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CRM

Method CRM

Connect Method CRM once and hand every teammate a governed MCP endpoint with 14 tools ready to call from Claude, ChatGPT, Cursor, or any MCP client, inside the same permissions they already have, with every call checked and logged.

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Method CRM

Automations & dashboards

From answering questions to doing the work

A person no longer has to ask. A trigger starts the work, inside the same permissions and the same audit log as everything else. Automations and live dashboards ship on the Black plan.

Automations

Put Method CRM work on a schedule.

A trigger starts a sequence of steps: call a Method CRM tool, transform the result, branch, wait, and ask a person when it matters.

Method CRM digest

Run 418 · started 2 minutes ago · on behalf of Emma Laurent

  1. ✓

    Schedule

    Every weekday at 08:00

    0.2s
  2. ✓

    Fetch tables

    Method CRM

    1.4s
  3. ✓

    Group by owner

    Transform

    0.1s
  4. ✓

    Draft the digest

    Agent step

    Ran with 4 tools, returned a structured summary

    6.2s

  5. Approve the digest

    Needs approval

    Assigned to Michael Brennan

    Approve

  6. Post the digest

    Method CRM

    Queued

Collections and dashboards

Report on Method CRM without asking.

Collections hold your own data, written by an automation and read by a dashboard that refreshes on a schedule.

Method CRM health

Refreshed 4 minutes ago · every 15 minutes · from the tables collection

Live

Tables

1,284 ↓ 12%

Files

96 ↓ 8%

Needs attention

3 ↑ 2

Updated this week

412 ↑ 9%

Tables created

Last 14 days

By workspace

Share of activity

Engineering 34%

Product 27%

Support 21%

Sales 18%

AI tools

Method CRM tools for your AI agents

14 tools are ready to call through Elaichi's MCP endpoint the moment you connect Method CRM, governed by the same roles, restrictions, and audit log as everything else in Elaichi.

list_all_method_files

List files attached to a record in a Method table. Returns: id, filename, fileExtension, size, createdBy, modifiedBy, createdDate, lastModifiedDate, tenantId, links.

create_a_method_file

Upload a file to Method and link it to a record in a table. Returns: id, filename, fileExtension, size, createdBy, modifiedBy, createdDate, lastModifiedDate, tenantId, links.

delete_a_method_file_by_id

Delete a file in Method by id. Returns an empty 204 response on success. Required: id.

method_files_download

Download a file from Method by file_id. Returns the file content as binary data. Required: file_id.

method_files_get_url

Get a temporary download URL for a file in Method by file_id. Returns a download URL string that expires after 20 minutes. Required: file_id.

method_files_bulk_update

Update a file's link details in Method — currently only the attachToEmail field can be modified. Returns an empty 204 response on success. Required: file_id, tableName, recordId.

list_all_method_me

Get information about the currently authenticated user in Method. Returns the current user's profile attributes; the upstream API does not enumerate the specific response fields for this endpoint.

list_all_method_tables

List records from a Method CRM table with filtering, ordering, and field selection. Returns: recordId, firstName, lastName, phone, email. Max 100 records per page; default ordering is descending by RecordID. Required: table.

update_a_method_table_by_id

Update a record in a Method CRM table by id. Include only the fields to modify; linked fields are ignored. Returns an empty 204 response on success. Use `__` prefix for related records (maximum 50). Required: id, table.

delete_a_method_table_by_id

Delete a record from a Method CRM table by id. Returns an empty 204 response on success. Required: id, table.

create_a_method_table

Create a new record in a Method CRM table. Returns the RecordID of the created record. Include all required fields for the target table; linked fields are ignored. Use `__` prefix for related records (maximum 50). Required: table.

get_single_method_table_by_id

Get a single record from a Method CRM table by id. Returns: RecordID, Email, FirstName, IsOptOutOfBilling, IsOptOutOfMarketing, LastName, Name, Note, Phone, PortalPassword, PortalUserName, SpecialType, Title, Mobile, FaceBookUserName, LinkedInPublicUserName, TwitterUserName, Website, AltPhone, Pager, TagList, InstagramUserName, LastModifiedDate, Entity, Entity_RecordID, AccountNumber, Balance,…. Required: id, table.

method_tables_count

Get the count of records in a Method table, optionally filtered by table fields, linked fields, and system fields using the filter expression syntax. Returns the record count as an integer. Required: table.

method_tables_sync

Sync a record in a Method table with QuickBooks or Xero. Works only with syncable tables; for accounting transactions like Estimates and Invoices, this also calculates the total amount. Returns an empty 204 response on success. Required: table, record_id.

How it works

From Method CRM account to governed MCP endpoint

Connect

Link a Method CRM account through Elaichi's hosted connect flow. Credentials are vaulted, so nobody, including the AI, ever sees them.

Compose

The connection becomes a toolbox instantly. Curate which Method CRM tools are exposed, rename them, or freeze arguments.

Authorize

Point Claude, ChatGPT, Cursor, or any MCP client at the one Elaichi endpoint and sign in with OAuth, governed by roles, restrictions, and audit logs.

Put your agents to work in the tools you already use

Start a 14-day Gold trial. Connect a product, curate a toolbox, and paste a governed MCP endpoint into Claude, ChatGPT, or Cursor in minutes.

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