
Connect Capsule CRM (Alternative) to ChatGPT and Claude
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 your AI agent.
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.
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.

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.
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.
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 · 31 capabilities
We ship only the actions that matter.
01-04
4 capabilities in this set.
Part of 31 available through Capsule CRM.
- 01
Create opportunity
This capability creates a new sales opportunity in your pipeline.
- 02
Create party
Use this to add a new person or organization to your CRM.
- 03
Create project
This capability starts a new project, also known as a kase, in Capsule.
- 04
Create task
You can use this to generate a new task for your team.
05-08
4 capabilities in this set.
Part of 31 available through Capsule CRM.
- 05
Delete party
This capability removes a specific person or organization from your records.
- 06
Delete project
Use this to delete a project or kase from your account.
- 07
Get opportunity
This capability retrieves the specific details for a single sales opportunity.
- 08
List custom fields
This capability pulls the definitions for all custom fields used in your parties, opportunities, or kases.
09-12
4 capabilities in this set.
Part of 31 available through Capsule CRM.
- 09
List entity entries
Use this to see all activity entries for a specific party, project, or opportunity.
- 10
List entries
This capability shows you recent notes and emails recorded in the system.
- 11
List opportunities
This capability provides a list of all your current sales opportunities.
- 12
List projects
Use this to view all projects or kases currently in your account.
13-16
4 capabilities in this set.
Part of 31 available through Capsule CRM.
- 13
List tags
This capability retrieves the tag definitions used across your parties, opportunities, or kases.
- 14
List tasks
This capability returns a list of your tasks, which defaults to open items.
- 15
Update party
Use this to change the information for an existing person or organization.
- 16
Update project
This capability allows you to modify the details of an existing project or kase.
17-20
4 capabilities in this set.
Part of 31 available through Capsule CRM.
- 17
Update task
Use this to edit the details of a task you have already created.
- 18
Create entry
This capability lets you add a new note entry to your records.
- 19
Delete opportunity
Use this to remove a sales opportunity from your pipeline.
- 20
Delete task
This capability deletes a specific task from your list.
21-24
4 capabilities in this set.
Part of 31 available through Capsule CRM.
- 21
Get current user
This capability identifies the user currently authenticated with the MCP.
- 22
Get party
Use this to fetch the full profile of a specific person or organization.
- 23
Get project
This capability retrieves the specific details for a single project or kase.
- 24
Get task
Use this to pull the details for a specific task.
25-28
4 capabilities in this set.
Part of 31 available through Capsule CRM.
- 25
List deleted parties
This capability shows a list of parties that were deleted after a certain date.
- 26
List parties
Use this to see a list of all people and organizations in your CRM.
- 27
List users
This capability provides a list of all users in your Capsule account.
- 28
Search opportunities
Use this to find specific sales opportunities based on your criteria.
29-31
3 capabilities in this set.
Part of 31 available through Capsule CRM.
- 29
Search parties
This capability searches your CRM for specific people or organizations.
- 30
Update opportunity
Use this to change the details or status of an existing opportunity.
- 31
List teams
This capability retrieves a list of all teams in your account.
Real work
What teams actually run
Post-Call Updates
After a sales call, tell your agent to add a note to the contact and move the opportunity to the next stage.
Meeting Prep
Ask your agent to summarize the recent activity and notes for a specific client before you jump on a call.
Project Monitoring
Check the status of all open tasks for a specific project to see what is overdue.
New Lead Entry
Quickly create a new person or organization in your CRM as soon as you get their details.
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.
Claude
ChatGPT
Gemini
Perplexity
Grok
Microsoft Copilot
Cursor
VS Code
Windsurf
JetBrains
Cline
LangChain
Vercel AI SDK
Lovable
Z.ai
Raycast
Qwen Code
Kimi Code
Le ChatBuilding 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
1199ms average. Fast in production.
Capsule CRM is checked daily against the live service.
- Fastest day
- 1121ms
- Slowest day
- 1242ms
- 14-day trend
- Stable-2%
Connect your client
One URL. Every client.
Activate the Connector, copy your link, and paste it into the client you already use. 31 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.
https://edge.vinkius.com/vk_preview_DBEp9e93Tvvc6STGz1N31n0i26nXidJ3ni1Jolvn/mcpClaude Desktop
Follow the steps below to connect in seconds.
- 1In Claude Desktop, open Settings → Connectors.
- 2Click “Add custom connector” and paste the connector link above as the remote MCP server URL.
- 3Click Add and start a new chat — Capsule CRM capabilities are ready to use.
{
"mcpServers": {
"capsule-crm-alternative-mcp": {
"url": "https://edge.vinkius.com/vk_preview_DBEp9e93Tvvc6STGz1N31n0i26nXidJ3ni1Jolvn/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
Who it's for
Built for the work Capsule CRM owners hand off.
This MCP is built for professionals who live in their CRM and need to update data without breaking their flow.
- 01
Sales Teams
Update opportunity statuses and add call notes through chat.
- 02
Account Managers
Pull up contact history and background info before client meetings.
- 03
Project Leads
Monitor project progress and task completion via an AI agent.
FAQ
Questions Capsule CRM owners ask.
- 01
How do I connect my Capsule CRM account?
You need to provide your Capsule CRM Personal Access Token during the setup process on Vinkius.
- 02
Which AI clients can I use with this MCP?
You can use this MCP with any compatible client, including Claude, Cursor, and Windsurf.
- 03
Can I create new contacts through my AI agent?
Yes, you can use the create_party capability to add new people or organizations to your CRM.
- 04
Is my data secure?
Vinkius hosts the MCP and manages your credentials securely so you can connect once and work immediately.
- 05
Can I update existing sales deals?
Yes, you can use the update_opportunity capability to change details or stages in your sales pipeline.
- 06
How can I find a specific contact or company in my CRM?
You can use the search_parties capability by providing a search query. The AI will return matching people and organizations, including their IDs for further inspection via get_party.
- 07
Can I see the history of interactions for a specific person?
Yes! Use the list_entity_entries capability with the Party ID. This will retrieve all history entries, notes, and activities associated with that specific contact.
- 08
Is it possible to manage my sales opportunities and pipeline?
Absolutely. You can use list_opportunities to see your current deals, get_opportunity for details, and update_opportunity to change milestones or probabilities as deals progress.
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Connect Capsule CRM to Claude, Cursor, ChatGPT & more
