Capsule crm MCP server for AI agents and assistants

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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Capsule CRM is a user-friendly CRM platform for managing contacts and sales pipelines. It helps businesses organize relationships and streamline their sales process efficiently.

112 Tools

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TOOLS

Supported Tools

Every Capsule crm action and event your agent gets out of the box.

Add Project Party

Tool to add a party (person or organisation) to a project in Capsule CRM.

Create Capsule CRM Category

Tool to create a new task category in Capsule CRM.

Create Custom Field Definition

Tool to create a new custom field definition for parties, opportunities, or projects in Capsule CRM.

Create Entry

Tool to create a new note entry in Capsule CRM.

Create Lost Reason

Tool to create a new lost reason in Capsule CRM.

Create Capsule CRM Milestone

Create a new milestone in Capsule CRM with a name, probability, and optional description for a sales pipeline stage.

Create Opportunity

Tool to create a new opportunity in Capsule CRM.

Add Party to Opportunity

Tool to add a party (person or organisation) to an opportunity in Capsule CRM.

Create Capsule CRM Party

Tool to create a Party in Capsule CRM.

Create Project

Tool to create a new project (case) in Capsule CRM.

Create Stage

Tool to create a new stage in a board in Capsule CRM.

Create Task

Tool to create a new task in Capsule CRM.

Create Capsule CRM Title

Tool to create a new custom person title in Capsule CRM.

Create Track

Tool to create a new track in Capsule CRM by applying a track definition to a project or opportunity.

Create Track Definition

Tool to create a new track definition in Capsule CRM.

Delete Board

Tool to delete (archive) a specific board in Capsule CRM.

Delete Category

Tool to delete a category from Capsule CRM.

Delete Custom Field Definition

Tool to delete a custom field definition from an entity type in Capsule CRM.

Delete Entity Tag

Tool to delete a tag from an entity type (parties, opportunities, or kases) in Capsule CRM.

Delete Entry

Tool to delete an entry (note, email, or task) from Capsule CRM.

Delete Lost Reason

Tool to delete a lost reason from Capsule CRM.

Delete Milestone

Tool to delete a specific milestone from Capsule CRM.

Delete Opportunity

Tool to delete an opportunity from Capsule CRM.

Delete Opportunity Party

Tool to remove a party (person or organisation) from an opportunity in Capsule CRM.

Delete Party

Delete a specific party (person or organisation) from Capsule CRM.

Delete Project

Tool to delete a project (case) from Capsule CRM.

Delete Project Party

Tool to remove a party (person or organisation) from a project in Capsule CRM.

Delete Stage

Tool to delete a specific stage from a board in Capsule CRM.

Delete Task

Tool to delete a specific task from Capsule CRM.

Delete Title

Tool to delete a specific title from Capsule CRM.

Delete Track

Tool to delete a specific track from Capsule CRM.

Delete Track Definition

Tool to delete a specific track definition from Capsule CRM.

Get Activity Type

Tool to get a specific activity type by ID.

Get Attachment

Tool to retrieve a specific attachment by ID from Capsule CRM.

Get Board

Tool to get a specific board by ID from Capsule CRM.

Get Category

Tool to get a specific category by ID.

Get Current User

Tool to retrieve the current authenticated user's details including id, username, name, locale, currency, status, timezone, lastLoginAt, and taskReminder settings.

Get Custom Field Definition

Tool to get a specific custom field definition by ID from Capsule CRM.

Get Entity Tag

Tool to retrieve a specific tag by ID for an entity type (parties, opportunities, or kases) in Capsule CRM.

Get Entry

Tool to retrieve a specific entry by ID.

Get Lost Reason

Tool to retrieve a specific lost reason by ID from Capsule CRM.

Get Milestone

Tool to get a specific milestone by ID from Capsule CRM.

Get Opportunity

Retrieve a specific opportunity by ID from Capsule CRM, including its value, milestone, and associated party when available.

Get Party

Retrieve one Capsule CRM person or organisation by identifier.

Get Pipeline

Tool to get a specific pipeline by ID from Capsule CRM.

Get Project

Tool to retrieve a specific project (case) by its ID from Capsule CRM.

Get Stage

Tool to get a specific stage by ID from Capsule CRM.

Get Task

Get a specific task by ID, including its description, due date, status, and returned party and owner details.

Get Track

Tool to get a specific track by ID.

Get Track Definition

Tool to get a specific track definition by ID from Capsule CRM.

Get User

Tool to get a specific user by ID.

List Activity Type Icons

Tool to list available activity type icons in Capsule CRM.

List Activity Types

Tool to list all activity types on the Capsule account.

List Boards

Tool to list all boards on the Capsule CRM account.

List Board Stages

List stages associated with a board in Capsule CRM, with optional status filtering and pagination.

List Categories

Tool to list all task categories on the Capsule account.

List Countries

Tool to list all countries on the Capsule CRM account.

List Currencies

Tool to list all available currencies on the Capsule account.

List Custom Field Definitions

Tool to list all custom field definitions for parties, opportunities, or projects (kases).

List Deleted Opportunities

Tool to list opportunities deleted or restricted since a given date.

List deleted parties

Retrieve parties deleted since a given date, with restricted parties also returned when present.

List Deleted Projects

Tool to list projects deleted or restricted since a given date.

List Entity Entries

List a page of entries, including notes, emails, and tasks, for a specific party, opportunity, or project.

List Entity Tags

Tool to list all tag definitions for a specific entity type (parties, opportunities, or kases).

List Entity Tracks

List a page of tracks applied to a specific opportunity or project, optionally including their tasks.

List Entries By Date

Tool to list notes, emails, and completed party tasks in descending order by entry date.

List Goals

Tool to list all goals on the Capsule account.

List Lost Reasons

Tool to list all lost reasons on the Capsule account.

List Milestones

List milestones on the Capsule account for pipelines or opportunities, with page and page-size controls.

List Opportunities

Tool to list all opportunities from Capsule CRM with pagination and filtering.

List Opportunity Parties

Tool to list additional parties associated with an opportunity in Capsule CRM.

List Opportunity Projects

List a page of projects (cases) associated with a specific opportunity in Capsule CRM.

List Opportunity Tasks

List tasks attached to a specific Capsule CRM opportunity.

List Organisation Employees

List a page of employees linked to a specific organisation in Capsule CRM.

List Parties

List a page of parties (contacts) on the account, with an optional changed-since filter or embedded related data.

List Party Opportunities

List a page of opportunities associated with a specific party in Capsule CRM.

List Party Projects

List a page of projects associated with a specific party in Capsule CRM.

List Party Tasks

List tasks attached to a specific Capsule CRM party.

List Pipeline Milestones

List a page of milestones for a specific pipeline in Capsule CRM, including their names, completion status, and probability.

List Pipelines

List a page of sales pipelines on the Capsule account.

List Project Parties

List a page of parties associated with a specific project in Capsule CRM, with optional embedded data.

List Projects

List projects (cases) from Capsule CRM with pagination and filtering by status, search terms, and date modified.

List REST Hooks

Tool to list all REST hook subscriptions on the Capsule CRM account.

List Site

Tool to retrieve site (account) information for the authenticated Capsule CRM account.

List Stages

Tool to list all stages on the Capsule CRM account.

List Tasks

Tool to list tasks on the Capsule account.

List Teams

List teams on the Capsule CRM account, returning their IDs, names, and creation and update timestamps.

List Titles

Tool to list all custom person titles on the Capsule account.

List Track Definitions

List a page of track definitions on the Capsule account, including track templates for opportunities or projects.

List Users

List all users on the Capsule CRM account.

Restore Board

Tool to restore a deleted board in Capsule CRM.

Run Filter Query

Tool to run structured filter queries on parties, opportunities or kases.

Search Opportunities

Tool to search for opportunities in Capsule CRM by query string.

Search Parties

Tool to search for parties (contacts/organisations) in Capsule CRM by query string.

Search Projects

Tool to search for projects (cases) in Capsule CRM by query string.

Update Capsule CRM Board

Tool to update an existing board in Capsule CRM.

Update Capsule CRM Category

Tool to update an existing category in Capsule CRM.

Update Custom Field Definition

Update the name of a custom field definition for parties, opportunities, or projects in Capsule CRM, optionally changing its data tag association.

Update Entity Tag

Tool to update an existing tag for an entity type (parties, opportunities, or kases) in Capsule CRM.

Update Entry

Tool to update an existing entry (note, email, or task) in Capsule CRM.

Update Capsule CRM Lost Reason

Update an existing Capsule CRM lost reason by ID, supplying both its name and conversion tracking setting.

Update Capsule CRM Milestone

Tool to update an existing milestone in Capsule CRM.

Update Opportunity

Tool to update an existing opportunity in Capsule CRM.

Update Capsule CRM Party

Tool to update an existing person or organisation (Party) in Capsule CRM.

Update Capsule CRM Pipeline

Tool to update an existing pipeline in Capsule CRM.

Update Project

Tool to update an existing project (case) in Capsule CRM.

Update Capsule CRM Stage

Tool to update an existing stage in Capsule CRM.

Update Task

Tool to update an existing task in Capsule CRM.

Update Capsule CRM Track

Tool to update an existing track in Capsule CRM.

Update Capsule CRM Track Definition

Tool to update an existing track definition in Capsule CRM.

Update User

Tool to update an existing user in Capsule CRM.

Upload Attachment

Tool to upload an attachment to Capsule CRM.

SETUP GUIDE

Connect Capsule crm MCP Tool with your Agent

1

Install Composio

typescript
npm install @composio/core ai @ai-sdk/mcp @ai-sdk/openai
Install the Composio SDK and your agent framework
2

Create a session with MCP enabled

typescript
import { Composio } from "@composio/core";

const composio = new Composio();
const { mcp } = await composio.create("your-user-id", {
  toolkits: ["capsule_crm"],
  mcp: true,
});
Create a session scoped to Capsule crm and read its MCP URL and headers
3

Connect your agent to the MCP server

typescript
import { createMCPClient } from "@ai-sdk/mcp";
import { openai } from "@ai-sdk/openai";
import { generateText, stepCountIs } from "ai";

const client = await createMCPClient({
  transport: { type: "http", url: mcp.url, headers: mcp.headers },
});

const { text } = await generateText({
  model: openai("gpt-5.6-sol"),
  tools: await client.tools(),
  prompt: "List all parties added this week in Capsule CRM",
  stopWhen: stepCountIs(10),
});

console.log(text);
await client.close();
Pass the session's MCP URL and headers to your agent and run a Capsule crm request
SETUP GUIDE

Connect Capsule crm API Tool with your Agent

1

Install Composio

typescript
npm install @composio/core @composio/openai openai
Install the Composio SDK, the OpenAI provider, and the OpenAI SDK
2

Create a Composio session

typescript
import OpenAI from "openai";
import { Composio } from "@composio/core";
import { OpenAIResponsesProvider } from "@composio/openai";

const composio = new Composio({ provider: new OpenAIResponsesProvider() });
const client = new OpenAI();

const session = await composio.create("your-user-id", { toolkits: ["capsule_crm"] });
const tools = await session.tools();
Initialize Composio with the OpenAI Responses provider and create a session scoped to Capsule crm
3

Run Capsule crm tools with your agent

typescript
let response = await client.responses.create({
  model: "gpt-5.6-sol",
  tools,
  input: [{ role: "user", content: "List all parties added this week in Capsule CRM" }],
});

while (response.output.some((o) => o.type === "function_call")) {
  const outputs = await composio.provider.handleToolCalls(session, response.output);
  response = await client.responses.create({
    model: "gpt-5.6-sol",
    tools,
    previous_response_id: response.id,
    input: outputs,
  });
}

console.log(response.output_text);
Send a request, execute the Capsule crm tool calls through the session, and print the final answer
Guide

Connect multiple Capsule crm accounts to Claude and tell it which one to use by name.

Read the guide

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

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Give your team centralized access control across every framework with Composio’s MCP Gateway.

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