Method CRM

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

От сообщества: Добавлен пользователем или импортирован; проверьте владельца перед подключениемРаботаетНужен API-ключГлобальныйБесплатноТолько чтение

Что умеет

  • 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.

Какие данные видит

Нужен ли аккаунт

Нужен API-ключ из настроек сервиса

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.

Список инструментов сервера (22)

Технические названия из tools/list. Нужны только разработчикам.

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.