Method Crm MCP

Method CRM

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. S…

Quick Start

# Connect this server (installs CLI if needed)
npx -y smithery mcp add avinashsangle/method-crm-mcp

# Browse available tools
npx -y smithery tool list avinashsangle/method-crm-mcp

# Get full schema for a tool
npx -y smithery tool get avinashsangle/method-crm-mcp method_tables_query

# Call a tool
npx -y smithery tool call avinashsangle/method-crm-mcp method_tables_query '{}'

Direct MCP Connection

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

Required config:

• X-Method-API-Key (header) — Method API Key

Tools (22)

• method_tables_query — Query records from a Method CRM table with filtering, pagination, and aggregation. Supports OData-style queries for com…
• 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 be…
• method_tables_lookup — Look up records in a table to find RecordID values for reference fields. Essential for finding IDs needed in foreign ke…
• 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 detai…
• 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.

# Get full input/output schema for a tool
npx -y smithery tool get avinashsangle/method-crm-mcp