Method CRM by Cotlet

Working Security A

dev.cotlet/method-crmv1.0.0 Domain verified

Customers, estimates, invoices, payments and activities in Method.

Sales & CRM

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Registry entry

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{
  "_meta": {
    "io.modelcontextprotocol.registry/official": {
      "status": "active",
      "isLatest": true,
      "updatedAt": "2026-11-09T12:52:50.914022Z",
      "publishedAt": "2026-11-09T12:52:50.914022Z",
      "statusChangedAt": "2026-11-09T12:52:50.914022Z"
    }
  },
  "server": {
    "name": "dev.cotlet/method-crm",
    "icons": [
      {
        "src": "https://cotlet.dev/icon-512.png",
        "sizes": [
          "512x512"
        ],
        "mimeType": "image/png"
      }
    ],
    "title": "Method CRM by Cotlet",
    "$schema": "https://static.modelcontextprotocol.io/schemas/2025-12-11/server.schema.json",
    "remotes": [
      {
        "url": "https://cotlet.dev/mcp/v1/method-crm/connect",
        "type": "streamable-http"
      },
      {
        "url": "https://cotlet.dev/mcp/v1/method-crm",
        "type": "streamable-http",
        "headers": [
          {
            "name": "Authorization",
            "isSecret": true,
            "isRequired": true,
            "description": "Bearer followed by your Cotlet API key (cotlet.dev → API keys)"
          }
        ]
      }
    ],
    "version": "1.0.0",
    "websiteUrl": "https://cotlet.dev/integrations/method-crm-api-mcp-server",
    "description": "Customers, estimates, invoices, payments and activities in Method."
  }
}

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cotlet_app_guide Read-only

How to work in an app by clicking in the user's Cloud Browser with Cotlet's browser tools: which browser to use for this workspace and the sign-in link, the method step by step, the app's screens, menus and actions, notes, and the app's dedicated tools when Cotlet has them. Call it before the first browser step in an app. Works for any web app; one outside Cotlet's catalog gets the general method. Free, no browser session.

appstring

The app's name or Cotlet slug. Default: Method CRM.

taskstring

What the user wants done in the app, in their words.

Argument	Type	Description
x	number	Instead of `element`: pixels from the left of the screenshot.
y	number	With `x`: pixels from the top of the screenshot.
app	string	Leave it out: the step runs in the user's web browser. Only when cotlet_app_guide names an app's own Cloud Browser, that app's slug, e.g. milanote.
button	string	right opens the page's own context menu. Default: left.
dialog	string	How to answer a native dialog (confirm, prompt, 'leave this page?') this step opens: accept presses OK, dismiss presses Cancel. Default: OK for an alert, Cancel for every other dialog.
double	boolean	Double-click.
element	integer	The element's number from the last read or step answer.

Argument	Type	Description
app	string	Leave it out: the step runs in the user's web browser. Only when cotlet_app_guide names an app's own Cloud Browser, that app's slug, e.g. milanote.
url	string	A public http or https address, e.g. https://example.com.
element	integer	The element's number from the last read or step answer.

Argument	Type	Description
to*	object	An element number, or x and y of the screenshot.
app	string	Leave it out: the step runs in the user's web browser. Only when cotlet_app_guide names an app's own Cloud Browser, that app's slug, e.g. milanote.
from*	object	An element number, or x and y of the screenshot.
dialog	string	How to answer a native dialog (confirm, prompt, 'leave this page?') this step opens: accept presses OK, dismiss presses Cancel. Default: OK for an alert, Cancel for every other dialog.
dialog_text	string	Text for a prompt dialog this step opens; implies accept.

Argument	Type	Description
app	string	Leave it out: the step runs in the user's web browser. Only when cotlet_app_guide names an app's own Cloud Browser, that app's slug, e.g. milanote.
script*	string	A function body that returns.

Argument	Type	Description
app	string	Leave it out: the step runs in the user's web browser. Only when cotlet_app_guide names an app's own Cloud Browser, that app's slug, e.g. milanote.
dialog	string	How to answer a native dialog (confirm, prompt, 'leave this page?') this step opens: accept presses OK, dismiss presses Cancel. Default: OK for an alert, Cancel for every other dialog.
fields*	array	The fields in the order a person fills them.
dialog_text	string	Text for a prompt dialog this step opens; implies accept.

Method CRM by Cotlet

Registry entry

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cotlet_app_guide Read-only

Method CRM by Cotlet

Registry entry

Try it

cotlet_app_guide Read-only

Install

Tools (26)

Security checkA100/100

Argument	Type	Description
app	string	The app's name or Cotlet slug. Default: Method CRM.
task	string	What the user wants done in the app, in their words.

Argument	Type	Description
app	string	Leave it out: the step runs in the user's web browser. Only when cotlet_app_guide names an app's own Cloud Browser, that app's slug, e.g. milanote.
kind	string	Only elements of this kind. Default: any.
text*	string	Words to look for, any case.

Argument	Type	Description
app	string	Leave it out: the step runs in the user's web browser. Only when cotlet_app_guide names an app's own Cloud Browser, that app's slug, e.g. milanote.
key*	string	One of Enter, Tab, Shift+Tab, Escape, Backspace, Delete, Space, ArrowDown, ArrowUp, ArrowLeft, ArrowRight, PageDown, PageUp, Home, End, or one character such as a or 5.
dialog	string	How to answer a native dialog (confirm, prompt, 'leave this page?') this step opens: accept presses OK, dismiss presses Cancel. Default: OK for an alert, Cancel for every other dialog.
repeat	integer	Times to press it. Default 1.
dialog_text	string	Text for a prompt dialog this step opens; implies accept.

Argument	Type	Description
app	string	Leave it out: the step runs in the user's web browser. Only when cotlet_app_guide names an app's own Cloud Browser, that app's slug, e.g. milanote.
inside	integer	Scroll inside this element, not the page.
element	integer	Scroll until this element is in view.
screens	number	Viewport heights, for down and up. Default: 0.8.
direction	string	Default: down.

Argument	Type	Description
tab	string	A tab's id from list, for switch and close.
url	string	For new: the public http or https address the tab opens.
action	string	What to do. Default: list.

Argument	Type	Description
app	string	Leave it out: the step runs in the user's web browser. Only when cotlet_app_guide names an app's own Cloud Browser, that app's slug, e.g. milanote.
files*	array	The files.
element*	integer	The element's number from the last read or step answer.

Argument	Type	Description
app	string	Leave it out: the step runs in the user's web browser. Only when cotlet_app_guide names an app's own Cloud Browser, that app's slug, e.g. milanote.
text	string	Text to wait for.
seconds	number	At most.

Argument	Type	Description
app	any	App slug the report is about, e.g. 'skool', or for a site in the web browser its host, e.g. 'app.example.com'.
kind*	string	bug: a tool did the wrong thing or returned wrong data. error: a call failed or returned an error you could not get past. feature_request: something new the user asked for. missing_feature: a step the task needed that you tried and could not do, in the browser or with a tool. other: anything else.
tool	any	Tool or endpoint name, e.g. 'skool_list_members'.
title*	string	One line, e.g. 'skool_list_members stops after 50 members'.
client	any	Agent or tool sending this, e.g. 'Claude Code'.
call_id	any	call_id of the call that went wrong, if any.

Argument	Type	Description
name	string	File name, e.g. photo.jpg.
content_type	string	MIME type, e.g. image/jpeg.