Capsule CRM MCP. Manage contacts, deals, and tasks from your chat.
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Capsule CRM. Manage your entire sales pipeline directly through your AI agent. This server lets your AI client list contacts, track opportunities, and create tasks in Capsule CRM using natural conversation.
It gives you a single point of access to your entire sales process—from lead tracking to project oversight—without logging into the CRM.
What your AI agents can do
Create person
Adds a new person record to your CRM.
Create task
Creates a new task or reminder in your CRM.
Get account info
Retrieves core information about your user account.
Runs the list_contacts tool to show you all parties (people and organizations) in your CRM.
Retrieves full details for one contact or organization using get_contact_details.
Lists all open sales opportunities and retrieves the details for a specific deal with list_opportunities or get_opportunity_details.
Lists all projects and retrieves the specific details of a project using list_projects and get_project_details.
Creates new tasks or checks existing reminders using create_task and list_tasks.
Adds a new person profile to your CRM using the create_person tool.
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Capsule CRM MCP Server: 11 Tools for CRM Management
Use these 11 tools to list, get, and create every core entity in your CRM—contacts, opportunities, tasks, and projects—all through your AI agent.
019d7569create person
Adds a new person record to your CRM.
019d7569create task
Creates a new task or reminder in your CRM.
019d7569get account info
Retrieves core information about your user account.
019d7569get contact details
Gets specific profile and organizational details for a contact or party.
019d7569get opportunity details
Retrieves all metadata and specific details for a given sales opportunity.
019d7569get project details
Gets all details for a specific project within your organization.
019d7569get task details
Retrieves the full details of a specific task or reminder.
019d7569list contacts
Lists all contacts and organizations (parties) in your CRM.
019d7569list opportunities
Lists every open sales opportunity in your CRM.
019d7569list projects
Lists all active projects in your CRM.
019d7569list tasks
Lists all scheduled tasks and reminders in your CRM.
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 4,700+ other servers whenever your AI needs more. One click, no limits.
- Use this MCP plus 4,700+ 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
What you can do with this MCP connector
This server connects your AI client right to Capsule CRM. You can manage your entire sales pipeline—contacts, deals, and tasks—without ever having to log into the actual CRM. You just talk to your agent, and it handles the data retrieval and actions for you.
Contacts and Parties
- List all contacts and organizations: You can run
list_contactsto see every party, both people and organizations, in your CRM. You'll also useget_contact_detailsto pull up the full profile and specific info for any single contact or organization. - Automate contact creation: Need to add a new person? Just call
create_personto add a new person record to your CRM.
Tracking Sales Deals
- See all open deals: You can run
list_opportunitiesto get a list of every open sales opportunity. For any specific deal,get_opportunity_detailspulls all the metadata and specific details you need.
Project and Task Management
- Manage projects: You can see all active projects by calling
list_projects. To get the nitty-gritty details on a project,get_project_detailspulls everything you need. - Handle tasks and reminders: You can create a new task or check on existing reminders using
create_taskorlist_tasks.
Account Data
- Get account info:
get_account_inforetrieves core details about your user account.
How Capsule CRM MCP Works
- 1 Subscribe to the Capsule CRM server and enter your Personal Access Token (Bearer).
- 2 Tell your AI agent what you need—for example, 'List all open deals for Q3.'
- 3 The agent calls the relevant tool (like
list_opportunities), fetches the data, and summarizes it for you right in the chat.
The bottom line is: you manage your sales pipeline and contacts entirely through conversation, without ever logging into the Capsule CRM UI.
Who Is Capsule CRM MCP For?
Sales Development Reps (SDRs) who hate manual logins. Account Managers who need to monitor deal status while working in their workflow tools. Business Admins needing daily CRM summaries without switching screens. If your job involves knowing who to call, what deal is open, or what task is due, this is for you.
Quickly check contact details or upcoming tasks without opening the CRM interface. They use the agent to pull data into their immediate workflow.
Monitor opportunity statuses and project progress by asking the agent for summaries, keeping the focus on the current task at hand.
Retrieve daily CRM summaries or check the status of multiple deals across the team, compiling the information instantly.
What Changes When You Connect
- See contact details instantly. Instead of navigating to a client record, ask your agent to
get_contact_detailsand get the profile data right away. - Keep your pipeline visible. Use
list_opportunitiesto see all open deals, orget_opportunity_detailsto inspect a specific deal's value and milestones. - Never miss a follow-up. The agent uses
list_tasksorcreate_taskto check reminders or schedule follow-ups without opening the CRM. - Centralize project data. Use
list_projectsandget_project_detailsto maintain visibility across all team projects, all in one conversation. - Streamline lead capture. You can use
create_personto add a new contact profile and assign a task, all from a single prompt. - Audit your account. Use
get_account_infoto pull core user information whenever you need to confirm system settings or user data.
Real-World Use Cases
Need a quick overview of a client's status?
You just met a client and need to know their history. You ask your agent to list_contacts. The agent retrieves the party list, and you can then ask it to get_contact_details for the key person. You now have all the necessary context without manual logins.
Need to build a sales report on open deals?
The end of the quarter is coming. You ask your agent to list_opportunities. It returns all open deals, allowing you to immediately see which deals are stalled. Then, you can ask it to get_opportunity_details for the top three, compiling the data for your manager.
Need to get the team organized?
It's Monday morning. You ask your agent to check the team's workload. It runs list_tasks and shows every open task for the whole team. You can then ask it to create_task for a specific colleague, assigning them a follow-up action right away.
Need to track a project's scope and progress?
A client asks about a project. You ask your agent to list_projects to see the project name. Then, you run get_project_details to pull the full scope, milestones, and status, answering the client accurately without leaving your current tool.
The Tradeoffs
Copying/Pasting Contact Info
Seeing a contact name on a call and having to manually open the CRM, search for the name, and copy the email address into a spreadsheet.
→
Just ask your agent. Use list_contacts to find the person's name, and then ask the agent to get_contact_details to pull the email and tags directly.
Checking Tasks Manually
Logging into the CRM, navigating to the 'Tasks' tab, and scrolling through weeks of reminders to find what's due today.
→
Ask your agent to list_tasks. It shows you all reminders immediately. Need to set a reminder? Use create_task.
Mixing up Deal Statuses
Opening multiple tabs—one for leads, one for opportunities, and one for projects—just to see if the client is involved in everything.
→
Run list_opportunities and list_projects in the same conversation. You get a single, consolidated list of every relevant deal and project.
When It Fits, When It Doesn't
Use this if you need to move data or context between disparate business functions. This server is for the 'how'—it's for executing actions and retrieving specific, structured data points (e.g., 'What is the value of this deal?').
Don't use this if you just need to read a general dashboard or perform analysis that requires complex data visualization (like a trend graph over six months). For those, you'll need a BI tool. This server works best when you need to check a specific record, like using get_contact_details or running list_tasks to get a list of records.
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.
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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 11 capabilities that interface natively with Claude, ChatGPT, Cursor, and any MCP client. No middleware. No custom integration required.
Available Capabilities
Manually gathering CRM data is a multi-step, multi-tab headache.
Today, getting a full picture of a client requires a painful routine. You open the CRM, search for the person. Then, you click on their profile to check their associated contacts. If there's an open deal, you have to click a separate tab to see the opportunity details, then jump to a third tab to see if any tasks are pending. It’s copy-pasting and clicking through three different silos just to answer one question.
With this MCP server, you just ask your agent. Say, 'What are the open deals for John Doe?' The agent handles the calls to `list_opportunities` and `get_contact_details`, and it gives you the answer in one clean response. The whole process is conversational.
Capsule CRM MCP Server: Control your entire sales lifecycle.
You no longer have to switch between dedicated screens for contacts, opportunities, and tasks. You ask your agent to `list_contacts` and `list_opportunities` together. It pulls the data, maps it, and lets you see the connections instantly.
Your AI client becomes the single point of truth for your CRM data. It handles the API calls and the data structure, letting you focus on the client conversation, not the interface.
Common Questions About Capsule CRM MCP
How do I use the `list_contacts` tool in the Capsule CRM MCP Server? +
Just tell your agent to list contacts. The agent calls list_contacts and returns a list of every person and organization (party) in your CRM. You can then follow up by asking for details on a specific party.
Can I check my sales opportunities using the `list_opportunities` tool? +
Yes. The agent runs list_opportunities to show you all your open deals. You can then use get_opportunity_details to drill down into the value, milestones, or owners of any specific opportunity.
Is the `create_task` tool limited to only adding reminders? +
No. You can use create_task to set reminders or to create complex follow-up actions for your team. The agent handles the full task object, ensuring it gets logged correctly in Capsule.
How do I find a specific project using `get_project_details`? +
First, use list_projects to get a list of project names. Then, reference the project ID when asking the agent to get_project_details for the full scope and details.
What information does `get_contact_details` retrieve for a specific party? +
It returns a full profile including emails and tags. You can use this to verify contact information or pull specific metadata for a person or organization.
How do I manage my sales process using `create_person` and `create_task`? +
You use create_person to add new contacts. Then, you can use create_task to assign follow-ups or reminders to that new person directly from your agent.
Can `list_opportunities` show me the value and milestones for my deals? +
Yes, it lists all sales opportunities and retrieves detailed metadata. This includes the monetary value and key project milestones for each deal.
What tools are available for tracking project progress in the CRM? +
You can list all projects using list_projects and get deep details on any specific project using get_project_details.
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.
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.
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.
Use it with your favorite AI tools
Connect this server to Cursor, Claude, VS Code, and more.
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