# Capsule CRM MCP for AI Agents AI Agent Connect > Capsule CRM lets you manage your entire sales pipeline and customer database from your AI agent. You can search for parties, track opportunities, oversee projects, and log tasks without switching tabs. It connects your CRM data directly to your chat interface, making it easy to update records, create new projects, and check contact history on the fly. ## Overview - **Category:** sales-automation - **Price:** Free - **Endpoint:** https://edge.vinkius.com/vk_preview_DBEp9e93Tvvc6STGz1N31n0i26nXidJ3ni1Jolvn/ai-agent-connect - **Tags:** crm, sales-tracking, contact-management, pipeline-management, task-management ## Description Connect your account to any AI agent to manage your sales and relationship workflows through natural conversation. This Connector lets you handle the repetitive data entry and retrieval that usually slows down your day. Instead of jumping between tabs to find a client's history or to update a deal's status, you can just ask your agent to do it for you. You can pull up specific profiles, create new sales opportunities, and oversee your projects from one place. Because Vinkius hosts this Connector, you can get it running in minutes and have your agent start handling your CRM data. It turns your CRM into an active workspace where you can actually get things done rather than just looking at a dashboard. You can quickly check who's in your pipeline, see what tasks are overdue, and add new notes after a call without ever opening a browser. Whether you're updating a lead's info or checking a project's completion status, everything happens in the chat where you already work. ## Tools ### create_entry Create a new note entry for a party, project, or opportunity. This helps you log interactions quickly. ### create_opportunity Add a new sales opportunity to your pipeline. Use this to track new potential deals. ### create_party Create a new person or organization profile. This adds new contacts to your CRM. ### create_project Start a new project or kase in your system. Use this to initiate new work efforts. ### create_task Add a new task to a project or opportunity. This helps you track specific to-dos. ### delete_party Remove a party profile from your CRM. Use this to clean up old contact data. ### delete_project Remove a project or kase from your system. Use this to clear out finished work. ### get_current_user See which user is currently authenticated with the CRM. This confirms your current session. ### get_opportunity View the full details of a specific sales opportunity. This shows you the deal's current state. ### get_party View the full details of a specific person or organization. This retrieves a full contact profile. ### get_project View the full details of a specific project or kase. This shows you the project's current status. ### get_task View the details of a specific task. This helps you see specific deadlines and notes. ### list_custom_fields See the custom field definitions for your records. Use this to understand your data structure. ### list_deleted_parties See a list of deleted parties since a specific date. This is useful for auditing removed records. ### list_entity_entries See all entries for a specific party, project, or opportunity. This pulls up a full interaction history. ### list_entries See a list of recent notes and emails. This gives you a quick look at recent activity. ### list_opportunities See a list of all sales opportunities in your CRM. This shows you your entire active pipeline. ### list_parties See a list of all people and organizations in your CRM. This lists your entire contact database. ### list_projects See a list of all projects and kases. This gives you an overview of all active work. ### list_tags See the tag definitions for your different entities. This helps you see how data is categorized. ### list_tasks See a list of all tasks, usually showing open ones. This helps you see what needs to be done. ### search_parties Search for people or organizations in your CRM. This is the fastest way to find a contact. ### update_opportunity Update the details of an existing sales opportunity. This keeps your pipeline data current. ### update_party Update the information for an existing party profile. This keeps your contact info accurate. ### update_project Update the details of an existing project or kase. This keeps your project status current. ### update_task Update the information for an existing task. This allows you to modify deadlines and notes. ### delete_task Remove a specific task from your list. This helps you keep your task list clean. ### list_teams See a list of all teams in your organization. This shows your internal team structure. ### list_users See a list of all users in your CRM. This helps you manage your team access. ### search_opportunities Search for specific opportunities in your pipeline. This helps you find specific deals quickly. ### delete_opportunity Remove a specific sales opportunity from your pipeline. Use this to clear out closed or lost deals. ## Prompt Examples **Prompt:** ``` Find the contact for 'Global Tech' and tell me their last interaction. ``` **Response:** ``` I found Global Tech. Their last interaction was a note added on Oct 12th regarding the contract renewal. Would you like me to see more details? ``` **Prompt:** ``` What are my open sales opportunities? ``` **Response:** ``` You have 3 open opportunities: - **Enterprise License** ($5,000) - **Consulting Services** ($2,500) - **API Integration** ($1,200) Which one would you like to update? ``` **Prompt:** ``` List the tasks for project 12345. ``` **Response:** ``` I've retrieved the tasks for project 12345. There are 2 pending tasks: - **Review contract** (Due tomorrow) - **Send welcome email** (Overdue) ``` ## Capabilities ### Search for specific people or companies Find any contact or organization in your database instantly. ### Create new sales opportunities Add new deals to your sales pipeline through a chat interface. ### Track project progress and status Oversee project milestones and current status updates. ### Log new notes and activity entries Record call notes and interactions without leaving your conversation. ### Manage custom tags and fields Access and organize your specific business data structures. ### List and update open tasks View pending tasks and modify their details on the fly. ## Use Cases ### Logging a call without leaving your chat A sales rep finishes a call and asks their agent to use `create_entry` to log a note about a new contract for the client. ### Quick history check before a meeting An account manager asks the agent to use `search_parties` to find a lead and then `list_entity_entries` to see all past interactions. ### Updating a deal status on the fly A manager tells their agent that a deal just moved to the next stage, and the agent uses `update_opportunity` to change the status. ### Monitoring project deadlines A project lead asks the agent to use `list_tasks` to identify which project tasks are currently overdue across the organization. ## Benefits - Stop manual data entry by using `create_entry` to log notes immediately after a meeting. - Quickly find client history using `search_parties` and `get_party` instead of digging through folders. - Keep your funnel accurate by using `update_opportunity` to change deal statuses on the fly. - Stay on top of deadlines by using `list_tasks` to see what needs attention right now. - Organize your data better by using `list_tags` and `list_custom_fields` to see your specific setup. - Manage your projects more effectively by using `create_project` and `update_project` to track progress. ## How It Works The bottom line is you get a voice-driven way to manage your CRM data without ever leaving your chat interface. 1. Subscribe to the Capsule CRM MCP on Vinkius. 2. Provide your Capsule CRM Personal Access Token. 3. Ask your agent to find contacts, update deals, or list projects. ## Frequently Asked Questions **Can Capsule CRM MCP help me update sales deals?** Yes, it lets you update opportunity details like status and value directly through your agent. **How do I use Capsule CRM MCP to manage my contacts?** You can ask your agent to search for people or organizations and retrieve their full profiles instantly. **Can I log meeting notes using Capsule CRM MCP?** Yes, your agent can create new notes and activity entries for any party or project you specify. **Does Capsule CRM MCP support project tracking?** It allows you to list all projects, get specific project details, and create new ones on the fly. **Can I see my tasks through Capsule CRM MCP?** Your agent can list all your tasks and show you the details of specific ones so you know what's next. **Is Capsule CRM MCP good for account managers?** It's great for account managers who need to quickly pull up a client's history or contact info before a meeting. **How can I find a specific contact or company in my CRM?** 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`. **Can I see the history of interactions for a specific person?** Yes! Use the `list_entity_entries` tool with the Party ID. This will retrieve all history entries, notes, and activities associated with that specific contact. **Is it possible to manage my sales opportunities and pipeline?** Absolutely. You can use `list_opportunities` to see your current deals, `get_opportunity` for details, and `update_opportunity` to change milestones or probabilities as deals progress.