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.

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, Microsoft Copilot 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

Connects with an API key
Free 14-day trial
No credit card

Claude Elaichi connected

Show me every method table updated this week.

Working in Method CRM with Elaichi

List all Method CRM files
Method CRM files get URL
List all Method CRM me

Ask anything…

Governance / Audit log Last 24 hours

List all Method CRM me Emily Carter ·

9:41 AM Done

Method CRM files get URL Emily Carter ·

9:41 AM Done

List all Method CRM files Emily Carter ·

9:41 AM Done

Create a Method CRM file Megan Brooks ·

9:38 AM Done

Method CRM files download Ryan Hayes ·

9:35 AM Done

How to connect Method CRM to Claude, ChatGPT, Cursor or Microsoft Copilot

Step by step, for each AI app

Method CRM MCP connector for Claude

1

Open Customize, then Connectors.
2

Press Add.
3

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

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

Sign in and approve.

On Team and Enterprise, an Owner adds it once. Everyone else turns it on for themselves.

Method CRM MCP connector for Claude Code

1

In a terminal, run claude mcp add with the endpoint.

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

Start Claude Code and run /mcp.
3

Pick elaichi, then sign in and approve in the browser.

Terminal

$ claude mcp add --transport http elaichi --scope user https://api.elaichi.ai/mcp

Use --scope project instead to share it with the repository through .mcp.json.

Method CRM MCP connector for ChatGPT

1

Open Plugins, then press the + button.
2

Name it and paste the endpoint into Server URL.

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

Leave Authentication on OAuth, then tick the risk acknowledgement.
4

Press Create, then sign in and approve.

Works on the web. The plugin directory lives at chatgpt.com/plugins.

Method CRM MCP connector for Cursor

1

Open ~/.cursor/mcp.json.
2

Add the endpoint under mcpServers.

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

Method CRM MCP connector for Microsoft Copilot

1

In Copilot Studio, open your agent, then Tools, Add a tool, New tool and Model Context Protocol.
2

Paste the endpoint into Server URL, choose OAuth 2.0, then Dynamic discovery, and press Create.

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

Create a new connection, sign in and approve, then press Add to agent.
4

Under Channels, open Teams and Microsoft Copilot and make the agent available in Microsoft Copilot.

Server URL: https://api.elaichi.ai/mcp
Authentication: OAuth 2.0
Type: Dynamic discovery

Microsoft Copilot was called Microsoft 365 Copilot. Keep the tool on end-user credentials, so each person signs in as themselves.

Connect Method CRM to any MCP client

1

Add the endpoint as a remote MCP server.

https://api.elaichi.ai/mcp
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

What teams do with Method CRM through Elaichi

Ask in plain English. Each person’s AI can do only what they’re allowed to, and every action it takes in Method CRM is logged.

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 →

What connecting Method CRM gets you

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

Elaichi Agent

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, Cursor or Microsoft Copilot

The agent

Ask Method CRM questions, get real answers.

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

ElaichiAI apps

Claude

ChatGPT

Cursor

Microsoft Copilot

Copy the endpoint

https://api.elaichi.ai/mcp

Client	Connected by	Status	Last used
Claude	E Emily Carter	• Connected	4 minutes ago
Cursor	M Megan Brooks	• Connected	2 hours ago
ChatGPT	R Ryan Hayes	• Connected	Yesterday

AI apps

One endpoint, every client, no shared keys.

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

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.

Tool catalog

14 Method CRM tools, zero custom code.

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

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

Toolboxes

Every team gets its own Method CRM toolbox.

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

ElaichiConnections

Connection	Scope	Status	Access
ME Method CRM (Sales EMEA) Connected by Emily Carter	Personal	• Active	1 team · 6 members
ME Method CRM (Sales US) Connected by Jake Morgan	Organization	• Active	3 teams · 24 members
ME Method CRM (Support) Connected by Megan Brooks	Organization	• Active	2 teams · 11 members
ME Method CRM (Finance) Connected by Tyler Reed	Personal	• Needs re-auth	1 team · 3 members
ME Method CRM (Marketing) Connected by Ryan Hayes	Personal	• Active	Not shared
ME Method CRM (Operations) Connected by Ashley Parker	Personal	• Active	2 teams · 9 members

Shared connections

Share Method CRM access, never share credentials.

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

ElaichiAudit log

When	Who	What happened	Type
2 minutes ago Mar 6, 2026, 3:10 PM	E Emily Carter [email protected]	Restriction Created	Access
8 minutes ago Mar 6, 2026, 3:04 PM	J Jake Morgan [email protected]	Restriction Updated	Access
14 minutes ago Mar 6, 2026, 2:58 PM	M Megan Brooks [email protected]	Role Assigned	Access
20 minutes ago Mar 6, 2026, 2:52 PM	T Tyler Reed [email protected]	Method CRM Users Updated	MCP
26 minutes ago Mar 6, 2026, 2:46 PM	R Ryan Hayes [email protected]	Method CRM Files Created	MCP
32 minutes ago Mar 6, 2026, 2:40 PM	A Ashley Parker [email protected]	Method CRM Files List	Toolbox

Audit log

Every Method CRM call, logged and attributable.

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

From answering questions to doing the work

A trigger starts the work, inside the same permissions and the same audit log as everything else. Automations, collections and live dashboards come with the Black plan.

Method CRM digest

Run 418 · started 2 minutes ago · on behalf of Emily Carter

Run now

✓

Schedule

Every weekday at 8:00 AM

0.2s
✓

Fetch files

Method CRM

1.4s
✓

Group by owner

Transform

0.1s
✓

Draft the digest

Agent step

Ran with 4 tools, returned a structured summary

6.2s
Approve the digest

Needs approval

Assigned to Jake Morgan

Approve Deny
Post the digest

Method CRM

Queued

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 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%

Collections and dashboards

Method CRM health, computed, not asked for.

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

For IT and engineering

Elaichi vs Zapier MCP vs Composio for Method CRM

All three can connect Method CRM to an AI assistant, and all three have admin controls. They differ in where access lives and how you pay.

Elaichi compared with Zapier MCP and Composio for Method CRM, by what to check
What to check	Elaichi	Zapier MCP	Composio
Where the AI connects	One address for the whole organization. `https://api.elaichi.ai/mcp`	A server per member, created at sign-in.	An MCP endpoint per team, or an SDK.
Control over Method CRM tools	Allow or restrict single Method CRM tools, per role or user.	App and action restrictions on the account.	Role permissions, down to the action.
Record of calls	One audit entry per Method CRM call.	A History tab of tool calls.	A log of every tool call.
Single sign-on	SAML or OIDC, plus SCIM, on Gold.	SAML on Enterprise.	SAML and OIDC on Enterprise.
Price	Free for one person; $15 per user per month on Gold.	2 tasks per successful call.	Billed per tool call.

Sources: Zapier MCP docs, security, usage; Composio docs, gateway, enterprise, pricing. Checked September 2026.

Longer take: Zapier MCP alternative and when you don't need an MCP gateway.

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.

More from the catalog

Browse all 650+ connectors →

Questions, answered

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, Microsoft Copilot, 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 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 restricting deleting tables, deleting files or making changes. A restricted action still appears in Elaichi's tool search, flagged as restricted, but Claude, ChatGPT, Cursor, Microsoft Copilot or any other client cannot run it, whatever the prompt says.

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, Microsoft Copilot and every other client together.

Does the Method CRM MCP connector work with Gemini, Codex, Claude Code or other MCP clients?

Yes. Method CRM is reached over the same MCP endpoint every client uses, so anything that speaks MCP can call it — Gemini, Codex, Claude Code, Windsurf, Cline, Zed and OpenCode among them — alongside Claude, ChatGPT, Cursor, Microsoft Copilot, and the Elaichi Agent. The tools on offer and the access behind them are identical whichever client asks. Only the setup screen differs.

Is Elaichi an alternative to Zapier MCP for Method CRM?

Yes. Both let Claude, ChatGPT or Cursor use Method CRM. Zapier MCP fits a team that already automates in Zapier, since each person signs in and acts as themselves in that account. Elaichi fits when IT wants one address for the whole company, per-tool rules by role, and a record of every Method CRM call.

How is Elaichi different from Composio for Method CRM?

Composio gives AI agents tools and sign-in handling across 1,000+ apps, for developers building agents or people using an assistant, billed per tool call. Elaichi gives a company's own people governed access to Method CRM: one address, restrictions per role or user, and $15 per user per month. Both have role permissions and a log of every call.

Put Method CRM in front of your team

14 days of Black, no credit card. Connect it once and pick what each team can call.

Connect Method CRM Talk to us

When the trial ends, nothing is deleted. You move to the free Personal plan, and connections, roles and the audit log stay where they are.

Add one link to your AI app

The same link for everyone on your team.

https://api.elaichi.ai/mcp

ChatGPT
Claude
Cursor
Microsoft Copilot

Method CRM MCP connector

How to connect Method CRM to Claude, ChatGPT, Cursor or Microsoft Copilot

Method CRM MCP connector for Claude

Method CRM MCP connector for Claude Code

Method CRM MCP connector for ChatGPT

Method CRM MCP connector for Cursor

Method CRM MCP connector for Microsoft Copilot

Connect Method CRM to any MCP client

What teams do with Method CRM through Elaichi

Catch the customer record up after a call

Count the deals sitting at each stage

Pull the contract before answering a ticket

Run the QuickBooks sync and check it landed

Fix a batch of mislabeled attachments

Add a new tracking table for a project

What connecting Method CRM gets you

Ask Method CRM questions, get real answers.

One endpoint, every client, no shared keys.

14 Method CRM tools, zero custom code.

Every team gets its own Method CRM toolbox.

Share Method CRM access, never share credentials.

Every Method CRM call, logged and attributable.

From answering questions to doing the work

A schedule starts the work, a person approves it.

Method CRM health, computed, not asked for.

Elaichi vs Zapier MCP vs Composio for Method CRM

Method CRM tools for your AI agents

More from the catalog

Questions, answered

Put Method CRM in front of your team