How to connect multiple Capsule crm accounts to Claude

Claude does not have a built-in Capsule crm connector. If you manage separate Capsule crm accounts for different products, regions, or business units, you still need a way to connect them and choose the right account for each task.

Composio adds Capsule crm to Claude and keeps each account separate. You can give every connection a simple name, such as capsule_crm-1, capsule_crm-2, or capsule_crm-3, and tell Claude which account to use.

• One Composio connector in Claude
• Two or more Capsule crm accounts connected behind it
• A clear name for each account
• The ability to work in the right Capsule crm account from a single Claude chat

For example:

Search my capsule_crm-1 and capsule_crm-2 Capsule crm accounts for anything that needs my attention from the last 7 days. Tell me which account each item came from.

Using the capsule_crm-1 account, add new company and contact details.

• A Claude account
• A free Composio account
• Access to each Capsule crm account you want to connect

If you use Claude Free, you can have one custom connector. If you already use that slot, you will need to remove the existing custom connector first.

If you use Claude Team or Enterprise, an Owner may need to add the connector for the organisation. Each member can then connect their own accounts.

Step 1: Add Composio to Claude (one-time process)

1. Click the button below. This will take you to the Claude Custom Connector modal.

Add to Claude

2. Click Continue

3. In the next modal, click Add

4. It will take you to the authentication page. Sign in to Composio and approve the connection.

Then return to Claude and make sure Composio is enabled.

Step 2: Connect your first Capsule crm account

In a new Claude chat, type:

Connect my capsule_crm-1 Capsule crm account to Composio. Call it capsule_crm-1.

Claude will give you a sign-in link.

1. Click the link.
2. Sign in to your capsule_crm-1 Capsule crm account.
3. Review and approve Capsule crm's permission request.
4. Return to Claude.

Claude should confirm that the account is connected.

The name capsule_crm-1 is how Claude knows which Capsule crm account to use. Choose short, obvious names. Good examples include:

• capsule_crm-1
• capsule_crm-2
• capsule_crm-3

Step 3: Connect your second Capsule crm account

In the same Claude chat, type:

Connect another Capsule crm account. Call it capsule_crm-2.

Claude will give you a new sign-in link.

1. Open the link.
2. Sign in to the second Capsule crm account.
3. Review and approve Capsule crm's permission request.
4. Return to Claude.

Claude should confirm that capsule_crm-2 is connected.

Important: Check that Capsule crm is showing the second account before you approve access. If the wrong account appears, sign out or open the link in an incognito or private window.

Repeat this step for every other Capsule crm account you want to add. Give each connection a short, descriptive name such as capsule_crm-1, capsule_crm-2, capsule_crm-3, or client-acme.

Step 4: Check your connected Capsule crm accounts

Ask Claude:

List my connected Capsule crm accounts in Composio. Show each account's name and connection status.

You should see every account you added, and each connection should show as ACTIVE.

For an extra check, ask:

Show the account email or ID and the account name for each connected Capsule crm account.

This helps you confirm that every label points to the correct Capsule crm account and that you did not connect the same account twice.

Step 5: Use the right Capsule crm account

Mention the account name whenever you ask Claude to work with Capsule crm. This is especially important when an action could change data.

Review activity across accounts

Check capsule_crm-1 and capsule_crm-2 for anything new in Capsule crm from the last 14 days. Group the results by account.

List all open tasks for today

Using the capsule_crm-1 account, list all open tasks for today.

Show all projects started this month

Using the capsule_crm-2 account, show all projects started this month.

Find something across accounts

Search all connected Capsule crm accounts for customer@example.com. Show which account it appears in and summarise the latest activity.

For actions such as creating, changing, or deleting data, ask Claude to show you the planned action first and wait for your confirmation.

Add this to your Claude preferences or project instructions, replacing the examples with your own account names:

My Capsule crm accounts are: capsule_crm-1 = my main account, capsule_crm-2 = my second account, and capsule_crm-3 = a client account. Always use the named account when I specify one. If I do not name an account, ask me which one to use. Before creating, changing, or deleting anything, show me the planned action and wait for confirmation.

The chat method is the quickest way to connect accounts. Use the dashboard when you want to add, rename, reconnect, or remove a connection.

1. Go to dashboard.composio.dev.

2. Sign in with the same Composio account you connected to Claude.
3. Open For You from the product switcher.
4. Find Capsule crm.
5. Click Connect and complete the Capsule crm authorisation flow.
6. Click Connect again to add another Capsule crm account. Composio keeps it as a separate connection instead of replacing the first.
7. Give each connection a clear label, such as capsule_crm-1, capsule_crm-2, or capsule_crm-3.

If Capsule crm opens the wrong account during authorisation, sign out first or use an incognito or private window.

From the dashboard, you can also:

• Rename a connection when a default label such as capsule_crm-2 is no longer useful.
• Disconnect or delete an account you no longer want Claude to access.
• Re-authorise an expired or revoked connection.