Method CRM

Manage customer relationship data by performing CRUD operations on tables and handling file attachments. Automate business workflows through event-driven routines and secure API key administration. Streamline access to user account information and data structure discovery within the platform.

CRM

该来源不提供完整文件导出（国内平台多为平台内托管），仅存元数据与原链

模型生成摘要（rules/v1 · 2026-10-01 14:59）：Manage customer relationship data by performing CRUD operations on tables and handling file attachments
这是模型对公开材料的总结，不是官方声明，请以原链内容为准。

接入信息

传输形态: http
鉴权方式: 需 API Key（探测：需要鉴权（HTTP 401））
端点: https://method-crm-mcp--avinashsangle.run.tools

该服务需要凭证，请按官方文档申请后替换占位符

{
  "mcpServers": {
    "Method CRM": {
      "headers": {
        "Authorization": "Bearer \u003cYOUR_KEY\u003e"
      },
      "url": "https://method-crm-mcp--avinashsangle.run.tools"
    }
  }
}

能力清单

工具	说明
method_tables_query	Query records from a Method CRM table with filtering, pagination, and aggregation. Supports OData-style queries for complex filtering.
method_tables_get	Get a specific record from a Method CRM table by ID.
method_tables_create	Create a new record in a Method CRM table.
method_tables_update	Update an existing record in a Method CRM table.
method_tables_delete	Delete a record from a Method CRM table permanently.
method_tables_fields	Discover available fields in a Method CRM table by querying sample records. Useful for understanding table structure before creating records.
method_tables_lookup	Look up records in a table to find RecordID values for reference fields. Essential for finding IDs needed in foreign key fields.
method_files_upload	Upload a file to Method CRM and link it to a table record (max 50MB).
method_files_list	List files in Method CRM with optional filtering by table, record, or filename.
method_files_download	Download a file from Method CRM by ID.
method_files_get_url	Generate a temporary download URL for a file (expires in 20 minutes).
method_files_update_link	Move a file to a different table/record by updating its link.
method_files_delete	Delete a file from Method CRM permanently.
method_user_get_info	Retrieve information about the currently authenticated user including name, email, role, permissions, and account details.
method_events_create_routine	Create an event automation routine that triggers actions based on table events (create, update, delete).
method_events_list_routines	List all event automation routines with pagination.
method_events_get_routine	Get details of a specific event routine by ID.
method_events_delete_routine	Delete an event automation routine permanently.
method_apikeys_create	Create a new API key for programmatic access to Method CRM. Requires admin role. Key value is only shown once.
method_apikeys_list	List all API keys in the account with pagination. Key values are masked for security.
method_apikeys_update	Update an API key's name, description, permissions, or active status. Requires admin role.
method_apikeys_delete	Revoke an API key permanently. This cannot be undone. Requires admin role.

Method CRM

接入信息

能力清单

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