Capsule CRM MCP. Track every deal, contact, and project in one chat.
Gemini Works with every AI agent you already use
…and any MCP-compatible client
Just plug in your AI agents and start using Vinkius.
Capsule CRM lets you manage contacts, sales opportunities, and entire projects directly through your chat interface. Search for client profiles, track pipeline progress, create follow-up tasks, and record interaction history—all without leaving your AI client.
It's built to keep your sales data current and actionable, giving your agent the full context of every relationship.
What your AI agents can do
Create entry
Writes a new note entry into a client's record.
Create opportunity
Sets up an entirely new sales opportunity in the system.
Create party
Adds a brand-new person or organization record (Party).
Find specific people or companies by name, industry, or other details.
List all open sales opportunities and change their status, milestones, or assigned owner.
Create new projects or review the full scope of existing client work (kases).
View all past notes, emails, and entries related to a person, project, or deal.
Generate entirely new data points, like adding a contact, starting an opportunity, or assigning a task.
Ask AI about this MCP
Supported MCP Clients
OAuth 2.0 Compatible Gemini Waiting for input…
Capsule CRM Alternative: 31 Tools for Sales Automation
These tools let you perform every necessary CRUD operation across contacts, opportunities, projects, and tasks directly through your AI agent.
Make your AI actually useful.
Add this MCP to Claude, Cursor, or Windsurf and your AI stops guessing. It gets real tools to look things up, take action, and handle the stuff you keep doing by hand.
Start using Capsule CRM on Vinkius019e5d04create entry
Writes a new note entry into a client's record.
019e5d04create opportunity
Sets up an entirely new sales opportunity in the system.
019e5d04create party
Adds a brand-new person or organization record (Party).
019e5d04create project
Starts tracking a new client project (kase).
019e5d04create task
Assigns and creates a follow-up task for someone.
019e5d04delete opportunity
Removes an existing sales opportunity from the record.
019e5d04delete party
Deactivates or removes a contact/organization record (Party).
019e5d04delete project
Closes out and deletes an entire project (kase) record.
019e5d04delete task
Deletes a specific task that was previously assigned or created.
019e5d04get current user
Shows who the authenticated user is within the CRM system.
019e5d04get opportunity
Pulls up all the details for one specific sales opportunity.
019e5d04get party
Fetches the full profile and history of a single person or organization.
019e5d04get project
Retrieves all details for a specific project (kase).
019e5d04get task
Gets the full status and details for one assigned task.
019e5d04list custom fields
Lists all custom data fields available for parties, opportunities, or projects.
019e5d04list deleted parties
Shows a list of contacts that were deleted after a specific date.
019e5d04list entity entries
Pulls up all recorded entries (notes, emails) linked to one record type.
019e5d04list entries
Retrieves a list of recent general notes and communications across the system.
019e5d04list opportunities
Shows an overview list of every open sales opportunity.
019e5d04list parties
Lists all contacts (people and organizations) in the system.
019e5d04list projects
Lists all active projects (kases) currently being tracked.
019e5d04list tags
Retrieves a list of predefined tags used to categorize records.
019e5d04list tasks
Provides an overview of all current, unassigned tasks.
019e5d04list teams
Displays a list of internal teams within the company structure.
019e5d04list users
Shows the directory of all user accounts that have access to the CRM.
019e5d04search opportunities
Searches through multiple opportunities using specific criteria, like value or stage.
019e5d04search parties
Performs a quick search across the entire contact database for names or companies.
019e5d04update opportunity
Modifies an existing sales opportunity, changing its stage or value.
019e5d04update party
Updates the core details of a contact or organization record (Party).
019e5d04update project
Changes status, owner, or key information for an existing project.
019e5d04update task
Marks a task as complete or changes its assigned due date.
Choose How to Get Started
Build a custom MCP for your own tools, or connect a ready-made integration from our catalog.
Build Your Own
Turn any API into an MCP. Import a spec, define Agent Skills, or deploy with MCPFusion.
- Import from OpenAPI, Swagger, or YAML specs
- Create Agent Skills with progressive disclosure
- Deploy to edge with MCPFusion framework
- Built in DLP, auth, and compliance on every call
- Real time usage dashboard and cost metering
- Publish to catalog or keep private
Make Your AI Do More
Start with Capsule CRM, then connect any of our 4,800+ other servers whenever your AI needs more. One click, no limits.
- Use this MCP plus 4,800+ others, all in one place
- Add new capabilities to your AI anytime you want
- Every connection is secured and compliant automatically
- Track usage and costs across all your servers
- Works with Claude, ChatGPT, Cursor, and more
- New servers added to the catalog every week
Independent Platform Disclaimer: Vinkius is an independent platform and is not affiliated with, endorsed by, sponsored by, verified by, or otherwise authorized by Capsule CRM. All third-party trademarks, logos, and brand names are the property of their respective owners. Their use on this website is strictly for informational purposes to identify service compatibility and interoperability.
VINKIUS INFRASTRUCTURE
Cloud Hosted
Managed infra
V8 Isolated
Sandboxed per request
Zero-Trust Proxy
No stored credentials
DLP Enforced
Policy on every call
GDPR Compliant
EU data residency
Token Compression
~60% cost reduction
Works with Claude, ChatGPT, Cursor, and more
The Model Context Protocol standardizes how applications expose capabilities to LLMs. Instead of operating in isolation, your AI gains direct access to external platforms, live data, and real-world actions through secure, standardized connections.
This server provides 31 capabilities that interface natively with Claude, ChatGPT, Cursor, and any MCP client. No middleware. No custom integration required.
Keeping track of client information feels like a constant copy-paste job.
Today, if you talk to a prospect, you'll jot down notes in your phone. Later, when you sit at your computer, you have to open the CRM, find their record, switch tabs to the 'Notes' section, and paste those details. Then, if they are part of an existing deal, you have to jump into the Opportunity tab, update the stage manually, and link a new task for yourself.
With this MCP, your agent handles that entire sequence in one conversation. You tell it what happened—‘We discussed X feature today’—and it uses tools like `create_entry` and `update_opportunity` simultaneously to log everything correctly and update the deal stage immediately. It keeps all that messy data flow contained.
Getting a clear view of project history with list_entity_entries.
Before, figuring out what happened on Project X meant clicking through several different sections: the 'Tasks' tab for action items, the 'Notes' tab for meeting summaries, and checking external email threads to see who sent what. It was always a fragmented view.
Now, when you ask your agent about an active project, it uses `list_entity_entries` to pull together every single note, email, and activity log into one coherent summary. You don't piece the story together; the system hands you the finished narrative.
What you can do with this MCP connector
Your agent can handle everything from initial prospecting to project completion using Capsule CRM data. Need to know what happened between two meetings? You can pull up a party’s entire interaction history or review all related entries attached to a specific opportunity. If you're working on sales, your agent won't just list open deals; it will help you update the stage of an opportunity and record new milestones in real time.
Need to move beyond basic contact records? You can manage structured data like creating an entirely new project or setting up a specific task with due dates. This deep access means you’re not just reading reports, you’re actively changing your business state using natural conversation.
The true power of this MCP shows when you combine it with other systems. Imagine chaining this CRM data—getting the contact information from here, and then sending an update to a ticketing system or logging the details in a communication platform—to build automations that span multiple platforms, all through one AI agent.
Vinkius makes that possible by running every MCP in its own isolated sandbox, ensuring your credentials are always handled securely via a zero-trust proxy. You connect once from Claude, Cursor, Windsurf, or any compatible client and can manage data across your entire tech stack.
019e5d04-eb84-72dd-aa43-dcb7dd027526 
How Capsule CRM MCP Works
- 1 Subscribe to the MCP and enter your Capsule CRM Personal Access Token.
- 2 Connect your AI client (Cursor, Claude, etc.) through Vinkius's secure environment.
- 3 Tell your agent what you need—for example, 'List all my open deals for Tech Solutions,' and it executes the request.
The bottom line is, you get to manage complex business workflows in plain language without needing to navigate a separate web application.
Who Is Capsule CRM MCP For?
This MCP is for sales teams and account managers who spend too much time copy-pasting data between their CRM, their email client, and their task list. If you feel like your workflow relies on switching tabs constantly, this is for you.
Retrieves a full contact history or background info before a meeting starts.
Quickly updates opportunity status and adds notes immediately after discovery calls without leaving the chat window.
Monitors project progress, lists all related tasks, and verifies milestones are met across multiple stakeholders.
What Changes When You Connect
- Stop losing context. Instead of manually compiling notes from emails and spreadsheets, your agent can pull up a party’s full profile or recent interaction history using
list_entity_entriesandget_party. You get the whole story instantly. - Keep your sales pipeline current without leaving Slack or Cursor. Use tools like
search_opportunitiesandupdate_opportunityto adjust deal stages, record new values, and update milestones in seconds. - Centralize project oversight. Need an overview of a client's scope? You can list all projects using
list_projectsor get detailed status updates withget_project, keeping everyone on the same page. - Streamline follow-up work. When you talk to a prospect, your agent doesn't just take notes; it can immediately create a task for itself and assign it using
create_task. The next steps are always logged. - Maintain clean data structure. You don't have to guess where to put information. Use tools like
list_custom_fieldsto see exactly what data fields are available, ensuring your new records use the right format.
Real-World Use Cases
The Account Manager needs a quick background check.
A manager is about to meet with 'Alpha Corp.' They ask their agent to search for parties. The agent uses search_parties and presents the full profile, showing recent notes from the last three months and the current status of all open opportunities.
The SDR needs to close a deal quickly.
After a successful demo call, an SDR tells their agent: 'Update the opportunity for Alpha Corp. because we finalized the scope.' The agent uses update_opportunity to change the stage from 'Prospecting' to 'Negotiation' and notes the agreement date.
The Project Lead needs to assign follow-up work.
A project lead realizes a key deliverable is missing. They ask their agent to create a task for the design team: 'Review final mockups by Friday.' The agent uses create_task and logs it under the specific project.
The Data Admin needs to clean up old records.
A data admin needs to ensure all client names are correct. They use list_parties, spot an old, inactive record, and use the agent to delete it via delete_party while confirming if any active projects are linked first.
The Tradeoffs
Mixing up contacts with deals
Thinking that finding a Party's name is the same as knowing their current sales opportunity. You can list parties, but you have to manually cross-reference which ones are in the pipeline.
→
To link them properly, first use search_parties to get the person’s ID, then use that ID when calling tools like get_opportunity or update_party. Never assume a relationship exists just because they share an email.
Updating data in two places
Changing a project's budget manually in the CRM web portal, but forgetting to update the corresponding task status in your general to-do list.
→
Always let your agent do the work. Use update_project for the main record, and then follow up by using update_task so both data points reflect the change automatically.
Ignoring deleted records
A project is marked 'complete' but you need to reference old notes from a year ago. The simple list views won't show it.
→
When looking for historical context, use the specific retrieval tools like list_deleted_parties or check the general history via list_entity_entries. Don't assume deletion means disappearance.
When It Fits, When It Doesn't
Use this MCP if your job revolves around managing client lifecycle data—the entire journey from first contact to signed contract. You need visibility into contacts, projects, and the specific opportunities that fund them. Don’t use it just because you need a simple address book; for basic list retrieval, other tools might suffice. If you only ever care about messaging or sending emails without updating structured data points like project status or opportunity stage, then you probably don't need this MCP at all. This is for the full context: managing the relationships and the money attached to them.
Common Questions About Capsule CRM MCP
Can I use list_parties to find a contact’s full history? +
No, list_parties just gives you an overview of all contacts. To see their detailed record and past interactions, you must use the get_party tool or check recent entries with list_entity_entries.
How do I update a deal's value using update_opportunity? +
You tell your agent to 'Update the opportunity for Acme Corp. and change its projected revenue to $80,000.' The tool handles updating the correct field without you needing to know the internal ID.
What if I delete a project? Does it affect linked tasks? +
The system supports deleting projects with delete_project. However, always be aware that dependent items like tasks might need manual review. You can check for related activities using list_entity_entries before deletion.
Can I create a new project and immediately add an opportunity? +
Yes. You can use the agent to first execute create_project, which establishes the main scope, and then follow up with create_opportunity to track sales progress within that newly established project.
How do I check my current access scope after connecting using get_current_user? +
It immediately verifies who you are and what data scope your agent can touch. You should run this first to confirm the connection is active before running major operations like updating a party record.
Before I update any record, must I use list_custom_fields to see available fields? +
Yes, it’s smart practice. This tool lists every custom field definition for parties, opportunities, or kases. Running this first prevents errors when your agent tries to save data points that don't exist.
If I run list_parties repeatedly, are there performance limits on the MCP? +
The underlying API handles standard throttling for you. For bulk work, it’s better to use targeted searches like search_parties instead of listing everything. This keeps your agent running smoothly and efficiently.
What kind of history details does list_entity_entries provide for a party? +
You get a full chronological log. It tracks all activity, including notes and emails attached to the record. This gives you context on who did what and when, which is much more detailed than just seeing a date change.
Use it with your favorite AI tools
Connect this server to Cursor, Claude, VS Code, and more.