Capsule CRM Connector for AI agents.
11 live capabilities
Manage your sales pipeline and contact records through natural conversation.
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Why people use Capsule CRM
Capsule CRM Sales Pipeline Management
This Connector changes that. You can just tell your agent to log the lead, set the follow-up task, and update the opportunity status in one go. You get a clean, updated pipeline without the clicking.
What Vinkius changes
You get a hands-free way to manage your sales data without switching apps.
Use it from Claude, ChatGPT, Cursor or another AI client you already have.
One account · 5,900+ Connectors
- Real-world use case 01
Logging a new lead
You meet a prospect and tell your agent to 'Create a person named Jane Doe with the email jane@example.
- Real-world use case 02
Checking deal status
An account manager asks, 'What's the status of the Cloud Migration deal?
- Real-world use case 03
Daily task audit
A sales lead starts their morning by asking for 'all tasks due today.
Complete set · 11capabilities
The complete Capsule CRM capability set.
These are the exact actions your AI can choose when you ask it to work with Capsule CRM.
01—04
4 capabilities in this set.
Part of 11 available through Capsule CRM.
- 01 Capability
Create person
Add a new person to your database instantly. Use this to log new leads as soon as they appear.
- 02 Capability
List contacts
Pull a list of all people and organizations in your CRM. This is your go-to for finding any party in your database.
- 03 Capability
List projects
See every project currently active in your CRM. This helps you keep a bird's eye view of all team initiatives.
- 04 Capability
List tasks
View all tasks and reminders across your entire account. Use this to see what needs to be done today.
05—08
4 capabilities in this set.
Part of 11 available through Capsule CRM.
- 05 Capability
Create task
Make a new task or reminder for yourself or a teammate. It ensures no follow-up ever falls through the cracks.
- 06 Capability
Get account info
Grab the core details of your account or user profile. This is useful for verifying your current CRM settings.
- 07 Capability
Get opportunity details
Pull specific data on a single sales opportunity. Use this to see milestones and values for a specific deal.
- 08 Capability
Get contact details
Retrieve the full profile for a specific person or organization. Get emails and tags in one step.
09—11
3 capabilities in this set.
Part of 11 available through Capsule CRM.
- 09 Capability
Get project details
Get the specific details and status of a single project. This helps you dive deep into project milestones.
- 10 Capability
Get task details
Look up the specifics of a single task or reminder. Use this to check due dates and instructions.
- 11 Capability
List opportunities
See all your current sales opportunities in one list. It gives you a clear view of your active pipeline.
Set up in minutes
One URL. Then ask Capsule CRM to work.
Claude and ChatGPT only need the Connector URL. Copy it once, add it in settings, and use Capsule CRM from the conversation.
Choose your client
Live previewAdvanced clients IDE · CLI
Claude · Web + desktop
Connector URL · ready to paste
Streamable HTTPhttps://edge.vinkius.com/vk_preview_ISzN7MmXUNekGG8kTdywyqVd8Qyv8qo6zsJyeCp2/mcp - Step 01
Open Connectors
In Claude Web or Claude Desktop, open Settings and choose Connectors.
- Step 02
Add the URL
Choose Add custom connector, name it Capsule CRM, and paste the URL above.
- Step 03
Turn it on in chat
Select +, open Connectors, and enable Capsule CRM for the conversation.
ChatGPT · Web + desktop
Connector URL · ready to paste
Streamable HTTPhttps://edge.vinkius.com/vk_preview_ISzN7MmXUNekGG8kTdywyqVd8Qyv8qo6zsJyeCp2/mcp - Step 01
Open MCP settings
On desktop, open Settings and MCP servers. On web, open your workspace app or connector settings.
- Step 02
Add the URL
Choose Add server with Streamable HTTP, or create a custom MCP app, then paste the Capsule CRM URL.
- Step 03
Save and start
Save the connection and enable Capsule CRM in your conversation. Desktop may ask you to restart once.
Cursor · IDE configuration
Advanced setup
{
"mcpServers": {
"capsule-crm": {
"url": "https://edge.vinkius.com/vk_preview_ISzN7MmXUNekGG8kTdywyqVd8Qyv8qo6zsJyeCp2/mcp"
}
}
}- Step 01
Open MCP Settings
Press Cmd+Shift+P (macOS) or Ctrl+Shift+P (Windows/Linux) → search "MCP Settings"
- Step 02
Add the server config
Paste the JSON configuration above into the mcp.json file that opens
- Step 03
Save the file
Cursor will automatically detect the new Connector
- Step 04
Start using Capsule CRM
Open Agent mode in chat and ask: "Using Capsule CRM, help me...". 11 tools available
VS Code Copilot · IDE configuration
Advanced setup
{
"mcpServers": {
"capsule-crm": {
"url": "https://edge.vinkius.com/vk_preview_ISzN7MmXUNekGG8kTdywyqVd8Qyv8qo6zsJyeCp2/mcp"
}
}
}- Step 01
Create MCP config
Create a .vscode/mcp.json file in your project root
- Step 02
Add the server config
Paste the JSON configuration above
- Step 03
Enable Agent mode
Open GitHub Copilot Chat and switch to Agent mode using the dropdown
- Step 04
Start using Capsule CRM
Ask Copilot: "Using Capsule CRM, help me...". 11 tools available
Windsurf · IDE configuration
Advanced setup
{
"mcpServers": {
"capsule-crm": {
"url": "https://edge.vinkius.com/vk_preview_ISzN7MmXUNekGG8kTdywyqVd8Qyv8qo6zsJyeCp2/mcp"
}
}
}- Step 01
Open MCP Settings
Go to Settings → MCP Configuration or press Cmd+Shift+P and search "MCP"
- Step 02
Add the server
Paste the JSON configuration above into mcp_config.json
- Step 03
Save and reload
Windsurf will detect the new server automatically
- Step 04
Start using Capsule CRM
Open Cascade and ask: "Using Capsule CRM, help me...". 11 tools available
Cline · IDE configuration
Advanced setup
{
"mcpServers": {
"capsule-crm": {
"url": "https://edge.vinkius.com/vk_preview_ISzN7MmXUNekGG8kTdywyqVd8Qyv8qo6zsJyeCp2/mcp"
}
}
}- Step 01
Open Cline MCP Settings
Click the Connectors icon in the Cline sidebar panel
- Step 02
Add remote server
Click "Add Connector" and paste the configuration above
- Step 03
Enable the server
Toggle the server switch to ON
- Step 04
Start using Capsule CRM
Ask Cline: "Using Capsule CRM, help me...". 11 tools available
Claude Code · Terminal command
Advanced setup
claude mcp add capsule-crm --transport http "https://edge.vinkius.com/vk_preview_ISzN7MmXUNekGG8kTdywyqVd8Qyv8qo6zsJyeCp2/mcp"- Step 01
Install Claude Code
Run npm install -g @anthropic-ai/claude-code if not already installed
- Step 02
Add the Connector
Run the command above in your terminal
- Step 03
Verify the connection
Run claude mcp to list connected servers, or type /mcp inside a session
- Step 04
Start using Capsule CRM
Ask Claude: "Using Capsule CRM, show me...". 11 tools are ready
Where the request belongs
Work Capsule CRM can move forward.
For sales teams who hate manual data entry and account managers who need to stay on top of dozens of moving parts without constant tab-switching.
Sales Development Representative
Logs new leads and sets follow-up tasks immediately after a discovery call.
Account Manager
Checks project statuses and opportunity values during live client meetings.
Sales Ops Manager
Pulls daily summaries of tasks and opportunities to keep the team on track.
Build the capability set
Add more capabilities.
Each Connector adds new actions and data without changing how you work.
Browse ConnectorsCapsule CRM
Manage contacts, sales opportunities, and projects via Capsule CRM. search parties, track pipelines, and manage tasks directly from any AI agent.
Agile CRM
Manage contacts, deals, and marketing campaigns in one place with a CRM built for growing sales teams.
Nutshell CRM
Manage sales and relationships via Nutshell CRM. track leads, contacts, and accounts directly from your AI agent.
Twenty CRM
Manage your CRM data directly from AI. list people, companies, and opportunities, and create or update records in Twenty CRM.
Keap
Manage CRM contacts, marketing campaigns, and sales automation via Keap.
Nimble CRM
Manage relationships and deals via Nimble CRM. track contacts, deals, and activities directly from your AI agent.
Bring your own AI
Change the model, client or framework. Keep Capsule CRM connected.
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Claude -
ChatGPT -
Gemini -
Cursor -
VS Code -
Windsurf -
ZCode -
Cline -
Zed -
Continue -
Kiro -
Roo Code -
Zencoder -
Goose -
Void -
Augment Code -
Amp -
Qodo -
Tabnine -
Pieces -
Sourcegraph Cody -
JetBrains -
Warp -
Amazon Q -
Antigravity -
BoltAI -
Raycast -
Jan -
LM Studio -
AnythingLLM -
Open WebUI -
Msty -
Cherry Studio -
LibreChat -
TypingMind -
Chorus -
5ire -
n8n -
LangChain -
LlamaIndex -
CrewAI -
Vercel AI SDK
Before you connect
Questions about Capsule CRM.
The practical details behind the request, access and result.
Can I use Capsule CRM with Claude or Cursor?
Yes, you can connect this Connector to any compatible client like Claude, Cursor, or Windsurf to manage your CRM.
Does this Connector let me create new leads?
Yes, you can use it to create new person profiles directly through your AI agent's chat.
Can I see my sales opportunities?
Yes, your agent can list all your opportunities or pull specific details for any single deal.
Will this sync my tasks?
Yes, you can list, create, and get details for all your tasks and reminders within Capsule CRM.
How do I connect my Capsule account?
You'll need to subscribe to this Connector and provide your Capsule CRM Personal Access Token.
Can I manage projects too?
Yes, the Connector allows your agent to list all projects and pull specific details for individual ones.
Is this good for SDRs?
It's perfect for SDRs who need to quickly log contacts and set follow-up tasks without leaving their primary workspace.
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.
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.
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.
One connection away
Give your agent a direct line to Capsule CRM.
Connect Capsule CRM once. Keep it beside 5,900+ managed Connectors when the next task needs more.
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