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How to integrate Capsule crm MCP with Claude Agent SDK

Connect Claude Agent SDK to Capsule crm MCP. Add new company and contact details, list all open tasks for today, and more using natural language, with authentication handled for you.

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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

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 manage contacts and organizations, track opportunities through pipelines, run projects, schedule tasks, and log notes 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.

For exact tool slugs and parameter tables, see the tool catalog in the Composio docs.

Also integrate Capsule crm with

Claude CodeChatGPTClaude CoworkAntigravityOpenAI Agents SDKCodexOpenClawHermesAtomic AgentGoogle ADKLangChainVercel AI SDKMastra AILlamaIndexCrewAIPydantic AIAutoGen

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.

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:

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

Step-by-step Guide

Step by step09 STEPS
1

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
2

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.
3

Install dependencies

npm install @anthropic-ai/claude-agent-sdk @composio/core dotenv

Install the Composio SDK and the Claude Agents SDK.

What's happening:

  • @composio/core provides Composio integration for Anthropic
  • @anthropic-ai/claude-agent-sdk is the core agent framework
  • dotenv/config loads environment variables
4

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
5

Import dependencies

import 'dotenv/config';
import readline from 'node:readline';
import { Composio } from '@composio/core';
import { query, type Options } from "@anthropic-ai/claude-agent-sdk";

dotenv.config();
What's happening:
  • We're importing all necessary libraries including the Claude Agent SDK and Composio
  • The dotenv.config() function loads environment variables from your .env file
  • This setup prepares the foundation for connecting Claude with Capsule crm functionality
6

Create a Composio instance and Tool Router session

async function chat() {
  const { COMPOSIO_API_KEY, USER_ID } = process.env;
  if (!COMPOSIO_API_KEY || !USER_ID) {
    throw new Error('COMPOSIO_API_KEY and USER_ID required in .env');
  }

  const composio = new Composio({ apiKey: COMPOSIO_API_KEY });

  // Create Tool Router session for Capsule crm
  const session = await composio.create(USER_ID, {
    toolkits: ['capsule_crm'],
  });
  const mcpUrl = session?.mcp.url;
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
7

Configure Claude Agent with MCP

const options: Options = {
  permissionMode: 'bypassPermissions',
  mcpServers: {
    composio: {
      type: 'http',
      url: mcpUrl,
      headers: { 'x-api-key': COMPOSIO_API_KEY }
    }
  },
  systemPrompt: 'You are a helpful assistant with access to Capsule crm tools via Composio.',
  maxTurns: 10,
};
What's happening:
  • We're configuring the Claude Agent options with the MCP server URL
  • permissionMode: '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
  • maxTurns: 10 limits the conversation length to prevent excessive API usage
8

Create client and start chat loop

const rl = readline.createInterface({
    input: process.stdin,
    output: process.stdout,
    prompt: 'You: '
  });

  console.log('\nChat started. Type "exit" to quit.\n');

  let isProcessing = false;

  async function ask(prompt: string) {
    isProcessing = true;
    rl.pause();

    process.stdout.write('Claude is thinking...');
    const stream = query({ prompt, options });

    let firstChunk = true;
    for await (const msg of stream) {
      const content = (msg as any).message?.content || (msg as any).content;
      if (Array.isArray(content)) {
        for (const block of content) {
          if (block.type === 'text' && block.text) {
            if (firstChunk) {
              process.stdout.write('\r\x1b[K');
              process.stdout.write('Claude: ');
              firstChunk = false;
            }
            process.stdout.write(block.text);
          }
        }
      }
    }
    process.stdout.write('\n\n');

    isProcessing = false;
    rl.resume();
    rl.prompt();
  }

  rl.on('line', async (line) => {
    if (isProcessing) return;

    const input = line.trim();
    if (input === 'exit') {
      rl.close();
      process.exit(0);
    }
    if (input) await ask(input);
    else rl.prompt();
  });

  await ask('What can you help me with?');
}
What's happening:
  • The readline interface is created to handle user input and output
  • The query function is used to send the user's input to the agent
  • The chat loop continues until the user types 'exit' or 'quit'
9

Run the application

try {
  await chat();
} catch (error) {
  console.error(error);
  process.exit(1);
}
What's happening:
  • The chat function is the entry point for the application
  • The try-catch block is used to handle any errors that occur

Complete Code

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

import 'dotenv/config';
import readline from 'node:readline';
import { Composio } from '@composio/core';
import { query, type Options } from "@anthropic-ai/claude-agent-sdk";

async function chat() {
  const { COMPOSIO_API_KEY, USER_ID } = process.env;
  if (!COMPOSIO_API_KEY || !USER_ID) {
    throw new Error('COMPOSIO_API_KEY and USER_ID required in .env');
  }

  const composio = new Composio({ apiKey: COMPOSIO_API_KEY });
  const session = await composio.create(USER_ID, {
    toolkits: ['capsule_crm']
  });
  const mcp_url = session?.mcp.url;

  const options: Options = {
    permissionMode: 'bypassPermissions',
    mcpServers: {
      composio: {
        type: 'http',
        url: mcp_url,
        headers: { 'x-api-key': COMPOSIO_API_KEY }
      }
    },
    systemPrompt: 'You are a helpful assistant with access to Capsule crm tools via Composio.',
    maxTurns: 10,
  };

  const rl = readline.createInterface({
    input: process.stdin,
    output: process.stdout,
    prompt: 'You: '
  });

  console.log('\nChat started. Type "exit" to quit.\n');

  let isProcessing = false;

  async function ask(prompt: string) {
    isProcessing = true;
    rl.pause();

    process.stdout.write('Claude is thinking...');
    const stream = query({ prompt, options });

    let firstChunk = true;
    for await (const msg of stream) {
      const content = (msg as any).message?.content || (msg as any).content;
      if (Array.isArray(content)) {
        for (const block of content) {
          if (block.type === 'text' && block.text) {
            if (firstChunk) {
              process.stdout.write('\r\x1b[K');
              process.stdout.write('Claude: ');
              firstChunk = false;
            }
            process.stdout.write(block.text);
          }
        }
      }
    }
    process.stdout.write('\n\n');

    isProcessing = false;
    rl.resume();
    rl.prompt();
  }

  rl.on('line', async (line) => {
    if (isProcessing) return;

    const input = line.trim();
    if (input === 'exit') {
      rl.close();
      process.exit(0);
    }
    if (input) await ask(input);
    else rl.prompt();
  });

  await ask('What can you help me with?');
}

try {
  await chat();
} catch (error) {
  console.error(error);
  process.exit(1);
}

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.
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.

FRAMEWORKS

How to build Capsule crm MCP Agent with another framework

Claude Code logo

Claude Code

Use Capsule crm MCP with Claude Code

ChatGPT logo

ChatGPT

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Claude Cowork logo

Claude Cowork

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Antigravity logo

Antigravity

Use Capsule crm MCP with Antigravity

OpenAI Agents SDK logo

OpenAI Agents SDK

Use Capsule crm MCP with OpenAI Agents SDK

Codex logo

Codex

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OpenClaw logo

OpenClaw

Use Capsule crm MCP with OpenClaw

Hermes logo

Hermes

Use Capsule crm MCP with Hermes

Atomic Agent logo

Atomic Agent

Use Capsule crm MCP with Atomic Agent

Google ADK logo

Google ADK

Use Capsule crm MCP with Google ADK

LangChain logo

LangChain

Use Capsule crm MCP with LangChain

Vercel AI SDK logo

Vercel AI SDK

Use Capsule crm MCP with Vercel AI SDK

Mastra AI logo

Mastra AI

Use Capsule crm MCP with Mastra AI

LlamaIndex logo

LlamaIndex

Use Capsule crm MCP with LlamaIndex

CrewAI logo

CrewAI

Use Capsule crm MCP with CrewAI

Pydantic AI logo

Pydantic AI

Use Capsule crm MCP with Pydantic AI

AutoGen logo

AutoGen

Use Capsule crm MCP with AutoGen

FAQ

Frequently asked questions

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