[Cotlet](https://cotlet.dev/index.md) · [Integrations](https://cotlet.dev/integrations.md) · [How it works](https://cotlet.dev/how-it-works.md) · [Use cases](https://cotlet.dev/use-cases.md) · [Security](https://cotlet.dev/security.md) · [For developers](https://cotlet.dev/for-developers.md) · [For automation agencies](https://cotlet.dev/for-agencies.md) · [Blog](https://cotlet.dev/blog.md) · [API docs](https://cotlet.dev/docs.md) · [Help center](https://cotlet.dev/help.md) · [Changelog](https://cotlet.dev/changelog.md) · [Contact](https://cotlet.dev/contact.md) · [Pricing](https://cotlet.dev/pricing.md) · [Sign up](https://cotlet.dev/signup) # Method CRM API > Every Method CRM endpoint on Cotlet: inputs, JSON Schema, cURL, Python and Node.js examples and an example response for each call. Source: https://cotlet.dev/docs/api/method-crm Docs sections: [Get started](https://cotlet.dev/docs.md) · [REST API](https://cotlet.dev/docs/api.md) · [MCP](https://cotlet.dev/docs/mcp.md) · [SDKs & CLI](https://cotlet.dev/docs/sdks.md) · [Integrations](https://cotlet.dev/docs/integrations.md) 15 endpoints for Method CRM, each at its own method and path, called with your API key. Open an endpoint for its inputs, examples and response. - Base URL: `https://cotlet.dev/api/v1/method-crm` - Connects with: Your own Method CRM user on your QuickBooks-connected account. What your agent can do follows your Method permissions. You sign in in your own browser and keep your own sign-in checks. - Integration page: https://cotlet.dev/integrations/method-crm-api-mcp-server ## Read Return data and change nothing in the account. | Endpoint | Description | |---|---| | [`GET /customers`](https://cotlet.dev/docs/api/method-crm/list_customers.md) | List customers and leads from Customers & Leads. | | [`GET /contacts/{contact_id}/customer`](https://cotlet.dev/docs/api/method-crm/get_customer.md) | Get one contact with its addresses and activities. | | [`GET /estimates`](https://cotlet.dev/docs/api/method-crm/list_estimates.md) | List estimates, newest first. | | [`GET /estimates/{estimate_id}`](https://cotlet.dev/docs/api/method-crm/get_estimate.md) | Get one estimate with its lines, deposit and acceptance. | | [`GET /invoices`](https://cotlet.dev/docs/api/method-crm/list_invoices.md) | List invoices, newest first. | | [`GET /invoices/{invoice_id}`](https://cotlet.dev/docs/api/method-crm/get_invoice.md) | Get one invoice with its lines and balance. | | [`GET /activities`](https://cotlet.dev/docs/api/method-crm/list_activities.md) | List activities from the Activities List. | ## Write Change the account. Calls marked Confirm wait for the user to approve them. | Endpoint | Description | |---|---| | [`POST /leads`](https://cotlet.dev/docs/api/method-crm/create_lead.md) | Create a lead in Customers & Leads. | | [`POST /contacts/{contact_id}/lead-to-customer/convert`](https://cotlet.dev/docs/api/method-crm/convert_lead_to_customer.md) (Confirm) | Convert a lead to a customer. | | [`POST /contacts/{contact_id}/estimates`](https://cotlet.dev/docs/api/method-crm/create_estimate.md) (Confirm) | Create an estimate for a customer or lead. | | [`POST /estimates/{estimate_id}`](https://cotlet.dev/docs/api/method-crm/send_estimate.md) (Confirm) | Email the customer a portal link to an estimate. | | [`POST /estimates/{estimate_id}/to-invoice/convert`](https://cotlet.dev/docs/api/method-crm/convert_estimate_to_invoice.md) (Confirm) | Create an invoice from an estimate. | | [`POST /invoices/{invoice_id}`](https://cotlet.dev/docs/api/method-crm/send_invoice.md) (Confirm) | Email the customer a portal link to an invoice. | | [`POST /customers/{customer_id}/payment/receive`](https://cotlet.dev/docs/api/method-crm/receive_payment.md) (Confirm) | Record a payment against a customer's invoices. | | [`POST /contacts/{contact_id}/activities`](https://cotlet.dev/docs/api/method-crm/create_activity.md) | Create an activity on a contact. | --- Give your AI agents your signed-in browser. **Product:** [Integrations](https://cotlet.dev/integrations.md) · [Use cases](https://cotlet.dev/use-cases.md) · [How it works](https://cotlet.dev/how-it-works.md) · [Pricing](https://cotlet.dev/pricing.md) · [Security](https://cotlet.dev/security.md) **Resources:** [Blog](https://cotlet.dev/blog.md) · [API docs](https://cotlet.dev/docs.md) · [Help center](https://cotlet.dev/help.md) · [Changelog](https://cotlet.dev/changelog.md) · [GitHub](https://github.com/cotletdev/cotlet) **Solutions:** [For developers](https://cotlet.dev/for-developers.md) · [For automation agencies](https://cotlet.dev/for-agencies.md) **Company:** [About](https://cotlet.dev/about.md) · [AI info: company facts](https://cotlet.dev/ai-info.md) · [Contact](https://cotlet.dev/contact.md) **Legal:** [Terms of service](https://cotlet.dev/terms) · [Privacy policy](https://cotlet.dev/privacy) · [Refund policy](https://cotlet.dev/refunds) · [Acceptable use](https://cotlet.dev/acceptable-use) · [Cookie policy](https://cotlet.dev/cookies) · [DPA](https://cotlet.dev/dpa) · [Subprocessors](https://cotlet.dev/subprocessors) **Elsewhere:** [Status page](https://status.cotlet.dev) · [Cotlet on GitHub](https://github.com/cotletdev) · [Cotlet on X](https://x.com/cotletdev) · [Cotlet on LinkedIn](https://www.linkedin.com/company/cotletdev) · [Cotlet on Product Hunt](https://www.producthunt.com/products/cotlet) · [Cotlet on Crunchbase](https://www.crunchbase.com/organization/cotlet) · [Cotlet on SaaSHub](https://www.saashub.com/cotlet) Cotlet.dev is built by Bart Krawczyk and Jake Slugocki, the founders of Take Group sp. z o.o., ul. Wincentego Janasa 4, 40-855 Katowice, Poland. KRS 0000871398, NIP 6342984273, VAT EU: PL6342984273. [About us](https://cotlet.dev/about.md) Cotlet is an independent service. It is not affiliated with, endorsed by or sponsored by any of the products listed on this site. Product names are trademarks of their respective owners.