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 OpenAI Agents SDK 11 tools — connect in under 2 minutes

Name: Capsule CRM
Availability: InStock
Author: Vinkius

openai.github.io/openai-agents-python/mcp

Built by Vinkius GDPR 11 Tools SDK

The OpenAI Agents SDK enables production-grade agent workflows in Python. Connect Capsule CRM through Vinkius and your agents gain typed, auto-discovered tools with built-in guardrails. no manual schema definitions required.

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 agents import Agent, Runner
from agents.mcp import MCPServerStreamableHttp

async def main():
    # Your Vinkius token. get it at cloud.vinkius.com
    async with MCPServerStreamableHttp(
        url="https://edge.vinkius.com/[YOUR_TOKEN_HERE]/mcp"
    ) as mcp_server:

        agent = Agent(
            name="Capsule CRM Assistant",
            instructions=(
                "You help users interact with Capsule CRM. "
                "You have access to 11 tools."
            ),
            mcp_servers=[mcp_server],
        )

        result = await Runner.run(
            agent, "List all available tools from Capsule CRM"
        )
        print(result.final_output)

asyncio.run(main())

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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.

The OpenAI Agents SDK auto-discovers all 11 tools from Capsule CRM through native MCP integration. Build agents with built-in guardrails, tracing, and handoff patterns. chain multiple agents where one queries Capsule CRM, another analyzes results, and a third generates reports, all orchestrated through Vinkius.

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 OpenAI Agents SDK 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 OpenAI Agents SDK via MCP

Follow these steps to integrate the Capsule CRM MCP Server with OpenAI Agents SDK.

Install the SDK

Run pip install openai-agents in your Python environment

Replace the token

Replace [YOUR_TOKEN_HERE] with your Vinkius token from cloud.vinkius.com

Run the script

Save the code above and run it: python agent.py

Explore tools

The agent will automatically discover 11 tools from Capsule CRM

Why Use OpenAI Agents SDK with the Capsule CRM MCP Server

OpenAI Agents SDK provides unique advantages when paired with Capsule CRM through the Model Context Protocol.

Native MCP integration via `MCPServerSse`, pass the URL and the SDK auto-discovers all tools with full type safety

Built-in guardrails, tracing, and handoff patterns let you build production-grade agents without reinventing safety infrastructure

Lightweight and composable: chain multiple agents and MCP servers in a single pipeline with minimal boilerplate

First-party OpenAI support ensures optimal compatibility with GPT models for tool calling and structured output

Capsule CRM + OpenAI Agents SDK Use Cases

Practical scenarios where OpenAI Agents SDK combined with the Capsule CRM MCP Server delivers measurable value.

Automated workflows: build agents that query Capsule CRM, process the data, and trigger follow-up actions autonomously

Multi-agent orchestration: create specialist agents. one queries Capsule CRM, another analyzes results, a third generates reports

Data enrichment pipelines: stream data through Capsule CRM tools and transform it with OpenAI models in a single async loop

Customer support bots: agents query Capsule CRM to resolve tickets, look up records, and update statuses without human intervention

Capsule CRM MCP Tools for OpenAI Agents SDK (11)

These 11 tools become available when you connect Capsule CRM to OpenAI Agents SDK 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 OpenAI Agents SDK

Ready-to-use prompts you can give your OpenAI Agents SDK 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 OpenAI Agents SDK

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

MCPServerStreamableHttp not found

Ensure you have the latest version: pip install --upgrade openai-agents

Agent not calling tools

Make sure your prompt explicitly references the task the tools can help with.

Capsule CRM + OpenAI Agents SDK FAQ

Common questions about integrating Capsule CRM MCP Server with OpenAI Agents SDK.

How does the OpenAI Agents SDK connect to MCP?

Use MCPServerSse(url=...) to create a server connection. The SDK auto-discovers all tools and makes them available to your agent with full type information.