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# Method CRM MCP tools

> The Method CRM MCP tools on the Cotlet server: every operation with its input schema, a tools/call example and an example result.

Source: https://cotlet.dev/docs/mcp/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)

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: https://cotlet.dev/integrations/method-crm-api-mcp-server

## Read

Return data and change nothing in the account.

| Operation | Description |
|---|---|
| [`list_customers`](https://cotlet.dev/docs/mcp/method-crm/list_customers.md) | List customers and leads from Customers & Leads. |
| [`get_customer`](https://cotlet.dev/docs/mcp/method-crm/get_customer.md) | Get one contact with its addresses and activities. |
| [`list_estimates`](https://cotlet.dev/docs/mcp/method-crm/list_estimates.md) | List estimates, newest first. |
| [`get_estimate`](https://cotlet.dev/docs/mcp/method-crm/get_estimate.md) | Get one estimate with its lines, deposit and acceptance. |
| [`list_invoices`](https://cotlet.dev/docs/mcp/method-crm/list_invoices.md) | List invoices, newest first. |
| [`get_invoice`](https://cotlet.dev/docs/mcp/method-crm/get_invoice.md) | Get one invoice with its lines and balance. |
| [`list_activities`](https://cotlet.dev/docs/mcp/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.

| Operation | Description |
|---|---|
| [`create_lead`](https://cotlet.dev/docs/mcp/method-crm/create_lead.md) | Create a lead in Customers & Leads. |
| [`convert_lead_to_customer`](https://cotlet.dev/docs/mcp/method-crm/convert_lead_to_customer.md) (Confirm) | Convert a lead to a customer. |
| [`create_estimate`](https://cotlet.dev/docs/mcp/method-crm/create_estimate.md) (Confirm) | Create an estimate for a customer or lead. |
| [`send_estimate`](https://cotlet.dev/docs/mcp/method-crm/send_estimate.md) (Confirm) | Email the customer a portal link to an estimate. |
| [`convert_estimate_to_invoice`](https://cotlet.dev/docs/mcp/method-crm/convert_estimate_to_invoice.md) (Confirm) | Create an invoice from an estimate. |
| [`send_invoice`](https://cotlet.dev/docs/mcp/method-crm/send_invoice.md) (Confirm) | Email the customer a portal link to an invoice. |
| [`receive_payment`](https://cotlet.dev/docs/mcp/method-crm/receive_payment.md) (Confirm) | Record a payment against a customer's invoices. |
| [`create_activity`](https://cotlet.dev/docs/mcp/method-crm/create_activity.md) | Create an activity on a contact. |

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