Capsule crm MCP 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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Enter a prompt below to test the integration in our Tool Router playground. You'll be redirected to sign in and try it live.

Supported Tools

Tools
Add Project PartyTool to add a party (person or organisation) to a project in Capsule CRM.
Create Capsule CRM CategoryTool to create a new task category in Capsule CRM.
Create Custom Field DefinitionTool to create a new custom field definition for parties, opportunities, or projects in Capsule CRM.
Create EntryTool to create a new note entry in Capsule CRM.
Create Lost ReasonTool to create a new lost reason in Capsule CRM.
Create Capsule CRM MilestoneTool to create a new milestone in Capsule CRM.
Create OpportunityTool to create a new opportunity in Capsule CRM.
Add Party to OpportunityTool to add a party (person or organisation) to an opportunity in Capsule CRM.
Create Capsule CRM PartyTool to create a Party in Capsule CRM.
Create ProjectTool to create a new project (case) in Capsule CRM.
Create StageTool to create a new stage in a board in Capsule CRM.
Create TaskTool to create a new task in Capsule CRM.
Create Capsule CRM TitleTool to create a new custom person title in Capsule CRM.
Create TrackTool to create a new track in Capsule CRM by applying a track definition to a project or opportunity.
Create Track DefinitionTool to create a new track definition in Capsule CRM.
Delete BoardTool to delete (archive) a specific board in Capsule CRM.
Delete CategoryTool to delete a category from Capsule CRM.
Delete Custom Field DefinitionTool to delete a custom field definition from an entity type in Capsule CRM.
Delete Entity TagTool to delete a tag from an entity type (parties, opportunities, or kases) in Capsule CRM.
Delete EntryTool to delete an entry (note, email, or task) from Capsule CRM.
Delete Lost ReasonTool to delete a lost reason from Capsule CRM.
Delete MilestoneTool to delete a specific milestone from Capsule CRM.
Delete OpportunityTool to delete an opportunity from Capsule CRM.
Delete Opportunity PartyTool to remove a party (person or organisation) from an opportunity in Capsule CRM.
Delete PartyTool to fully delete a specific party (person or organisation) from Capsule CRM.
Delete ProjectTool to delete a project (case) from Capsule CRM.
Delete Project PartyTool to remove a party (person or organisation) from a project in Capsule CRM.
Delete StageTool to delete a specific stage from a board in Capsule CRM.
Delete TaskTool to delete a specific task from Capsule CRM.
Delete TitleTool to delete a specific title from Capsule CRM.
Delete TrackTool to delete a specific track from Capsule CRM.
Delete Track DefinitionTool to delete a specific track definition from Capsule CRM.
Get Activity TypeTool to get a specific activity type by ID.
Get AttachmentTool to retrieve a specific attachment by ID from Capsule CRM.
Get BoardTool to get a specific board by ID from Capsule CRM.
Get CategoryTool to get a specific category by ID.
Get Current UserTool to retrieve the current authenticated user's details including id, username, name, locale, currency, status, timezone, lastLoginAt, and taskReminder settings.
Get Custom Field DefinitionTool to get a specific custom field definition by ID from Capsule CRM.
Get Entity TagTool to retrieve a specific tag by ID for an entity type (parties, opportunities, or kases) in Capsule CRM.
Get EntryTool to retrieve a specific entry by ID.
Get Lost ReasonTool to retrieve a specific lost reason by ID from Capsule CRM.
Get MilestoneTool to get a specific milestone by ID from Capsule CRM.
Get OpportunityTool to retrieve a specific opportunity by its ID from Capsule CRM.
Get PipelineTool to get a specific pipeline by ID from Capsule CRM.
Get ProjectTool to retrieve a specific project (case) by its ID from Capsule CRM.
Get StageTool to get a specific stage by ID from Capsule CRM.
Get TaskTool to get a specific task by ID.
Get TrackTool to get a specific track by ID.
Get Track DefinitionTool to get a specific track definition by ID from Capsule CRM.
Get UserTool to get a specific user by ID.
List Activity Type IconsTool to list available activity type icons in Capsule CRM.
List Activity TypesTool to list all activity types on the Capsule account.
List BoardsTool to list all boards on the Capsule CRM account.
List Board StagesTool to list stages associated with a board in Capsule CRM.
List CategoriesTool to list all task categories on the Capsule account.
List CountriesTool to list all countries on the Capsule CRM account.
List CurrenciesTool to list all available currencies on the Capsule account.
List Custom Field DefinitionsTool to list all custom field definitions for parties, opportunities, or projects (kases).
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 Deleted ProjectsTool to list projects deleted or restricted since a given date.
List Entity EntriesTool to list entries (notes, emails, tasks) for a specific party, opportunity, or project.
List Entity TagsTool to list all tag definitions for a specific entity type (parties, opportunities, or kases).
List Entity TracksTool to list tracks applied to a specific opportunity or project.
List Entries By DateTool to list notes, emails, and completed party tasks in descending order by entry date.
List GoalsTool to list all goals on the Capsule account.
List Lost ReasonsTool to list all lost reasons on the Capsule account.
List MilestonesTool to list all milestones on the Capsule account.
List OpportunitiesTool to list all opportunities from Capsule CRM with pagination and filtering.
List Opportunity PartiesTool to list additional parties associated with an opportunity in Capsule CRM.
List Opportunity ProjectsTool to list projects (cases) associated with a specific opportunity in Capsule CRM.
List Organisation EmployeesTool to list employees linked to a specific organisation (party).
List PartiesTool to list all parties (contacts) on the account.
List Party OpportunitiesTool to list all opportunities associated with a specific party in Capsule CRM.
List Party ProjectsTool to list projects associated with a specific party in Capsule CRM.
List Pipeline MilestonesTool to list milestones associated with a specific pipeline in Capsule CRM.
List PipelinesTool to list all sales pipelines on the Capsule account.
List Project PartiesTool to list parties associated with a specific project in Capsule CRM.
List ProjectsList projects (cases) from Capsule CRM with pagination and filtering options.
List REST HooksTool to list all REST hook subscriptions on the Capsule CRM account.
List SiteTool to retrieve site (account) information for the authenticated Capsule CRM account.
List StagesTool to list all stages on the Capsule CRM account.
List TasksTool to list tasks on the Capsule account.
List TeamsTool to list all teams on the Capsule CRM account.
List TitlesTool to list all custom person titles on the Capsule account.
List Track DefinitionsTool to list all track definitions on the Capsule account.
List UsersList all users on the Capsule CRM account.
Restore BoardTool to restore a deleted board in Capsule CRM.
Run Filter QueryTool to run structured filter queries on parties, opportunities or kases.
Search OpportunitiesTool to search for opportunities in Capsule CRM by query string.
Search PartiesTool to search for parties (contacts/organisations) in Capsule CRM by query string.
Search ProjectsTool to search for projects (cases) in Capsule CRM by query string.
Update Capsule CRM BoardTool to update an existing board in Capsule CRM.
Update Capsule CRM CategoryTool to update an existing category in Capsule CRM.
Update Custom Field DefinitionTool to update an existing custom field definition in Capsule CRM.
Update Entity TagTool to update an existing tag for an entity type (parties, opportunities, or kases) in Capsule CRM.
Update EntryTool to update an existing entry (note, email, or task) in Capsule CRM.
Update Capsule CRM Lost ReasonTool to update an existing lost reason in Capsule CRM.
Update Capsule CRM MilestoneTool to update an existing milestone in Capsule CRM.
Update OpportunityTool to update an existing opportunity in Capsule CRM.
Update Capsule CRM PartyTool to update an existing person or organisation (Party) in Capsule CRM.
Update Capsule CRM PipelineTool to update an existing pipeline in Capsule CRM.
Update ProjectTool to update an existing project (case) in Capsule CRM.
Update Capsule CRM StageTool to update an existing stage in Capsule CRM.
Update TaskTool to update an existing task in Capsule CRM.
Update Capsule CRM TrackTool to update an existing track in Capsule CRM.
Update Capsule CRM Track DefinitionTool to update an existing track definition in Capsule CRM.
Update UserTool to update an existing user in Capsule CRM.
Upload AttachmentTool to upload an attachment to Capsule CRM.
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

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