Method CRM
Query and manage customers, leads, invoices and activities in Method CRM synced with QuickBooks or Xero.
Connect to Method CRM to search customers and leads, list contacts and activities, view invoices, and create or update records. Changes sync to QuickBooks or Xero. Requires a Method API key.
Try asking Muse: "Show me all unpaid invoices for my customer Smith and create a follow-up activity."
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Source: Found in the official MCP Registry (io.usefulapi/method-crm) · First listed October 29, 2026
Last 24 hours
Each bar is one check, every 15 minutes. Green means it answered. Last checked 2 h ago.
Is it safe to connect?
What Muse can see: It does not ask you to sign in, so it cannot see your accounts. It only sees what Muse sends it from your request.
Before it acts: Read what Muse plans to do before you approve it, and remove the app from Muse when you stop using it.
musedirectory.ai is not part of Meta. More about how Muse handles your information
How to add it to Muse
Not in Muse's Connectors list yet, but Muse can still use it. Copy the request below and paste it into Muse. Muse asks before it shares anything with the app's site. Meta does not review apps used this way, so only use ones you trust. We tested this in the Muse app on September 24, 2026: Muse used an app's link directly this way and returned a live answer.
https://method-crm.usefulapi.io/mcpNot in Muse's Connectors list yet. Muse can still use it: its page gives you a request to paste into Muse.
Also use it in ChatGPT or Claude
Method CRM is a remote MCP server, so any assistant that can add a custom connector by link can use it. Same link, same tools.
Add it to ChatGPT
- 1
Open ChatGPT settings
In ChatGPT, open Settings, then Connectors (called Apps & Connectors on some accounts).
- 2
Turn on developer mode
Under Advanced settings, switch on Developer mode. That is what lets you add a connector by link.
- 3
Create the connector
Choose Create, give it a name, paste the link as the MCP server URL, and save. If it needs a sign-in, ChatGPT asks for it here.
- 4
Use it in a chat
Start a chat, open the tools menu, pick the connector, and ask. ChatGPT asks before it runs a tool the first time.
Custom connectors need a paid ChatGPT plan, and on Team, Enterprise and Edu accounts only an admin can add them. Our "Working" label means the server answered us; it cannot tell whether your plan lets you add it. All connectors that work in ChatGPT
Add it to Claude
- 1
Open Claude settings
In Claude, open Settings, then Connectors.
- 2
Add a custom connector
Choose Add custom connector, give it a name, and paste the link.
- 3
Connect and use it
If it needs a sign-in, Claude sends you to it. Then turn the connector on in a chat from the tools menu and ask.
Custom connectors are available on paid Claude plans; on Team and Enterprise accounts an admin may need to add them. Our "Working" label means the server answered us; it cannot tell whether your plan lets you add it. All connectors that work in Claude
https://method-crm.usefulapi.io/mcpWhat people ask Muse to do
Technical details: safety screening, tools, response time and recent checks
Response time at the last check: 232ms. Worked in n/a of checks over 30 days.
Screening · October 29, 2026
Screened, no issues found
Screening looks for known threats and hidden instructions at the time of the check, and runs again weekly and whenever the tool list changes. It cannot see the server's code, so only connect what you need and review what Muse asks to do. How screening works.
Tools · 16
method_get_accountWho the API key acts as: the Method user behind it (id and name; use the id as an assignee). Also a cheap check that the key works. GET /api/v1/me.method_list_tablesList every table on this Method account (standard QuickBooks/Xero/Method tables and custom ones) with its source and whether it can be created, updated or deleted. Tables differ per account: call this before querying a table you are unsure of. GET /api/v1/tables.method_get_table_fieldsThe exact field names of a table with type, whether required, creatable and mutable, and for dropdowns the table they reference. Use it to pick `select` fields and to name fields in create/update calls (names are case-sensitive and wrong ones are silently ignored). GET /api/v1/tamethod_query_recordsQuery any table (Customer, Contacts, Activity, Invoice, Estimate, Item, Users, custom tables ...). Always pass `select`. `filter` uses OData-style syntax: strings in single quotes, dates as '2026-05-26T00:00:00Z' with Z or an offset, operators eq ne lt gt le ge and or not, functimethod_count_recordsHow many records a table has, optionally matching a filter (same filter syntax as method_query_records). Cheap: call it before paging through a big table. GET /api/v1/tables/{table}/count.method_get_recordOne record by RecordID from any table. Pass `select` to limit the columns; `expand` names a related CHILD table whose rows are embedded (e.g. InvoiceLine on Invoice; at most 50 rows); a parent such as a contact's Entity is not expanded: read it with its own RecordID (Entity_Recormethod_search_customersFind customers and leads (the Customer table: Customers & Leads in Method) by text in the name or email, by lead/customer type, or list them all. Returns RecordID, name, email, phone, lead flag and status; override `select` for other fields (see method_get_table_fields with tablemethod_list_contactsList contacts (people), optionally those of one customer/lead entity (entity_id = the Customer's RecordID) or matching text in name/email/phone. Returns RecordID, name, email, phone, the entity link and active flag. Use a Contact's RecordID (not the Customer's) when linking activmethod_list_activitiesList activities (calls, emails, to-dos, notes), newest first. Filter by the entity they belong to, the assigned user or a due-date window. The note text is in Comments. Override `select` for other fields (method_get_table_fields with table Activity). GET /api/v1/tables/Activity.method_list_invoicesList invoices, newest first, optionally only unpaid ones (BalanceRemaining > 0), one customer's (customer_id = Customer RecordID) or created since a time. Returns reference number, customer, dates, amount and balance; override `select` for other fields. For totals use method_quermethod_list_filesList the files attached to a record (name, size, who added it, id). Use the id with method_get_file_url. GET /api/v1/files.method_get_file_urlA temporary download link (valid 20 minutes) for an attached file, by the file id from method_list_files. The link works without the API key: share it only with someone allowed to see the file. GET /api/v1/files/{id}/url.method_create_customerWRITE: creates a record in Method's Customer table. is_lead true = a Customer Lead (does not sync to the accounting system); is_lead false = a full customer, which Method syncs to QuickBooks/Xero (it appears there too). Method also creates the primary Contact; its RecordID is retmethod_create_activityWRITE: logs an activity (call, email, to-do, note) on a customer/lead. entity_id is the Customer RecordID; contact_id is the Contact RecordID (not the Customer's; method_list_contacts finds it). The text goes in Comments. Prefer activity_type_id (read it from an existing activitymethod_create_recordWRITE: creates a record in any table that allows it (method_list_tables shows canCreate), e.g. Estimate, Invoice, Item, Vendor. For customers/leads and activities use the dedicated tools. Field names are case-sensitive and a wrong one is silently ignored: read them with method_gemethod_update_recordWRITE: changes fields on one record (PATCH: only the fields you pass change). Field names are case-sensitive and Method silently ignores wrong or read-only names, so the reply re-reads the record and shows the stored values of the fields you sent: check them. Linked fields are chLink
https://method-crm.usefulapi.io/mcpQuestions about Method CRM in Muse
How do I connect Method CRM to Muse?
Not in Muse's Connectors list yet, but Muse can still use it. Paste this into Muse: "Use Method CRM to help me. It is a free service with an MCP server at https://method-crm.usefulapi.io/mcp. It does not need an API key. Ask me before you share anything with it." Muse asks before it shares anything with the app's site. Meta does not review apps used this way, so only use ones you trust. We tested this in the Muse app on September 24, 2026: Muse used an app's link directly this way and returned a live answer.
Is Method CRM working right now?
At the last check (October 29, 2026, 22:41 UTC) the endpoint was working, answering in 232ms. It is checked every 15 minutes.
Is Method CRM safe to connect to Muse?
It was screened on October 29, 2026 with the result "screened, no issues found". Screening checks the domain against threat feeds and reads the tools for hidden instructions and requests for passwords or card numbers. It cannot see the server's code, so grant only the access you need.
What can Method CRM do in Muse?
It exposes 16 tools, including method_get_account, method_list_tables, method_get_table_fields, method_query_records. For example, you could ask Muse: "Show me all unpaid invoices for my customer Smith and create a follow-up activity."
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