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Capsule CRM

Capsule CRM is a customer relationship management platform that enables businesses to manage contacts, sales leads, tasks, and communications. Use it to enhance customer interaction and track sales opportunities effectively.

This Capsule CRM MCP server is compatible with any MCP client including Claude Desktop, Cursor, and other Model Context Protocol implementations.

Customer Relations
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Capsule CRM
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Domain knowledge for using Capsule CRM tools effectively

Tools From This Provider (52)

Capsule Crm List Milestones

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

Retrieve a paginated list of all parties (people and organisations) stored in Capsule CRM. Use this tool when you need...
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Capsule Crm Search Parties

Search for parties (people and organisations) in Capsule CRM using a free-text query. Use this tool when you need to...
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Capsule Crm Delete Entry

Permanently delete a history/note entry from Capsule CRM by its ID. Use this tool when an entry was logged in error or...
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Capsule Crm Show Party

Retrieve the complete details of a single party (person or organisation) in Capsule CRM by its numeric ID. Use this...
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Capsule Crm List Currencies

Retrieve all currencies supported by Capsule CRM. Use this when you need to know which currency codes are valid for...
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Capsule Crm List Activity Types

Retrieve all activity types defined in Capsule CRM for tracking various engagement forms like meetings, calls, emails,...
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Capsule Crm List Tags

Retrieve all tags associated with a specific entity type in Capsule CRM. Use this when you need to see available tags...
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Capsule Crm Delete Task

Permanently delete a task from Capsule CRM by its ID. Use this tool when a task is no longer relevant and should be...
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Capsule Crm List Projects

Retrieve a paginated list of all projects (cases) in Capsule CRM. Use this to audit active and closed projects, build...
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Capsule Crm Show Team

Retrieve full details for a specific team by its ID. Use this when you need the complete configuration of a team,...
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Capsule Crm Upsert Task

Create a new task or update an existing task in Capsule CRM. To create: omit taskId and provide at least a description....
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Capsule Crm Delete Project

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

Capsule Crm Delete Party

Permanently delete a party (person or organisation) from Capsule CRM by its numeric ID. This is an irreversible...
View

Capsule Crm List Opportunities By Party

Retrieve all sales opportunities associated with a specific party (contact or organisation) in Capsule CRM. Use this to...
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Capsule Crm Upsert Opportunity

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

Create a new history/note entry or update an existing entry in Capsule CRM. To create: omit entryId and provide...
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Capsule Crm List Stages

List all project board stages across every board in your Capsule CRM account. Use this when you need a global view of...
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Capsule Crm Show Milestone

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

Capsule Crm Show Project

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

Capsule Crm List Users

Retrieve all users registered in your Capsule CRM account. Use this when you need to see who has access, find a user's...
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Capsule Crm List Teams

Retrieve all teams defined in your Capsule CRM account. Use this when you need to see organizational groupings, find a...
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Capsule Crm List Goals

Retrieve all goals defined in your Capsule CRM account. Goals track sales targets and performance metrics for teams and...
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Capsule Crm List Opportunities

Retrieve a paginated list of all sales opportunities in Capsule CRM. Use this to audit the sales pipeline, build...
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Capsule Crm List Custom Fields

Retrieve custom field definitions for a specific entity type in Capsule CRM. Use this when you need to understand what...
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Capsule Crm Show Lost Reason

Retrieve full details for a single lost reason by its ID. Use this when you need the complete definition of a specific...
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Capsule Crm List Categories

List all available categories for organizing records in Capsule CRM, such as contact types (Customer, Vendor, Partner)...
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Capsule Crm List Track Definitions

Retrieve all track (workflow automation) definitions in Capsule CRM. Tracks are predefined sequences of tasks that can...
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Capsule Crm List Countries

Retrieve the list of all countries recognized by Capsule CRM. Use this when you need valid country names for populating...
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Capsule Crm List Entries

Retrieve a paginated list of history/note entries attached to a party, opportunity, or case in Capsule CRM. Entries...
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Capsule Crm Show Board

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

Capsule Crm Show Opportunity

Retrieve full details of a single sales opportunity by its ID in Capsule CRM. Use this when you need complete...
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Capsule Crm Show Entry

Retrieve the full details of a single history/note entry in Capsule CRM by its ID. Use this tool when you need to...
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Capsule Crm Show Current User

Retrieve details about the currently authenticated Capsule CRM user. Use this when you need to identify who is making...
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Capsule Crm List Employees

Retrieve a paginated list of all people (employees) linked to a specific organisation in Capsule CRM. Use this when you...
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Capsule Crm Show Pipeline

Retrieve full details for a single sales pipeline by its ID. Use this when you need in-depth information about a...
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Capsule Crm Show Site

Retrieve the site configuration and account details for your Capsule CRM instance. Use this when you need to know the...
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Capsule Crm List Tasks

Retrieve a paginated list of tasks from Capsule CRM, filtered by status. Use this tool when you need to review...
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Capsule Crm Upsert Party

Create a new party or update an existing party in Capsule CRM. When 'partyId' is omitted the tool creates a new person...
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Capsule Crm List Stages By Board

Retrieve all stages for a specific project board by its ID. Use this when you need to see the workflow columns within...
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Capsule Crm List Milestones By Pipeline

Retrieve all milestones for a specific sales pipeline by its ID. Use this when you need to see the stages within one...
View

Capsule Crm Delete Opportunity

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

Capsule Crm Search Projects

Search for projects (cases) in Capsule CRM by a text query. Use this to find specific projects by name or description...
View

Capsule Crm List Pipelines

Retrieve all sales pipelines defined in your Capsule CRM account. Use this when you need to understand how your sales...
View

Capsule Crm Show Task

Retrieve the full details of a single task in Capsule CRM by its ID. Use this tool when you need to inspect a specific...
View

Capsule Crm Show Stage

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

Capsule Crm Upsert Project

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

Capsule Crm List Boards

Retrieve all project boards defined in your Capsule CRM account. Use this when you need to see available boards for...
View

Capsule Crm Search Opportunities

Search for sales opportunities in Capsule CRM by a text query. Use this to find specific deals by name, description, or...
View

Capsule Crm List Lost Reasons

List all predefined reasons for lost sales opportunities in Capsule CRM. Use this when analyzing why deals are being...
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Capsule Crm List Projects By Party

Retrieve all projects (cases) associated with a specific party (contact or organisation) in Capsule CRM. Use this to...
View

Capsule Crm Show User

Retrieve full details for a specific Capsule CRM user by their ID. Use this when you need complete information about a...
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Related Bundles (1)

Capsule CRM

52 tools
Primary
Customer Relations
Capsule CRM is a customer relationship management platform that enables businesses to manage contacts, sales leads,...

Provider Information

CategoryCustomer Relations
SetupAPI Key, One-click sign in
AddedOctober 29, 2025
UpdatedMarch 27, 2026
Used By Tools
52

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