Method CRM MCP by usefulapi MCP Server

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answering

Method CRM MCP by usefulapi is answering right now. Last checked 1 min ago. It exposes 16 tools. Last commit 25 Oct 2026.

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

Uptime history 21 hours of history

21 hours agonow

100.0%

Uptime 24h

77 of 77 checks

Tools

read from the server

381 ms

Response time

average over 24h

Stars

last commit 25 Oct 2026

What changed 3

Every tool that appeared, vanished or quietly changed what it asks for. Recorded since 25 October 2026. No other catalogue keeps this.

25 Oct a tool changed version3 times that day

and 2 more, back to 25 October 2026

Nothing serious here today

Today is the operative word: we check Method CRM MCP by usefulapi every 15 minutes and re-read its code on every release. Watch it and you find out the day that stops being true.

Connect this server

Endpoint below is the one we actually reach during checks — not the one copied from a README. Last verified 1 min ago.

Claude Code Claude Desktop Codex Cursor VS Code

run in your terminal

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

Settings → Connectors → Add custom connector, then paste this address

https://method-crm.usefulapi.io/mcp

~/.codex/config.toml

[mcp_servers.method-crm]
url = "https://method-crm.usefulapi.io/mcp"

.cursor/mcp.json

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

.vscode/mcp.json

{
  "servers": {
    "method-crm": {
      "type": "http",
      "url": "https://method-crm.usefulapi.io/mcp"
    }
  }
}

Available tools 16

Read directly from the server with tools/list, grouped by what they act on. If a tool disappears, we record the date.

method

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_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 activity_type_id (read it from an existing activity of that type) over the caption activity_type: a caption that matches zero or several options is silently dropped. Method requires an assignee on standard accounts. The reply re-reads the activity so you can check the links were stored (field names are account-specific; method_get_table_fields with table Activity shows them). It does not email anyone. Not idempotent. POST /api/v1/tables/Activity.

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 creates the primary Contact; its RecordID is returned as contact_id when it could be found (use it, not the customer id, to link activities). Name is required (for a person with no company use "First Last"). `extra_fields` sets other fields by their exact names (see method_get_table_fields, table Customer). Not idempotent: calling twice creates two records, so search first (method_search_customers). POST /api/v1/tables/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 activities use the dedicated tools. Field names are case-sensitive and a wrong one is silently ignored: read them with method_get_table_fields first, and send dropdown links as their `_RecordID` integer. Creating accounting records (Invoice, Estimate, Customer ...) makes Method sync them to QuickBooks/Xero. Child lines (InvoiceLine ...) are not supported here. Not idempotent. Returns the new RecordID. POST /api/v1/tables/{table}.

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_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_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: read it with its own RecordID (Entity_RecordID). GET /api/v1/tables/{table}/{recordId}.

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 wrong ones are silently ignored). GET /api/v1/tables/{table}/fields.

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 table Activity). GET /api/v1/tables/Activity.

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 RecordID (not the Customer's) when linking activities. GET /api/v1/tables/Contacts.

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_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` for other fields. For totals use method_query_records with `apply`. GET /api/v1/tables/Invoice.

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 unsure of. GET /api/v1/tables.

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, operators eq ne lt gt le ge and or not, functions contains(Name,'x') startswith() endswith(); e.g. "BalanceRemaining gt 0 and DueDate lt '2026-10-01T00:00:00Z'". `apply` runs server-side aggregation instead of listing rows, e.g. "aggregate(BalanceRemaining with sum as Outstanding)" or "groupby((Customer), aggregate(Amount with sum as Total))". Default order is RecordID ascending (stable paging); page with next_skip. GET /api/v1/tables/{table}.

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 fields (see method_get_table_fields with table Customer). Page with next_skip. GET /api/v1/tables/Customer.

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 fields you sent: check them. Linked fields are changed through their `_RecordID` integer field. Updating accounting records (Customer, Invoice ...) makes Method sync the change to QuickBooks/Xero; setting IsLeadStatusOnly to false converts a lead into a synced customer. There is no delete tool. PATCH /api/v1/tables/{table}/{recordId}.

Endpoints

URL	Transport	State	Latency	Checked
https://method-crm.usefulapi.io/mcp	streamable-http	answering	288 ms	1 min ago

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Method CRM MCP by usefulapi — questions

Answers built from our own checks of this server.

What can Method CRM MCP by usefulapi do?

It exposes 16 tools, read directly from the server on our last check. Among them: method_count_records, method_create_activity, method_create_customer, method_create_record, method_get_account, method_get_file_url and 10 more. The full list with descriptions is on this page — we take it from the server itself via tools/list, not from a README. How MCP servers expose tools in the first place →

Is Method CRM MCP by usefulapi working right now?

We send a real MCP handshake every 15 minutes. Over the last 24 hours 77 of 77 checks got a reply (100.0%), average response time 381 ms. The bar chart above shows every period we have measured.

How do I connect Method CRM MCP by usefulapi?

Copy the ready config from this page. We generate it for Claude Code, Claude Desktop, Codex, Cursor and VS Code, each in the form that client actually reads. It is a remote server, so there is nothing to install — the client connects to the address.

Does Method CRM MCP by usefulapi need an API key?

No. Method CRM MCP by usefulapi completed a full MCP handshake with us as an anonymous client and listed its tools without asking for anything. All 16 of them are readable on this page. This is what we observed, not what the docs claim.

How fast is Method CRM MCP by usefulapi?

It answers our handshake in 381 ms on average, which is faster than 38% of all working MCP servers we measure. The comparison comes from our own checks across the whole registry, every 15 minutes.

Is Method CRM MCP by usefulapi open source?

The code is open source: it is published under the MIT licence, written in JavaScript, 0 stars on GitHub and 1 open issue. The licence covers the code in the repository, not the hosted service at method-crm.usefulapi.io, which runs on its operator's own terms.