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How to integrate Capsule crm MCP with LlamaIndex

Connect LlamaIndex 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 LlamaIndex 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 LlamaIndex 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

Claude CodeChatGPTClaude CoworkAntigravityOpenAI Agents SDKClaude Agent SDKCodexOpenClawHermesAtomic AgentGoogle ADKLangChainVercel AI SDKMastra AICrewAIPydantic AIAutoGen

TL;DR

Here's what you'll learn:
  • Set your OpenAI and Composio API keys
  • Install LlamaIndex and Composio packages
  • Create a Composio Tool Router session for Capsule crm
  • Connect LlamaIndex to the Capsule crm MCP server
  • Build a Capsule crm-powered agent using LlamaIndex
  • Interact with Capsule crm through natural language

What is LlamaIndex?

LlamaIndex is a data framework for building LLM applications. It provides tools for connecting LLMs to external data sources and services through agents and tools.

Key features include:

  • ReAct Agent: Reasoning and acting pattern for tool-using agents
  • MCP Tools: Native support for Model Context Protocol
  • Context Management: Maintain conversation context across interactions
  • Async Support: Built for async/await patterns

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 step10 STEPS
1

Prerequisites

Before you begin, make sure you have:
  • Python 3.8/Node 16 or higher installed
  • A Composio account with the API key
  • An OpenAI API key
  • A Capsule crm account and project
  • Basic familiarity with async Python/Typescript
2

Getting API Keys for OpenAI, Composio, and Capsule crm

OpenAI API key (OPENAI_API_KEY)
  • Go to the OpenAI dashboard
  • Create an API key if you don't have one
  • Assign it to OPENAI_API_KEY in .env
Composio API key and user ID
  • Log into the Composio dashboard
  • Copy your API key from Settings
    • Use this as COMPOSIO_API_KEY
  • Pick a stable user identifier (email or ID)
    • Use this as COMPOSIO_USER_ID
3

Installing dependencies

npm install @composio/llamaindex @llamaindex/openai @llamaindex/tools @llamaindex/workflow dotenv

Create a new Typescript project and install the necessary dependencies:

  • @composio/llamaindex: Composio's LlamaIndex integration
  • @llamaindex/openai: OpenAI LLM integration
  • @llamaindex/tools: MCP client for LlamaIndex
  • @llamaindex/workflow: Workflow framework for LlamaIndex
  • dotenv: Environment variable management
4

Set environment variables

bash
OPENAI_API_KEY=your-openai-api-key
COMPOSIO_API_KEY=your-composio-api-key
COMPOSIO_USER_ID=your-user-id

Create a .env file in your project root:

These credentials will be used to:

  • Authenticate with OpenAI's GPT-5 model
  • Connect to Composio's Tool Router
  • Identify your Composio user session for Capsule crm access
5

Import modules

import "dotenv/config";
import readline from "node:readline/promises";
import { stdin as input, stdout as output } from "node:process";

import { Composio } from "@composio/core";

import { mcp } from "@llamaindex/tools";
import { agent as createAgent } from "@llamaindex/workflow";
import { openai } from "@llamaindex/openai";

dotenv.config();

Create a new file called capsule crm_llamaindex_agent.ts and import the required modules:

Key imports:

  • dotenv.config loads .env at runtime
  • readline gives us a simple CLI chat loop
  • Composio is the main Composio SDK client
  • mcp connects to an MCP endpoint
  • createAgent builds a LlamaIndex agent
  • openai configures the LLM backend
6

Load environment variables and initialize Composio

const OPENAI_API_KEY = process.env.OPENAI_API_KEY;
const COMPOSIO_API_KEY = process.env.COMPOSIO_API_KEY;
const COMPOSIO_USER_ID = process.env.COMPOSIO_USER_ID;

if (!OPENAI_API_KEY) throw new Error("OPENAI_API_KEY is not set");
if (!COMPOSIO_API_KEY) throw new Error("COMPOSIO_API_KEY is not set");
if (!COMPOSIO_USER_ID) throw new Error("COMPOSIO_USER_ID is not set");

What's happening:

This ensures missing credentials cause early, clear errors before the agent attempts to initialise.

7

Create a Tool Router session and build the agent function

async function buildAgent() {

  console.log(`Initializing Composio client...${COMPOSIO_USER_ID!}...`);
  console.log(`COMPOSIO_USER_ID: ${COMPOSIO_USER_ID!}...`);

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

  const session = await composio.create(
    COMPOSIO_USER_ID!,
    {
      toolkits: ["capsule_crm"],
    },
  );

  const mcpUrl = session.mcp.url;
  console.log(`Composio Tool Router MCP URL: ${mcpUrl}`);

  const server = mcp({
    url: mcpUrl,
    clientName: "composio_tool_router_with_llamaindex",
    requestInit: {
      headers: {
        "x-api-key": COMPOSIO_API_KEY!,
      },
    },
    // verbose: true,
  });

  const tools = await server.tools();

  const llm = openai({ apiKey: OPENAI_API_KEY, model: "gpt-5" });

  const agent = createAgent({
    name: "composio_tool_router_with_llamaindex",
        description : "An agent that uses Composio Tool Router MCP tools to perform actions.",
    systemPrompt:
      "You are a helpful assistant connected to Composio Tool Router."+
"Use the available tools to answer user queries and perform Capsule crm actions." ,
    llm,
    tools,
  });

  return agent;
}

What's happening here:

  • We create a Composio client using your API key and configure it with the LlamaIndex provider
  • We then create a tool router MCP session for your user, specifying the toolkits we want to use (in this case, capsule crm)
  • The session returns an MCP HTTP endpoint URL that acts as a gateway to all your configured tools
  • LlamaIndex will connect to this endpoint to dynamically discover and use the available Capsule crm tools.
  • The MCP tools are mapped to LlamaIndex-compatible tools and plug them into the Agent.
8

Create an interactive chat loop

async function chatLoop(agent: ReturnType<typeof createAgent>) {
  const rl = readline.createInterface({ input, output });

  console.log("Type 'quit' or 'exit' to stop.");

  while (true) {
    let userInput: string;

    try {
      userInput = (await rl.question("\nYou: ")).trim();
    } catch {
      console.log("\nAgent: Bye!");
      break;
    }

    if (!userInput) {
      continue;
    }

    const lower = userInput.toLowerCase();
    if (lower === "quit" || lower === "exit") {
      console.log("Agent: Bye!");
      break;
    }

    try {
      process.stdout.write("Agent: ");

      const stream = agent.runStream(userInput);
      let finalResult: any = null;

      for await (const event of stream) {
        // The event.data contains the streamed content
        const data: any = event.data;

        // Check for streaming delta content
        if (data?.delta) {
          process.stdout.write(data.delta);
        }

        // Store final result for fallback
        if (data?.result || data?.message) {
          finalResult = data;
        }
      }

      // If no streaming happened, show the final result
      if (finalResult) {
        const answer =
          finalResult.result ??
          finalResult.message?.content ??
          finalResult.message ??
          "";
        if (answer && typeof answer === "string" && !answer.includes("[object")) {
          process.stdout.write(answer);
        }
      }

      console.log(); // New line after streaming completes
    } catch (err: any) {
      console.error("\nAgent error:", err?.message ?? err);
    }
  }

  rl.close();
}

What's happening:

  • We're creating a direct terminal interface to chat with Capsule crm
  • The LLM's responses are streamed to the CLI for faster interaction.
  • The agent uses context to maintain conversation history
  • The agent processes the request, selects appropriate Capsule crm tools, and returns a result
  • We extract the answer from the result data structure and display it to the user
  • You can type 'quit' or 'exit' to stop the chat loop gracefully
  • Agent responses and any errors are streamed in a clear, readable format
9

Define the main entry point

async function main() {
  try {
    const agent = await buildAgent();
    await chatLoop(agent);
  } catch (err) {
    console.error("Failed to start agent:", err);
    process.exit(1);
  }
}

main();

What's happening here:

  • We're orchestrating the entire application flow
  • The agent gets built with proper error handling
  • Then we kick off the interactive chat loop so you can start talking to Capsule crm
10

Run the agent

npx ts-node llamaindex-agent.ts

When prompted, authenticate and authorise your agent with Capsule crm, then start asking questions.

Complete Code

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

import "dotenv/config";
import readline from "node:readline/promises";
import { stdin as input, stdout as output } from "node:process";

import { Composio } from "@composio/core";
import { LlamaindexProvider } from "@composio/llamaindex";

import { mcp } from "@llamaindex/tools";
import { agent as createAgent } from "@llamaindex/workflow";
import { openai } from "@llamaindex/openai";

dotenv.config();

const OPENAI_API_KEY = process.env.OPENAI_API_KEY;
const COMPOSIO_API_KEY = process.env.COMPOSIO_API_KEY;
const COMPOSIO_USER_ID = process.env.COMPOSIO_USER_ID;

if (!OPENAI_API_KEY) {
    throw new Error("OPENAI_API_KEY is not set in the environment");
  }
if (!COMPOSIO_API_KEY) {
    throw new Error("COMPOSIO_API_KEY is not set in the environment");
  }
if (!COMPOSIO_USER_ID) {
    throw new Error("COMPOSIO_USER_ID is not set in the environment");
  }

async function buildAgent() {

  console.log(`Initializing Composio client...${COMPOSIO_USER_ID!}...`);
  console.log(`COMPOSIO_USER_ID: ${COMPOSIO_USER_ID!}...`);

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

  const session = await composio.create(
    COMPOSIO_USER_ID!,
    {
      toolkits: ["capsule_crm"],
    },
  );

  const mcpUrl = session.mcp.url;
  console.log(`Composio Tool Router MCP URL: ${mcpUrl}`);

  const server = mcp({
    url: mcpUrl,
    clientName: "composio_tool_router_with_llamaindex",
    requestInit: {
      headers: {
        "x-api-key": COMPOSIO_API_KEY!,
      },
    },
    // verbose: true,
  });

  const tools = await server.tools();

  const llm = openai({ apiKey: OPENAI_API_KEY, model: "gpt-5" });

  const agent = createAgent({
    name: "composio_tool_router_with_llamaindex",
    description:
      "An agent that uses Composio Tool Router MCP tools to perform actions.",
    systemPrompt:
      "You are a helpful assistant connected to Composio Tool Router."+
"Use the available tools to answer user queries and perform Capsule crm actions." ,
    llm,
    tools,
  });

  return agent;
}

async function chatLoop(agent: ReturnType<typeof createAgent>) {
  const rl = readline.createInterface({ input, output });

  console.log("Type 'quit' or 'exit' to stop.");

  while (true) {
    let userInput: string;

    try {
      userInput = (await rl.question("\nYou: ")).trim();
    } catch {
      console.log("\nAgent: Bye!");
      break;
    }

    if (!userInput) {
      continue;
    }

    const lower = userInput.toLowerCase();
    if (lower === "quit" || lower === "exit") {
      console.log("Agent: Bye!");
      break;
    }

    try {
      process.stdout.write("Agent: ");

      const stream = agent.runStream(userInput);
      let finalResult: any = null;

      for await (const event of stream) {
        // The event.data contains the streamed content
        const data: any = event.data;

        // Check for streaming delta content
        if (data?.delta) {
          process.stdout.write(data.delta);
        }

        // Store final result for fallback
        if (data?.result || data?.message) {
          finalResult = data;
        }
      }

      // If no streaming happened, show the final result
      if (finalResult) {
        const answer =
          finalResult.result ??
          finalResult.message?.content ??
          finalResult.message ??
          "";
        if (answer && typeof answer === "string" && !answer.includes("[object")) {
          process.stdout.write(answer);
        }
      }

      console.log(); // New line after streaming completes
    } catch (err: any) {
      console.error("\nAgent error:", err?.message ?? err);
    }
  }

  rl.close();
}

async function main() {
  try {
    const agent = await buildAgent();
    await chatLoop(agent);
  } catch (err: any) {
    console.error("Failed to start agent:", err?.message ?? err);
    process.exit(1);
  }
}

main();

Conclusion

You've successfully connected Capsule crm to LlamaIndex through Composio's Tool Router MCP layer. Key takeaways:
  • Tool Router dynamically exposes Capsule crm tools through an MCP endpoint
  • LlamaIndex's ReActAgent handles reasoning and orchestration; Composio handles integrations
  • The agent becomes more capable without increasing prompt size
  • Async Python provides clean, efficient execution of agent workflows
You can easily extend this to other toolkits like Gmail, Notion, Stripe, GitHub, and more by adding them to the toolkits parameter.
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.

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FAQ

Frequently asked questions

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