Bring Contact Management
to VS Code Copilot
Create your Vinkius account to connect Capsule CRM to VS Code Copilot and start using all 11 AI tools in minutes. Fully managed, enterprise secure, and ready to use without writing a single line of code. No hosting, no server setup — just connect and start using.
GDPR Free for SubscribersCompatible with every major AI agent and IDE
Gemini
What is the 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.
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.
How it works
- Subscribe to this server
- Enter your Capsule CRM Personal Access Token (Bearer)
- Start managing your sales pipeline from Claude, Cursor, or any MCP-compatible client
Who is this for?
- Sales & SDR Teams — quickly check for upcoming tasks or retrieve contact details without manual CRM logins.
- Account Managers — monitor opportunity statuses and project progress straight from their workflow tools.
- Business Admins — retrieve daily CRM summaries and account info using natural language.
Built-in capabilities (11)
Add a new person to Capsule CRM
Create a new task
Retrieve core account/user information
Get details of a specific contact or organization
Get details of a specific opportunity
Get details of a specific project
Get details of a specific task
List all contacts and organizations (parties)
List all sales opportunities
List all projects
List all tasks and reminders
Why VS Code Copilot?
GitHub Copilot Agent mode brings Capsule CRM data directly into your VS Code workflow. With a project-scoped config, the entire team shares access to 11 tools. Copilot queries live data, generates typed code, and writes tests from actual API responses, all without leaving the editor.
- —
VS Code is used by over 70% of developers. adding MCP tools to Copilot means your team can leverage external data without leaving their primary editor
- —
Project-scoped MCP configs (
.vscode/mcp.json) let you commit server configurations to your repository, ensuring the entire team shares the same tool access - —
Copilot's Agent mode integrates MCP tools seamlessly with file editing, terminal commands, and workspace search in a single agentic loop
- —
GitHub's enterprise compliance and audit features extend to MCP tool usage, providing visibility into how AI interacts with external services
Capsule CRM in VS Code Copilot
Why run Capsule CRM with Vinkius?
The Capsule CRM connection runs on our fully managed, secure cloud infrastructure. We handle the hosting, maintenance, and security so you don't have to deal with servers or code. All 11 tools are ready to work instantly without any complex setup.
You stay in complete control of your data. Your AI only accesses the information you approve, keeping your sensitive passwords and private details completely safe. Plus, with automatic optimizations, your AI works faster and more efficiently.
* Every connection is hosted and maintained by Vinkius. We handle the security, updates, and infrastructure so you don't have to write code or manage servers. See our infrastructure
Over 4,000 integrations ready for AI agents
Explore a vast library of pre-built integrations, optimized and ready to deploy.
Connect securely in under 30 seconds
Generate tokens to authenticate and link external services in a single step.
Complete visibility into every agent action
Audit live requests, latency, success rates, and active security compliance policies.
Optimize spending and track token ROI
Analyze real-time token consumption and cost metrics detailed by connection.
Explore our live AI Agents Analytics dashboard to see it all working
This dashboard is included when you connect Capsule CRM using Vinkius. You will never be left in the dark about what your AI agents are doing with your tools.
Capsule CRM and 4,000+ other AI tools. No hosting, no code, ready to use.
Professionals who connect Capsule CRM to VS Code Copilot through Vinkius don't need to write code, manage servers, or worry about security. Everything is pre-configured, secure, and runs automatically in the background.
Raw MCP | Vinkius | |
|---|---|---|
| Ready-to-use MCPs | Find and configure each manually | 4,000+ MCPs ready to use |
| Connection Setup | Manual coding & server setup | 1-click instant connection |
| Server Hosting | You host it yourself (needs 24/7 uptime) | 100% hosted & managed by Vinkius |
| Security & Privacy | Stored in plaintext config files | Bank-grade encrypted vault |
| Activity Visibility | Blind execution (no logs or tracking) | Live dashboard with real-time logs |
| Cost Control | Runaway AI token spend risk | Automatic budget limits |
| Revoking Access | Must delete files or code to stop | 1-click disconnect button |
How Vinkius secures
Capsule CRM for VS Code Copilot
Every request between VS Code Copilot and Capsule CRM is protected by our secure gateway. We automatically keep your sensitive data private, prevent unauthorized access, and let you disconnect instantly at any time.
Frequently asked questions
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.
Which VS Code version supports MCP?
MCP support requires VS Code 1.99 or later with the GitHub Copilot extension. Ensure both are updated to the latest version. Older versions of Copilot may not expose the Agent mode toggle.
How do I switch to Agent mode?
Open the Copilot Chat panel and look for two mode options: "Ask" and "Agent". Click "Agent" to enable autonomous tool calling. In Ask mode, Copilot provides conversational answers but cannot invoke MCP tools.
Can I restrict which MCP tools Copilot can access?
Yes. VS Code shows a tool consent dialog before any MCP tool is invoked for the first time. You can also configure tool access policies at the organization level through GitHub Copilot settings.
Does MCP work in VS Code Remote or Codespaces?
Yes. MCP servers configured via .vscode/mcp.json work in Remote SSH, WSL, and GitHub Codespaces environments. The MCP connection is established from the remote host, so ensure the server URL is accessible from that environment.
MCP tools not available
Ensure you are in Agent mode in Copilot Chat. MCP tools only appear in Agent mode.
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