How to integrate Capsule crm MCP with CrewAI

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Introduction

This guide walks you through connecting Capsule crm to CrewAI 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 CrewAI 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

TL;DR

Here's what you'll learn:
  • Get a Composio API key and configure your Capsule crm connection
  • Set up CrewAI with an MCP enabled agent
  • Create a Tool Router session or standalone MCP server for Capsule crm
  • Build a conversational loop where your agent can execute Capsule crm operations

What is CrewAI?

CrewAI is a powerful framework for building multi-agent AI systems. It provides primitives for defining agents with specific roles, creating tasks, and orchestrating workflows through crews.

Key features include:

  • Agent Roles: Define specialized agents with specific goals and backstories
  • Task Management: Create tasks with clear descriptions and expected outputs
  • Crew Orchestration: Combine agents and tasks into collaborative workflows
  • MCP Integration: Connect to external tools through Model Context Protocol

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:

  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:
  • Python 3.9 or higher
  • A Composio account and API key
  • A Capsule crm connection authorized in Composio
  • An OpenAI API key for the CrewAI LLM
  • Basic familiarity with Python

Getting API Keys for OpenAI and Composio

OpenAI API Key
  • Go to the OpenAI dashboard and create an API key. You'll need credits to use the models, or you can connect to another model provider.
  • 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

bash
pip install composio crewai crewai-tools[mcp] python-dotenv
What's happening:
  • composio connects your agent to Capsule crm via MCP
  • crewai provides Agent, Task, Crew, and LLM primitives
  • crewai-tools[mcp] includes MCP helpers
  • python-dotenv loads environment variables from .env

Set up environment variables

bash
COMPOSIO_API_KEY=your_composio_api_key_here
USER_ID=your_user_id_here
OPENAI_API_KEY=your_openai_api_key_here

Create a .env file in your project root.

What's happening:

  • COMPOSIO_API_KEY authenticates with Composio
  • USER_ID scopes the session to your account
  • OPENAI_API_KEY lets CrewAI use your chosen OpenAI model

Import dependencies

python
import os
from composio import Composio
from crewai import Agent, Task, Crew
from crewai_tools import MCPServerAdapter
import dotenv

dotenv.load_dotenv()

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

if not COMPOSIO_API_KEY:
    raise ValueError("COMPOSIO_API_KEY is not set")
if not COMPOSIO_USER_ID:
    raise ValueError("COMPOSIO_USER_ID is not set")
What's happening:
  • CrewAI classes define agents and tasks, and run the workflow
  • MCPServerHTTP connects the agent to an MCP endpoint
  • Composio will give you a short lived Capsule crm MCP URL

Create a Composio Tool Router session for Capsule crm

python
composio_client = Composio(api_key=COMPOSIO_API_KEY)
session = composio_client.create(user_id=COMPOSIO_USER_ID, toolkits=["capsule_crm"])

url = session.mcp.url
What's happening:
  • You create a Capsule crm only session through Composio
  • Composio returns an MCP HTTP URL that exposes Capsule crm tools

Initialize the MCP Server

python
server_params = {
    "url": url,
    "transport": "streamable-http",
    "headers": {"x-api-key": COMPOSIO_API_KEY},
}

with MCPServerAdapter(server_params) as tools:
    agent = Agent(
        role="Search Assistant",
        goal="Help users search the internet effectively",
        backstory="You are a helpful assistant with access to search tools.",
        tools=tools,
        verbose=False,
        max_iter=10,
    )
What's Happening:
  • Server Configuration: The code sets up connection parameters including the MCP server URL, streamable HTTP transport, and Composio API key authentication.
  • MCP Adapter Bridge: MCPServerAdapter acts as a context manager that converts Composio MCP tools into a CrewAI-compatible format.
  • Agent Setup: Creates a CrewAI Agent with a defined role (Search Assistant), goal (help with internet searches), and access to the MCP tools.
  • Configuration Options: The agent includes settings like verbose=False for clean output and max_iter=10 to prevent infinite loops.
  • Dynamic Tool Usage: Once created, the agent automatically accesses all Composio Search tools and decides when to use them based on user queries.

Create a CLI Chatloop and define the Crew

python
print("Chat started! Type 'exit' or 'quit' to end.\n")

conversation_context = ""

while True:
    user_input = input("You: ").strip()

    if user_input.lower() in ["exit", "quit", "bye"]:
        print("\nGoodbye!")
        break

    if not user_input:
        continue

    conversation_context += f"\nUser: {user_input}\n"
    print("\nAgent is thinking...\n")

    task = Task(
        description=(
            f"Conversation history:\n{conversation_context}\n\n"
            f"Current request: {user_input}"
        ),
        expected_output="A helpful response addressing the user's request",
        agent=agent,
    )

    crew = Crew(agents=[agent], tasks=[task], verbose=False)
    result = crew.kickoff()
    response = str(result)

    conversation_context += f"Agent: {response}\n"
    print(f"Agent: {response}\n")
What's Happening:
  • Interactive CLI Setup: The code creates an infinite loop that continuously prompts for user input and maintains the entire conversation history in a string variable.
  • Input Validation: Empty inputs are ignored to prevent processing blank messages and keep the conversation clean.
  • Context Building: Each user message is appended to the conversation context, which preserves the full dialogue history for better agent responses.
  • Dynamic Task Creation: For every user input, a new Task is created that includes both the full conversation history and the current request as context.
  • Crew Execution: A Crew is instantiated with the agent and task, then kicked off to process the request and generate a response.
  • Response Management: The agent's response is converted to a string, added to the conversation context, and displayed to the user, maintaining conversational continuity.

Complete Code

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

python
from crewai import Agent, Task, Crew, LLM
from crewai_tools import MCPServerAdapter
from composio import Composio
from dotenv import load_dotenv
import os

load_dotenv()

GOOGLE_API_KEY = os.getenv("GOOGLE_API_KEY")
COMPOSIO_API_KEY = os.getenv("COMPOSIO_API_KEY")
COMPOSIO_USER_ID = os.getenv("COMPOSIO_USER_ID")

if not GOOGLE_API_KEY:
    raise ValueError("GOOGLE_API_KEY is not set in the environment.")
if not COMPOSIO_API_KEY:
    raise ValueError("COMPOSIO_API_KEY is not set in the environment.")
if not COMPOSIO_USER_ID:
    raise ValueError("COMPOSIO_USER_ID is not set in the environment.")

# Initialize Composio and create a session
composio = Composio(api_key=COMPOSIO_API_KEY)
session = composio.create(
    user_id=COMPOSIO_USER_ID,
    toolkits=["capsule_crm"],
)
url = session.mcp.url

# Configure LLM
llm = LLM(
    model="gpt-5",
    api_key=os.getenv("OPENAI_API_KEY"),
)

server_params = {
    "url": url,
    "transport": "streamable-http",
    "headers": {"x-api-key": COMPOSIO_API_KEY},
}

with MCPServerAdapter(server_params) as tools:
    agent = Agent(
        role="Search Assistant",
        goal="Help users with internet searches",
        backstory="You are an expert assistant with access to Composio Search tools.",
        tools=tools,
        llm=llm,
        verbose=False,
        max_iter=10,
    )

    print("Chat started! Type 'exit' or 'quit' to end.\n")

    conversation_context = ""

    while True:
        user_input = input("You: ").strip()

        if user_input.lower() in ["exit", "quit", "bye"]:
            print("\nGoodbye!")
            break

        if not user_input:
            continue

        conversation_context += f"\nUser: {user_input}\n"
        print("\nAgent is thinking...\n")

        task = Task(
            description=(
                f"Conversation history:\n{conversation_context}\n\n"
                f"Current request: {user_input}"
            ),
            expected_output="A helpful response addressing the user's request",
            agent=agent,
        )

        crew = Crew(agents=[agent], tasks=[task], verbose=False)
        result = crew.kickoff()
        response = str(result)

        conversation_context += f"Agent: {response}\n"
        print(f"Agent: {response}\n")

Conclusion

You now have a CrewAI agent connected to Capsule crm through Composio's Tool Router. The agent can perform Capsule crm operations through natural language commands.

Next steps:

  • Add role-specific instructions to customize agent behavior
  • Plug in more toolkits for multi-app workflows
  • Chain tasks for complex multi-step operations

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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 CrewAI?

Yes, you can. CrewAI 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.

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