# Method CRM Muse connector

From musedirectory.ai, the independent directory of Meta Muse connectors. Not affiliated with Meta.

## Method CRM

Query and manage customers, leads, invoices and activities in Method CRM synced with QuickBooks or Xero.

- Record: https://musedirectory.ai/connector/method-crm
- Category: Finance & Bills
- Developer: usefulapi (https://usefulapi.io/method-crm/)
- Muse status: Extra setup. Not in Muse's Connectors list yet. Muse can still use it: its page gives you a request to paste into Muse.
- Health: Working, 232ms, checked 2026-10-29T22:41:10Z
- Endpoint: https://method-crm.usefulapi.io/mcp
- Auth: No account needed; Pricing: unknown
- Screening: Screened, no issues found (2026-10-29T22:41:10Z)
- Source: Found in the official MCP Registry (io.usefulapi/method-crm) https://registry.modelcontextprotocol.io/v0/servers?search=io.usefulapi%2Fmethod-crm

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.

Example request: "Show me all unpaid invoices for my customer Smith and create a follow-up activity."

How to connect: 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.

Tools:
- method_get_account: Who 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_tables: List 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_fields: The 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/ta
- method_query_records: Query 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, functi
- method_count_records: How 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_record: One 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_Recor
- method_search_customers: Find 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 table
- method_list_contacts: List 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 activ
- method_list_activities: List 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_invoices: List 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_quer
- method_list_files: List 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_url: A 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_customer: WRITE: 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 ret
- method_create_activity: WRITE: 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 activity
- method_create_record: WRITE: 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_ge
- method_update_record: WRITE: 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 ch

Screening checks:
- MCP handshake: pass (Answered in 232ms)
- Domain against threat feeds (Cloudflare security DNS): pass (method-crm.usefulapi.io, usefulapi.io not flagged)
- Published packages against the OSV malicious-package database: n/a (No npm or PyPI package published)
- Hidden instructions or invisible characters in tool text: pass (16 tools read, nothing found)
- Inputs asking for passwords, card numbers or seed phrases: pass (None found)
- Domain and redirects: pass (No redirects off the domain)
- AI review of purpose and tool behavior: pass (No concerns)