MCP For Claude Marketplace
Capsule CRM

Capsule CRM MCP Connector for Claude

A+

Manage your CRM via Capsule — track contacts, opportunities, and tasks directly from any AI agent.

11 tools Official Updated Oct 1, 2026 Official Vinkius Partner
More Details Connect to Claude

Connect your Capsule CRM account to any AI agent and orchestrate your sales pipelines, contact management, and task automation through natural conversation.

What you can do

  • Contact Oversight — List all your parties (people and organizations) and retrieve detailed profiles, including emails and tags.
  • Opportunity Coordination — List all sales opportunities and retrieve detailed metadata, including milestones and values.
  • Task Management — Create, update, and monitor tasks and reminders to ensure your sales process stays on track.
  • Project Tracking — Access and list your projects managed within the platform to maintain visibility across your team.
  • CRM Automation — Create new person profiles and tasks directly from your workspace using natural language.
  • Deep Dives — Get detailed data for specific party, opportunity, or task IDs straight from your workspace.

How it works

  1. Subscribe to this server
  2. Enter your Capsule CRM Personal Access Token (Bearer)
  3. Start managing your sales pipeline from Claude, Cursor, or any MCP-compatible client

Who is this for?

  • Sales & SDR Teams — quickly check for upcoming tasks or retrieve contact details without manual CRM logins.
  • Account Managers — monitor opportunity statuses and project progress straight from their workflow tools.
  • Business Admins — retrieve daily CRM summaries and account info using natural language.
contact-managementsales-pipelinetask-automationlead-trackingcrm-integrationopportunity-management

11 tools expose this connector's capabilities to your AI agent.

get_contact_details

Must provide a valid Party ID. Get details of a specific contact or organization

get_task_details

Pass the unique task ID. Get details of a specific task

list_opportunities

Do not use this tool if you only need a single opportunity ID. List all sales opportunities

list_projects

Use this tool to gather a list of project names and IDs. List all projects

create_person

Provide first, last, and email names. All three fields are required. Add a new person to Capsule CRM

create_task

Provide a description and optionally set a due date. The description is mandatory. Create a new task

get_account_info

Call this tool only when basic user details are required. Retrieve core account/user information

get_opportunity_details

Pass the unique opportunity ID. Get details of a specific opportunity

get_project_details

Pass the unique project ID. Get details of a specific project

list_contacts

List all contacts and organizations (parties)

list_tasks

Use this tool only when listing tasks is the primary goal. List all tasks and reminders

See how to talk to your AI agent using Capsule CRM.

List my last 5 contacts in Capsule CRM.

I've retrieved your contacts. You have 5 recent parties, including 'John Doe' (Person) and 'Vinkius North' (Organization). Would you like full details for any of them?

Show my open sales opportunities.

Retrieving opportunities... You have 3 open deals: 'New Software License' (Value: $5,000) and 'Cloud Migration Services' (Value: $12,000). Which one would you like to inspect?

Create a task 'Follow up with John Doe' due tomorrow.

Task 'Follow up with John Doe' has been successfully created in your Capsule account with a due date of tomorrow.

Yes! Use the `get_opportunity_details` tool with the Opportunity ID. Your agent will fetch the detailed metadata, which includes the value amount and currency from Capsule CRM.

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