Capsule CRM Connector for AI agents.

31 live capabilities

Manage your sales pipeline and customer records through conversation.

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Why people use Capsule CRM

Capsule CRM Sales Pipeline Management

With this Connector, you just tell your agent what happened. It handles the searching, the profile fetching, and the note creation in one go. You get an updated record without the tab-switching headache.

What Vinkius changes

You get a voice-driven way to manage your CRM data without ever leaving your chat interface.

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 call without leaving your chat

A sales rep finishes a call and asks their agent to use `create_entry` to log a note about a new contract for the client.
Real-world use case 02

Quick history check before a meeting

An account manager asks the agent to use `search_parties` to find a lead and then `list_entity_entries` to see all past interactions.
Real-world use case 03

Updating a deal status on the fly

A manager tells their agent that a deal just moved to the next stage, and the agent uses `update_opportunity` to change the status.

Complete set · 31capabilities

The complete Capsule CRM capability set.

These are the exact actions your AI can choose when you ask it to work with Capsule CRM.

Capability set01 / 08

01—04

4 capabilities in this set.

Part of 31 available through Capsule CRM.

01 Capability
Create entry
Create a new note entry for a party, project, or opportunity. This helps you log interactions quickly.
02 Capability
Create opportunity
Add a new sales opportunity to your pipeline. Use this to track new potential deals.
03 Capability
Create party
Create a new person or organization profile. This adds new contacts to your CRM.
04 Capability
Create project
Start a new project or kase in your system. Use this to initiate new work efforts.

Capability set02 / 08

05—08

4 capabilities in this set.

Part of 31 available through Capsule CRM.

05 Capability
Create task
Add a new task to a project or opportunity. This helps you track specific to-dos.
06 Capability
Delete party
Remove a party profile from your CRM. Use this to clean up old contact data.
07 Capability
Delete project
Remove a project or kase from your system. Use this to clear out finished work.
08 Capability
Get current user
See which user is currently authenticated with the CRM. This confirms your current session.

Capability set03 / 08

09—12

4 capabilities in this set.

Part of 31 available through Capsule CRM.

09 Capability
Get opportunity
View the full details of a specific sales opportunity. This shows you the deal's current state.
10 Capability
Get party
View the full details of a specific person or organization. This retrieves a full contact profile.
11 Capability
Get project
View the full details of a specific project or kase. This shows you the project's current status.
12 Capability
Get task
View the details of a specific task. This helps you see specific deadlines and notes.

Capability set04 / 08

13—16

4 capabilities in this set.

Part of 31 available through Capsule CRM.

13 Capability
List custom fields
See the custom field definitions for your records. Use this to understand your data structure.
14 Capability
List deleted parties
See a list of deleted parties since a specific date. This is useful for auditing removed records.
15 Capability
List entity entries
See all entries for a specific party, project, or opportunity. This pulls up a full interaction history.
16 Capability
List entries
See a list of recent notes and emails. This gives you a quick look at recent activity.

Capability set05 / 08

17—20

4 capabilities in this set.

Part of 31 available through Capsule CRM.

17 Capability
List opportunities
See a list of all sales opportunities in your CRM. This shows you your entire active pipeline.
18 Capability
List parties
See a list of all people and organizations in your CRM. This lists your entire contact database.
19 Capability
List projects
See a list of all projects and kases. This gives you an overview of all active work.
20 Capability
List tags
See the tag definitions for your different entities. This helps you see how data is categorized.

Capability set06 / 08

21—24

4 capabilities in this set.

Part of 31 available through Capsule CRM.

21 Capability
List tasks
See a list of all tasks, usually showing open ones. This helps you see what needs to be done.
22 Capability
Search parties
Search for people or organizations in your CRM. This is the fastest way to find a contact.
23 Capability
Update opportunity
Update the details of an existing sales opportunity. This keeps your pipeline data current.
24 Capability
Update party
Update the information for an existing party profile. This keeps your contact info accurate.

Capability set07 / 08

25—28

4 capabilities in this set.

Part of 31 available through Capsule CRM.

25 Capability
Update project
Update the details of an existing project or kase. This keeps your project status current.
26 Capability
Update task
Update the information for an existing task. This allows you to modify deadlines and notes.
27 Capability
Delete task
Remove a specific task from your list. This helps you keep your task list clean.
28 Capability
List teams
See a list of all teams in your organization. This shows your internal team structure.

Capability set08 / 08

29—31

3 capabilities in this set.

Part of 31 available through Capsule CRM.

29 Capability
List users
See a list of all users in your CRM. This helps you manage your team access.
30 Capability
Search opportunities
Search for specific opportunities in your pipeline. This helps you find specific deals quickly.
31 Capability
Delete opportunity
Remove a specific sales opportunity from your pipeline. Use this to clear out closed or lost deals.

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 preview

Advanced clients IDE · CLI

Claude · Web + desktop

Official guide ↗

Connector URL · ready to paste

Streamable HTTP

https://edge.vinkius.com/vk_preview_DBEp9e93Tvvc6STGz1N31n0i26nXidJ3ni1Jolvn/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

Official guide ↗

Connector URL · ready to paste

Streamable HTTP

https://edge.vinkius.com/vk_preview_DBEp9e93Tvvc6STGz1N31n0i26nXidJ3ni1Jolvn/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

Official guide ↗

Advanced setup

{
  "mcpServers": {
    "capsule-crm-alternative": {
      "url": "https://edge.vinkius.com/vk_preview_DBEp9e93Tvvc6STGz1N31n0i26nXidJ3ni1Jolvn/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...". 31 tools available

VS Code Copilot · IDE configuration

Official guide ↗

Advanced setup

{
  "mcpServers": {
    "capsule-crm-alternative": {
      "url": "https://edge.vinkius.com/vk_preview_DBEp9e93Tvvc6STGz1N31n0i26nXidJ3ni1Jolvn/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...". 31 tools available

Windsurf · IDE configuration

Official guide ↗

Advanced setup

{
  "mcpServers": {
    "capsule-crm-alternative": {
      "url": "https://edge.vinkius.com/vk_preview_DBEp9e93Tvvc6STGz1N31n0i26nXidJ3ni1Jolvn/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...". 31 tools available

Cline · IDE configuration

Official guide ↗

Advanced setup

{
  "mcpServers": {
    "capsule-crm-alternative": {
      "url": "https://edge.vinkius.com/vk_preview_DBEp9e93Tvvc6STGz1N31n0i26nXidJ3ni1Jolvn/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...". 31 tools available

Claude Code · Terminal command

Official guide ↗

Advanced setup

claude mcp add capsule-crm-alternative --transport http "https://edge.vinkius.com/vk_preview_DBEp9e93Tvvc6STGz1N31n0i26nXidJ3ni1Jolvn/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...". 31 tools are ready

Where the request belongs

Work Capsule CRM can move forward.

Built around the request

This is for sales professionals and account managers who are tired of context-switching between their email, chat, and CRM dashboard just to log a single update.

01

Sales Representative

Updates deal statuses and logs call notes immediately after a meeting without opening a new tab.

02

Account Manager

Retrieves full contact history and recent interaction logs seconds before a client call.

03

Project Lead

Monitors project progress and checks for overdue tasks across multiple active projects.

Build the capability set

Each Connector adds new actions and data without changing how you work.

Browse Connectors

01 11 capabilities

Capsule CRM

Manage your CRM via Capsule. track contacts, opportunities, and tasks directly from any AI agent.

02 12 capabilities

Agile CRM

Manage contacts, deals, and marketing campaigns in one place with a CRM built for growing sales teams.

03 10 capabilities

Nutshell CRM

Manage sales and relationships via Nutshell CRM. track leads, contacts, and accounts directly from your AI agent.

04 10 capabilities

Pipeline CRM

Manage sales and contacts via Pipeline CRM. list deals, track people, and monitor tasks directly from any AI agent.

05 10 capabilities

Nimble CRM

Manage relationships and deals via Nimble CRM. track contacts, deals, and activities directly from your AI agent.

06 6 capabilities

folk

Manage relationships across sales, recruiting, and partnerships with a lightweight CRM that syncs contacts from everywhere.

Bring your own AI

Change the model, client or framework. Keep Capsule CRM connected.

Before you connect

Questions about Capsule CRM.

The practical details behind the request, access and result.

Can Capsule CRM MCP help me update sales deals?

Yes, it lets you update opportunity details like status and value directly through your agent.

How do I use Capsule CRM MCP to manage my contacts?

You can ask your agent to search for people or organizations and retrieve their full profiles instantly.

Can I log meeting notes using Capsule CRM MCP?

Yes, your agent can create new notes and activity entries for any party or project you specify.

Does Capsule CRM MCP support project tracking?

It allows you to list all projects, get specific project details, and create new ones on the fly.

Can I see my tasks through Capsule CRM MCP?

Your agent can list all your tasks and show you the details of specific ones so you know what's next.

Is Capsule CRM MCP good for account managers?

It's great for account managers who need to quickly pull up a client's history or contact info before a meeting.

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.

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.

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.

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.

Explore every Connector No credit card required · Free tier available