Method CRM MCP tools
Method CRM has 15 operations on the Cotlet MCP server, in method_crm_read and method_crm_write. Your agent picks one in `operation`; the tool carries each operation's input schema. Open an operation for its schema and an example call.
- MCP server
- https://cotlet.dev/mcp/v1
- MCP tools
- method_crm_read, method_crm_write
- 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
- Method CRM
Read (7)
Return data and change nothing in the account.
| Operation | Description |
|---|---|
| list | List customers and leads from Customers & Leads. |
| get | Get one contact with its addresses and activities. |
| list | List estimates, newest first. |
| get | Get one estimate with its lines, deposit and acceptance. |
| list | List invoices, newest first. |
| get | Get one invoice with its lines and balance. |
| list | List activities from the Activities List. |
Write (8)
Change the account. Calls marked Confirm wait for the user to approve them.
| Operation | Description |
|---|---|
| create | Create a lead in Customers & Leads. |
| convert | Convert a lead to a customer. |
| create | Create an estimate for a customer or lead. |
| send | Email the customer a portal link to an estimate. |
| convert | Create an invoice from an estimate. |
| send | Email the customer a portal link to an invoice. |
| receive | Record a payment against a customer's invoices. |
| create | Create an activity on a contact. |