get_current_user
Get Current User
Get the Capsule CRM user associated with this connection, including their ID, name, timezone, and default currency.
Ask your agent in plain language. Each of these maps to a real tool on the server.
get_current_user
Get the Capsule CRM user associated with this connection, including their ID, name, timezone, and default currency.
get_party
Retrieve a single contact (person or organisation) by ID from Capsule CRM, including all their details such as email addresses, phone numbers, addresses, and websites.
get_opportunity
Retrieve a single Capsule CRM opportunity by ID, including its state, assignment, and linked records.
list_parties
List contacts (people and organisations) from Capsule CRM with pagination and optional filtering by modification date. Use embed options to include tags, custom fields, and organisation details.
create_opportunity
Create a new sales opportunity in Capsule CRM linked to a contact and pipeline milestone. Set the deal value, expected close date, and win probability.
list_pipelines
List sales pipelines and all their milestones from Capsule CRM. Useful for finding milestone IDs when creating or updating opportunities.
list_users
List all users in the Capsule CRM account. Useful for finding user IDs when assigning owners to parties, opportunities, projects, or tasks.
update_task
Update an existing task in Capsule CRM. Modify its description, details, due date, status, and assignment.
list_opportunities
List sales opportunities from Capsule CRM with pagination. Optionally filter by modification date or by party to get opportunities related to a specific contact.
manage_tags
List, create, update, or delete tag definitions for parties, opportunities, or projects in Capsule CRM. Tags are used to categorise and group records.
delete_opportunity
Permanently delete a sales opportunity from Capsule CRM.
delete_party
Permanently delete a contact (person or organisation) from Capsule CRM.
list_tasks
List tasks from Capsule CRM with pagination. Filter by status (open, completed, pending). Use embed to include linked party, opportunity, or project details.
update_opportunity
Update an existing sales opportunity in Capsule CRM. Modify its name, value, milestone, probability, expected close date, and other properties.
create_party
Create a new contact (person or organisation) in Capsule CRM. Supports setting names, email addresses, phone numbers, addresses, websites, tags, and custom fields.
list_projects
List projects (formerly cases) from Capsule CRM with pagination. Optionally filter by modification date or by party.
update_party
Update an existing contact (person or organisation) in Capsule CRM. Modify names, contact details, addresses, tags, and custom fields. Supports adding, modifying, and removing collection items.
list_entries
List activity history entries from Capsule CRM. Can list all entries or entries for a specific party, opportunity, or project. Entries include notes, emails, and other logged activities.
delete_task
Permanently delete a task from Capsule CRM.
create_project
Create a new project (formerly case) in Capsule CRM, linked to a contact. Projects can be used to track work, support cases, or any grouped set of activities.
create_task
Create a new task in Capsule CRM. Tasks can be linked to a party, opportunity, or project, and can have a due date and time.
search_parties
Search for contacts in Capsule CRM by name, postcode, phone number, or other text. Returns matching people and organisations.
get_project
Retrieve a single Capsule CRM project by ID, including its state, assignment, and linked records.
create_entry
Log a note or activity entry against a party, opportunity, or project in Capsule CRM. Entries represent communication history such as notes, emails, and meetings.
update_project
Update an existing project in Capsule CRM. Modify its name, description, status, owner, team, and expected close date.
delete_project
Permanently delete a project from Capsule CRM.
search_opportunities
Search Capsule CRM opportunities using the same text search as Capsule, with pagination and optional related data.
list_teams
List Capsule CRM teams and their IDs for assigning contacts, opportunities, or projects. Optionally include team memberships.
get_task
Retrieve one Capsule CRM task by ID, including its status, due date, assignment, recurrence, and linked record.
Every client uses the same Magic MCP URL, and so does any other MCP client. Add it once and sign in with SSO.
{"mcpServers": {"metorial": {"url": "<your-magic-mcp-url>"}}}
claude mcp add --transport http metorial <your-magic-mcp-url>
codex mcp add metorial --url <your-magic-mcp-url>codex mcp login metorial
One governed layer for every app your agents reach, not a separate connector per tool.
Manage Capsule CRM contacts, sales opportunities, projects, tasks, and notes. Search contacts and opportunities, set custom field values, move deals through pipeline milestones, link projects to opportunities, assign records to users or teams, and manage tag definitions. Inspect the connected user and discover users, teams, pipelines, and milestones.
Common questions about connecting Capsule Crm to AI agents with Metorial.