Capsule CRMをChatGPT、Claude、Geminiに接続

• 01 / 03商談の監査方法を確認する
• 02 / 03連絡先とタスクの作成方法
• 03 / 03詳細の取得方法

最速日

735ms

最遅日

1127ms

14日間の傾向

遅延傾向+16%

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_ISzN7MmXUNekGG8kTdywyqVd8Qyv8qo6zsJyeCp2/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-mcp": {
      "url": "https://edge.vinkius.com/vk_preview_ISzN7MmXUNekGG8kTdywyqVd8Qyv8qo6zsJyeCp2/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・SDRチーム

  CRMにログインすることなく、タスクの確認や連絡先情報の取得を迅速に行えます。

• 02

  アカウントマネージャー

  業務ツールから直接、案件のステータスやプロジェクトの進捗を監視できます。

• 03

  ビジネス管理者

  自然な言葉を使って、日々のCRMサマリーやアカウント情報を簡単に取得できます。

• 01

  How do I connect my Capsule CRM to this MCP?

  You just need to provide your Capsule CRM Personal Access Token (Bearer) after subscribing to the MCP on Vinkius.

• 02

  Which AI clients can I use with this?

  This MCP works with any compatible client, including Claude, Cursor, Windsurf, and VS Code.

• 03

  Can I create new contacts using my AI agent?

  Yes, you can use the create_person capability to add new people to your CRM through natural language.

• 04

  Is my CRM data secure?

  Vinkius hosts the MCP and manages your credentials securely so you can connect once and stay connected.

• 05

  Can I manage my sales pipeline with this?

  Yes, you can list opportunities, get specific deal details, and monitor your sales progress directly.

• 06

  Can I check the value of a sales opportunity using the agent?

  Yes! Use the get_opportunity_details capability with the Opportunity ID. Your agent will fetch the detailed metadata, which includes the value amount and currency from Capsule CRM.

• 07

  How do I list all the people in my CRM?

  Simply ask the agent to list_contacts. It will retrieve the list of all parties (people and organizations) from your Capsule account, including their names and primary details.

• 08

  Does the integration allow creating a new task?

  Yes. Use the create_task action and provide the description. You can also optionally specify a due date. The task will be added to your Capsule account instantly.

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