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.

Capsule CRM MCP Server for AutoGen 11 tools — connect in under 2 minutes

Name: Capsule CRM
Availability: InStock
Author: Vinkius

microsoft.github.io/autogen/docs/tools/mcp-tools

Built by Vinkius GDPR 11 Tools Framework

Microsoft AutoGen enables multi-agent conversations where agents negotiate, delegate, and execute tasks collaboratively. Add Capsule CRM as an MCP tool provider through Vinkius and every agent in the group can access live data and take action.

Get MCP Server for AI Agents

ASK AI ABOUT THIS MCP SERVER

Open in ChatGPT Open in Claude Open in Perplexity

Vinkius supports streamable HTTP and SSE.

python

import asyncio
from autogen_agentchat.agents import AssistantAgent
from autogen_ext.tools.mcp import McpWorkbench

async def main():
    # Your Vinkius token. get it at cloud.vinkius.com
    async with McpWorkbench(
        server_params={"url": "https://edge.vinkius.com/[YOUR_TOKEN_HERE]/mcp"},
        transport="streamable_http",
    ) as workbench:
        tools = await workbench.list_tools()
        agent = AssistantAgent(
            name="capsule_crm_agent",
            tools=tools,
            system_message=(
                "You help users with Capsule CRM. "
                "11 tools available."
            ),
        )
        print(f"Agent ready with {len(tools)} tools")

asyncio.run(main())

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* 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

About Capsule CRM MCP Server

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

AutoGen enables multi-agent conversations where agents negotiate, delegate, and collaboratively use Capsule CRM tools. Connect 11 tools through Vinkius and assign role-based access. a data analyst queries while a reviewer validates, with optional human-in-the-loop approval for sensitive operations.

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.

The Capsule CRM MCP Server exposes 11 tools through the Vinkius. Connect it to AutoGen in under two minutes — no API keys to rotate, no infrastructure to provision, no vendor lock-in. Your configuration, your data, your control.

How to Connect Capsule CRM to AutoGen via MCP

Follow these steps to integrate the Capsule CRM MCP Server with AutoGen.

Install AutoGen

Run pip install "autogen-ext[mcp]"

Replace the token

Replace [YOUR_TOKEN_HERE] with your Vinkius token

Integrate into workflow

Use the agent in your AutoGen multi-agent orchestration

Explore tools

The workbench discovers 11 tools from Capsule CRM automatically

Why Use AutoGen with the Capsule CRM MCP Server

AutoGen provides unique advantages when paired with Capsule CRM through the Model Context Protocol.

Multi-agent conversations: multiple AutoGen agents discuss, delegate, and collaboratively use Capsule CRM tools to solve complex tasks

Role-based architecture lets you assign Capsule CRM tool access to specific agents. a data analyst queries while a reviewer validates

Human-in-the-loop support: agents can pause for human approval before executing sensitive Capsule CRM tool calls

Code execution sandbox: AutoGen agents can write and run code that processes Capsule CRM tool responses in an isolated environment

Capsule CRM + AutoGen Use Cases

Practical scenarios where AutoGen combined with the Capsule CRM MCP Server delivers measurable value.

Collaborative analysis: one agent queries Capsule CRM while another validates results and a third generates the final report

Automated review pipelines: a researcher agent fetches data from Capsule CRM, a critic agent evaluates quality, and a writer produces the output

Interactive planning: agents negotiate task allocation using Capsule CRM data to make informed decisions about resource distribution

Code generation with live data: an AutoGen coder agent writes scripts that process Capsule CRM responses in a sandboxed execution environment

Capsule CRM MCP Tools for AutoGen (11)

These 11 tools become available when you connect Capsule CRM to AutoGen via MCP:

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

Example Prompts for Capsule CRM in AutoGen

Ready-to-use prompts you can give your AutoGen agent to start working with Capsule CRM immediately.

"List my last 5 contacts in Capsule CRM."

"Show my open sales opportunities."

"Create a task 'Follow up with John Doe' due tomorrow."

Troubleshooting Capsule CRM MCP Server with AutoGen

Common issues when connecting Capsule CRM to AutoGen through the Vinkius, and how to resolve them.

McpWorkbench not found

Install: pip install "autogen-ext[mcp]"

Capsule CRM + AutoGen FAQ

Common questions about integrating Capsule CRM MCP Server with AutoGen.

How does AutoGen connect to MCP servers?

Create an MCP tool adapter and assign it to one or more agents in the group chat. AutoGen agents can then call Capsule CRM tools during their conversation turns.

Can different agents have different MCP tool access?

Yes. AutoGen's role-based architecture lets you assign specific MCP tools to specific agents, so a querying agent has different capabilities than a reviewing agent.