MCP For Claude Marketplace
Capsule CRM

Capsule CRM MCP Connector for Claude

A+

Manage contacts, sales opportunities, and projects via Capsule CRM — search parties, track pipelines, and manage tasks directly from any AI agent.

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

Connect your Capsule CRM account to any AI agent to streamline your sales and relationship management workflows through natural conversation.

What you can do

  • Contact Management — List, search, and retrieve detailed profiles for people and organizations (Parties) using search_parties and get_party.
  • Sales Pipeline — Track opportunities, update milestones, and manage your sales funnel with list_opportunities and update_opportunity.
  • Project Tracking — Oversee projects from inception to completion with list_projects and get_project.
  • Task & Activity Logging — Create and manage tasks, and view history entries with list_tasks and list_entity_entries to keep track of every interaction.
  • Customization — Access tags and custom fields via list_tags and list_custom_fields to maintain your specific business data structure.

How it works

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

Who is this for?

  • Sales Teams — quickly update opportunity status and add notes after calls without leaving the chat interface.
  • Account Managers — retrieve full contact history and background info before meetings.
  • Project Leads — monitor project progress and task completion across the organization.
crmsales-trackingcontact-managementpipeline-managementtask-management

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

create_opportunity

Create a new opportunity

create_party

Create a new party (person or organisation)

create_project

Create a new project (kase)

create_task

Create a new task

delete_party

Delete a party

delete_project

Delete a project (kase)

get_opportunity

Get details for a specific opportunity

list_custom_fields

List custom field definitions for parties, opportunities, or kases

list_entity_entries

List entries for a specific party, project, or opportunity

list_entries

List recent entries (notes & emails)

list_opportunities

List all opportunities

list_projects

List all projects (kases)

list_tags

List tag definitions for parties, opportunities, or kases

list_tasks

List tasks (default: open)

update_party

Update an existing party

update_project

Update an existing project (kase)

update_task

Update an existing task

create_entry

Create a new note entry

delete_opportunity

Delete an opportunity

delete_task

Delete a task

get_current_user

Show the authenticated user

get_party

Get details for a specific party

get_project

Get details for a specific project (kase)

get_task

Get details for a specific task

list_deleted_parties

List deleted parties since a specific date

list_parties

List all parties (people and organisations)

list_users

List all users

search_opportunities

Search for opportunities

search_parties

Search for parties

update_opportunity

Update an existing opportunity

list_teams

List all teams

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

Search for a contact named 'Alice Smith' in Capsule.

I found a contact: Alice Smith (ID: 54321) at 'Tech Solutions'. Would you like me to fetch her full profile or recent interaction history?

List all my open sales opportunities.

You have 3 open opportunities: 'Enterprise License' ($5,000), 'Consulting Services' ($2,500), and 'API Integration' ($1,200). Which one would you like to update?

Show me the tasks for project ID 12345.

I've retrieved the tasks for project 12345. There are 2 pending tasks: 'Review contract' (Due tomorrow) and 'Send welcome email' (Overdue).

You can use the `search_parties` tool by providing a search query. The AI will return matching people and organizations, including their IDs for further inspection via `get_party`.

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