# Method CRM MCP connector The Method CRM connector brings the customers, contacts, opportunities, activities and attached files in your Method CRM tables to Claude, ChatGPT, Cursor and any MCP client, so your team can look records up, catch them up and pull the documents behind them in plain language. Source: https://elaichi.ai/connectors/method/ ## Facts | | | | --- | --- | | Application | Method CRM | | Category | CRM | | AI tools | 14 | | Authentication | Connects with an API key | | Needs your own OAuth app | No | | MCP endpoint | https://api.elaichi.ai/mcp | | Works with | Claude, ChatGPT, Cursor, any MCP client, and the Elaichi Agent | | Tools advertised by name | Yes | ## What you can ask once Method CRM is connected - Show me every method table updated this week. - Summarize records added to Method CRM this month. - List files attached to the open method tables. ## Connect Method CRM in Elaichi This happens once for the organization, before any client is involved. 1. Open Connections, choose Add connection, and pick Method CRM. 2. Optionally set Share with, then press Connect. 3. Paste a Method CRM API key. One person generates a token in Method CRM and pastes it once. Everyone else works through Share with, and never sees it. Credentials are vaulted and nobody, including the AI, reads them back. The connection becomes a toolbox immediately, so you can curate which Method CRM tools are exposed, rename them, or freeze arguments before anyone points a client at it. ## Connect Method CRM to Claude Endpoint: https://api.elaichi.ai/mcp 1. Open Customize, then Connectors. 2. Press Add. 3. Name it, paste the MCP server URL, then Continue. 4. Sign in and approve. On Team and Enterprise, an Owner adds it once. Everyone else turns it on for themselves. ## Connect Method CRM to ChatGPT Endpoint: https://api.elaichi.ai/mcp 1. Open Plugins, then press the + button. 2. Name it and paste the endpoint into Server URL. 3. Leave Authentication on OAuth, then tick the risk acknowledgement. 4. Press Create, then sign in and approve. Works on the web today. The plugin directory lives at chatgpt.com/plugins. ## Connect Method CRM to Cursor Endpoint: https://api.elaichi.ai/mcp 1. Open `~/.cursor/mcp.json`. 2. Add the endpoint under `mcpServers`. 3. Reload Cursor, then sign in and approve. Set up per machine, so repeat it on each computer you work from. ## Connect Method CRM to any MCP client Endpoint: https://api.elaichi.ai/mcp 1. Add the endpoint as a remote MCP server. 2. Sign in and approve. The Elaichi Agent already has these tools, with nothing to set up. ## What the consent screen decides Only Read is granted by default, which is not enough to call a Method CRM tool. Over MCP there is no trusted place to confirm a write in the moment, so the consent screen is the standing approval rather than a formality. Grant Read and Run tools. Think hard before granting Delete, which reaches into connected apps and cannot be undone. ## What teams do with Method CRM through Elaichi ### Catch the customer record up after a call Sales. Ask the agent to find the customer or opportunity in Method CRM and update it with what was agreed, so the record reflects the conversation before the next one starts. ### Count the deals sitting at each stage Sales. Get a quick count of records in the Opportunity table by stage or owner without opening a report, and ask follow-up questions about what is stuck. ### Pull the contract before answering a ticket Support. Ask for the file attached to a customer in Method CRM and get a download link straight away, so the answer goes out with the right document in hand. ### Run the QuickBooks sync and check it landed Finance. Kick off a sync of a Method CRM table and confirm the record counts afterward, so customer and transaction data lines up before month-end close. ### Fix a batch of mislabeled attachments Operations. Rename or re-tag a set of files in Method CRM in one pass instead of opening each record, and remove the duplicates that should not be there. ### Add a new tracking table for a project Office. Describe the table you need in plain language and have it created in Method CRM, ready for the team to start logging entries the same day. ## Frequently asked questions ### How do I connect Method CRM to Claude? Connect Method CRM in Elaichi first: paste in your Method CRM API key when prompted, which is the only sign-in step Method CRM needs. Then in Claude open Customize, then Connectors, then Add, and paste the endpoint https://api.elaichi.ai/mcp. There is no OAuth application to register and no client ID or secret to generate, so the whole thing takes a few minutes. ### Does Method CRM work with ChatGPT and Cursor as well as Claude? Yes. Once Method CRM is connected in Elaichi, the same endpoint, https://api.elaichi.ai/mcp, works in Claude, ChatGPT, Cursor, any other MCP client and the Elaichi Agent. You connect Method CRM once and every client you use picks it up. ### What can an AI agent actually do with my Method CRM data? With Method CRM connected, an agent can look up records in your Method CRM tables, such as customers, contacts, opportunities and activities, add new records, update existing ones and count how many match a question. It can also list the files attached to a record, fetch a download link, upload a new file or update a batch of files at once. It can kick off a table sync and tell you which Method CRM account it is signed in as. ### Does connecting Method CRM give the AI everything in my account? No. Everything an agent does in Method CRM runs inside the access of the person who connected it, so it sees the same tables and files that person can see in Method CRM and nothing more. Elaichi can narrow that access further, for example to read-only work, but it can never widen it beyond what Method CRM already allows. ### Can my team share one Method CRM connection? Yes. One person connects Method CRM in Elaichi and shares the connection with a team, and nobody else ever handles the Method CRM API key. Each teammate still signs in to Elaichi as themselves, so every action in Method CRM is logged against the person who asked for it, not against a shared account. ### Can I stop an agent from deleting or changing things in Method CRM? Yes. Restrictions in Elaichi apply per action, so you can allow looking up and counting Method CRM records while blocking deleting tables, deleting files or making changes. A blocked action is never shown to Claude, ChatGPT, Cursor or any other client at all, so no prompt, however worded, can reach it. ### What happens to a Method CRM connection when someone leaves? Offboarding that person in Elaichi ends their access to Method CRM through every client at once. If the Method CRM connection was shared with a team, it keeps working for everyone else on that team. If you want to remove Method CRM entirely, disconnecting it once in Elaichi removes it from Claude, ChatGPT, Cursor and every other client together. ## All 14 Method CRM tools Every tool below is callable through https://api.elaichi.ai/mcp once Method CRM is connected, subject to the toolbox it is in and the restrictions on the caller. - **List all Method CRM files** (List). List files attached to a record in a Method table. Returns: id, filename, fileExtension, size, createdBy, modifiedBy, createdDate, lastModifiedDate, tenantId, links. - **Create a Method CRM file** (Create). 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 CRM file by ID** (Delete). Delete a file in Method by id. Returns an empty 204 response on success. Required: id. - **Method CRM files download** (Download). Download a file from Method by file_id. Returns the file content as binary data. Required: file_id. - **Method CRM files get URL** (Get). 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 CRM files bulk update** (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 CRM me** (List). 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 CRM tables** (List). 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 CRM table by ID** (Update). 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 CRM table by ID** (Delete). Delete a record from a Method CRM table by id. Returns an empty 204 response on success. Required: id, table. - **Create a Method CRM table** (Create). 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 CRM table by ID** (Get). 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 CRM tables count** (Action). 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 CRM tables sync** (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.