Capsule CRM

Permanently delete a history/note entry from Capsule CRM by its ID. Use this tool when an entry was logged in error or is no longer relevant and shoul...

Permanently delete a sales opportunity from Capsule CRM by its ID. This is a destructive, irreversible action — the opportunity and its associations a...

Permanently delete a party (person or organisation) from Capsule CRM by its numeric ID. This is an irreversible operation — the party record and all d...

Permanently delete a project (case) from Capsule CRM by its ID. This is a destructive, irreversible action — the project and its associations are remo...

Permanently delete a task from Capsule CRM by its ID. Use this tool when a task is no longer relevant and should be removed entirely rather than marke...

Retrieve all activity types defined in Capsule CRM for tracking various engagement forms like meetings, calls, emails, or notes. Use this when you nee...

Retrieve all project boards defined in your Capsule CRM account. Use this when you need to see available boards for organizing projects or cases, or t...

List all available categories for organizing records in Capsule CRM, such as contact types (Customer, Vendor, Partner) or project types. Use this when...

Retrieve the list of all countries recognized by Capsule CRM. Use this when you need valid country names for populating address fields on contacts or ...

Retrieve all currencies supported by Capsule CRM. Use this when you need to know which currency codes are valid for opportunity values, or to present ...

Retrieve custom field definitions for a specific entity type in Capsule CRM. Use this when you need to understand what custom data is tracked on conta...

Retrieve a paginated list of all people (employees) linked to a specific organisation in Capsule CRM. Use this when you have an organisation's party I...

Retrieve a paginated list of history/note entries attached to a party, opportunity, or case in Capsule CRM. Entries record interactions such as notes,...

Retrieve all goals defined in your Capsule CRM account. Goals track sales targets and performance metrics for teams and individuals. Use this when you...

List all predefined reasons for lost sales opportunities in Capsule CRM. Use this when analyzing why deals are being lost, building reports on loss pa...

List all milestones across every sales pipeline in your Capsule CRM account. Use this when you need a global view of all pipeline milestones, their pr...

Retrieve all milestones for a specific sales pipeline by its ID. Use this when you need to see the stages within one particular pipeline, such as unde...

Retrieve a paginated list of all sales opportunities in Capsule CRM. Use this to audit the sales pipeline, build reports on open deals, or sync opport...

Retrieve all sales opportunities associated with a specific party (contact or organisation) in Capsule CRM. Use this to see every deal linked to a par...

Retrieve a paginated list of all parties (people and organisations) stored in Capsule CRM. Use this tool when you need to browse the full contact data...

Retrieve all sales pipelines defined in your Capsule CRM account. Use this when you need to understand how your sales process is structured, identify ...

Retrieve a paginated list of all projects (cases) in Capsule CRM. Use this to audit active and closed projects, build status reports, or sync project ...

Retrieve all projects (cases) associated with a specific party (contact or organisation) in Capsule CRM. Use this to see every project linked to a par...

List all project board stages across every board in your Capsule CRM account. Use this when you need a global view of project workflow stages, such as...

Retrieve all stages for a specific project board by its ID. Use this when you need to see the workflow columns within one particular board, such as un...

Retrieve all tags associated with a specific entity type in Capsule CRM. Use this when you need to see available tags for categorizing contacts, oppor...

Retrieve a paginated list of tasks from Capsule CRM, filtered by status. Use this tool when you need to review outstanding to-do items, check overdue ...

Retrieve all teams defined in your Capsule CRM account. Use this when you need to see organizational groupings, find a team's ID for filtering or assi...

Retrieve all track (workflow automation) definitions in Capsule CRM. Tracks are predefined sequences of tasks that can be applied to contacts, opportu...

Retrieve all users registered in your Capsule CRM account. Use this when you need to see who has access, find a user's ID for assignment, or audit tea...

Search for sales opportunities in Capsule CRM by a text query. Use this to find specific deals by name, description, or associated party without itera...

Search for parties (people and organisations) in Capsule CRM using a free-text query. Use this tool when you need to find a specific contact by name, ...

Search for projects (cases) in Capsule CRM by a text query. Use this to find specific projects by name or description without iterating through all pr...

Retrieve full details for a single project board by its ID. Use this when you need the complete configuration of a specific board, including its name,...

Retrieve details about the currently authenticated Capsule CRM user. Use this when you need to identify who is making API calls, confirm the authentic...

Retrieve the full details of a single history/note entry in Capsule CRM by its ID. Use this tool when you need to inspect the content, type, timestamp...

Retrieve full details for a single lost reason by its ID. Use this when you need the complete definition of a specific lost reason, such as confirming...

Retrieve full details for a single pipeline milestone by its ID. Use this when you need the complete configuration of a specific milestone, including ...

Retrieve full details of a single sales opportunity by its ID in Capsule CRM. Use this when you need complete information about a specific deal, such ...

Retrieve the complete details of a single party (person or organisation) in Capsule CRM by its numeric ID. Use this when you already know the party's ...

Retrieve full details for a single sales pipeline by its ID. Use this when you need in-depth information about a specific pipeline's configuration, in...

Retrieve full details of a single project (case) by its ID in Capsule CRM. Use this when you need complete information about a specific project, such ...

Retrieve the site configuration and account details for your Capsule CRM instance. Use this when you need to know the account's name, default currency...

Retrieve full details for a single project board stage by its ID. Use this when you need the complete configuration of a specific stage, including its...

Retrieve the full details of a single task in Capsule CRM by its ID. Use this tool when you need to inspect a specific task's description, due date, s...

Retrieve full details for a specific team by its ID. Use this when you need the complete configuration of a team, including its members and descriptio...

Retrieve full details for a specific Capsule CRM user by their ID. Use this when you need complete information about a particular team member, such as...

Create a new history/note entry or update an existing entry in Capsule CRM. To create: omit entryId and provide entityType, entityId, and type at mini...

Create a new sales opportunity or update an existing one in Capsule CRM. To create: omit opportunityId and provide at least a name. To update: provide...

Create a new party or update an existing party in Capsule CRM. When 'partyId' is omitted the tool creates a new person or organisation (the 'type' fie...

Create a new project (case) or update an existing one in Capsule CRM. To create: omit projectId and provide at least a name. To update: provide projec...

Create a new task or update an existing task in Capsule CRM. To create: omit taskId and provide at least a description. To update: supply the taskId o...