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How to Use the Capsule CRM MCP in Claude Code

Claude Code runs Capsule CRM automations from your terminal. Headless data management for your CI/CD pipelines.

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Claude Code

Connect Capsule CRM MCP to Claude Code

Create your Vinkius account to connect Capsule CRM to Claude Code and route execution through our secure gateway. The platform manages server hosting, runtime updates, and security layers. Configuration requires no manual server provisioning.

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Terminal-based Capsule CRM for Claude Code

Pipe your CRM data directly into shell scripts using Claude Code. Use `list_opportunities` to generate status reports in your terminal. It runs headless, making it perfect for cron jobs that need to check project status. It pulls the data you need without opening a browser.

Automate CRM updates with Claude Code

Trigger `create_task` entries from your CI pipeline when a deploy fails. Claude Code handles the logic and logs the event to your CRM. It removes the need for manual record keeping. Your terminal becomes the control center for your entire sales workflow.

Connect this MCP Server to Claude Code

This MCP Server provides the bridge between your terminal and your CRM data. It exposes the full API set for headless consumption. Use the `claude mcp add` command to link the server. Once connected, your scripts can invoke any of the 11 tools.

Setup guide

Set up Capsule CRM MCP in Claude Code

Prerequisites

  • Claude Code CLI installed (npm install -g @anthropic-ai/claude-code)
  • Active Vinkius subscription with a valid endpoint token
  1. 1

    Run the add command

    Open your terminal and run the command shown on the right. Replace [YOUR_TOKEN_HERE] with your endpoint token from cloud.vinkius.com. Use --scope user to make it available across all projects.

  2. 2

    Verify the connection

    Start a Claude Code session and type /mcp to list connected servers. You should see capsule-crm-mcp with a green status indicator.

  3. 3

    Start using tools

    Ask Claude Code something like "Check my latest Capsule CRM transactions." It will automatically discover and invoke the available Capsule CRM tools.

Terminal
claude mcp add --transport http capsule-crm-mcp https://edge.vinkius.com/[YOUR_TOKEN_HERE]/mcp

Why Choose Vinkius

Vinkius connects your tools to AI with real-time monitoring and automatic cost savings — all from one dashboard.

Real-time monitoring

Live

visibility into every interaction

Connect your favorite tools to your AI and see exactly what's happening — every request, every response, in real time.

Built-in savings

60%

lower AI costs

Vinkius compresses data between your apps and your AI automatically. Lower bills every month — no configuration required.

Single dashboard

One

place for every integration

Every tool your AI connects to, managed from a single screen. One account, complete control.

Common questions about Capsule CRM MCP in Claude Code

Run the add command in your terminal with the Vinkius endpoint URL. Claude Code then indexes the tools for your CLI sessions.
It can. Use the `list_projects` tool to dump your current data into a JSON file for your scripts to parse.
Every tool listed is available in your shell. You can chain these commands together to build complex data pipelines.
Vinkius uses an isolated sandbox for every connection. Your CRM data is processed within this secure environment and never shared.
No. Your tasks are treated as sensitive records. They are fetched on demand and stay within the ephemeral session memory of your CLI agent.

Start using the Capsule CRM MCP today

We host it, we monitor it, we maintain it. You just paste one token.

Built & Managed by Vinkius 30s setup 11 tools

We've already built the connector for Capsule CRM. Just plug in your AI agents and start using Vinkius.

No hosting. No infrastructure. No complex setup.
All 11 tools are live and waiting. You're up and running in seconds.

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