• CONTACTS
  • TASKS
  • HUMAN
  • SYNC

How to create contacts and tasks with your AI

Connect Capsule CRM to your AI client once. After that, you just tell your agent who to add or what to remind you about.

Ask AI about this page

Short answer

How can I add people and tasks to Capsule CRM using AI?

Your AI uses specific tools to write new contact details and task descriptions directly into your CRM. You get a populated contact list and a scheduled to-do list without manual typing. This breakdown shows how the data moves from your chat to your CRM.

Where your data lands.

CRM updates.

The AI maps your conversation to these specific outcomes in Capsule CRM.

CONTACTS

New people added

The AI uses contact info from your chat to build new profiles. Your contact list stays updated as you meet new people.

TASKS

Reminders scheduled

Follow-ups and to-dos get turned into actionable items. You'll find these waiting for you in your CRM task list.

HUMAN

Review required

If your chat is vague about a name or a date, the AI will ask you for clarification. You decide when a contact is ready to be saved.

SYNC

Data is live

Once the AI executes the command, the record is immediately visible in Capsule CRM. There is no manual export needed.

The workflow

What your AI does when you ask.

The AI translates your natural language into structured CRM entries.

  1. Extract details

    Your agent pulls names, emails, and company info from your conversation.

    create_person

  2. Build contact

    The AI sends that extracted info to Capsule CRM to create a new person record.

    create_person

  3. Define follow-ups

    The agent identifies when you need to check back in with someone.

    create_task

  4. Set reminders

    The AI creates a specific task in your CRM to keep you on track.

    create_task

Try it

Copy these to start.

Use these prompts to trigger actions in Capsule CRM.

Starting points

Swap out the bracketed info with your actual contact details or dates.

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"
    }
  }
}
Copy into chat04

  • Add a new contact to Capsule CRM for Jane Doe at Acme Corp with the email jane@acme.com.

  • Create a task in Capsule CRM to follow up with Mike Smith next Tuesday.

  • I just met Sarah Jenkins from Globex. Add her to my Capsule CRM contacts.

  • Set a reminder in Capsule CRM to call the team at Delta Inc on Friday morning.

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

Start here

Connect Capsule CRM once, then ask.

Click the link to authorize the connection. Your credentials stay encrypted, and you can start using the tools immediately.

Connect Capsule CRM to your AI

FAQ

How this task behaves.

  • 01

    Can the AI delete contacts in Capsule CRM?

    No. The AI only has tools to create new people and tasks. It cannot delete or modify existing records.

  • 02

    Does the AI create tasks for every person I mention?

    No. It only creates a task if you explicitly ask for a reminder or a follow-up.

  • 03

    Can I add custom fields to a contact through the AI?

    No. The AI is limited to the fields supported by the create_person tool.

  • 04

    Will the AI automatically add everyone I talk about?

    No. The AI waits for your instruction to perform an action.

  • 05

    Can the AI update an existing contact's phone number?

    No. This connector is limited to creating new records, not updating old ones.

  • 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