Integration
Connect Method CRM to Daylite
When New Activity fires in Method CRM, your agent runs Create Appointment in Daylite. Describe the whole flow and it is built, tested on every scenario and kept running.
What the catalog holds today. Ask for anything missing and your agent reads the API documentation and adds it.
Build solutions, not workarounds.
What do you want Method CRM and Daylite to do together?
Ask the assistant
Connect your AI client
Give your AI client this address.
https://mcp.apiant.aiOne connection does both: ask your client to act in an app once, or have it build an automation that keeps running. Any client that takes a remote MCP server. Nothing to install. Create your free account, then sign in once in your browser.
Set it up in your client
Claude Code
Run this in the directory you want to work in.
claude mcp add --transport http -s project apiant-ai https://mcp.apiant.aiStart Claude Code there, approve the server, and sign in in the browser page it opens.
Claude Code guide (opens in a new tab)Claude, web and desktop
Open Customize, then Connectors, then Add custom connector, and paste the address. On Team and Enterprise an owner adds it first.
Setup guide (opens in a new tab)Cursor
Add the address to your MCP configuration as a server URL. Cursor signs you in in your browser.
Setup guide (opens in a new tab)Zed
Open Settings, then AI, then MCP Servers, then Add Server, then Add Remote Server.
Setup guide (opens in a new tab)Codex and the ChatGPT desktop app
Open Settings, then MCP servers, then Add server, and choose Streamable HTTP. From the terminal, Codex takes the address with its own add command and then signs you in.
Setup guide (opens in a new tab)Any other MCP client
Paste the address where the client asks for a remote MCP server URL, and name the server apiant-ai where it lets you. APIANT's skills reach the client over the same connection.
Setup guide (opens in a new tab)Example flows
What Method CRM can start in Daylite
When New Activity in Method CRM
then Create Appointment in Daylite
Starting points drawn from the triggers and actions in the catalog today. Describe the flow you need, at any depth, and your agent builds it and tests every scenario before it ships.
Everything your agent can do with Method CRM and Daylite
Triggers and actions 6 triggers · 40 actions
- New Activity
Triggers when a new activity is added in Method CRM.
- New Contact
Triggers when a new contact is added in Method CRM.
- New Customer or Customer Lead (QuickBooks Only)
Triggers when a new customer or customer lead is added to a QuickBooks-synced Method account.
- New Customer/Vendor or Customer/Vendor Lead (Xero Only)
Triggers when a new customer/vendor or customer/vendor lead is added in a Xero-synced Method account.
- New Opportunity
Triggers when a new opportunity is created in Method CRM.
- New Vendor
Triggers when a new vendor is added in Method CRM.
- Add Activity
Creates an activity record in your Method CRM account, using the fields your Activity table defines (including custom fields).
- Add Contact to Existing Entity
Creates a contact in Method CRM linked to an existing customer, vendor or lead.
- Add Customer or Customer Lead (QuickBooks Only)
Creates a customer or customer lead in a QuickBooks-synced Method CRM account.
- Add Customer/Vendor or Customer/Vendor Lead (Xero Only)
Creates a customer/vendor or customer/vendor lead in a Method CRM account synced with Xero.
- Add Generic Entry
Creates a new record (entry) in any Method CRM table, using the field values you supply, and returns the new record's id.
- Add Opportunity
Creates a new opportunity in your Method CRM account.
- Delete record
Deletes a record from a Method CRM table, such as a contact, customer or activity.
- Find Contact
Finds contacts in Method CRM matching your filter criteria, such as an email or name, and returns up to 100 matching contacts.
- Find Customer or Customer Lead (QuickBooks Only)
Finds customers or customer leads in a QuickBooks-synced Method account by name, returning the matching records.
- Find Customer/Vendor or Customer/Vendor Lead (Xero Only)
Finds customers, vendors, or customer/vendor leads by name in a Xero-synced Method account.
- Find records by criteria
Finds records in a Method CRM table that match your filter criteria, returning up to 100 matches.
- Find Vendor
Finds vendors in your Method account that match the criteria you give, returning the first match and the full list of matches.
- Get record
Returns one record from a Method CRM table, such as a contact, customer or invoice, by its record ID.
- Update record
Updates the chosen fields of an existing record in any Method table, such as a contact, customer or invoice.
- Create Appointment
Creates an appointment in Daylite with a subject, start and end time, and optional links to contacts, companies and other records.
- Create Company
Creates a company in Daylite and returns the new company's id.
- Create Form
Creates a Daylite form from a form definition, with its field values and linked records.
- Create Note
Creates a note in Daylite, optionally linked to contacts, companies, opportunities, projects and other records.
- Create Opportunity
Creates a new opportunity in Daylite and returns its reference and id.
- Create Opportunity for Person
Creates an opportunity in Daylite linked to a specific person (contact), with that person's role on the opportunity.
- Create Person
Creates a new person (contact) in Daylite with names, emails, phone numbers, addresses and links to other records.
- Create Project
Creates a new project in Daylite.
- Create Task
Creates a new task in Daylite, optionally linked to contacts, companies, opportunities, projects and other records.
- Delete company
Moves a Daylite company to the trash, or permanently deletes it if it is already in the trash.
- Delete opportunity
Moves a Daylite opportunity to the trash, or permanently deletes it if it is already in the trash.
- Delete person
Moves a person (contact) to the trash in Daylite, or permanently deletes the person if they are already in the trash.
- Delete project
Removes a Daylite project. A project not yet in the trash is moved there; a project already in the trash is deleted permanently.
- Find Appointment
Searches Daylite appointments by subject, with optional filters for type, status, dates, owner and linked contact.
- Find Company
Searches Daylite companies by name and other optional criteria such as email, phone, category or industry, and returns the matches.
- Find Note
Searches Daylite notes by title and optional filters such as category, keyword or linked records, and returns the matching notes.
- Find Person
Searches Daylite people (contacts) by name, email, phone, company and other attributes and returns the matching people.
- Find Project
Finds Daylite projects whose name contains the given text, optionally narrowed by status, priority, category, keyword, linked contacts or companies, and owner.
- Find Task
Finds tasks in Daylite whose title contains the given text, optionally narrowed by status, type, priority, due date, owner and linked records.
- List pipelines
Returns the opportunity and project pipelines defined in your Daylite account.
- List users
Returns all users in your Daylite account.
- Update Appointment
Updates an existing Daylite appointment's subject, times, status, links and other details. Only the fields you fill in are changed.
- Update Opportunity
Updates an existing opportunity in Daylite. Only the fields you fill in are changed.
- Update Person
Updates an existing person (contact) in Daylite. Only the fields you fill in are changed.
- Update Project
Updates an existing Daylite project's name, status, dates, priority, keywords, extra fields and linked records.
- Update Task
Updates an existing Daylite task. Fields left blank are not changed.
No trigger or action matches that. Ask your agent to add it: it reads the API documentation and builds what you describe.
Each app on its own
Reviews
What our customers say
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Questions
Method CRM and Daylite, answered
What can start an automation from Method CRM?
Any of Method CRM's 6 triggers in the catalog, including New Activity, New Contact, New Customer or Customer Lead (QuickBooks Only) and New Customer/Vendor or Customer/Vendor Lead (Xero Only). Describe the moment in plain language and your agent picks the right one.
What can your agent do in Daylite when something happens in Method CRM?
Any of Daylite's 26 actions, including Create Appointment, Create Company, Create Form and Create Note. Your agent maps the data both ways and tests every scenario before it ships.
Can it also run from Daylite to Method CRM?
Daylite has no triggers in the catalog today, so automations start in Method CRM. If you need the other direction, ask: your agent reads Daylite's API documentation and adds it.
Do I have to build a connector for Method CRM or Daylite?
No. Both are in the catalog with their triggers and actions. You describe the automation; your agent builds it, tests every scenario and keeps it running.
Can my AI client use Method CRM and Daylite without building an automation?
Yes. With your AI client connected to APIANT, ask it to do something in either app once and it runs that action on the spot. Ask for an automation and your agent builds it, tests every scenario and keeps it running. One connection covers both.
What happens when something fails?
Your agent works that out for you. It plans the failure paths along with the happy path, then tests every scenario before it ships.
Is there a free plan?
Yes. Every plan includes the agent, including free, and building from your own AI client spends no assistant credits.