Capsule CRM (Alternative)をAIに接続

• 01 / 03連絡先とタスクを管理する
• 02 / 03プロジェクトの進捗状況を確認する
• 03 / 03商談情報の更新方法

最速日

1121ms

最遅日

1242ms

14日間の傾向

安定-2%

Capsule CRM Connector

準備完了です。MCPクライアントを選択し、セットアップ手順に従ってください。

コネクタリンクhttps://edge.vinkius.com/vk_preview_DBEp9e93Tvvc6STGz1N31n0i26nXidJ3ni1Jolvn/mcpコピー

Claude Desktop

以下の手順で数秒で接続できます。

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.

設定 · claude_desktop_config.jsonコピー

{
  "mcpServers": {
    "capsule-crm-alternative-mcp": {
      "url": "https://edge.vinkius.com/vk_preview_DBEp9e93Tvvc6STGz1N31n0i26nXidJ3ni1Jolvn/mcp"
    }
  }
}

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

各クライアントの手順ガイドはこちらです。 接続方法

Claude向けのガイド付きセットアップ？ Capsule CRMをClaudeや他のAIに設定する

このConnectorが対応するすべてのAIクライアントを見る ↑

• 01

  営業チーム

  チャット画面から離れることなく、商談ステータスの更新や通話後のメモ追加を即座に行えます。

• 02

  アカウントマネージャー

  会議の前に、顧客の完全な接触履歴や背景情報を素早く取得できます。

• 03

  プロジェクトリーダー

  組織全体のプロジェクトの進捗状況やタスクの完了状況をリアルタイムで監視できます。

• 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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