• CONTACTS
  • UPDATES
  • TASKS
  • HUMAN

How to manage contacts and tasks with your AI

Connect Capsule CRM to your AI client once. After that, you can handle your CRM data and task list through natural conversation.

Ask AI about this page

Short answer

How do I manage contacts and tasks with my AI?

You tell your AI client to create a person or an organization, and it handles the entry in Capsule CRM. You can also ask it to list your current tasks or update existing ones to keep your schedule current. This setup keeps your CRM data and your to-do list in sync without you ever leaving your chat window.

Where your data lands.

The outcomes of your chat.

The AI maps your chat commands to specific actions in Capsule CRM.

CONTACTS

New people and companies

The AI uses create_party to add new individuals or organizations to your CRM. You just provide the names and details in chat.

UPDATES

Keep info current

When contact details change, tell your AI to update the record. It keeps your CRM database accurate and up to date.

TASKS

Manage your to-do list

You can create new tasks or check what's on your plate. This keeps your workflow moving without manual data entry.

HUMAN

Review and decide

The AI handles the data entry, but you stay in control of the strategy. You decide which tasks are high priority and which contacts need attention.

The workflow

What your AI does when you send a command.

The AI translates your plain English requests into direct CRM actions.

  1. Add new contacts

    When you mention a new client or company, the AI creates the record in Capsule CRM immediately.

    create_party

  2. Modify existing records

    If a contact's phone number or role changes, the AI updates the specific party in your CRM.

    update_party

  3. Check your schedule

    You can ask for a list of your pending items to see what needs to be done next.

    list_tasks

  4. Update task status

    The AI can mark tasks as finished or change their details based on your instructions.

    create_taskupdate_task

Try it

Copy these to start.

Use these prompts to begin interacting with Capsule CRM.

Starting points

These are basic ways to start. Swap out the names and details with your actual contact info.

Capsule CRM Connector

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

Connector linkhttps://edge.vinkius.com/vk_preview_DBEp9e93Tvvc6STGz1N31n0i26nXidJ3ni1Jolvn/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-alternative-mcp": {
      "url": "https://edge.vinkius.com/vk_preview_DBEp9e93Tvvc6STGz1N31n0i26nXidJ3ni1Jolvn/mcp"
    }
  }
}
Copy into chat04

  • Create a new person named Sarah Jenkins for Acme Corp.

  • Add a new organization called Blue Sky Logistics to my CRM.

  • Show me all my current tasks in Capsule CRM.

  • Update the task 'Call John' to be due tomorrow.

  • Claude
  • ChatGPT
  • Cursor
  • VS Code
  • Windsurf
  • Claude Code
  • JetBrains
  • Cline

Start here

Connect Capsule CRM once, then ask.

Click the link below to connect. Your login credentials stay encrypted and secure. Once connected, you can use the instructions on this page with any MCP-compatible client.

Connect Capsule CRM to your AI

FAQ

How this task behaves.

  • 01

    Can the AI delete contacts for me?

    No. There is no tool provided to delete parties or tasks, so the AI cannot remove data from your CRM.

  • 02

    Does the AI decide which tasks are important?

    No. The AI only performs the actions you tell it to do. You remain responsible for prioritizing your own task list.

  • 03

    Can I add multiple people at once?

    Yes, you can ask the AI to create multiple people or organizations by describing them in your chat.

  • 04

    Will the AI change my existing contact details without asking?

    The AI only updates records when you explicitly give it an instruction to do so.

  • 05

    Can I see my tasks in a list?

    Yes, you can ask the AI to list your tasks, and it will pull that information from Capsule CRM.

  • More questions about Capsule CRM? The Connector page answers them. See everything the Capsule CRM Connector can do

Connect Capsule CRM to Claude, Cursor, ChatGPT & more