method-crm

name

method-crm

description

Method CRM is a customizable CRM for QuickBooks and Xero users that provides customer, sales, invoicing, and workflow automation tools, allowing growing businesses to manage lead-to-cash processes, sync accounting data, and connect with other business apps. Read and write Method CRM data through One: tables, files, signedinuserprofile and more, 14 actions with real parameter documentation. Use whenever the user asks to look something up in Method CRM, create or update a record there, or build code against the Method CRM API.

Method CRM through One

Method CRM is a customizable CRM for QuickBooks and Xero users that provides customer, sales, invoicing, and workflow automation tools, allowing growing businesses to manage lead-to-cash processes, sync accounting data, and connect with other business apps.

One exposes Method CRM through four MCP tools. The table below carries real action ids from One's knowledge base, so for a common operation you can skip search and go straight to reading the action's parameters.

How to run an action

1. Find the action in the table below, or call search_one_platform_actions with platform method-crm if it is not listed.
2. Call get_one_action_knowledge with the action id. Do this every time, including for actions in this table. The table gives you the id, not the parameters.
3. Call execute_one_action with parameters copied from that knowledge.

Never guess a parameter name, a body field, or an enum value. The knowledge has the real schema, and a guessed field is either a 400 or a silent write of the wrong thing.

Before you start

Call list_one_integrations once and confirm Method CRM is connected. If it is missing, the user has not connected it: say so and point them at https://app.withone.ai rather than reaching for raw HTTP.

Each connection carries an access field. If it reports {"policy": "methods", "methods": ["GET"]} the agent is read-only here, so plan a read-only answer instead of attempting a write that will be refused.

Before a write

Creates, updates, deletes and sends land on a real Method CRM account and cannot be recalled. State the action and the specific target in one line before the first write in a task, and let the user stop you. Reads need no confirmation.

Actions

Tables

Action	Method	Path	Action id
Get a Record from a Table	GET	/api/v1/tables/{{table}}/{{recordId}}	conn_mod_def::GMiKjm1O6QU::gUCkJeeeRp2seQDXKIddgg
Get a Table's Record Count	GET	/api/v1/tables/{{table}}/count	conn_mod_def::GMiKjw0f8ZQ::52LX9dmZR2ujxUgPgvfRdg
Query Records from a Table	GET	/api/v1/tables/{{table}}	conn_mod_def::GMiKjxjnl1Q::15Hc-iYYTYyKPEdSAcOpZQ
Create a Record in a Table	POST	/api/v1/tables/{{table}}	conn_mod_def::GMiKjogR6MU::hJ3OcC71Q62eDIRsCxqJgA
Delete a Record from a Table	DELETE	/api/v1/tables/{{table}}/{{recordId}}	conn_mod_def::GMiKjniWOjc::GH6byk9kQxqxlZXfeHT6pQ
Sync a Record in a Table	POST	/api/v1/tables/{{table}}/{{recordId}}/Sync	conn_mod_def::GMiKj1biVR0::C_vyGVrBRD6O0ENi146puA
Update a Table Record	PATCH	/api/v1/tables/{{table}}/{{recordId}}	conn_mod_def::GMiKjx0v7vo::TzTqZ_fHSiKqV1oRoZtLtg

Files

Action	Method	Path	Action id
Download File	GET	/api/v1/files/{{id}}/download	conn_mod_def::GMiKjeLxx_U::tS0qe9GgSGaBlLO6rMuoAQ
Get File URL	GET	/api/v1/files/{{id}}/url	conn_mod_def::GMiKjeMQG2E::nQ5GUr3eRZieZeq-4WoNcQ
List Files for a Table Record	GET	/api/v1/files	conn_mod_def::GMiKjfINzrM::iJIoe0AbSUa4gIJaxWtClg
Delete a File	DELETE	/api/v1/files/{{id}}	conn_mod_def::GMiKjeMtX38::w4goL_5PRjSH5_uh1S57Aw
Update File Link Details	PUT	/api/v1/files/{{id}}/link	conn_mod_def::GMiKjeUTQMo::i44zCR7yRCWr5I6mbWWvzQ
Upload File Using Method API	POST	/api/v1/files	conn_mod_def::GMiKjo1K_Hc::sp2J3XIBRqi7e7RaVccvxQ

SignedInUserProfile

Action	Method	Path	Action id
Get the Signed-in User Profile	GET	/api/v1/me	conn_mod_def::GMiKjm7qGV0::oil-54DDSN-pCVDQcgGTWA

When a call fails

The error comes from Method CRM, not from One. A 400 or 422 means your parameters do not match the schema, so re-read the knowledge and fix the field. A 401 or 403 means the connection needs re-authorizing, which no retry will fix. A 404 means the id is not on this account. A 429 means slow down. Never retry a write more than once: the first attempt may have landed.

Full catalog: https://www.withone.ai/knowledge/method-crm

Integration knowledge by One (withone.ai), licensed under One-Knowledge-1.0. Attribution must be preserved in derivative works.