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Method CRM MCP Server v1.0.0 - Initial Public Release

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@avisangle avisangle released this 22 Nov 16:43
· 1 commit to main since this release
v1.0.0
1973175

Method CRM MCP Server v1.0.0 - Initial Public Release

A production-ready Model Context Protocol (MCP) server for Method CRM API integration. This server enables LLMs to interact with Method CRM data through well-designed tools.

✨ Features

Complete API Coverage (20 Tools)

  • Table Operations (5): Query, Get, Create, Update, Delete
  • File Management (6): Upload, List, Download, Get URL, Update Link, Delete
  • User Information (1): Get current user details
  • Event Automation (4): Create, List, Get, Delete event routines
  • API Key Management (4): Create, List, Update, Delete API keys

Core Capabilities

✅ API Key Authentication - Fully implemented with OAuth2 placeholders
✅ Dual Transport Support - stdio (local) and HTTP (remote)
✅ Rate Limiting & Retry Logic - Automatic exponential backoff
✅ Type-Safe - Full Pydantic validation for all inputs
✅ Actionable Errors - Clear messages with resolution suggestions
✅ Pagination Support - Cursor-based navigation for large datasets
✅ Multiple Response Formats - JSON and Markdown outputs
✅ File Operations - multipart/form-data support up to 50MB
✅ Complete CRUD - Full lifecycle management for all resources

📦 Installation

git clone https://github.com/avisangle/method-crm-mcp.git
cd method-crm-mcp
pip install -e .

🚀 Quick Start

  1. Get your Method CRM API key from Settings → API Settings
  2. Copy .env.example to .env and add your API key
  3. Run the server: python -m method_mcp.server
  4. Configure in Claude Desktop or MCP Inspector

See QUICKSTART.md for detailed setup instructions.

📊 Technical Highlights

  • 5,550+ lines of production-ready code
  • 20 Pydantic models with comprehensive validation
  • 100% API coverage for all major operations
  • Comprehensive error handling with actionable suggestions
  • Rate limit handling with exponential backoff
  • File operations with CloudFront CDN integration
  • OData filtering support for complex queries
  • Aggregation support for data analytics

🔧 Architecture

Built with:

📚 Documentation

  • README.md - Comprehensive documentation with examples
  • QUICKSTART.md - 5-minute setup guide
  • CONTRIBUTING.md - Development guidelines
  • evaluations/ - MCP evaluation questions for testing

🐛 Known Issues

  • File list endpoint may not immediately reflect uploaded files (API indexing delay)
  • File update link endpoint occasionally returns server errors (under investigation)

🔜 Coming Soon

  • OAuth2 authentication flows
  • Webhook support for real-time events
  • Batch operations optimization
  • Additional aggregation functions

🙏 Acknowledgments

Built with Claude Code and the Model Context Protocol.

Full Changelog: https://github.com/avisangle/method-crm-mcp/commits/v1.0.0

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