CRM
Method CRM
API integration
Ship CRM features without building the integration. Full Method CRM API access via Proxy and 10+ MCP-ready tools for AI agents — extend models and mappings to fit your product.
Talk to usUse Cases
Why integrate with Method CRM
Common scenarios for SaaS companies building Method CRM integrations for their customers.
Sync signed proposals into Method as Estimates
CPQ and e-signature platforms can push won deals directly into Method as Estimates with line items, then trigger an accounting sync so the finance team sees them in QuickBooks or Xero without manual re-entry.
Automate field service invoicing from mobile jobs
Field service management apps can create Invoices in Method the moment a technician closes a job, attach on-site photos to the record, and fire the sync to QuickBooks so back-office billing happens instantly.
Surface live customer financials in B2B portals
B2B commerce and customer portal apps can read balances, account numbers, and billing opt-out flags from Method to gate checkout, enforce credit terms, and show accurate account status to end customers.
Centralize document management on CRM records
Document-heavy SaaS tools (contracts, CAD, inspection reports) can upload files directly to Method table records and generate temporary URLs to render those files natively inside their own UI.
Two-way data sync for vertical SaaS built on QuickBooks
Vertical SaaS platforms serving contractors, wholesalers, or manufacturers can use Method as a reliable bridge to QuickBooks — reading and writing Customers, Items, Estimates, and Invoices without building a direct accounting integration.
What You Can Build
Ship these features with Truto + Method CRM
Concrete product features your team can ship faster by leveraging Truto’s Method CRM integration instead of building from scratch.
Estimate and Invoice creation with line items
Create parent transactions in Method and pass up to 50 child line-item records in a single API call using the __ChildTableName prefix.
Explicit QuickBooks/Xero sync trigger
Fire the Method tables sync endpoint after writing a financial record so Estimates and Invoices post to the ledger with auto-calculated totals.
File attachments on any CRM record
Upload binary files against Contacts, Opportunities, or Jobs, and bulk update file metadata to keep document libraries organized.
Embedded file viewer with temporary URLs
Generate short-lived download URLs for Method files so your app can preview contracts, photos, or PDFs inline without proxying the binary yourself.
Customer financial lookup
Fetch a single Method table record by ID to pull real-time Balance, AccountNumber, and IsOptOutOfBilling fields into your billing or checkout flow.
Custom table discovery and CRUD
List, count, read, create, update, and delete records across Method's dynamic tables so your integration adapts to each customer's customized schema.
SuperAI
Method CRM AI agent tools
Comprehensive AI agent toolset with fine-grained control. Integrates with MCP clients like Cursor and Claude, or frameworks like LangChain.
list_all_method_crm_files
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
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 a file in Method by id. Returns an empty 204 response on success. Required: id.
method_crm_files_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 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.
method_crm_files_bulk_update
Update a file's link details in Method — currently only the attachToEmail field can be modified. Returns an empty 204 response on success. Required: file_id, tableName, recordId.
list_all_method_crm_me
Get information about the currently authenticated user in Method. Returns the current user's profile attributes; the upstream API does not enumerate the specific response fields for this endpoint.
list_all_method_crm_tables
List records from a Method CRM table with filtering, ordering, and field selection. Returns: recordId, firstName, lastName, phone, email. Max 100 records per page; default ordering is descending by RecordID. Required: table.
update_a_method_crm_table_by_id
Update a record in a Method CRM table by id. Include only the fields to modify; linked fields are ignored. Returns an empty 204 response on success. Use `__
delete_a_method_crm_table_by_id
Delete a record from a Method CRM table by id. Returns an empty 204 response on success. Required: id, table.
create_a_method_crm_table
Create a new record in a Method CRM table. Returns the RecordID of the created record. Include all required fields for the target table; linked fields are ignored. Use `__
get_single_method_crm_table_by_id
Get a single record from a Method CRM table by id. Returns: RecordID, Email, FirstName, IsOptOutOfBilling, IsOptOutOfMarketing, LastName, Name, Note, Phone, PortalPassword, PortalUserName, SpecialType, Title, Mobile, FaceBookUserName, LinkedInPublicUserName, TwitterUserName, Website, AltPhone, Pager, TagList, InstagramUserName, LastModifiedDate, Entity, Entity_RecordID, AccountNumber, Balance,…. Required: id, table.
method_crm_tables_count
Get the count of records in a Method table, optionally filtered by table fields, linked fields, and system fields using the filter expression syntax. Returns the record count as an integer. Required: table.
method_crm_tables_sync
Sync a record in a Method table with QuickBooks or Xero. Works only with syncable tables; for accounting transactions like Estimates and Invoices, this also calculates the total amount. Returns an empty 204 response on success. Required: table, record_id.
Why Truto
Why use Truto’s MCP server for Method CRM
Other MCP servers give you a static tool list for one app. Truto gives you a managed, multi-tenant MCP infrastructure across 700+ integrations.
Auto-generated, always up to date
Tools are dynamically generated from curated documentation — not hand-coded. As integrations evolve, tools stay current without manual maintenance.
Fine-grained access control
Scope each MCP server to read-only, write-only, specific methods, or tagged tool groups. Expose only what your AI agent needs — nothing more.
Multi-tenant by design
Each MCP server is scoped to a single connected account with its own credentials. The URL itself is the auth token — no shared secrets, no credential leaking across tenants.
Works with every MCP client
Standard JSON-RPC 2.0 protocol. Paste the URL into Claude, ChatGPT, Cursor, or any MCP-compatible agent framework — tools are discovered automatically.
Built-in auth, rate limits, and error handling
Tool calls execute through Truto’s proxy layer with automatic OAuth refresh, rate-limit handling, and normalized error responses. No raw API plumbing in your agent.
Expiring and auditable servers
Create time-limited MCP servers for contractors or automated workflows. Optional dual-auth requires both the URL and a Truto API token for high-security environments.
How It Works
From zero to integrated
Go live with Method CRM in under an hour. No boilerplate, no maintenance burden.
Link your customer’s Method CRM account
Use Truto’s frontend SDK to connect your customer’s Method CRM account. We handle all OAuth and API key flows — you don’t need to create the OAuth app.
We handle authentication
Don’t spend time refreshing access tokens or figuring out secure storage. We handle it and inject credentials into every API request.
Call our API, we call Method CRM
Truto’s Proxy API is a 1-to-1 mapping of the Method CRM API. You call us, we call Method CRM, and pass the response back in the same cycle.
Unified response format
Every response follows a single format across all integrations. We translate Method CRM’s pagination into unified cursor-based pagination. Data is always in the result attribute.
FAQs
Common questions about Method CRM on Truto
Authentication, rate limits, data freshness, and everything else you need to know before you integrate.
How does authentication work with Method CRM through Truto?
Truto handles the OAuth handshake and token lifecycle for Method CRM on your behalf. Your end users connect their Method account through Truto's connect flow, and your app calls the tools using a Truto integrated account ID — no token storage or refresh logic on your side.
Can I create an Invoice and its line items in a single call?
Yes. Method's table model lets you create a parent record (like an Invoice or Estimate) and include up to 50 child records (like line items) in the same create_a_method_crm_table request by using the __
How do I get transactions to appear in QuickBooks or Xero after creating them?
After creating a financial record via the tables API, call method_crm_tables_sync to explicitly push it to the connected accounting system. For Estimates and Invoices, this sync also auto-calculates totals so the ledger stays balanced.
Does Method CRM support custom fields and custom tables?
Yes. Method is highly customizable and every account can have its own schema. Use list_all_method_crm_tables and get_single_method_crm_table_by_id to discover the tables and fields available for each connected customer at runtime rather than hardcoding assumptions.
How do file uploads and previews work?
Use create_a_method_crm_file to upload a binary and link it to a specific table record, method_crm_files_download to retrieve the raw file, and method_crm_files_get_url to generate a temporary URL (valid for about 20 minutes) that you can embed in your UI.
Can I paginate and count large tables efficiently?
Yes. list_all_method_crm_tables supports paginated listing of records, and method_crm_tables_count returns totals so you can build incremental sync jobs, progress indicators, or reconciliation checks against a customer's Method data.
From the Blog
Method CRM integration guides
Deep dives, architecture guides, and practical tutorials for building Method CRM integrations.
Method CRM
Get Method CRM integrated into your app
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