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.