Method CRM
Manage customer relationship data by performing CRUD operations on tables and handling file attachments.
Community: Submitted by a user or imported; check the owner before granting accessOnlineAPI 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.
Server tool list (22)
Raw names from tools/list. Only developers need these.
| 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. |
| method_tables_update | Update an existing record in a Method CRM table. |
| method_tables_delete | Delete a record from a Method CRM table permanently. |
| method_tables_fields | Discover available fields in a Method CRM table by querying sample records. Useful for understanding table structure before creating records. |
| method_tables_lookup | Look up records in a table to find RecordID values for reference fields. Essential for finding IDs needed in foreign key fields. |
| method_files_upload | Upload a file to Method CRM and link it to a table record (max 50MB). |
| method_files_list | List files in Method CRM with optional filtering by table, record, or filename. |
| method_files_download | Download a file from Method CRM by ID. |
| method_files_get_url | Generate a temporary download URL for a file (expires in 20 minutes). |
| method_files_update_link | Move a file to a different table/record by updating its link. |
| method_files_delete | Delete a file from Method CRM permanently. |
| method_user_get_info | Retrieve information about the currently authenticated user including name, email, role, permissions, and account details. |
| method_events_create_routine | Create an event automation routine that triggers actions based on table events (create, update, delete). |
| method_events_list_routines | List all event automation routines with pagination. |
| method_events_get_routine | Get details of a specific event routine by ID. |
| method_events_delete_routine | Delete an event automation routine permanently. |
| method_apikeys_create | Create a new API key for programmatic access to Method CRM. Requires admin role. Key value is only shown once. |
| method_apikeys_list | List all API keys in the account with pagination. Key values are masked for security. |
| method_apikeys_update | Update an API key's name, description, permissions, or active status. Requires admin role. |
| method_apikeys_delete | Revoke an API key permanently. This cannot be undone. Requires admin role. |