How to integrate Capsule crm MCP with Claude Code

Trusted by
AWS
Glean
Zoom
Airtable
GET STARTED FOR FREEGET A DEMO

30 min · no commitment · see it on your stack

Capsule crm logo
Claude Code logo
divider

Introduction

Manage your Capsule crm directly from Claude Code with zero worries about OAuth hassles, API-breaking issues, or reliability and security concerns.

You can do this in two different ways:

  1. Via Composio Connect - Direct and easiest approach
  2. Via Composio SDK - Programmatic approach with more control

Also integrate Capsule crm with

Why use Composio?

  • Only one MCP URL to connect multiple apps with Claude Code with zero auth hassles.
  • Programmatic tool calling allows LLMs to write its code in a remote workbench to handle complex tool chaining. Reduces to-and-fro with LLMs for frequent tool calling.
  • Handling Large tool responses out of LLM context to minimize context rot.
  • Dynamic just-in-time access to 20,000 tools across 1000+ other Apps for cross-app workflows. It loads the tools you need, so LLMs aren't overwhelmed by tools you don't need.

Connecting Capsule crm to Claude Code using Composio

1. Add the Composio MCP to Claude

Terminal

2. Start Claude Code

bash
claude

3. Open your MCP list

bash
/mcp

4. Select Composio and click on Authenticate

Select Composio and click Authenticate

5. This will redirect you to the Composio OAuth page. Complete the flow by authorizing Composio and you're all set.

Composio OAuth authorization page
Composio authorization complete
Ask Claude to connect to your account and authenticate via the link

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 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.

Connecting Capsule crm via Composio SDK

Composio SDK is the underlying tech that powers Rube. It's a universal gateway that does everything Rube does but with much more programmatic control. You can programmatically generate an MCP URL with the app you need (here Capsule crm) for even more tool search precision. It's secure and reliable.

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

Prerequisites

Before starting, make sure you have:
  • Claude Pro, Max, or API billing enabled Anthropic account
  • Composio API Key
  • A Capsule crm account
  • Basic knowledge of Python or TypeScript

Install Claude Code

bash
# macOS, Linux, WSL
curl -fsSL https://claude.ai/install.sh | bash

# Windows PowerShell
irm https://claude.ai/install.ps1 | iex

# Windows CMD
curl -fsSL https://claude.ai/install.cmd -o install.cmd && install.cmd && del install.cmd

To install Claude Code, use one of the following methods based on your operating system:

Set up Claude Code

bash
cd your-project-folder
claude

Open a terminal, go to your project folder, and start Claude Code:

  • Claude Code will open in your terminal
  • Follow the prompts to sign in with your Anthropic account
  • Complete the authentication flow
  • Once authenticated, you can start using Claude Code
Claude Code initial setup showing sign-in prompt
Claude Code terminal after successful login

Set up environment variables

bash
COMPOSIO_API_KEY=your_composio_api_key_here
USER_ID=your_user_id_here

Create a .env file in your project root with the following variables:

  • COMPOSIO_API_KEY authenticates with Composio (get it from Composio dashboard)
  • USER_ID identifies the user for session management (use any unique identifier)

Install Composio library

pip install composio-core python-dotenv

Install the Composio Python library to create MCP sessions.

  • composio-core provides the core Composio functionality
  • python-dotenv loads environment variables from your .env file

Generate Composio MCP URL

import os
from composio import Composio
from dotenv import load_dotenv

load_dotenv()

COMPOSIO_API_KEY = os.getenv("COMPOSIO_API_KEY")
USER_ID = os.getenv("USER_ID")

composio_client = Composio(api_key=COMPOSIO_API_KEY)

composio_session = composio_client.create(
    user_id=USER_ID,
    toolkits=["capsule_crm"],
)

COMPOSIO_MCP_URL = composio_session.mcp.url

print(f"MCP URL: {COMPOSIO_MCP_URL}")
print(f"\nUse this command to add to Claude Code:")
print(f'claude mcp add --transport http capsule_crm-composio "{COMPOSIO_MCP_URL}" --headers "X-API-Key:{COMPOSIO_API_KEY}"')

Create a script to generate a Composio MCP URL for Capsule crm. This URL will be used to connect Claude Code to Capsule crm.

What's happening:
  • We import the Composio client and load environment variables
  • Create a Composio instance with your API key
  • Call create() to create a Tool Router session for Capsule crm
  • The returned mcp.url is the MCP server URL that Claude Code will use
  • The script prints this URL so you can copy it

Run the script and copy the MCP URL

python generate_mcp_url.py

Run your Python script to generate the MCP URL.

  • The script connects to Composio and creates a Tool Router session
  • It prints the MCP URL and the exact command you need to run
  • Copy the entire claude mcp add command from the output

Add Capsule crm MCP to Claude Code

bash
claude mcp add --transport http capsule_crm-composio "YOUR_MCP_URL_HERE" --headers "X-API-Key:YOUR_COMPOSIO_API_KEY"

# Then restart Claude Code
exit
claude

In your terminal, add the MCP server using the command from the previous step. The command format is:

  • claude mcp add registers a new MCP server with Claude Code
  • --transport http specifies that this is an HTTP-based MCP server
  • The server name (capsule_crm-composio) is how you'll reference it
  • The URL points to your Composio Tool Router session
  • --headers includes your Composio API key for authentication

After running the command, close the current Claude Code session and start a new one for the changes to take effect.

Verify the installation

bash
claude mcp list

Check that your Capsule crm MCP server is properly configured.

  • This command lists all MCP servers registered with Claude Code
  • You should see your capsule_crm-composio entry in the list
  • This confirms that Claude Code can now access Capsule crm tools

If everything is wired up, you should see your capsule_crm-composio entry listed:

Claude Code MCP list showing the toolkit MCP server

Authenticate Capsule crm

The first time you try to use Capsule crm tools, you'll be prompted to authenticate.

  • Claude Code will detect that you need to authenticate with Capsule crm
  • It will show you an authentication link
  • Open the link in your browser (or copy/paste it)
  • Complete the Capsule crm authorization flow
  • Return to the terminal and start using Capsule crm through Claude Code

Once authenticated, you can ask Claude Code to perform Capsule crm operations in natural language. For example:

  • "Add new company and contact details"
  • "List all open tasks for today"
  • "Show all projects started this month"

Complete Code

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

import os
from composio import Composio
from dotenv import load_dotenv

load_dotenv()

COMPOSIO_API_KEY = os.getenv("COMPOSIO_API_KEY")
USER_ID = os.getenv("USER_ID")

composio_client = Composio(api_key=COMPOSIO_API_KEY)

composio_session = composio_client.create(
    user_id=USER_ID,
    toolkits=["capsule_crm"],
)

COMPOSIO_MCP_URL = composio_session.mcp.url

print(f"MCP URL: {COMPOSIO_MCP_URL}")
print(f"\nUse this command to add to Claude Code:")
print(f'claude mcp add --transport http capsule_crm-composio "{COMPOSIO_MCP_URL}" --headers "X-API-Key:{COMPOSIO_API_KEY}"')

Conclusion

You've successfully integrated Capsule crm with Claude Code using Composio's MCP server. Now you can interact with Capsule crm directly from your terminal using natural language commands.

Key features of this setup:

  • Terminal-native experience without switching contexts
  • Natural language commands for Capsule crm operations
  • Secure authentication through Composio's managed MCP
  • Tool Router for dynamic tool discovery and execution

Next steps:

  • Try asking Claude Code to perform various Capsule crm operations
  • Add more toolkits to your Tool Router session for multi-app workflows
  • Integrate this setup into your development workflow for increased productivity

You can extend this by adding more toolkits, implementing custom workflows, or building automation scripts that leverage Claude Code's capabilities.

How to build Capsule crm MCP Agent with another framework

ChatGPT logo

ChatGPT

Use Capsule crm MCP with ChatGPT

OpenAI Agents SDK logo

OpenAI Agents SDK

Use Capsule crm MCP with OpenAI Agents SDK

Claude Agent SDK logo

Claude Agent SDK

Use Capsule crm MCP with Claude Agent SDK

Claude Cowork logo

Claude Cowork

Use Capsule crm MCP with Claude Cowork

Codex logo

Codex

Use Capsule crm MCP with Codex

OpenClaw logo

OpenClaw

Use Capsule crm MCP with OpenClaw

Hermes logo

Hermes

Use Capsule crm MCP with Hermes

CLI logo

CLI

Use Capsule crm MCP with CLI

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

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 Code?

Yes, you can. Claude Code 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

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.

Get started for freeGet a demo↗