How to connect Capsule crm to Claude Cowork

Capsule crm logo
Claude Cowork logo
divider

Introduction

Cowork is Anthropic's AI agent for knowledge work. Think of it as Claude Code for everything else. It works autonomously with your computer, local files, and applications to accomplish complex tasks.

This guide walks you through the easiest and most secure way to connect your Capsule crm account to Cowork via Composio Connect, enabling it to add new company and contact details, list all open tasks for today, show all projects started this month, and more such actions on your behalf without compromising your account security.

Also integrate Capsule crm with

Connecting Capsule crm to Claude Cowork

1. Open Customize

In Claude Desktop, click Customize in the left sidebar, then select Connectors and click the + icon at the top.

Claude Desktop connectors screen with Add custom connector selected

2. Add the Composio MCP server

Click Add custom connector and paste in the Composio MCP server URL:

bash
https://connect.composio.dev/mcp
Add custom connector dialog with Composio MCP server URL

3. Authorize in your browser

Click Connect. You'll be redirected to a browser window where you can authorize Composio to continue.

Composio authorization screen for Claude Cowork

4. Connect your Capsule crm account

Back in Cowork, ask the agent to connect to Capsule crm or give it any Capsule crm-related task.

For example, ask Cowork to:

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

It will prompt you to authenticate and authorize access.

That's it. Composio's tools are now available in Cowork, and your Capsule crm account is ready to use.

What is Claude Cowork?

Claude Cowork is Anthropic's agent for general knowledge work. It can use your computer, files, and connected applications to complete longer-running tasks across your work tools.

With Composio Connect, Cowork can securely access apps like Capsule crm through MCP without you sharing account credentials directly with the agent.

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
Create Capsule CRM PartyTool to create a party in capsule crm.
Delete PartyTool to fully delete a specific party (person or organisation) from capsule crm.
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 Entries By DateTool to list notes, emails, and completed party tasks in descending order by entry date.
List Organisation EmployeesTool to list employees linked to a specific organisation (party).
List PartiesTool to list all parties (contacts) on the account.
List ProjectsTool to list projects (cases) from capsule crm.
List TasksTool to list tasks on the capsule account.
List UsersTool to list all users on the capsule account.
Run Filter QueryTool to run structured filter queries on parties, opportunities or kases.
Update Capsule CRM PartyTool to update an existing person or organisation (party) in capsule crm.

Available tools and triggers

After setup, the supported Capsule crm tools and triggers listed on this page are available to Cowork through Composio Connect.

You can now ask Cowork to handle Capsule crm workflows in natural language, from quick summaries and drafting tasks to more complex multi-step work across connected apps.

How to build Capsule crm MCP Agent with another framework

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 Cowork?

Yes, you can. Claude Cowork 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.