Capsule crm with Claude Agent SDK

How to integrate Capsule crm MCP with Claude Agent SDK

Trusted by

GET STARTED FOR FREE GET A DEMO

30 min · no commitment · see it on your stack

Introduction Also integrate Capsule crm with TL;DR What is Claude Agent SDK What is the Capsule crm MCP server Supported Tools & Triggers Creating MCP Server - Stand-alone vs Composio SDK Step-by-step Guide Complete Code Conclusion How to build Capsule crm MCP Agent with another framework Explore Other Toolkits FAQ

Connect Capsule crm without Auth hassles

We manage OAuth, API Key, token refresh, and scopes, you just build.

Try for Free

Introduction

This guide walks you through connecting Capsule crm to the Claude Agent SDK using the Composio tool router. By the end, you'll have a working Capsule crm agent that can add new company and contact details, list all open tasks for today, show all projects started this month through natural language commands.

This guide will help you understand how to give your Claude Agent SDK agent real control over a Capsule crm account through Composio's Capsule crm MCP server.

Before we dive in, let's take a quick look at the key ideas and tools involved.

Also integrate Capsule crm with

ChatGPT OpenAI Agents SDK Claude Code Claude Cowork Codex OpenClaw Hermes CLI Google ADK LangChain Vercel AI SDK Mastra AI LlamaIndex CrewAI

TL;DR

Here's what you'll learn:

Get and set up your Claude/Anthropic and Composio API keys
Install the necessary dependencies
Initialize Composio and create a Tool Router session for Capsule crm
Configure an AI agent that can use Capsule crm as a tool
Run a live chat session where you can ask the agent to perform Capsule crm operations

What is Claude Agent SDK?

The Claude Agent SDK is Anthropic's official framework for building AI agents powered by Claude. It provides a streamlined interface for creating agents with MCP tool support and conversation management.

Key features include:

Native MCP Support: Built-in support for Model Context Protocol servers
Permission Modes: Control tool execution permissions
Streaming Responses: Real-time response streaming for interactive applications
Context Manager: Clean async context management for sessions

What is the Capsule crm MCP server, and what's possible with it?

The Capsule crm MCP server is an implementation of the Model Context Protocol that connects your AI agent and assistants like Claude, Cursor, etc directly to your Capsule CRM account. It provides structured and secure access to your contacts, sales opportunities, tasks, and more, so your agent can perform actions like managing contacts, tracking projects, organizing tasks, and retrieving sales data on your behalf.

Contact and party management: Effortlessly create new contacts or organizations, list all parties, and even delete records when needed—all through your agent.
Sales opportunity tracking: Retrieve lists of deleted or restricted sales opportunities and keep your pipeline data up to date with minimal manual work.
Task and activity organization: List, search, and manage your Capsule tasks, notes, and completed activities to stay on top of daily work.
Project and case monitoring: Quickly fetch all ongoing or filtered projects (cases) and review their status or details without ever opening the web app.
Team and user management: List all users on your Capsule account or pull employees for a specific organization, making team reporting and auditing a breeze.

Supported Tools & Triggers

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.

What is the Composio tool router, and how does it fit here?

What is Composio SDK?

Composio's Composio SDK helps agents find the right tools for a task at runtime. You can plug in multiple toolkits (like Gmail, HubSpot, and GitHub), and the agent will identify the relevant app and action to complete multi-step workflows. This can reduce token usage and improve the reliability of tool calls. Read more here: Getting started with Composio SDK

The tool router generates a secure MCP URL that your agents can access to perform actions.

How the Composio SDK works

The Composio SDK follows a three-phase workflow:

Discovery: Searches for tools matching your task and returns relevant toolkits with their details.
Authentication: Checks for active connections. If missing, creates an auth config and returns a connection URL via Auth Link.
Execution: Executes the action using the authenticated connection.

Step-by-step Guide

Prerequisites

Before starting, make sure you have:

Composio API Key and Claude/Anthropic API Key
Primary know-how of Claude Agents SDK
A Capsule crm account
Some knowledge of Python

Getting API Keys for Claude/Anthropic and Composio

Claude/Anthropic API Key

Go to the Anthropic Console and create an API key. You'll need credits to use the models.
Keep the API key safe.

Composio API Key

Log in to the Composio dashboard.
Navigate to your API settings and generate a new API key.
Store this key securely as you'll need it for authentication.

Install dependencies

pip install composio-anthropic claude-agent-sdk python-dotenv

Install the Composio SDK and the Claude Agents SDK.

What's happening:

composio-anthropic provides Composio integration for Anthropic
claude-agent-sdk is the core agent framework
python-dotenv loads environment variables

Set up environment variables

bash

COMPOSIO_API_KEY=your_composio_api_key_here
USER_ID=your_user_id_here
ANTHROPIC_API_KEY=your_anthropic_api_key_here

Create a .env file in your project root.

What's happening:

COMPOSIO_API_KEY authenticates with Composio
USER_ID identifies the user for session management
ANTHROPIC_API_KEY authenticates with Anthropic/Claude

Import dependencies

import asyncio
from claude_agent_sdk import ClaudeSDKClient, ClaudeAgentOptions
import os
from composio import Composio
from dotenv import load_dotenv

load_dotenv()

What's happening:

We're importing all necessary libraries including the Claude Agent SDK and Composio
The load_dotenv() function loads environment variables from your .env file
This setup prepares the foundation for connecting Claude with Capsule crm functionality

Create a Composio instance and Tool Router session

async def chat_with_remote_mcp():
    api_key = os.getenv("COMPOSIO_API_KEY")
    if not api_key:
        raise RuntimeError("COMPOSIO_API_KEY is not set")

    composio = Composio(api_key=api_key)

    # Create Tool Router session for Capsule crm
    mcp_server = composio.create(
        user_id=os.getenv("USER_ID"),
        toolkits=["capsule_crm"]
    )

    url = mcp_server.mcp.url

    if not url:
        raise ValueError("Session URL not found")

What's happening:

The function checks for the required COMPOSIO_API_KEY environment variable
We're creating a Composio instance using our API key
The create method creates a Tool Router session for Capsule crm
The returned url is the MCP server URL that your agent will use

Configure Claude Agent with MCP

# Configure remote MCP server for Claude
options = ClaudeAgentOptions(
    permission_mode="bypassPermissions",
    mcp_servers={
        "composio": {
            "type": "http",
            "url": url,
            "headers": {
                "x-api-key": os.getenv("COMPOSIO_API_KEY")
            }
        }
    },
    system_prompt="You are a helpful assistant with access to Capsule crm tools via Composio.",
    max_turns=10
)

What's happening:

We're configuring the Claude Agent options with the MCP server URL
permission_mode="bypassPermissions" allows the agent to execute operations without asking for permission each time
The system prompt instructs the agent that it has access to Capsule crm
max_turns=10 limits the conversation length to prevent excessive API usage

Create client and start chat loop

# Create client with context manager
async with ClaudeSDKClient(options=options) as client:
    print("\nChat started. Type 'exit' or 'quit' to end.\n")

    # Main chat loop
    while True:
        user_input = input("You: ").strip()
        if user_input.lower() in {"exit", "quit"}:
            print("Goodbye!")
            break

        # Send query
        await client.query(user_input)

        # Receive and print response
        print("Claude: ", end="", flush=True)
        async for message in client.receive_response():
            if hasattr(message, "content"):
                for block in message.content:
                    if hasattr(block, "text"):
                        print(block.text, end="", flush=True)
        print()

What's happening:

The Claude SDK client is created using the async context manager pattern
The agent processes each query and streams the response back in real-time
The chat loop continues until the user types 'exit' or 'quit'

Run the application

if __name__ == "__main__":
    asyncio.run(chat_with_remote_mcp())

What's happening:

This entry point runs the async chat_with_remote_mcp() function using asyncio.run()
The application will start, create the MCP connection, and begin the interactive chat session

Complete Code

Here's the complete code to get you started with Capsule crm and Claude Agent SDK:

import asyncio
from claude_agent_sdk import ClaudeSDKClient, ClaudeAgentOptions
import os
from composio import Composio
from dotenv import load_dotenv

load_dotenv()

async def chat_with_remote_mcp():
    api_key = os.getenv("COMPOSIO_API_KEY")
    if not api_key:
        raise RuntimeError("COMPOSIO_API_KEY is not set")

    composio = Composio(api_key=api_key)

    # Create Tool Router session for Capsule crm
    mcp_server = composio.create(
        user_id=os.getenv("USER_ID"),
        toolkits=["capsule_crm"]
    )

    url = mcp_server.mcp.url

    if not url:
        raise ValueError("Session URL not found")

    # Configure remote MCP server for Claude
    options = ClaudeAgentOptions(
        permission_mode="bypassPermissions",
        mcp_servers={
            "composio": {
                "type": "http",
                "url": url,
                "headers": {
                    "x-api-key": os.getenv("COMPOSIO_API_KEY")
                }
            }
        },
        system_prompt="You are a helpful assistant with access to Capsule crm tools via Composio.",
        max_turns=10
    )

    # Create client with context manager
    async with ClaudeSDKClient(options=options) as client:
        print("\nChat started. Type 'exit' or 'quit' to end.\n")

        # Main chat loop
        while True:
            user_input = input("You: ").strip()
            if user_input.lower() in {"exit", "quit"}:
                print("Goodbye!")
                break

            # Send query
            await client.query(user_input)

            # Receive and print response
            print("Claude: ", end="", flush=True)
            async for message in client.receive_response():
                if hasattr(message, "content"):
                    for block in message.content:
                        if hasattr(block, "text"):
                            print(block.text, end="", flush=True)
            print()

if __name__ == "__main__":
    asyncio.run(chat_with_remote_mcp())

Conclusion

You've successfully built a Claude Agent SDK agent that can interact with Capsule crm through Composio's Tool Router.

Key features:

Native MCP support through Claude's agent framework
Streaming responses for real-time interaction
Permission bypass for smooth automated workflows

You can extend this by adding more toolkits, implementing custom business logic, or building a web interface around the agent.

How to build Capsule crm MCP Agent with another framework

ChatGPT

Use Capsule crm MCP with ChatGPT

OpenAI Agents SDK

Use Capsule crm MCP with OpenAI Agents SDK

Claude Code

Use Capsule crm MCP with Claude Code

Claude Cowork

Use Capsule crm MCP with Claude Cowork

Codex

Use Capsule crm MCP with Codex

OpenClaw

Use Capsule crm MCP with OpenClaw

Hermes

Use Capsule crm MCP with Hermes

CLI

Use Capsule crm MCP with CLI

Google ADK

Use Capsule crm MCP with Google ADK

LangChain

Use Capsule crm MCP with LangChain

Vercel AI SDK

Use Capsule crm MCP with Vercel AI SDK

Mastra AI

Use Capsule crm MCP with Mastra AI

LlamaIndex

Use Capsule crm MCP with LlamaIndex

CrewAI

Use Capsule crm MCP with CrewAI

Explore Other Toolkits

Hubspot

Oauth2Api Key

HubSpot is an all-in-one marketing, sales, and customer service platform. It lets teams nurture leads, automate outreach, and track every customer interaction in one place.

Pipedrive

Oauth2Api Key

Pipedrive is a sales management platform offering pipeline visualization, lead tracking, and workflow automation. It helps sales teams keep deals moving forward efficiently and never miss a follow-up.

Salesforce

Oauth2S2s Oauth2

Salesforce is a leading CRM platform that helps businesses manage sales, service, and marketing. It centralizes customer data, enabling teams to drive growth and build strong relationships.

TOOLKIT MARKETPLACE

FAQ

What are the differences in Tool Router MCP and Capsule crm MCP?

With a standalone Capsule crm MCP server, the agents and LLMs can only access a fixed set of Capsule crm tools tied to that server. However, with the Composio Tool Router, agents can dynamically load tools from Capsule crm and many other apps based on the task at hand, all through a single MCP endpoint.

Can I use Tool Router MCP with Claude Agent SDK?

Yes, you can. Claude Agent SDK fully supports MCP integration. You get structured tool calling, message history handling, and model orchestration while Tool Router takes care of discovering and serving the right Capsule crm tools.

Can I manage the permissions and scopes for Capsule crm while using Tool Router?

Yes, absolutely. You can configure which Capsule crm scopes and actions are allowed when connecting your account to Composio. You can also bring your own OAuth credentials or API configuration so you keep full control over what the agent can do.

How safe is my data with Composio Tool Router?

All sensitive data such as tokens, keys, and configuration is fully encrypted at rest and in transit. Composio is SOC 2 Type 2 compliant and follows strict security practices so your Capsule crm data and credentials are handled as safely as possible.

Used by agents from

Never worry about agent reliability

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

Get started for free Get a demo↗

Harsha GaddipatiCo-founder, Slashy

Karan skipped his own birthday party to fix our critical issue. It was 10 pm and he diverted his Waymo to help us instead. This really sets the bar, shows you the commitment you need to have when users rely on your software.

Abhi AryaCo-founder, Opennote

A lot of students tell us that the moment their connected tools start talking to each other inside Opennote feels almost magical. The agent just knows them, and it has immensely helped in keeping new users on the platform.

Nirman DaveCEO, Zams

We chose Composio over Pipedream because it delivered depth where it mattered. It supported niche tools and tricky edge cases that other platforms simply ignored. Giving us confidence to scale without compromising.

Ryan YuFounder, Extra Thursday

As a solo builder, shipping fast is life or death. The only way I can outcompete incumbents is by outmanoeuvring them. Getting bogged down in the complexities of managing agent auth would have been a death sentence for Extra Thursday.

Tomisin JenrolaFounder & CEO, SwarmZero

Before partnering with Composio, adding tool integrations was a slow, resource-intensive process. Each integration could take weeks or months of engineering time, and maintaining them meant constantly keeping up with API changes.

Jerome LeclancheCo-Founder, Ingram Technologies

With hands-on help from their founder, we integrated Gmail and Google Drive in just 30 minutes. This level of personal support and commitment is exactly what startups should strive for.

Harsha GaddipatiCo-founder, Slashy

Abhi AryaCo-founder, Opennote

Nirman DaveCEO, Zams

Ryan YuFounder, Extra Thursday

Tomisin JenrolaFounder & CEO, SwarmZero

Jerome LeclancheCo-Founder, Ingram Technologies

With hands-on help from their founder, we integrated Gmail and Google Drive in just 30 minutes. This level of personal support and commitment is exactly what startups should strive for.

Harsha GaddipatiCo-founder, Slashy

Abhi AryaCo-founder, Opennote

Nirman DaveCEO, Zams

Ryan YuFounder, Extra Thursday

Tomisin JenrolaFounder & CEO, SwarmZero

Jerome LeclancheCo-Founder, Ingram Technologies

With hands-on help from their founder, we integrated Gmail and Google Drive in just 30 minutes. This level of personal support and commitment is exactly what startups should strive for.

How to integrate Capsule crm MCP with Claude Agent SDK

Table of Contents

Connect Capsule crm without Auth hassles

Introduction

Also integrate Capsule crm with

TL;DR

What is Claude Agent SDK?

What is the Capsule crm MCP server, and what's possible with it?

Supported Tools & Triggers

What is the Composio tool router, and how does it fit here?

What is Composio SDK?

How the Composio SDK works

Step-by-step Guide

Prerequisites

Getting API Keys for Claude/Anthropic and Composio

Install dependencies

Set up environment variables

Import dependencies

Create a Composio instance and Tool Router session

Configure Claude Agent with MCP

Create client and start chat loop

Run the application

Complete Code

Conclusion

How to build Capsule crm MCP Agent with another framework

ChatGPT

OpenAI Agents SDK

Claude Code

Claude Cowork

Codex

OpenClaw

Hermes

CLI

Google ADK

LangChain

Vercel AI SDK

Mastra AI

LlamaIndex

CrewAI

Explore Other Toolkits

Hubspot

Pipedrive

Salesforce

FAQ

What are the differences in Tool Router MCP and Capsule crm MCP?

Can I use Tool Router MCP with Claude Agent SDK?

Can I manage the permissions and scopes for Capsule crm while using Tool Router?

How safe is my data with Composio Tool Router?

Used by agents from

Never worry about agent reliability