential for finding IDs needed in foreign key fields.
method_files_uploadUpload a file to Method CRM and link it to a table record (max 50MB).
method_files_listList files in Method CRM with optional filtering by table, record, or filename.
method_files_downloadDownload a file from Method CRM by ID.
method_files_get_urlGenerate a temporary download URL for a file (expires in 20 minutes).
method_files_update_linkMove a file to a different table/record by updating its link.
method_files_deleteDelete a file from Method CRM permanently.
method_user_get_infoRetrieve information about the currently authenticated user including name, email, role, permissions, and account details.
method_events_create_routineCreate an event automation routine that triggers actions based on table events (create, update, delete).
method_events_list_routinesList all event automation routines with pagination.
method_events_get_routineGet details of a specific event routine by ID.
method_events_delete_routineDelete an event automation routine permanently.
method_apikeys_createCreate a new API key for programmatic access to Method CRM. Requires admin role. Key value is only shown once.
method_apikeys_listList all API keys in the account with pagination. Key values are masked for security.
method_apikeys_updateUpdate an API key's name, description, permissions, or active status. Requires admin role.
method_apikeys_deleteRevoke an API key permanently. This cannot be undone. Requires admin role.