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Capsule CRM

Capsule CRM MCP Server

capsulecrm.com
Built by Vinkius GDPR ToolsFree for Subscribers

Manage your CRM via Capsule — track contacts, opportunities, and tasks directly from any AI agent.

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High Security·Kill Switch·Plug and Play
Capsule CRM
Fully ManagedVinkius Servers
60%Token savings
High SecurityEnterprise-grade
IAMAccess control
EU AI ActCompliant
DLPData protection
V8 IsolateSandboxed
Ed25519Audit chain
<40msKill switch
Stream every event to Splunk, Datadog, or your own webhook in real-time

* Every MCP server runs on Vinkius-managed infrastructure inside AWS - a purpose-built runtime with per-request V8 isolates, Ed25519 signed audit chains, and sub-40ms cold starts optimized for native MCP execution. See our infrastructure

What is the Capsule CRM MCP Server?

The Capsule CRM MCP Server gives AI agents like Claude, ChatGPT, and Cursor direct access to Capsule CRM via 11 tools. Manage your CRM via Capsule — track contacts, opportunities, and tasks directly from any AI agent. Powered by the Vinkius - no API keys, no infrastructure, connect in under 2 minutes.

Built-in capabilities (11)

create_personcreate_taskget_account_infoget_contact_detailsget_opportunity_detailsget_project_detailsget_task_detailslist_contactslist_opportunitieslist_projectslist_tasks

Tools for your AI Agents to operate Capsule CRM

Ask your AI agent "List my last 5 contacts in Capsule CRM." and get the answer without opening a single dashboard. With 11 tools connected to real Capsule CRM data, your agents reason over live information, cross-reference it with other MCP servers, and deliver insights you would spend hours assembling manually.

Works with Claude, ChatGPT, Cursor, and any MCP-compatible client. Powered by the Vinkius - your credentials never touch the AI model, every request is auditable. Connect in under two minutes.

Why teams choose Vinkius

One subscription gives you access to thousands of MCP servers - and you can deploy your own to the Vinkius Edge. Your AI agents only access the data you authorize, with DLP that blocks sensitive information from ever reaching the model, kill switch for instant shutdown, and up to 60% token savings. Enterprise-grade infrastructure and security, zero maintenance.

Build your own MCP Server with our secure development framework →

Vinkius works with every AI agent you already use

…and any MCP-compatible client

CursorClaudeOpenAIVS CodeCopilotGoogleLovableMistralAWSCursorClaudeOpenAIVS CodeCopilotGoogleLovableMistralAWS

Capsule CRM MCP Server capabilities

11 tools
create_person

Add a new person to Capsule CRM

create_task

Create a new task

get_account_info

Retrieve core account/user information

get_contact_details

Get details of a specific contact or organization

get_opportunity_details

Get details of a specific opportunity

get_project_details

Get details of a specific project

get_task_details

Get details of a specific task

list_contacts

List all contacts and organizations (parties)

list_opportunities

List all sales opportunities

list_projects

List all projects

list_tasks

List all tasks and reminders

What the Capsule CRM MCP Server unlocks

Connect your Capsule CRM account to any AI agent and orchestrate your sales pipelines, contact management, and task automation through natural conversation.

What you can do

  • Contact Oversight — List all your parties (people and organizations) and retrieve detailed profiles, including emails and tags.
  • Opportunity Coordination — List all sales opportunities and retrieve detailed metadata, including milestones and values.
  • Task Management — Create, update, and monitor tasks and reminders to ensure your sales process stays on track.
  • Project Tracking — Access and list your projects managed within the platform to maintain visibility across your team.
  • CRM Automation — Create new person profiles and tasks directly from your workspace using natural language.
  • Deep Dives — Get detailed data for specific party, opportunity, or task IDs straight from your workspace.

How it works

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

Who is this for?

  • Sales & SDR Teams — quickly check for upcoming tasks or retrieve contact details without manual CRM logins.
  • Account Managers — monitor opportunity statuses and project progress straight from their workflow tools.
  • Business Admins — retrieve daily CRM summaries and account info using natural language.

Frequently asked questions about the Capsule CRM MCP Server

01

Can I check the value of a sales opportunity using the agent?

Yes! Use the get_opportunity_details tool with the Opportunity ID. Your agent will fetch the detailed metadata, which includes the value amount and currency from Capsule CRM.

02

How do I list all the people in my CRM?

Simply ask the agent to list_contacts. It will retrieve the list of all parties (people and organizations) from your Capsule account, including their names and primary details.

03

Does the integration allow creating a new task?

Yes. Use the create_task action and provide the description. You can also optionally specify a due date. The task will be added to your Capsule account instantly.

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Connect Capsule CRM with your favorite client

Step-by-step setup guides for every MCP-compatible client and framework:

Claude DesktopIDE

Anthropic's native desktop app for Claude with built-in MCP support.

CursorIDE

AI-first code editor with integrated LLM-powered coding assistance.

VS Code CopilotIDE

GitHub Copilot in VS Code with Agent mode and MCP support.

WindsurfIDE

Purpose-built IDE for agentic AI coding workflows.

ClineIDE

Autonomous AI coding agent that runs inside VS Code.

Claude CodeCLI

Anthropic's agentic CLI for terminal-first development.

OpenAI Agents SDKSDK

Python SDK for building production-grade OpenAI agent workflows.

Google ADKSDK

Google's framework for building production AI agents.

Pydantic AISDK

Type-safe agent development for Python with first-class MCP support.

Vercel AI SDKSDK

TypeScript toolkit for building AI-powered web applications.

M
Mastra AISDK

TypeScript-native agent framework for modern web stacks.

CrewAIFramework

Python framework for orchestrating collaborative AI agent crews.

LangChainFramework

Leading Python framework for composable LLM applications.

LI
LlamaIndexFramework

Data-aware AI agent framework for structured and unstructured sources.

AG
AutoGenFramework

Microsoft's framework for multi-agent collaborative conversations.

Give your AI agents the power of Capsule CRM MCP Server

Production-grade Capsule CRM MCP Server. Verified, monitored, and maintained by Vinkius. Ready for your AI agents — connect and start using immediately.