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Connect Capsule CRM to ChatGPT, Claude and Gemini

Set it up once and it works in ChatGPT, Claude, Cursor, and any other client you love. It all runs safely in the background, so you can relax and focus on what really matters. Run your entire sales pipeline through natural conversation.

Ask AI about this Connector

Developed, maintained, and hosted by Vinkius.

MCP VERIFIED · PRODUCTION READY · VINKIUS GUARANTEED

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Works with modern AI clients that support MCP, including ChatGPT, Claude, Cursor, and more.

ChatGPTClaudeCursorPerplexityGeminiMicrosoft CopilotRaycastMeta AI

Your AI does the work. We keep it safe and sound.

No other AI tool gives you this. Your workflow runs in the client you already love, your account stays protected, and you decide what the agent can and cannot do. It is the whole reason to make the switch.

Each Connector lives inside our infrastructure, the same place where your workflow runs. The three things below are already part of it, working quietly in the background so you never have to think about them. Nothing to add, nothing to set up, nothing to worry about.

A futuristic MCP client docking bay
V8 Isolate01

Each Connector runs inside its own sealed environment.

Each Connector runs inside its own sealed V8 runtime — no access to your files, your system, or other servers. A Connector never sees past its own request.

Kill Switch02

One switch stops every agent. Instantly.

One action deactivates every Connector, revokes every token, and ends every session at once. AI Governance keeps the record.

FinOps per User03

Spending limits that pause instead of surprise.

Every user keeps their own connections and credentials, isolated from everyone else. Anything that would cross your spending limit is held for your approval, not billed.

Three controls, built into the layer your AI connects through.

Curated set · 11 capabilities

We ship only the actions that matter.

Capability set01 / 03

01-04

4 capabilities in this set.

Part of 11 available through Capsule CRM.

  1. 01

    Get contact details

    Get the full profile for a specific contact or organization.

  2. 02

    Get task details

    Retrieve the full details of a specific task or reminder.

  3. 03

    List opportunities

    This capability lists all your current sales opportunities.

  4. 04

    List projects

    Use this to see all the projects currently active in your account.

Capability set02 / 03

05-08

4 capabilities in this set.

Part of 11 available through Capsule CRM.

  1. 05

    Create person

    Add a brand new person profile to your CRM instantly.

  2. 06

    Create task

    Use this to generate a new task or reminder in your account.

  3. 07

    Get account info

    This capability retrieves your core account and user profile information.

  4. 08

    Get opportunity details

    Get specific metadata for a single sales opportunity.

Capability set03 / 03

09-11

3 capabilities in this set.

Part of 11 available through Capsule CRM.

  1. 09

    Get project details

    This capability fetches deep details for a specific project.

  2. 10

    List contacts

    This capability pulls a full list of all your contacts and organizations.

  3. 11

    List tasks

    This capability pulls a list of all your tasks and reminders.

Real work

What teams actually run

01

Post-Meeting Updates

Tell your agent to create a new person and a follow-up task immediately after a call.

02

Pipeline Audits

Ask your agent to list all open opportunities to check your current sales volume.

03

Quick Contact Lookups

Retrieve an organization's email or tags while you are drafting a message in another window.

04

Daily Task Review

Have your agent list all your pending tasks to plan your morning.

Automate a task

Put Capsule CRM to work on one thing.

Step-by-step automations your AI runs through this Connector: the workflow, the prompts to start with, and the exact capabilities behind each move.

One connector, every AI

Capsule CRM works with the most popular AI clients.

These are the most popular clients, each with a step-by-step guide: one link, set up once, with governance and visibility built in. And because everything runs on the MCP standard, the same connection also works in any other compatible client — nothing to rebuild.

ClaudeClaudeChatGPTChatGPTGeminiGeminiPerplexityPerplexityGrokGrokMicrosoft CopilotMicrosoft CopilotCursorCursorVS CodeVS CodeWindsurfWindsurfJetBrainsJetBrainsClineClineLangChainLangChainVercel AI SDKVercel AI SDKLovableLovableZ.aiZ.aiRaycastRaycastQwen CodeQwen CodeKimi CodeKimi CodeLe ChatLe Chat

Building your own app? The connector is yours to use.

You don't need a client to put Capsule CRM to work: the same hosted connection plugs into your own applications and agent code, with the same governance on every request. Build with it, chat with it — one connection for both.

Observed, not estimated

892ms average. Fast in production.

Capsule CRM is checked daily against the live service.

Daily averagePeak 1127ms
Oct 3Today
Fastest day
735ms
Slowest day
1127ms
14-day trend
Slowing+16%

Connect your client

One URL. Every client.

Activate the Connector, copy your link, and paste it into the client you already use. 11 capabilities arrive ready to run.

Preview access · not provider authentication

The vk_preview_* token belongs to Vinkius preview infrastructure. It lets Claude discover and display the capabilities of Capsule CRM, so you can see the experience inside your AI.

It does not authenticate your account with Capsule CRM. Actions requiring credentials or live account data may not run until you activate the Connector and authorize the service.

Capsule CRM Connector

You're all set. Choose your MCP client and follow the setup instructions.

Connector linkhttps://edge.vinkius.com/vk_preview_ISzN7MmXUNekGG8kTdywyqVd8Qyv8qo6zsJyeCp2/mcp

Claude Desktop

Follow the steps below to connect in seconds.

  1. 1In Claude Desktop, open Settings → Connectors.
  2. 2Click “Add custom connector” and paste the connector link above as the remote MCP server URL.
  3. 3Click Add and start a new chat — Capsule CRM capabilities are ready to use.
Configuration · claude_desktop_config.jsonCopy
{
  "mcpServers": {
    "capsule-crm-mcp": {
      "url": "https://edge.vinkius.com/vk_preview_ISzN7MmXUNekGG8kTdywyqVd8Qyv8qo6zsJyeCp2/mcp"
    }
  }
}
  • Claude
  • ChatGPT
  • Cursor
  • VS Code
  • Windsurf
  • Claude Code
  • JetBrains
  • Cline

Step-by-step instructions for each client are in the guide. How to connect

Guided setup for Claude? Set up Capsule CRM in Claude and other AIs

See all the AI clients this connector works with ↑

Who it's for

Built for the work Capsule CRM owners hand off.

This MCP is built for professionals who live in their AI clients but need to keep their CRM data current.

  • 01

    Sales and SDR Teams

    They use the agent to check tasks and contact info without logging into the CRM.

  • 02

    Account Managers

    They monitor opportunity statuses and project progress from their primary workspace.

  • 03

    Business Admins

    They pull daily CRM summaries and account info using natural language.

FAQ

Questions Capsule CRM owners ask.

  • 01

    How do I connect my Capsule CRM to this MCP?

    You just need to provide your Capsule CRM Personal Access Token (Bearer) after subscribing to the MCP on Vinkius.

  • 02

    Which AI clients can I use with this?

    This MCP works with any compatible client, including Claude, Cursor, Windsurf, and VS Code.

  • 03

    Can I create new contacts using my AI agent?

    Yes, you can use the create_person capability to add new people to your CRM through natural language.

  • 04

    Is my CRM data secure?

    Vinkius hosts the MCP and manages your credentials securely so you can connect once and stay connected.

  • 05

    Can I manage my sales pipeline with this?

    Yes, you can list opportunities, get specific deal details, and monitor your sales progress directly.

  • 06

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

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

  • 07

    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.

  • 08

    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.

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