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CRM

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.

Connect on Elaichi How to connect

  • How it connects. Connects with an API key. The credential goes into a vault nobody reads back.

  • One address. https://api.elaichi.ai/mcp, the same for every user.

  • Their own access. An agent never gets more than the person it acts for.

How to connect

How to connect Method CRM to Claude, ChatGPT or Cursor

Two steps, about a minute.

1

In Elaichi

Connect Method CRM once

  1. Open Connections, choose Add connection, and pick Method CRM.

  2. Optionally set Share with to give a team access, 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.

The credential is vaulted. Nobody reads it back, not even the AI.

Add connection

Choose a connector.

method crm
Method CRM
Affinity
Attio
EveryAction
Google Contacts
Highlevel
2

In your AI client

Point it at one endpoint

Everyone in the organization uses the same address, and each person only ever reaches what their own account allows.

Connect Method CRM to Claude

  1. 1

    Open Customize, then Connectors.

  2. 2

    Press Add.

  3. 3

    Name it, paste the MCP server URL, then Continue.

    https://api.elaichi.ai/mcp
  4. 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

  1. 1

    Open Plugins, then press the + button.

  2. 2

    Name it and paste the endpoint into Server URL.

    https://api.elaichi.ai/mcp
  3. 3

    Leave Authentication on OAuth, then tick the risk acknowledgement.

  4. 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

  1. 1

    Open ~/.cursor/mcp.json.

  2. 2

    Add the endpoint under mcpServers.

    https://api.elaichi.ai/mcp
  3. 3

    Reload Cursor, then sign in and approve.

~/.cursor/mcp.json

{
  "mcpServers": {
    "elaichi": {
      "url": "https://api.elaichi.ai/mcp"
    }
  }
}

Set up per machine, so repeat it on each computer you work from.

Connect Method CRM to any MCP client

  1. 1

    Add the endpoint as a remote MCP server.

    https://api.elaichi.ai/mcp
  2. 2

    Sign in and approve.

{
  "mcpServers": {
    "elaichi": {
      "url": "https://api.elaichi.ai/mcp"
    }
  }
}

The Elaichi Agent already has these tools, with nothing to set up.

Connect Method CRM on Elaichi See pricing

Use cases

What teams do with Method CRM through Elaichi

Every one of these runs inside the access the person already has, and lands in the same audit log.

  • Sales

    Catch the customer record up after a call

    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.

  • Sales

    Count the deals sitting at each stage

    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.

  • Support

    Pull the contract before answering a ticket

    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.

  • Finance

    Run the QuickBooks sync and check it landed

    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.

  • Operations

    Fix a batch of mislabeled attachments

    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.

  • Office

    Add a new tracking table for a project

    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.

Try asking

  • “Show me every method table updated this week.”
  • “Summarize records added to Method CRM this month.”
  • “List files attached to the open method tables.”

See all 14 Method CRM tools below

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.

See it in Elaichi

What connecting Method CRM gets you

6 screens from the product, each doing one job for your Method CRM account.

The agent

Ask Method CRM questions, get real answers.

Type a question in plain language and pull live records straight from Method CRM tables.

  • files
  • tables
  • records
  • tables count

Ask Elaichi to work across your apps.

Show me every method table updated this week.

Summarize records added to Method CRM this month.

List files attached to the open method tables.

Also runs in Claude, ChatGPT or Cursor

MCP clients

One endpoint, every client, no shared keys.

Claude, ChatGPT and Cursor all connect to Method CRM through a single governed endpoint.

ElaichiMCP clients
Claude ChatGPT Cursor

Copy the endpoint

https://api.elaichi.ai/mcp
Client Connected by Status Last used
Claude
E

Emma Laurent

 • Connected 4 minutes ago
Cursor
S

Sofia Ricci

 • Connected 2 hours ago
ChatGPT
C

Clara Nowak

 • Connected Yesterday

Tool catalog

14 Method CRM tools, zero custom code.

Every table, file and sync method in Method CRM is cataloged and ready to call.

  • List all Method CRM files
  • Create a Method CRM file
  • Delete a Method CRM file by ID
  • Method CRM files download
ElaichiTools
Tool Action Description
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.

Toolboxes

Every team gets its own Method CRM toolbox.

Sales, support and finance each work from a toolbox scoped to their own needs.

  • Sales
  • Support
  • Finance
  • Operations
ElaichiToolboxes
Name Source template Tools Created

Sales toolbox

Method CRM · deals and contacts

 Method CRM starter 18 Mar 4, 2026

Support toolbox

Method CRM · tickets and case files

 — 9 Mar 2, 2026

Finance toolbox

Method CRM · invoices and billing tables

 — 24 Feb 27, 2026

Operations toolbox

Method CRM · table syncs and record counts

 Method CRM starter 6 Feb 19, 2026

Marketing toolbox

Method CRM · campaign lists and files

 — 31 Jan 30, 2026

IT toolbox

Method CRM · table structure and access

 — 12 Jan 22, 2026

Shared connections

Share Method CRM access, never share credentials.

See who connected each account and how many teams and members use it.

  • Sales EMEA
  • Sales US
  • Support
  • Finance
ElaichiConnections
Connection Scope Status Access
ME

Method CRM (Sales EMEA)

Connected by Emma Laurent

 Personal • Active 1 team · 6 members
ME

Method CRM (Sales US)

Connected by James Whitfield

 Organization • Active 3 teams · 24 members
ME

Method CRM (Support)

Connected by Sofia Ricci

 Organization • Active 2 teams · 11 members
ME

Method CRM (Finance)

Connected by Daniel Ortega

 Personal • Needs re-auth 1 team · 3 members
ME

Method CRM (Marketing)

Connected by Clara Nowak

 Personal • Active Not shared
ME

Method CRM (Operations)

Connected by Michael Brennan

 Personal • Active 2 teams · 9 members

Audit log

Every Method CRM call, logged and attributable.

See when, who and what happened for every action taken against Method CRM.

  • When
  • Who
  • What happened
  • Type
ElaichiAudit log
When Who What happened Type

2 minutes ago

Mar 6, 2026, 3:10 PM
E

Emma Laurent

[email protected]

 Restriction Created Access

8 minutes ago

Mar 6, 2026, 3:04 PM
J

James Whitfield

[email protected]

 Restriction Updated Access

14 minutes ago

Mar 6, 2026, 2:58 PM
S

Sofia Ricci

[email protected]

 Role Assigned Access

20 minutes ago

Mar 6, 2026, 2:52 PM
D

Daniel Ortega

[email protected]

 Method CRM Users Updated MCP

26 minutes ago

Mar 6, 2026, 2:46 PM
C

Clara Nowak

[email protected]

 Method CRM Files Created MCP

32 minutes ago

Mar 6, 2026, 2:40 PM
M

Michael Brennan

[email protected]

 Method CRM Files List Toolbox

Launching soon

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 are launching soon, on the Black plan.

Automations

A schedule starts the work, a person approves it.

Records are fetched, grouped and drafted into a digest before anyone posts back to Method CRM.

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 files

    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

Method CRM health, computed, not asked for.

Four metrics and a 14 day trend on records created, broken down by team.

Method CRM health

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

Live

Files

1,284 ↓ 12%

Tables

96 ↓ 8%

Needs attention

3 ↑ 2

Updated this week

412 ↑ 9%

Files created

Last 14 days

By team

Share of activity

Sales EMEA 34%

Sales US 27%

Support 21%

Finance 18%

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FAQ

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.

Put Method CRM in front of your team

Fourteen days on Gold, no credit card. Connect it once and pick what each team can call.

Connect Method CRM Talk to us