# How to integrate Capsule crm MCP with Hermes ```json { "title": "How to integrate Capsule crm MCP with Hermes", "toolkit": "Capsule crm", "toolkit_slug": "capsule_crm", "framework": "Hermes", "framework_slug": "hermes-agent", "url": "https://composio.dev/toolkits/capsule_crm/framework/hermes-agent", "markdown_url": "https://composio.dev/toolkits/capsule_crm/framework/hermes-agent.md", "updated_at": "2026-05-06T08:05:06.435Z" } ``` ## Introduction Hermes is a 24/7 autonomous agent that lives on your computer or server — it remembers what it learns and evolves as your usage grows. This guide explains the easiest and most robust way to connect your Capsule crm account to Hermes. You can do this through either Composio Connect CLI or Composio Connect MCP. For personal use we recommend the CLI, but you won't go wrong with MCP either. ## Also integrate Capsule crm with - [ChatGPT](https://composio.dev/toolkits/capsule_crm/framework/chatgpt) - [OpenAI Agents SDK](https://composio.dev/toolkits/capsule_crm/framework/open-ai-agents-sdk) - [Claude Agent SDK](https://composio.dev/toolkits/capsule_crm/framework/claude-agents-sdk) - [Claude Code](https://composio.dev/toolkits/capsule_crm/framework/claude-code) - [Claude Cowork](https://composio.dev/toolkits/capsule_crm/framework/claude-cowork) - [Codex](https://composio.dev/toolkits/capsule_crm/framework/codex) - [OpenClaw](https://composio.dev/toolkits/capsule_crm/framework/openclaw) - [CLI](https://composio.dev/toolkits/capsule_crm/framework/cli) - [Google ADK](https://composio.dev/toolkits/capsule_crm/framework/google-adk) - [LangChain](https://composio.dev/toolkits/capsule_crm/framework/langchain) - [Vercel AI SDK](https://composio.dev/toolkits/capsule_crm/framework/ai-sdk) - [Mastra AI](https://composio.dev/toolkits/capsule_crm/framework/mastra-ai) - [LlamaIndex](https://composio.dev/toolkits/capsule_crm/framework/llama-index) - [CrewAI](https://composio.dev/toolkits/capsule_crm/framework/crew-ai) ## TL;DR ### What is Composio Connect? Composio Connect is a consumer offering that lets anyone plug 1,000+ applications directly into their agent harness — including Hermes. It can: - Search and load tools from relevant toolkits on-demand, reducing context usage. - Chain multiple tools to accomplish complex workflows via a remote workbench, without excessive back-and-forth with the LLM. - Manage app authentication end-to-end with zero manual overhead. ## Connect Capsule crm to Hermes ### Integrating Capsule crm with Hermes ### Using Composio Connect CLI 1. Install the Composio CLI Run the install script directly, or paste https://composio.dev/hermes into your Hermes chat box to have it installed for you. ```bash curl -fsSL https://composio.dev/install | bash ``` ## 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 | Tool slug | Name | Description | |---|---|---| | `CAPSULE_CRM_CREATE_PARTY` | Create Capsule CRM Party | Tool to create a party in capsule crm. use when you have collected a person's or organisation's details and need to add a new record. | | `CAPSULE_CRM_DELETE_PARTY` | Delete Party | Tool to fully delete a specific party (person or organisation) from capsule crm. use when you need to completely remove a party after confirming no active references remain. | | `CAPSULE_CRM_LIST_DELETED_OPPORTUNITIES` | List Deleted Opportunities | Tool to list opportunities deleted or restricted since a given date. use when you need to identify recently deleted or restricted opportunities. | | `CAPSULE_CRM_LIST_DELETED_PARTIES` | List deleted parties | Tool to retrieve parties deleted since a given date. use when you need to sync deletions. | | `CAPSULE_CRM_LIST_ENTRIES_BY_DATE` | List Entries By Date | Tool to list notes, emails, and completed party tasks in descending order by entry date. use when you need the most recent entries first after authenticating. | | `CAPSULE_CRM_LIST_ORG_EMPLOYEES` | List Organisation Employees | Tool to list employees linked to a specific organisation (party). use when you need to retrieve all employees under a given organisation. | | `CAPSULE_CRM_LIST_PARTIES` | List Parties | Tool to list all parties (contacts) on the account. use when you need to fetch contacts with optional filters or embed additional related data. | | `CAPSULE_CRM_LIST_PROJECTS` | List Projects | Tool to list projects (cases) from capsule crm. use when you need a paginated or filtered view of projects. | | `CAPSULE_CRM_LIST_TASKS` | List Tasks | Tool to list tasks on the capsule account. use when you need to retrieve tasks with filters or embedded related data. | | `CAPSULE_CRM_LIST_USERS` | List Users | Tool to list all users on the capsule account. use after authentication to enumerate users for reporting or auditing. | | `CAPSULE_CRM_RUN_FILTER_QUERY` | Run Filter Query | Tool to run structured filter queries on parties, opportunities or kases. use when you need to retrieve entities matching specific filter conditions. | | `CAPSULE_CRM_UPDATE_PARTY` | Update Capsule CRM Party | Tool to update an existing person or organisation (party) in capsule crm. use when you need to modify specific fields of a party after confirming its id. example: "update party 11587 to remove phone number 12136 and add a new work email." | ## Supported Triggers None listed. ## Creating MCP Server - Stand-alone vs Composio SDK The Capsule crm MCP server provides comprehensive access to Capsule crm operations through Composio. Once connected, Hermes can perform all major Capsule crm actions on your behalf using natural language commands. ## Complete Code None listed. ## Conclusion ### Way Forward With Capsule crm connected, Hermes can now act on your behalf whenever it detects a relevant task or you ask it to. From here, you can extend Hermes further: - Connect more apps: Calendar, Slack, Notion, Linear, and hundreds of others are available through the same Composio Connect setup. Each new integration compounds what Hermes can do for you. - Build workflows across tools: Once multiple apps are connected, Hermes can chain actions together — turn an email into a calendar invite, a Slack message into a Linear ticket, or a meeting note into a follow-up draft. - Let it learn your patterns: The more you use Hermes, the better it gets at anticipating how you'd handle recurring tasks. Give it feedback on drafts and decisions, and it will adapt. If you run into trouble or want to share what you've built, join the [community](https://discord.com/invite/composio) or check out the [Docs](https://docs.composio.dev?utm_source=toolkits&utm_medium=framework_template&utm_campaign=hermes&utm_content=docs) for deeper configuration options. ## How to build Capsule crm MCP Agent with another framework - [ChatGPT](https://composio.dev/toolkits/capsule_crm/framework/chatgpt) - [OpenAI Agents SDK](https://composio.dev/toolkits/capsule_crm/framework/open-ai-agents-sdk) - [Claude Agent SDK](https://composio.dev/toolkits/capsule_crm/framework/claude-agents-sdk) - [Claude Code](https://composio.dev/toolkits/capsule_crm/framework/claude-code) - [Claude Cowork](https://composio.dev/toolkits/capsule_crm/framework/claude-cowork) - [Codex](https://composio.dev/toolkits/capsule_crm/framework/codex) - [OpenClaw](https://composio.dev/toolkits/capsule_crm/framework/openclaw) - [CLI](https://composio.dev/toolkits/capsule_crm/framework/cli) - [Google ADK](https://composio.dev/toolkits/capsule_crm/framework/google-adk) - [LangChain](https://composio.dev/toolkits/capsule_crm/framework/langchain) - [Vercel AI SDK](https://composio.dev/toolkits/capsule_crm/framework/ai-sdk) - [Mastra AI](https://composio.dev/toolkits/capsule_crm/framework/mastra-ai) - [LlamaIndex](https://composio.dev/toolkits/capsule_crm/framework/llama-index) - [CrewAI](https://composio.dev/toolkits/capsule_crm/framework/crew-ai) ## Related Toolkits - [Hubspot](https://composio.dev/toolkits/hubspot) - 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](https://composio.dev/toolkits/pipedrive) - 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](https://composio.dev/toolkits/salesforce) - 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. - [Apollo](https://composio.dev/toolkits/apollo) - Apollo is a CRM and lead generation platform that helps businesses discover contacts and manage sales pipelines. Use it to streamline customer outreach and track your deals from one place. - [Attio](https://composio.dev/toolkits/attio) - Attio is a customizable CRM and workspace for managing your team's relationships and workflows. It helps teams organize contacts, automate tasks, and collaborate more efficiently. - [Acculynx](https://composio.dev/toolkits/acculynx) - AccuLynx is a cloud-based roofing business management software for contractors. It streamlines project tracking, lead management, and document sharing. - [Addressfinder](https://composio.dev/toolkits/addressfinder) - Addressfinder is a data quality platform for verifying addresses, emails, and phone numbers. It helps you ensure accurate customer and contact data every time. - [Affinity](https://composio.dev/toolkits/affinity) - Affinity is a relationship intelligence CRM that helps private capital investors find, manage, and close more deals. It streamlines deal flow and surfaces key connections to help you win opportunities. - [Agencyzoom](https://composio.dev/toolkits/agencyzoom) - AgencyZoom is a sales and performance platform built for P&C insurance agencies. It helps agents boost sales, retain clients, and analyze producer results in one place. - [Bettercontact](https://composio.dev/toolkits/bettercontact) - Bettercontact is a smart contact enrichment tool for finding emails and phone numbers. It helps boost lead generation with automated, waterfall search across multiple sources. - [Blackbaud](https://composio.dev/toolkits/blackbaud) - Blackbaud provides cloud-based software for nonprofits, schools, and healthcare institutions. It streamlines fundraising, donor management, and mission-driven operations. - [Brilliant directories](https://composio.dev/toolkits/brilliant_directories) - Brilliant Directories is an all-in-one platform for building and managing online membership communities and business directories. It streamlines listings, member management, and engagement tools into a single, easy interface. - [Centralstationcrm](https://composio.dev/toolkits/centralstationcrm) - CentralStationCRM is an easy-to-use CRM software focused on collaboration and long-term customer relationships. It helps teams manage contacts, deals, and communications all in one place. - [Clientary](https://composio.dev/toolkits/clientary) - Clientary is a platform for managing clients, invoices, projects, proposals, and more. It streamlines client work and saves you serious admin time. - [Close](https://composio.dev/toolkits/close) - Close is a CRM platform built for sales teams, combining calling, email automation, and predictive dialers. It streamlines sales workflows and boosts productivity with all-in-one communication tools. - [Dropcontact](https://composio.dev/toolkits/dropcontact) - Dropcontact is a B2B email finder and data enrichment service for professionals. It delivers verified email addresses and enriches contact info with up-to-date data. - [Dynamics365](https://composio.dev/toolkits/dynamics365) - Dynamics 365 is Microsoft's platform combining CRM, ERP, and productivity apps. It streamlines sales, marketing, service, and operations in one place. - [Espocrm](https://composio.dev/toolkits/espocrm) - EspoCRM is an open-source web application for managing customer relationships. It helps businesses organize contacts, track leads, and streamline their sales process. - [Fireberry](https://composio.dev/toolkits/fireberry) - Fireberry is a CRM platform that streamlines customer and sales management. It helps businesses organize contacts, automate sales, and integrate with other business tools. - [Firmao](https://composio.dev/toolkits/firmao) - Firmao is a business information platform offering company, industry, and market data. Use it to quickly research firms and gain competitive market insights. ## Frequently Asked Questions ### 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 Hermes? Yes, you can. Hermes 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. --- [See all toolkits](https://composio.dev/toolkits) · [Composio docs](https://docs.composio.dev/llms.txt)