avisangle/method-crm-mcp

Overview

Connects your AI assistant to Method CRM so you can look up accounts, check deal stages, and update customer records without leaving the conversation. It covers 20 core CRM actions, from reading contact details to logging changes, built for teams who run QuickBooks-integrated sales through Method. A practical way to keep the CRM current between customer calls.

Best for

Best for
Method CRM users who want quick, conversational access to accounts and deals

Use cases

• Check a customer account's details before a call
• Ask what stage a deal is sitting at in the pipeline
• Update a contact or account record from a plain-English request
• Get a quick read on which deals need follow-up

How to use

Install

npx @modelcontextprotocol/inspector python src/method_mcp/server.py

Tools exposed

• method_tables_query
• method_tables_get
• method_tables_create
• method_tables_update
• method_tables_delete
• method_files_upload
• method_files_list
• method_files_download
• method_files_get_url
• method_files_update_link
• method_files_delete
• method_user_get_info
• method_events_create_routine
• method_events_list_routines
• method_events_get_routine
• method_events_delete_routine
• method_apikeys_create
• method_apikeys_list
• method_apikeys_update
• method_apikeys_delete

Tested with

Claude Desktop, Cursor

Notes

A production-ready Model Context Protocol (MCP) server that connects LLMs to the Method CRM API. It exposes 20 tools for reading and writing CRM data, enabling automated workflows through natural language commands.

2 stars on GitHub. Last updated 2025-11-22. Licensed MIT.

Use cases

• Automate contact and account updates in Method CRM via chat
• Query deal stages and pipeline data without manual UI navigation
• Trigger CRM actions from AI assistants or custom agents

Pros

• Provides a comprehensive set of 20 tools for full CRM interaction
• Built on the standard MCP protocol for easy integration with LLMs
• Written in Python, making it accessible for most developers

Cons

• Low community adoption (only 2 stars) suggests limited testing or support
• Requires a Method CRM account and API credentials to use
• No documentation or examples beyond the repository description

Indexed from awesome-mcp-servers-punkpeye and enriched against its public facts.