PRODUCTION-READY CRM INTEGRATION

Method CRM MCP Server

Production-ready Model Context Protocol server for Method CRM API integration with 20 comprehensive tools

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Project Overview

Method CRM MCP Server is a production-ready Model Context Protocol (MCP) server that enables LLMs to interact with Method CRM data through well-designed tools. This server provides comprehensive access to Method CRM's functionality including tables, files, users, events, and API key management.

Built with enterprise-grade features like API key authentication, automatic rate limiting, retry logic, and full type safety through Pydantic validation.

Tech Stack
PythonMCPPydanticMethod CRM API
Key Features
  • 20 comprehensive tools
  • Production-ready authentication
  • Dual transport support
  • Rate limiting & retry logic

Quick Start

Installation
bash
# Clone the repository
git clone https://github.com/avisangle/method-crm-mcp.git
cd method-crm-mcp

# Install dependencies
pip install -r requirements.txt

# Set environment variables
export METHOD_API_KEY="your_api_key_here"

# Run the server
python -m method_crm_mcp

For detailed configuration options and advanced setup, see the README on GitHub.

What It Does

Table Operations

Comprehensive CRUD operations for Method CRM tables. Query, create, update, and delete records with OData filtering and pagination support.

File Management

Upload, download, and manage files linked to CRM records. Supports invoices, documents, and attachments with automatic base64 encoding.

Event Automation

Create automated routines triggered by CRM events. Send emails, update records, or execute custom actions on record creation or updates.

API Key Management

Create and manage API keys with granular permissions. Support for read/write access control and key lifecycle management.

User Information

Retrieve authenticated user information and account details for audit trails and permissions management.

Type Safety

Full Pydantic validation for all inputs and outputs. Actionable error messages with clear suggestions for resolution.

Why It Matters

Production-Ready

Enterprise-grade features including authentication, rate limiting, retry logic, and comprehensive error handling make it deployment-ready.

LLM Integration

Enables AI assistants to interact with Method CRM, allowing natural language CRM operations and intelligent automation.

Dual Transport

Supports both stdio (local) and streamable HTTP (remote) transports, enabling flexible deployment options for any environment.

Comprehensive Coverage

20 tools covering all major Method CRM operations - from customer management to file uploads to event automation.

Implementation Highlights

Technical Architecture

API Integration

Full Method CRM API coverage with OData query support, pagination, and filtering. Handles complex operations like customer creation and inventory management.

Authentication

API key authentication fully implemented with OAuth2 placeholders. Secure credential management through environment variables.

Rate Limiting

Automatic handling of API rate limits with exponential backoff and retry logic. Prevents quota exhaustion and ensures reliable operations.

Type Safety

Pydantic models for all tool inputs and outputs. Comprehensive validation with actionable error messages.

Available Tools (20 Total)

Table Operations (5 tools)

  • method_tables_query - Query tables with OData filtering
  • method_tables_get - Get specific record by ID
  • method_tables_create - Create new records
  • method_tables_update - Update existing records
  • method_tables_delete - Delete records

File Management (6 tools)

  • method_files_upload - Upload files with base64 encoding
  • method_files_list - List files with optional filtering
  • method_files_download - Download file content
  • method_files_get_url - Get direct file URLs
  • method_files_update_link - Update file-record links
  • method_files_delete - Delete files

Event Automation (4 tools)

  • method_events_create_routine - Create automated routines
  • method_events_list_routines - List all routines
  • method_events_get_routine - Get routine details
  • method_events_delete_routine - Delete routines

API Key Management (4 tools)

  • method_apikeys_create - Create new API keys
  • method_apikeys_list - List all API keys
  • method_apikeys_update - Update key permissions
  • method_apikeys_delete - Revoke API keys

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Explore the Code

Check out the GitHub repository for implementation details, installation guide, and comprehensive documentation

View on GitHub View All Projects