• CONTACTS
  • PROJECTS
  • CONTEXT
  • HUMAN

How to retrieve contact and project details with your AI

Connect Capsule CRM to your AI client once. After that, you can pull specific data points without switching tabs.

Ask AI about this page

Short answer

How can I get contact and project info through my AI?

Your AI uses Capsule CRM tools to fetch contact profiles, organization data, or active project status. You get the specific data you need right in your chat window. You'll see the exact steps and prompts below.

Data outcomes

What you get from your chat

The specific information your AI pulls from Capsule CRM.

CONTACTS

Deep contact profiles

The AI pulls specific contact information and organization details. You get the full context needed for personalized outreach.

PROJECTS

Active project status

Get a list of current projects or specific details on a single project. This keeps your project tracking inside your conversation.

CONTEXT

Immediate data access

Instead of searching through CRM menus, the AI finds the exact record you asked for. You stay focused on the task at hand.

HUMAN

Manual updates needed

The AI only reads and retrieves existing data. You still need to manually enter new information or change records in Capsule CRM.

The workflow

What your AI does when you ask for data.

The AI translates your questions into specific CRM lookups.

  1. Identify the contact

    The AI looks up the specific person or organization you mentioned to find their profile.

    get_contact_details

  2. List active work

    If you ask about ongoing work, the AI scans your current project list.

    list_projects

  3. Drill into projects

    The AI pulls specific milestones or details for a single project you've identified.

    get_project_details

  4. Deliver the answer

    The AI presents the requested CRM data as a plain text response in your chat.

    get_contact_detailslist_projectsget_project_details

Try it

Copy these to start.

Use these prompts to trigger the first lookups.

Starting points

These are opening lines. Swap the names in brackets for the actual names in your CRM.

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

  • Get the contact details for [Contact Name].

  • Show me a list of all my active projects.

  • What are the details for the [Project Name] project?

  • Find the organization information for [Company Name].

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

Start here

Connect Capsule CRM once, then ask.

Click the link to connect your account. Your login stays encrypted on our side, and the full walkthrough lives on the Connector page.

Connect Capsule CRM to your AI

FAQ

How this task behaves

  • 01

    Can the AI edit my contact info?

    No. This connector is for retrieving information only. You must make edits directly in Capsule CRM.

  • 02

    Can the AI delete projects?

    No. The AI cannot delete or remove any data from your CRM.

  • 03

    Does the AI see all my CRM data?

    The AI only accesses the specific data requested through the tools provided.

  • 04

    Can I add new contacts via chat?

    No. There are no tools available to create or add new records.

  • 05

    How does the AI find the right project?

    It uses the project name or ID you provide to match it against your existing project list.

  • 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