Capsule crm Integration for AI Agents

Securely connect your AI agents and chatbots (Claude, ChatGPT, Cursor, etc) with Capsule crm MCP or direct API to manage contacts, update sales opportunities, log activities, and automate follow-ups through natural language.
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Supported Tools

Tools
Create Capsule CRM PartyTool to create a party in capsule crm.
Delete PartyTool to fully delete a specific party (person or organisation) from capsule crm.
List Deleted OpportunitiesTool to list opportunities deleted or restricted since a given date.
List deleted partiesTool to retrieve parties deleted since a given date.
List Entries By DateTool to list notes, emails, and completed party tasks in descending order by entry date.
List Organisation EmployeesTool to list employees linked to a specific organisation (party).
List PartiesTool to list all parties (contacts) on the account.
List ProjectsTool to list projects (cases) from capsule crm.
List TasksTool to list tasks on the capsule account.
List UsersTool to list all users on the capsule account.
Run Filter QueryTool to run structured filter queries on parties, opportunities or kases.
Update Capsule CRM PartyTool to update an existing person or organisation (party) in capsule crm.

Connect Capsule crm MCP Tool with your Agent

Python
TypeScript

Install Composio

python
pip install composio claude-agent-sdk
Install the Composio SDK and Claude Agent SDK

Create Tool Router Session

python
from composio import Composio
from claude_agent_sdk import ClaudeSDKClient, ClaudeAgentOptions

composio = Composio(api_key='your-composio-api-key')
session = composio.create(user_id='your-user-id')
url = session.mcp.url
Initialize the Composio client and create a Tool Router session

Connect to AI Agent

python
import asyncio

options = ClaudeAgentOptions(
    permission_mode='bypassPermissions',
    mcp_servers={
        'tool_router': {
            'type': 'http',
            'url': url,
            'headers': {
                'x-api-key': 'your-composio-api-key'
            }
        }
    },
    system_prompt='You are a helpful assistant with access to Capsule crm tools.',
    max_turns=10
)

async def main():
    async with ClaudeSDKClient(options=options) as client:
        await client.query('List all parties (contacts) in Capsule CRM')
        async for message in client.receive_response():
            if hasattr(message, 'content'):
                for block in message.content:
                    if hasattr(block, 'text'):
                        print(block.text)

asyncio.run(main())
Use the MCP server with your AI agent

Connect Capsule crm API Tool with your Agent

Python
TypeScript

Install Composio

python
pip install composio_openai
Install the Composio SDK

Initialize Composio and Create Tool Router Session

python
from openai import OpenAI
from composio import Composio
from composio_openai import OpenAIResponsesProvider

composio = Composio(provider=OpenAIResponsesProvider())
openai = OpenAI()
session = composio.create(user_id='your-user-id')
Import and initialize Composio client, then create a Tool Router session

Execute Capsule crm Tools via Tool Router with Your Agent

python
tools = session.tools
response = openai.responses.create(
  model='gpt-4.1',
  tools=tools,
  input=[{
    'role': 'user',
    'content': 'List all parties added this week in Capsule CRM'
  }]
)
result = composio.provider.handle_tool_calls(
  response=response,
  user_id='your-user-id'
)
print(result)
Get tools from Tool Router session and execute Capsule crm actions with your Agent

Why Use Composio?

AI Native Capsule crm Integration

  • Supports both Capsule crm MCP and direct API based integrations
  • Structured, LLM-friendly schemas for reliable tool execution
  • Rich coverage for reading, writing, and querying your Capsule crm data

Managed Auth

  • Built-in OAuth handling with automatic token refresh and rotation
  • Central place to manage, scope, and revoke Capsule crm access
  • Per user and per environment credentials instead of hard-coded keys

Agent Optimized Design

  • Tools are tuned using real error and success rates to improve reliability over time
  • Comprehensive execution logs so you always know what ran, when, and on whose behalf

Enterprise Grade Security

  • Fine-grained RBAC so you control which agents and users can access Capsule crm
  • Scoped, least privilege access to Capsule crm resources
  • Full audit trail of agent actions to support review and compliance

Use Capsule crm with any AI Agent Framework

Choose a Framework you want to connect Capsule crm with

Frequently Asked Questions

Do I need my own developer credentials to use Capsule crm with Composio?

Yes, Capsule crm requires you to configure your own OAuth credentials. Once set up, Composio handles token storage, refresh, and lifecycle management for you.

Can I use multiple toolkits together?

Yes! Composio's Tool Router enables agents to use multiple toolkits. Learn more.

Is Composio secure?

Composio is SOC 2 and ISO 27001 compliant with all data encrypted in transit and at rest. Learn more.

What if the API changes?

Composio maintains and updates all toolkit integrations automatically, so your agents always work with the latest API versions.

Used by agents from

Context
ASU
Letta
glean
HubSpot
Agent.ai
Altera
DataStax
Entelligence
Rolai
Context
ASU
Letta
glean
HubSpot
Agent.ai
Altera
DataStax
Entelligence
Rolai
Context
ASU
Letta
glean
HubSpot
Agent.ai
Altera
DataStax
Entelligence
Rolai

Never worry about agent reliability

We handle tool reliability, observability, and security so you never have to second-guess an agent action.

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