# Capsule CRM MCP > Capsule CRM manages your entire client lifecycle—from initial contact to completed project. You can search for people and companies, track sales deals, update task assignments, and monitor project progress using natural language commands from any AI agent. ## Overview - **Category:** sales-automation - **Price:** Free - **Tags:** crm, sales-tracking, contact-management, pipeline-management, task-management ## Description Okay, so here's the deal: managing relationships across different platforms is a nightmare of tabs, copies, and pasted data. Before this MCP, if you needed to know a client's full history or update a sales opportunity, you were bouncing between your CRM, your task list, and your email platform. It was slow. Now, you just talk to your agent. You can ask it to find details on a company using `search_parties` and then tell it to create an associated project. Your agent handles the sequence of steps—it pulls up the client's profile, confirms their status, and makes sure all related tasks are logged. Whether you’re managing sales pipelines or tracking deep-dive projects, this MCP lets you handle all that complexity without leaving your chat window. Because Vinkius hosts it, your agent connects to everything in one place. It means you keep the focus on the client, not the clicks. ## Tools ### create_entry Creates a new note entry record for a party, project, or opportunity. ### create_opportunity Generates and saves a brand new sales opportunity into the system. ### create_party Registers an entirely new person or organization (a party) in your database. ### create_project Sets up a new project record (kase) when a deal closes or starts. ### create_task Creates a specific, actionable to-do item for any user or resource. ### delete_opportunity Removes an existing sales opportunity from the pipeline. ### delete_party Permanently removes a party (person or organization) record. ### delete_project Deletes an entire project record (kase). ### delete_task Removes a specific task from the system's to-do list. ### get_current_user Identifies and shows who is currently authenticated with the MCP. ### get_opportunity Retrieves all detailed information for one specific sales opportunity. ### get_party Fetches all available data for a single contact or organization (a party). ### get_project Retrieves all details related to one specific project (kase). ### get_task Fetches the current status and details of a single task. ### list_custom_fields Shows all available custom data fields you've set up for parties, projects, or opportunities. ### list_deleted_parties Retrieves a list of parties that have been deleted since a specific date. ### list_entity_entries Lists all recorded notes and interactions for a given party, project, or opportunity. ### list_entries Shows recent activity records, including both notes and emails. ### list_opportunities Retrieves a list of every open sales opportunity in the system. ### list_parties Lists all parties (people and organizations) recorded in your CRM. ### list_projects Retrieves a list of every active project (kases). ### list_tags Displays all the tag definitions you use for organizing parties, deals, or projects. ### list_tasks Gets a list of tasks that are currently open and need attention. ### list_teams Shows all the teams defined within your organization's structure. ### list_users Lists every user account connected to the CRM system. ### search_opportunities Searches the entire database of opportunities using keywords or criteria. ### search_parties Searches for a specific person or organization (party) by name, email, or keyword. ### update_opportunity Changes the status, value, or details of an existing sales opportunity record. ### update_party Modifies specific data points on an already existing contact's profile. ### update_project Updates details, status, or key milestones for a current project. ### update_task Modifies the due date, assignee, or status of an assigned task. ## Prompt Examples **Prompt:** ``` Search for a contact named 'Alice Smith' in Capsule. ``` **Response:** ``` I found a contact: Alice Smith (ID: 54321) at 'Tech Solutions'. Would you like me to fetch her full profile or recent interaction history? ``` **Prompt:** ``` List all my open sales opportunities. ``` **Response:** ``` You have 3 open opportunities: 'Enterprise License' ($5,000), 'Consulting Services' ($2,500), and 'API Integration' ($1,200). Which one would you like to update? ``` **Prompt:** ``` Show me the tasks for project ID 12345. ``` **Response:** ``` I've retrieved the tasks for project 12345. There are 2 pending tasks: 'Review contract' (Due tomorrow) and 'Send welcome email' (Overdue). ``` ## Capabilities ### Find and research contacts Search for specific people or organizations and retrieve their complete profile details. ### Manage sales opportunities List, search, update the status of, or even delete entire sales deals in your pipeline. ### Oversee project lifecycles Create new projects and check on their current status and associated resources. ### Track tasks and activities Generate to-do lists, assign tasks, or review the full history of interactions for any client record. ## Use Cases ### The SDR needs context on a cold lead. A sales development rep finds a prospect's name. Instead of searching the web, they ask their agent to use `search_parties`. The agent retrieves the profile and shows recent activity history, letting the SDR tailor their pitch immediately. ### The AE needs to close out an old deal. An account executive realizes a client is no longer interested in a specific product. They ask the agent to use `delete_opportunity` on that record, keeping the main party file intact while accurately cleaning up the pipeline. ### The PM needs to assign follow-up actions. After reviewing project status with `get_project`, a Project Manager realizes two action items are missing. They tell their agent, and it uses `create_task` for both issues, assigning them directly to the relevant team members. ### The Client Service Rep needs to log meeting notes. A CSR finishes a call with a key account. Instead of logging into the system and finding the right place, they tell their agent, which uses `create_entry` automatically linking the note to the correct party record. ## Benefits - Update deal statuses instantly. Instead of navigating to the opportunity record and manually changing its stage, you simply tell your agent to update an existing opportunity using `update_opportunity`—and it's done. This keeps your pipeline accurate without extra clicks. - Build a complete client picture fast. If you only have a name, use `search_parties`. The agent pulls up the full profile, allowing you to see all recorded notes and interactions via `list_entity_entries`, giving you instant context before any call. - Keep project momentum high. Don't forget follow-ups. You can check status with `get_project` or set a reminder using `create_task`. This ensures that no critical milestone slips through the cracks after the initial kick-off. - Streamline data capture. When a meeting ends, you don't have to open three different forms. You tell your agent what happened; it handles creating notes (`create_entry`) and updating the associated party record with `update_party` in one go. - Understand your structure immediately. Use tools like `list_tags` or `list_custom_fields` to see exactly how your business is structured, ensuring that any new data you create (like a deal using `create_opportunity`) fits perfectly into your existing data model. ## How It Works The bottom line is that you talk to it once, and your agent executes all the complex steps in the background. 1. First, connect your Capsule CRM Personal Access Token to your AI agent via Vinkius. 2. Next, give your agent a command, like 'Find the details for Acme Corp.' 3. The agent runs the necessary tools and returns structured data showing the contact's profile or project status. ## Frequently Asked Questions **How do I find details on a client using the get_party tool?** You use `get_party` to retrieve all data for a specific person or organization. This gives you their full profile, including contact info and history records. **Can I list all my open sales deals using list_opportunities?** Yes, running `list_opportunities` pulls up every active deal in your pipeline. You can then ask the agent to search or update any of those listings by name. **How do I make a new contact record using create_party?** Use `create_party` and provide all the required details (name, email, company). This registers the person or organization into your CRM database correctly. **What is the difference between list_tasks and get_task?** `list_tasks` gives you a general view of all open tasks. `get_task` lets you pull up the specific, detailed status for one task by its ID. **Can I update an opportunity using update_opportunity?** Yes, `update_opportunity` allows you to change a deal’s value, stage, or owner after it has already been created and listed in the pipeline. **How do I view a party’s complete interaction history using list_entity_entries?** You use the list_entity_entries tool to pull all notes, emails, and system updates related to a specific record. This goes beyond just current details by giving you a chronological log of every action taken on that party, project, or opportunity. **Before I update data, how do I check what custom fields are available for parties? (list_custom_fields)** You must call list_custom_fields first to see the exact definitions. This tells your AI client precisely which custom fields exist and if they accept specific data types before you attempt an update or creation. **I deleted a party by mistake; how can I retrieve records using list_deleted_parties?** The list_deleted_parties tool allows you to look up parties that have been removed, provided you specify the date range. This is essential for data recovery and checking compliance before permanently deleting information. **How can I find a specific contact or company in my CRM?** You can use the `search_parties` tool 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` tool 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.