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How to integrate Capsule crm MCP with Pydantic AI

Connect Pydantic AI 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 Pydantic AI 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 Pydantic 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.

For exact tool slugs and parameter tables, see the tool catalog in the Composio docs.

Also integrate Capsule crm with

Claude CodeChatGPTClaude CoworkAntigravityOpenAI Agents SDKClaude Agent SDKCodexOpenClawHermesAtomic AgentGoogle ADKLangChainVercel AI SDKMastra AILlamaIndexCrewAIAutoGen

TL;DR

Here's what you'll learn:
  • How to set up your Composio API key and User ID
  • How to create a Composio Tool Router session for Capsule crm
  • How to attach an MCP Server to a Pydantic AI agent
  • How to stream responses and maintain chat history
  • How to build a simple REPL-style chat interface to test your Capsule crm workflows

What is Pydantic AI?

Pydantic AI is a Python framework for building AI agents with strong typing and validation. It leverages Pydantic's data validation capabilities to create robust, type-safe AI applications.

Key features include:

  • Type Safety: Built on Pydantic for automatic data validation
  • MCP Support: Native support for Model Context Protocol servers
  • Streaming: Built-in support for streaming responses
  • Async First: Designed 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 step09 STEPS
1

Prerequisites

Before starting, make sure you have:
  • Python 3.9 or higher
  • A Composio account with an active API key
  • Basic familiarity with Python and async programming
2

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.
3

Install dependencies

bash
pip install composio pydantic-ai python-dotenv

Install the required libraries.

What's happening:

  • composio connects your agent to external SaaS tools like Capsule crm
  • pydantic-ai lets you create structured AI agents with tool support
  • python-dotenv loads your environment variables securely from a .env file
4

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

Create a .env file in your project root.

What's happening:

  • COMPOSIO_API_KEY authenticates your agent to Composio's API
  • USER_ID associates your session with your account for secure tool access
  • OPENAI_API_KEY to access OpenAI LLMs
5

Import dependencies

python
import asyncio
import os
from dotenv import load_dotenv
from composio import Composio
from pydantic_ai import Agent
from pydantic_ai.mcp import MCPServerStreamableHTTP

load_dotenv()
What's happening:
  • We load environment variables and import required modules
  • Composio manages connections to Capsule crm
  • MCPServerStreamableHTTP connects to the Capsule crm MCP server endpoint
  • Agent from Pydantic AI lets you define and run the AI assistant
6

Create a Tool Router Session

python
async def main():
    api_key = os.getenv("COMPOSIO_API_KEY")
    user_id = os.getenv("USER_ID")
    if not api_key or not user_id:
        raise RuntimeError("Set COMPOSIO_API_KEY and USER_ID in your environment")

    # Create a Composio Tool Router session for Capsule crm
    composio = Composio(api_key=api_key)
    session = composio.create(
        user_id=user_id,
        toolkits=["capsule_crm"],
    )
    url = session.mcp.url
    if not url:
        raise ValueError("Composio session did not return an MCP URL")
What's happening:
  • We're creating a Tool Router session that gives your agent access to Capsule crm tools
  • The create method takes the user ID and specifies which toolkits should be available
  • The returned session.mcp.url is the MCP server URL that your agent will use
7

Initialize the Pydantic AI Agent

python
# Attach the MCP server to a Pydantic AI Agent
capsule_crm_mcp = MCPServerStreamableHTTP(url, headers={"x-api-key": COMPOSIO_API_KEY})
agent = Agent(
    "openai:gpt-5",
    toolsets=[capsule_crm_mcp],
    instructions=(
        "You are a Capsule crm assistant. Use Capsule crm tools to help users "
        "with their requests. Ask clarifying questions when needed."
    ),
)
What's happening:
  • The MCP client connects to the Capsule crm endpoint
  • The agent uses GPT-5 to interpret user commands and perform Capsule crm operations
  • The instructions field defines the agent's role and behavior
8

Build the chat interface

python
# Simple REPL with message history
history = []
print("Chat started! Type 'exit' or 'quit' to end.\n")
print("Try asking the agent to help you with Capsule crm.\n")

while True:
    user_input = input("You: ").strip()
    if user_input.lower() in {"exit", "quit", "bye"}:
        print("\nGoodbye!")
        break
    if not user_input:
        continue

    print("\nAgent is thinking...\n", flush=True)

    async with agent.run_stream(user_input, message_history=history) as stream_result:
        collected_text = ""
        async for chunk in stream_result.stream_output():
            text_piece = None
            if isinstance(chunk, str):
                text_piece = chunk
            elif hasattr(chunk, "delta") and isinstance(chunk.delta, str):
                text_piece = chunk.delta
            elif hasattr(chunk, "text"):
                text_piece = chunk.text
            if text_piece:
                collected_text += text_piece
        result = stream_result

    print(f"Agent: {collected_text}\n")
    history = result.all_messages()
What's happening:
  • The agent reads input from the terminal and streams its response
  • Capsule crm API calls happen automatically under the hood
  • The model keeps conversation history to maintain context across turns
9

Run the application

python
if __name__ == "__main__":
    asyncio.run(main())
What's happening:
  • The asyncio loop launches the agent and keeps it running until you exit

Complete Code

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

python
import asyncio
import os
from dotenv import load_dotenv
from composio import Composio
from pydantic_ai import Agent
from pydantic_ai.mcp import MCPServerStreamableHTTP

load_dotenv()

async def main():
    api_key = os.getenv("COMPOSIO_API_KEY")
    user_id = os.getenv("USER_ID")
    if not api_key or not user_id:
        raise RuntimeError("Set COMPOSIO_API_KEY and USER_ID in your environment")

    # Create a Composio Tool Router session for Capsule crm
    composio = Composio(api_key=api_key)
    session = composio.create(
        user_id=user_id,
        toolkits=["capsule_crm"],
    )
    url = session.mcp.url
    if not url:
        raise ValueError("Composio session did not return an MCP URL")

    # Attach the MCP server to a Pydantic AI Agent
    capsule_crm_mcp = MCPServerStreamableHTTP(url, headers={"x-api-key": COMPOSIO_API_KEY})
    agent = Agent(
        "openai:gpt-5",
        toolsets=[capsule_crm_mcp],
        instructions=(
            "You are a Capsule crm assistant. Use Capsule crm tools to help users "
            "with their requests. Ask clarifying questions when needed."
        ),
    )

    # Simple REPL with message history
    history = []
    print("Chat started! Type 'exit' or 'quit' to end.\n")
    print("Try asking the agent to help you with Capsule crm.\n")

    while True:
        user_input = input("You: ").strip()
        if user_input.lower() in {"exit", "quit", "bye"}:
            print("\nGoodbye!")
            break
        if not user_input:
            continue

        print("\nAgent is thinking...\n", flush=True)

        async with agent.run_stream(user_input, message_history=history) as stream_result:
            collected_text = ""
            async for chunk in stream_result.stream_output():
                text_piece = None
                if isinstance(chunk, str):
                    text_piece = chunk
                elif hasattr(chunk, "delta") and isinstance(chunk.delta, str):
                    text_piece = chunk.delta
                elif hasattr(chunk, "text"):
                    text_piece = chunk.text
                if text_piece:
                    collected_text += text_piece
            result = stream_result

        print(f"Agent: {collected_text}\n")
        history = result.all_messages()

if __name__ == "__main__":
    asyncio.run(main())

Conclusion

You've built a Pydantic AI agent that can interact with Capsule crm through Composio's Tool Router. With this setup, your agent can perform real Capsule crm actions through natural language. You can extend this further by:
  • Adding other toolkits like Gmail, HubSpot, or Salesforce
  • Building a web-based chat interface around this agent
  • Using multiple MCP endpoints to enable cross-app workflows (for example, Gmail + Capsule crm for workflow automation)
This architecture makes your AI agent "agent-native", able to securely use APIs in a unified, composable way without custom integrations.
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.

FRAMEWORKS

How to build Capsule crm MCP Agent with another framework

Claude Code logo

Claude Code

Use Capsule crm MCP with Claude Code

ChatGPT logo

ChatGPT

Use Capsule crm MCP with ChatGPT

Claude Cowork logo

Claude Cowork

Use Capsule crm MCP with Claude Cowork

Antigravity logo

Antigravity

Use Capsule crm MCP with Antigravity

OpenAI Agents SDK logo

OpenAI Agents SDK

Use Capsule crm MCP with OpenAI Agents SDK

Claude Agent SDK logo

Claude Agent SDK

Use Capsule crm MCP with Claude Agent SDK

Codex logo

Codex

Use Capsule crm MCP with Codex

OpenClaw logo

OpenClaw

Use Capsule crm MCP with OpenClaw

Hermes logo

Hermes

Use Capsule crm MCP with Hermes

Atomic Agent logo

Atomic Agent

Use Capsule crm MCP with Atomic Agent

Google ADK logo

Google ADK

Use Capsule crm MCP with Google ADK

LangChain logo

LangChain

Use Capsule crm MCP with LangChain

Vercel AI SDK logo

Vercel AI SDK

Use Capsule crm MCP with Vercel AI SDK

Mastra AI logo

Mastra AI

Use Capsule crm MCP with Mastra AI

LlamaIndex logo

LlamaIndex

Use Capsule crm MCP with LlamaIndex

CrewAI logo

CrewAI

Use Capsule crm MCP with CrewAI

AutoGen logo

AutoGen

Use Capsule crm MCP with AutoGen

FAQ

Frequently asked questions

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