How to integrate Capsule crm MCP with OpenClaw

Connect OpenClaw 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.

Capsule crm logoCapsule crm
Oauth2Api Key

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.

109 Tools

Introduction

OpenClaw is the fastest growing agent harness out there, which can work 24/7 to automate almost any kind of tasks. However, its capabilities are limited to the tools it has access to. Composio allows your OpenClaw to access Capsule crm with authentication management handled for you. You can execute actions on Capsule crm via your favorite OpenClaw interface (Telegram, WhatsApp, TUI, etc), whichever you prefer.

Also integrate Capsule crm with

Why use Composio?

Apart from a managed and hosted MCP server, you will get:

  • Programmatic tool calling allows LLMs to write its code in a remote workbench to handle complex tool chaining. Reduces to-and-fro with LLMs for frequent tool calling.
  • Handling Large tool responses out of LLM context to minimize context rot.
  • Dynamic just-in-time access to 20,000 tools across 1700+ other Apps for cross-app workflows. It loads the tools you need, so LLMs aren't overwhelmed by tools you don't need.

How to install Capsule crm with OpenClaw

Using Composio API Key and Setup Prompt

Copy the setup prompt from the OpenClaw dashboard
  • Run it in your OpenClaw chat interface.
  • Authenticate Capsule crm from the dashboard
  • Go back to your OpenClaw interface and start asking questions.

Using OpenClaw/Composio Plugin

1. Install OpenClaw Composio plugin

bash
openclaw plugins install @composio/openclaw-plugin

2. Copy the API Key from dashboard.composio.dev

3. Setup OpenClaw Config

bash
openclaw config set plugins.entries.composio.config.consumerKey "ck_your_key_here"

4. Restart OpenClaw

bash
openclaw gateway restart

5. Go to your chat interface and start asking questions.

6. When prompted, authenticate the app and you're all set.

How It Works

The plugin connects to Composio's MCP server at https://connect.composio.dev/mcp and registers all available tools directly into the OpenClaw agent. Tools are called by name — no extra search or execute steps needed.

If a tool returns an auth error, the agent will prompt you to connect that toolkit at dashboard.composio.dev.

Configuration

bash
{
  "plugins": {
    "entries": {
      "composio": {
        "enabled": true,
        "config": {
          "consumerKey": "ck_your_key_here"
        }
      }
    }
  }
}
OptionDescriptionDefault
enabledEnable or disable the plugintrue
consumerKeyYour Composio consumer key (ck_...)—
mcpUrlMCP server URL (advanced)https://connect.composio.dev/mcp

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.

Conclusion

You've successfully integrated Capsule crm with OpenClaw using Composio plugin. Now interact with Capsule crm directly from your terminal, Web UI, or any messenger app using natural language commands.

Key benefits of this setup:

  • Seamless integration across TUI, Web UIs, and Messenger apps like Telegram, WhatsApp, Slack, etc.
  • Natural language commands for Capsule crm operations
  • Managed authentication through Composio
  • Access to 20,000+ tools across 1700+ apps for cross-app workflows
  • Programmatic tool calling for complex tool chaining

Next steps:

  • Try asking OpenClaw to perform various Capsule crm operations
  • Explore cross-app workflows by connecting more toolkits like Calendar, Slack, Notion, etc.
  • Build complex automation scripts that leverage OpenClaw's 24/7 running capabilities
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 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 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 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.

FAQ

Frequently asked questions

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