# Capsule CRM MCP for AI Agents MCP

> Capsule CRM connects your sales pipeline and contacts directly into any AI agent. You track opportunities, manage tasks, and update client records without ever leaving your workflow tool. This MCP gives you immediate visibility into who you need to talk to next and what stage a deal is actually in.

## Overview
- **Category:** productivity
- **Price:** Free
- **Tags:** contact-management, sales-pipeline, task-automation, lead-tracking, crm-integration, opportunity-management

## Description

Stop logging into Capsule CRM just to check on a few leads or assign a task. This connector lets your AI agent manage your entire sales pipeline using only natural conversation. Instead of copying data between spreadsheets, you simply ask your client—whether it's Cursor or Claude—to list all open deals or pull up detailed profiles for an organization. Your agent handles the necessary lookups and updates automatically. When you connect this MCP via Vinkius, you get immediate access to thousands of other services, keeping your entire business data accessible from one place. You can create new contacts on the fly, monitor project status across multiple accounts, or set reminders without ever touching a dashboard. It puts real-time CRM intelligence right where you're working.

## Tools

### create_person
Adds a new person record directly to Capsule CRM.

### create_task
Creates and logs a new task or reminder for a contact.

### get_account_info
Retrieves core information about the connected account user.

### get_opportunity_details
Pulls all specific details, values, and milestones for a single sales opportunity.

### get_contact_details
Retrieves the full profile information for a specific contact or organization.

### get_project_details
Gets detailed status and scope information for a particular project record.

### get_task_details
Retrieves the complete details of a specific task or reminder.

### list_opportunities
Lists every open sales opportunity currently recorded in your CRM.

### list_contacts
Retrieves a list of all people and organizations associated with the account.

### list_projects
Generates a comprehensive list of all existing projects managed by the team.

### list_tasks
Lists every active and completed task or reminder in the system.

## Prompt Examples

**Prompt:** 
```
What are my three biggest open deals right now?
```

**Response:** 
```
**Open Opportunity Pipeline**

*   **Quantum Leap Software:** Value: $120,000. Milestone: Contract Review (Due next week).
*   **Global Logistics Inc.:** Value: $55,000. Milestone: Discovery Phase Complete.
*   **Midtown Retail Group:** Value: $8,000. Milestone: Needs Stakeholder Approval.

Do you want details on any of these?
```

**Prompt:** 
```
List all people I've interacted with this month.
```

**Response:** 
```
Here are your recent parties:

*   👤 **Jane Smith** (Person) - Tags: Marketing, Follow-up needed.
*   🏢 **Acme Solutions** (Organization) - Tags: Potential Client, High Value.
*   👤 **Mark Jones** (Person) - Last interaction: 2 days ago. Needs task created.
```

**Prompt:** 
```
Can you create a task for Sarah to follow up on the new contract?
```

**Response:** 
```
**Task Created Successfully**

A reminder has been set in your account:
*   **Task:** Follow up with Sarah regarding Q3 Contract.
*   **Due Date:** Tomorrow, 10:00 AM
*   **Assigned To:** You

The task is now visible on your dashboard.
```

## Capabilities

### Track and view all client details
The agent lists all your contacts and organizations, providing detailed profiles including emails and tags.

### Manage sales deals and opportunities
You can list all open sales opportunities and retrieve key metadata about each deal's value and milestones.

### Handle tasks and follow-ups
The agent creates, updates, or checks on any task or reminder needed for a client relationship.

### Get account and contact deep dives
You can retrieve detailed information about specific parties (people or organizations), opportunities, or projects using their unique IDs.

## Use Cases

### Preparing for a client call
You're meeting with an existing client. Instead of manually checking their file, you ask your AI agent to use `get_contact_details` and pull up the last project they worked on, along with all outstanding tasks assigned to them.

### Identifying new leads
You hear about a potential target company. You tell your agent to check if they exist by running `list_contacts`. If they do, you can immediately use `create_person` to log them into the system.

### Pipeline cleanup
It's end of quarter. You need a list of all deals that are stuck. You ask your agent to run `list_opportunities`, allowing you to filter and report on stalled sales opportunities quickly.

## Benefits

- Instead of logging into your CRM dashboard, you simply ask your agent to list all open deals using the `list_opportunities` tool. You get immediate visibility without switching screens.
- Need to follow up with someone? The MCP lets you create a reminder or task instantly using `create_task`, keeping your sales process on track right where you are working.
- You don't have to manually update client records; the agent can pull comprehensive details for any contact using `get_contact_details` and keep your data current automatically.
- Stay organized across different departments. Accessing and listing projects via `list_projects` helps Account Managers maintain visibility into every ongoing job.
- When a deal moves forward, you can retrieve precise metadata about it by calling `get_opportunity_details`, giving the agent the exact figures needed for reports.

## How It Works

The bottom line is that once it's configured, your AI client treats Capsule CRM like another set of native commands, eliminating manual lookups entirely.

1. First, subscribe to this MCP through Vinkius and enter your Capsule CRM Personal Access Token.
2. Next, point your AI client—like Windsurf or VS Code—to the connected service.
3. Finally, just ask your agent what you need. It uses the connection to pull data, create records, and give you an immediate answer.

## Frequently Asked Questions

**How does the Capsule CRM MCP help me with daily sales tasks?**
It lets you manage your entire sales cycle without logging into a separate application. You can ask your agent to list all open deals or check contact details instantly, making sure no follow-up is missed.

**I need to know if the Capsule CRM MCP supports multiple roles?**
Yes. Account Managers, SDRs, and Admins can use it. It gives you tools to track projects, check contact history, and assign tasks—all within your existing workflow tool.

**Can the Capsule CRM MCP help me find old client information?**
Absolutely. You can ask your agent to list all contacts or run a deep dive on specific parties using their IDs. It pulls up everything—emails, tags, and history.

**Is the Capsule CRM MCP just for viewing data, or can it actually make changes?**
It does both. You can retrieve information (viewing) but you can also create new records, like setting a task or adding a new person profile directly through your conversation.

**What if I don't know the client ID for a deal? Can the Capsule CRM MCP handle that?**
You don't need the ID. You can ask your agent to list all opportunities first, and then select the specific deal you want details on from the resulting list.