Capsule crm with Mastra AI

How to integrate Capsule crm MCP with Mastra AI

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Introduction Also integrate Capsule crm with TL;DR What is Mastra AI What is the Capsule crm MCP server Supported Tools & Triggers Creating MCP Server - Stand-alone vs Composio SDK Step-by-step Guide Complete Code Conclusion How to build Capsule crm MCP Agent with another framework Explore Other Toolkits FAQ

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Introduction

This guide walks you through connecting Capsule crm to Mastra AI 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 Mastra AI 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

ChatGPT OpenAI Agents SDK Claude Agent SDK Claude Code Claude Cowork Codex OpenClaw Hermes CLI Google ADK LangChain Vercel AI SDK LlamaIndex CrewAI

TL;DR

Here's what you'll learn:

Set up your environment so Mastra, OpenAI, and Composio work together
Create a Tool Router session in Composio that exposes Capsule crm tools
Connect Mastra's MCP client to the Composio generated MCP URL
Fetch Capsule crm tool definitions and attach them as a toolset
Build a Mastra agent that can reason, call tools, and return structured results
Run an interactive CLI where you can chat with your Capsule crm agent

What is Mastra AI?

Mastra AI is a TypeScript framework for building AI agents with tool support. It provides a clean API for creating agents that can use external services through MCP.

Key features include:

MCP Client: Built-in support for Model Context Protocol servers
Toolsets: Organize tools into logical groups
Step Callbacks: Monitor and debug agent execution
OpenAI Integration: Works with OpenAI models via @ai-sdk/openai

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:

Discovery: Searches for tools matching your task and returns relevant toolkits with their details.
Authentication: Checks for active connections. If missing, creates an auth config and returns a connection URL via Auth Link.
Execution: Executes the action using the authenticated connection.

Step-by-step Guide

Prerequisites

Before starting, make sure you have:

Node.js 18 or higher
A Composio account with an active API key
An OpenAI API key
Basic familiarity with TypeScript

Getting API Keys for OpenAI and Composio

OpenAI API Key

Go to the OpenAI dashboard and create an API key.
You need credits or a connected billing setup to use the models.
Store the key somewhere safe.

Composio API Key

Log in to the Composio dashboard.
Go to Settings and copy your API key.
This key lets your Mastra agent talk to Composio and reach Capsule crm through MCP.

Install dependencies

bash

npm install @composio/core @mastra/core @mastra/mcp @ai-sdk/openai dotenv

Install the required packages.

What's happening:

@composio/core is the Composio SDK for creating MCP sessions
@mastra/core provides the Agent class
@mastra/mcp is Mastra's MCP client
@ai-sdk/openai is the model wrapper for OpenAI
dotenv loads environment variables from .env

Set up environment variables

bash

COMPOSIO_API_KEY=your_composio_api_key_here
COMPOSIO_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 your requests to Composio
COMPOSIO_USER_ID tells Composio which user this session belongs to
OPENAI_API_KEY lets the Mastra agent call OpenAI models

Import libraries and validate environment

typescript

import "dotenv/config";
import { openai } from "@ai-sdk/openai";
import { Agent } from "@mastra/core/agent";
import { MCPClient } from "@mastra/mcp";
import { Composio } from "@composio/core";
import * as readline from "readline";

import type { AiMessageType } from "@mastra/core/agent";

const openaiAPIKey = process.env.OPENAI_API_KEY;
const composioAPIKey = process.env.COMPOSIO_API_KEY;
const composioUserID = process.env.COMPOSIO_USER_ID;

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

const composio = new Composio({
  apiKey: composioAPIKey as string,
});

What's happening:

dotenv/config auto loads your .env so process.env.* is available
openai gives you a Mastra compatible model wrapper
Agent is the Mastra agent that will call tools and produce answers
MCPClient connects Mastra to your Composio MCP server
Composio is used to create a Tool Router session

Create a Tool Router session for Capsule crm

typescript

async function main() {
  const session = await composio.create(
    composioUserID as string,
    {
      toolkits: ["capsule_crm"],
    },
  );

  const composioMCPUrl = session.mcp.url;
  console.log("Capsule crm MCP URL:", composioMCPUrl);

What's happening:

create spins up a short-lived MCP HTTP endpoint for this user
The toolkits array contains "capsule_crm" for Capsule crm access
session.mcp.url is the MCP URL that Mastra's MCPClient will connect to

Configure Mastra MCP client and fetch tools

typescript

const mcpClient = new MCPClient({
    id: composioUserID as string,
    servers: {
      nasdaq: {
        url: new URL(composioMCPUrl),
        requestInit: {
          headers: session.mcp.headers,
        },
      },
    },
    timeout: 30_000,
  });

console.log("Fetching MCP tools from Composio...");
const composioTools = await mcpClient.getTools();
console.log("Number of tools:", Object.keys(composioTools).length);

What's happening:

MCPClient takes an id for this client and a list of MCP servers
The headers property includes the x-api-key for authentication
getTools fetches the tool definitions exposed by the Capsule crm toolkit

Create the Mastra agent

typescript

const agent = new Agent({
    name: "capsule_crm-mastra-agent",
    instructions: "You are an AI agent with Capsule crm tools via Composio.",
    model: "openai/gpt-5",
  });

What's happening:

Agent is the core Mastra agent
name is just an identifier for logging and debugging
instructions guide the agent to use tools instead of only answering in natural language
model uses openai("gpt-5") to configure the underlying LLM

Set up interactive chat interface

typescript

let messages: AiMessageType[] = [];

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

const rl = readline.createInterface({
  input: process.stdin,
  output: process.stdout,
  prompt: "> ",
});

rl.prompt();

rl.on("line", async (userInput: string) => {
  const trimmedInput = userInput.trim();

  if (["exit", "quit", "bye"].includes(trimmedInput.toLowerCase())) {
    console.log("\nGoodbye!");
    rl.close();
    process.exit(0);
  }

  if (!trimmedInput) {
    rl.prompt();
    return;
  }

  messages.push({
    id: crypto.randomUUID(),
    role: "user",
    content: trimmedInput,
  });

  console.log("\nAgent is thinking...\n");

  try {
    const response = await agent.generate(messages, {
      toolsets: {
        capsule_crm: composioTools,
      },
      maxSteps: 8,
    });

    const { text } = response;

    if (text && text.trim().length > 0) {
      console.log(`Agent: ${text}\n`);
        messages.push({
          id: crypto.randomUUID(),
          role: "assistant",
          content: text,
        });
      }
    } catch (error) {
      console.error("\nError:", error);
    }

    rl.prompt();
  });

  rl.on("close", async () => {
    console.log("\nSession ended.");
    await mcpClient.disconnect();
    process.exit(0);
  });
}

main().catch((err) => {
  console.error("Fatal error:", err);
  process.exit(1);
});

What's happening:

messages keeps the full conversation history in Mastra's expected format
agent.generate runs the agent with conversation history and Capsule crm toolsets
maxSteps limits how many tool calls the agent can take in a single run
onStepFinish is a hook that prints intermediate steps for debugging

Complete Code

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

typescript

import "dotenv/config";
import { openai } from "@ai-sdk/openai";
import { Agent } from "@mastra/core/agent";
import { MCPClient } from "@mastra/mcp";
import { Composio } from "@composio/core";
import * as readline from "readline";

import type { AiMessageType } from "@mastra/core/agent";

const openaiAPIKey = process.env.OPENAI_API_KEY;
const composioAPIKey = process.env.COMPOSIO_API_KEY;
const composioUserID = process.env.COMPOSIO_USER_ID;

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

const composio = new Composio({ apiKey: composioAPIKey as string });

async function main() {
  const session = await composio.create(composioUserID as string, {
    toolkits: ["capsule_crm"],
  });

  const composioMCPUrl = session.mcp.url;

  const mcpClient = new MCPClient({
    id: composioUserID as string,
    servers: {
      capsule_crm: {
        url: new URL(composioMCPUrl),
        requestInit: {
          headers: session.mcp.headers,
        },
      },
    },
    timeout: 30_000,
  });

  const composioTools = await mcpClient.getTools();

  const agent = new Agent({
    name: "capsule_crm-mastra-agent",
    instructions: "You are an AI agent with Capsule crm tools via Composio.",
    model: "openai/gpt-5",
  });

  let messages: AiMessageType[] = [];

  const rl = readline.createInterface({
    input: process.stdin,
    output: process.stdout,
    prompt: "> ",
  });

  rl.prompt();

  rl.on("line", async (input: string) => {
    const trimmed = input.trim();
    if (["exit", "quit"].includes(trimmed.toLowerCase())) {
      rl.close();
      return;
    }

    messages.push({ id: crypto.randomUUID(), role: "user", content: trimmed });

    const { text } = await agent.generate(messages, {
      toolsets: { capsule_crm: composioTools },
      maxSteps: 8,
    });

    if (text) {
      console.log(`Agent: ${text}\n`);
      messages.push({ id: crypto.randomUUID(), role: "assistant", content: text });
    }

    rl.prompt();
  });

  rl.on("close", async () => {
    await mcpClient.disconnect();
    process.exit(0);
  });
}

main();

Conclusion

You've built a Mastra AI agent that can interact with Capsule crm through Composio's Tool Router. You can extend this further by:

Adding other toolkits like Gmail, Slack, or GitHub
Building a web-based chat interface around this agent
Using multiple MCP endpoints to enable cross-app workflows

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TOOLKIT MARKETPLACE

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 Mastra AI?

Yes, you can. Mastra AI 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

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 free Get a demo↗

Harsha GaddipatiCo-founder, Slashy

Karan skipped his own birthday party to fix our critical issue. It was 10 pm and he diverted his Waymo to help us instead. This really sets the bar, shows you the commitment you need to have when users rely on your software.

Abhi AryaCo-founder, Opennote

A lot of students tell us that the moment their connected tools start talking to each other inside Opennote feels almost magical. The agent just knows them, and it has immensely helped in keeping new users on the platform.

Nirman DaveCEO, Zams

We chose Composio over Pipedream because it delivered depth where it mattered. It supported niche tools and tricky edge cases that other platforms simply ignored. Giving us confidence to scale without compromising.

Ryan YuFounder, Extra Thursday

As a solo builder, shipping fast is life or death. The only way I can outcompete incumbents is by outmanoeuvring them. Getting bogged down in the complexities of managing agent auth would have been a death sentence for Extra Thursday.

Tomisin JenrolaFounder & CEO, SwarmZero

Before partnering with Composio, adding tool integrations was a slow, resource-intensive process. Each integration could take weeks or months of engineering time, and maintaining them meant constantly keeping up with API changes.

Jerome LeclancheCo-Founder, Ingram Technologies

With hands-on help from their founder, we integrated Gmail and Google Drive in just 30 minutes. This level of personal support and commitment is exactly what startups should strive for.

Harsha GaddipatiCo-founder, Slashy

Abhi AryaCo-founder, Opennote

Nirman DaveCEO, Zams

Ryan YuFounder, Extra Thursday

Tomisin JenrolaFounder & CEO, SwarmZero

Jerome LeclancheCo-Founder, Ingram Technologies

With hands-on help from their founder, we integrated Gmail and Google Drive in just 30 minutes. This level of personal support and commitment is exactly what startups should strive for.

Harsha GaddipatiCo-founder, Slashy

Abhi AryaCo-founder, Opennote

Nirman DaveCEO, Zams

Ryan YuFounder, Extra Thursday

Tomisin JenrolaFounder & CEO, SwarmZero

Jerome LeclancheCo-Founder, Ingram Technologies

With hands-on help from their founder, we integrated Gmail and Google Drive in just 30 minutes. This level of personal support and commitment is exactly what startups should strive for.

How to integrate Capsule crm MCP with Mastra AI

Table of Contents

Connect Capsule crm without Auth hassles

Introduction

Also integrate Capsule crm with

TL;DR

What is Mastra AI?

What is the Capsule crm MCP server, and what's possible with it?

Supported Tools & Triggers

What is the Composio tool router, and how does it fit here?

What is Composio SDK?

How the Composio SDK works

Step-by-step Guide

Prerequisites

Getting API Keys for OpenAI and Composio

Install dependencies

Set up environment variables

Import libraries and validate environment

Create a Tool Router session for Capsule crm

Configure Mastra MCP client and fetch tools

Create the Mastra agent

Set up interactive chat interface

Complete Code

Conclusion

How to build Capsule crm MCP Agent with another framework

ChatGPT

OpenAI Agents SDK

Claude Agent SDK

Claude Code

Claude Cowork

Codex

OpenClaw

Hermes

CLI

Google ADK

LangChain

Vercel AI SDK

LlamaIndex

CrewAI

Explore Other Toolkits

Hubspot

Pipedrive

Salesforce

FAQ

What are the differences in Tool Router MCP and Capsule crm MCP?

Can I use Tool Router MCP with Mastra AI?

Can I manage the permissions and scopes for Capsule crm while using Tool Router?

How safe is my data with Composio Tool Router?

Used by agents from

Never worry about agent reliability