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 Cursor 11 tools — connect in under 2 minutes

Name: Capsule CRM
Availability: InStock
Author: Vinkius

docs.cursor.com/context/model-context-protocol

Built by Vinkius GDPR 11 Tools IDE

Cursor is an AI-first code editor built on VS Code that integrates LLM-powered coding assistance directly into the development workflow. Its Agent mode enables autonomous multi-step coding tasks, and MCP support lets agents access external data sources and APIs during code generation.

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.

RecommendedModern Approach — Zero Configuration

Vinkius Desktop App

The modern way to manage MCP Servers — no config files, no terminal commands. Install Capsule CRM and 2,500+ MCP Servers from a single visual interface.

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Classic Setup·json

{
  "mcpServers": {
    "capsule-crm": {
      "url": "https://edge.vinkius.com/[YOUR_TOKEN_HERE]/mcp"
    }
  }
}

Fully ManagedVinkius Servers

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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

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.

Cursor's Agent mode turns Capsule CRM into an in-editor superpower. Ask Cursor to generate code using live data from Capsule CRM and it fetches, processes, and writes. all in a single agentic loop. 11 tools appear alongside file editing and terminal access, creating a unified development environment grounded in real-time information.

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 Cursor 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 Cursor via MCP

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

Open MCP Settings

Press Cmd+Shift+P (macOS) or Ctrl+Shift+P (Windows/Linux) → search "MCP Settings"

Add the server config

Paste the JSON configuration above into the mcp.json file that opens

Save the file

Cursor will automatically detect the new MCP server

Start using Capsule CRM

Open Agent mode in chat and ask: "Using Capsule CRM, help me...". 11 tools available

Why Use Cursor with the Capsule CRM MCP Server

Cursor AI Code Editor provides unique advantages when paired with Capsule CRM through the Model Context Protocol.

Agent mode turns Cursor into an autonomous coding assistant that can read files, run commands, and call MCP tools without switching context

Cursor's Composer feature can generate entire files using real-time data fetched through MCP. no copy-pasting from external dashboards

MCP tools appear alongside built-in tools like file reading and terminal access, creating a unified agentic environment

VS Code extension compatibility means your existing workflow, keybindings, and extensions all work alongside MCP tools

Capsule CRM + Cursor Use Cases

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

Code generation with live data: ask Cursor to generate a security report module using live DNS and subdomain data fetched through MCP

Automated documentation: have Cursor query your API's tool schemas and generate TypeScript interfaces or OpenAPI specs automatically

Infrastructure-as-code: Cursor can fetch domain configurations and generate corresponding Terraform or CloudFormation templates

Test scaffolding: ask Cursor to pull real API responses via MCP and generate unit test fixtures from actual data

Capsule CRM MCP Tools for Cursor (11)

These 11 tools become available when you connect Capsule CRM to Cursor 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 Cursor

Ready-to-use prompts you can give your Cursor 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 Cursor

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

Tools not appearing in Cursor

Ensure you are in Agent mode (not Ask mode). MCP tools only work in Agent mode.

Server shows as disconnected

Check Settings → Features → MCP and verify the server status. Try clicking the refresh button.

Capsule CRM + Cursor FAQ

Common questions about integrating Capsule CRM MCP Server with Cursor.

What is Agent mode and why does it matter for MCP?

Agent mode is Cursor's autonomous execution mode where the AI can perform multi-step tasks: reading files, editing code, running terminal commands, and calling MCP tools. Without Agent mode, Cursor operates in a simpler ask-and-answer mode that doesn't support tool calling. Always ensure you're in Agent mode when working with MCP servers.

Where does Cursor store MCP configuration?

Cursor looks for MCP server configurations in a mcp.json file. You can configure servers at the project level (.cursor/mcp.json in your project root) or globally (~/.cursor/mcp.json). Project-level configs take precedence.

Can Cursor use MCP tools in inline edits?

No. MCP tools are only available in Agent mode through the chat panel. Inline completions and Tab suggestions do not trigger MCP tool calls. This is by design. tool calls require user visibility and approval.

How do I verify MCP tools are loaded?

Open Settings → Features → MCP and look for your server name. A green indicator means the server is connected. You can also check Agent mode's available tools by clicking the tools dropdown in the chat panel.