Integrate Capsule CRM with Claude, Cursor, Chatbots & AI Agents MCP Server

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

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

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

GDPR Free for Subscribers

Compatible with every major AI agent and IDE

Claude

ChatGPT

Cursor

Gemini

Windsurf

VS Code

JetBrains

Vercel

+ other MCP clients

create

Create person on Capsule CRM

Add a new person to Capsule CRM

create

Create task on Capsule CRM

Create a new task

get

Get account info on Capsule CRM

Retrieve core account/user information

get

Get contact details on Capsule CRM

Get details of a specific contact or organization

get

Get opportunity details on Capsule CRM

Get details of a specific opportunity

get

Get project details on Capsule CRM

Get details of a specific project

get

Get task details on Capsule CRM

Get details of a specific task

list

List contacts on Capsule CRM

List all contacts and organizations (parties)

list

List opportunities on Capsule CRM

List all sales opportunities

list

List projects on Capsule CRM

List all projects

list

List tasks on Capsule CRM

List all tasks and reminders

Security & Code Integrity Audit

Every tool in the Capsule CRM MCP Server is continuously audited by the Vinkius Security Engine. We guarantee zero-trust payload isolation, strict data boundaries, and deterministic execution for enterprise-grade AI agents.

A+Score: 100

How Vinkius protects your data

Is there a risk of the AI "going crazy" and deleting important company data?

No. With Vinkius, the AI operates on "rails". It can only make the exact moves you authorized in the tool's settings. It cannot invent routes, access other networks in your company, or decide to delete random files. If the action isn't in the approved catalog, the attempt is blocked instantly.

Can I audit what my AI agents are doing with this integration?

Yes, Vinkius provides an immutable, HMAC-chained audit log. Every tool execution, payload, and response is tracked in real-time on your dashboard, giving you complete visibility into your agent's actions.

What if the AI ends up reading customer data or confidential information?

We have a built-in digital "bodyguard" called DLP (Data Loss Prevention). If a tool fetches data and the response contains social security numbers, credit cards, or personal customer info, Vinkius magically blocks and erases that information before it is delivered to the AI. The AI works only with what is strictly necessary, and your sensitive data never leaks.

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 Chatbots Interact with Capsule CRM

Build automated workflows with Cursor and Claude Code by connecting to the Capsule CRM MCP server.

Managing contact management inside Claude

The Capsule CRM server exposes documented endpoints for contact management. This allows ChatGPT and Cursor to interact with productivity APIs seamlessly.

Managing sales pipeline inside Claude

The Capsule CRM integration exposes LLM-friendly schemas for sales pipeline. Tools like Cursor can map natural language directly into executable productivity commands.