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Method CRM API and MCP server

Method CRM has no scoped or read-only API keys and no way to limit what a connected tool can change. Sign in to Method CRM once in your own Cloud Browser, and your AI agent does the work there for you. The same tools work over MCP for agents and as a REST API for scripts.

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Not affiliated with Method CRM.

Method CRM's own API leaves this out. So we run one for you.

Method CRM's own API, a GitHub MCP server and Cotlet compared
What you need Method CRM's APIGitHub MCP serverCotlet
Scoped access, no API key No Partly Yes, 15 tools
Acts as you, signed in 24/7 No No Yes, Cloud Browser
Fixed for you when Method CRM changes N/A No Yes, tested every 6h
Runs with your laptop off N/A No Yes, hosted

Checked Oct 23, 2026. Sources: Method: Method CRM API · Method: How to connect Method CRM with Claude · Method Help: Estimate Approvals and Deposits · Method Help: Invoice Reports

Your own Cloud Browser, on 24/7. Sign in once. We keep it connected.

  1. 01Sign in to Method CRM in your own Cloud Browser

  2. 02Connect it for your agents

  3. 03Cotlet keeps it signed in and working

How do I connect Method CRM to Claude, ChatGPT or my code?

AI agents connect over MCP, scripts call the REST API. Both reach the same 15 tools with one API key.

For AI agents: MCP

Add Cotlet to your agent once. Method CRM and every other app you connect show up as its tools.

  • Claude
  • ChatGPT
  • OpenClaw
  • Hermes
  • GrokBot
  • Cursor
  • n8n
  • Any MCP client
  1. 1

    Add Cotlet to your agent

    Claude Code
    claude mcp add --transport http cotlet \
  https://cotlet.dev/mcp/v1 \
  --header "Authorization: Bearer $COTLET_API_KEY"
    Cursor
    {
  "mcpServers": {
    "cotlet": {
      "url": "https://cotlet.dev/mcp/v1",
      "headers": {
        "Authorization": "Bearer ${COTLET_API_KEY}"
      }
    }
  }
}
    Codex
    # ~/.codex/config.toml
[mcp_servers.cotlet]
url = "https://cotlet.dev/mcp/v1"
bearer_token_env_var = "COTLET_API_KEY"

    Paste the snippet for your client. The same server and key serve every app you connect, so you do this once.

For scripts: REST API

Every tool is an endpoint under /api/v1/method-crm with its own method and path, such as POST /api/v1/method-crm/customers/{customer_id}/payment/receive, with the same API key. Our open-source repo has ready scripts to start from.

REST API docs

What can the Method CRM API and MCP server do?

15 tools on your own Method CRM account. Agents call them as operations of the MCP tools method_crm_read and method_crm_write; scripts call each one at its own REST endpoint, with the same inputs and answers.

API reference
Method CRM tools in Cotlet's MCP server and REST API
Tool What it does Access
list_customers List customers and leads from Customers & Leads. read
get_customer Get one contact with its addresses and activities. read
list_estimates List estimates, newest first. read
get_estimate Get one estimate with its lines, deposit and acceptance. read
list_invoices List invoices, newest first. read
get_invoice Get one invoice with its lines and balance. read
list_activities List activities from the Activities List. read
create_lead Create a lead in Customers & Leads. write
convert_lead_to_customer Convert a lead to a customer. writeasks first
create_estimate Create an estimate for a customer or lead. writeasks first
send_estimate Email the customer a portal link to an estimate. writeasks first
convert_estimate_to_invoice Create an invoice from an estimate. writeasks first
send_invoice Email the customer a portal link to an invoice. writeasks first
receive_payment Record a payment against a customer's invoices. writeasks first
create_activity Create an activity on a contact. write

Scroll the table for all 15 tools.

Ask in plain words. Your agent does the rest.

All Method CRM use cases

Is it safe to connect Method CRM?

You sign in yourself in your own Cloud Browser, we never save your password, and anything that reaches your readers waits for your OK. The browser profile is encrypted in the EU. Independent scanners grade cotlet.dev A+.

Security overview

How much do the Method CRM API and MCP server cost?

One price for both: a tool call costs the same over MCP or REST. Free 7-day trial with 2,000 credits, no card needed. Then one-time credit packs, no subscription, valid 12 months. Each call uses 10 credits, and your Cloud Browser uses 50 credits a day while Method CRM is enabled for agents, so 20 calls a day come to 250 credits.

See full pricing
Cotlet credit packs: price, credits and calls at 10 credits each
Credits Price, one time Calls at 10 credits Per 1,000 credits
5,000 $29 500 $5.80
15,000 $79 1,500 $5.27
32,000 $149 3,200 $4.66
60,000 $249 6,000 $4.15

Only successful calls use credits; failed calls and timeouts cost nothing. At a balance of 0 calls pause, never a surprise charge. Authenticate with the Authorization: Bearer header.

Questions

Does Method CRM have an API?

Method CRM has a full REST API with read and write access to permitted records, but no ready-made official MCP server (checked 23 Oct 2026). Method builds a custom MCP for a customer on request. Its API keys can only be created by an Admin and cannot be scoped or limited to read-only.

How do I get access?

Sign up free, open Method CRM under Integrations in the console and press Request access. Your free trial starts with your account, no card needed.

Is the MCP server different from the API?

No, only the way in. Cotlet builds each integration as a REST API and puts an MCP server on top, so both have the same 15 tools, the same inputs and answers, one API key and one price. AI agents such as Claude, ChatGPT or Cursor use MCP; scripts, cron jobs and HTTP steps in n8n, Make or Zapier use the REST API.

What is the Cloud Browser?

Your own Chrome that Cotlet runs for you in the EU, around the clock. You open it from the console, sign in to Method CRM yourself and press Enable for agents. Your agent's calls go through it, from its IP with its cookies, so Method CRM sees the browser you signed in with. Password saving is off and the profile is stored encrypted with AES-256-GCM.

Can my agent act without asking me?

Not on anything that reaches other people: convert_lead_to_customer, create_estimate, send_estimate, convert_estimate_to_invoice, send_invoice, receive_payment wait for your OK by default. You can switch that off per tool for scheduled runs.

Do I need a Method API key?

No. Cotlet works in your signed-in Method session. Method says its API key can only be created by an Admin and has the full permissions of its user, because scoped and read-only keys are not built yet (checked 23 Oct 2026).

Will my agent change my QuickBooks?

Only when you let it. Method syncs saved estimates, invoices and payments with QuickBooks. create_estimate, convert_estimate_to_invoice and receive_payment tick Wait for approval before syncing by default, so QuickBooks stays untouched until you untick it in Method. There is no delete tool, and Method warns that deleted data cannot be recovered.

Should I use a Method CRM MCP server from GitHub instead?

Pick one if you want the code on your own computer and do not mind the upkeep: you install it, sign it in and fix it when Method CRM changes. Pick Cotlet if you want it hosted and kept working for you.

Can I use it in n8n, Make or Zapier?

Yes. Add https://cotlet.dev/mcp/v1 in n8n's MCP Client node, or call the REST endpoints from an HTTP step in Make or Zapier.

Who runs Cotlet?

Cotlet is run by Take Group, a Polish software company working since 2019. Take Group runs about 3,200 websites on its own systems and has its own DevOps team for infrastructure security. We built and used integrations like this inside the company for years before opening them as Cotlet.

Is Cotlet affiliated with Method CRM?

No. Cotlet is independent and not affiliated with Method CRM.

Give your agent access to Method CRM.

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