Method CRM MCP by usefulapi

Method CRM MCP by usefulapi

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

Live endpoint: https://method-crm.usefulapi.io/mcp · Homepage: https://usefulapi.io/method-crm

Connect

• Claude (claude.ai, Desktop): open Customize → Connectors, click + Add → Add custom connector, and paste https://method-crm.usefulapi.io/mcp.
• Claude Code: claude mcp add --transport http method-crm https://method-crm.usefulapi.io/mcp, then run /mcp to log in.
• VS Code: Add to VS Code.
• Cursor and other clients: add the URL as a remote MCP server:

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

Add only the URL. Do not add an Authorization header or an API key to the client config: the server signs you in with OAuth, and the login page asks for your Method CRM credentials.

Step-by-step setup, where to find your credentials, and FAQ: https://usefulapi.io/method-crm/

On first connect you'll paste a Method API key (blue circle icon → Integrations → API → New; it is shown only once).

Tools

Tool	Type	What it does
method_get_account	read	Get API key owner
method_list_tables	read	List tables
method_get_table_fields	read	Get table fields
method_query_records	read	Query records
method_count_records	read	Count records
method_get_record	read	Get record
method_search_customers	read	Search customers and leads
method_list_contacts	read	List contacts
method_list_activities	read	List activities
method_list_invoices	read	List invoices
method_list_files	read	List files on a record
method_get_file_url	read	Get file download link
method_create_customer	write	Create customer or lead
method_create_activity	write	Log an activity
method_create_record	write	Create a record
method_update_record	write	Update a record
method_usage_status	meta	Usage status (free-tier meter)
method_request_feature	meta	Request a missing feature
method_upgrade	meta	Upgrade to Pro (unlimited*)
method_cancel_subscription	meta	Cancel the Pro subscription

read tools are read-only; write tools mutate data (clients should confirm them); meta tools report usage, manage your subscription or send a feature request.

Pricing

Plan	Price	Limit
Free	$0	50 tool calls / month
Pro (per user)	$9/mo or $90/yr (2 months free)	Unlimited*

*Pro has a fair use limit of 10,000 tool calls a month on this server. For more, write to [email protected].

Pro covers this server only. Subscribe with method_upgrade (it returns a Stripe Checkout link). Cancel any time with method_cancel_subscription: Pro continues to the end of the paid period, with no refund for the current period, and running method_upgrade before then undoes the cancel. Or write to [email protected].

License

MIT © usefulapi. Not affiliated with or endorsed by Method CRM.