# 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

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

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

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

# Call a tool
npx -y @smithery/cli@latest 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.

```bash
# Get full input/output schema for a tool
npx -y @smithery/cli@latest tool get avinashsangle/method-crm-mcp <tool-name>
```