Capsule Crm MCP server

Connect Capsule Crm to Claude, ChatGPT, Cursor, Claude Code, Codex, Gemini, GitHub Copilot and any other MCP client, for your whole team. Metorial adds security, governance, and tracing, and gives everyone one Magic MCP URL to connect.

What you can do with the Capsule Crm MCP server

Ask your agent in plain language. Each of these maps to a real tool on the server.

  • Use the get current user tool in Capsule Crm
  • Use the get party tool in Capsule Crm
  • Use the get opportunity tool in Capsule Crm
  • Use the list parties tool in Capsule Crm
  • Use the create opportunity tool in Capsule Crm
  • Use the list pipelines tool in Capsule Crm

Supported Tools

get_current_user

Get Current User

Get the Capsule CRM user associated with this connection, including their ID, name, timezone, and default currency.

get_party

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

Get Opportunity

Retrieve a single Capsule CRM opportunity by ID, including its state, assignment, and linked records.

list_parties

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 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 Pipelines

List sales pipelines and all their milestones from Capsule CRM. Useful for finding milestone IDs when creating or updating opportunities.

list_users

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 Task

Update an existing task in Capsule CRM. Modify its description, details, due date, status, and assignment.

list_opportunities

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

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

Delete Opportunity

Permanently delete a sales opportunity from Capsule CRM.

delete_party

Delete Party

Permanently delete a contact (person or organisation) from Capsule CRM.

list_tasks

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 Opportunity

Update an existing sales opportunity in Capsule CRM. Modify its name, value, milestone, probability, expected close date, and other properties.

create_party

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

List projects (formerly cases) from Capsule CRM with pagination. Optionally filter by modification date or by party.

update_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 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

Delete Task

Permanently delete a task from Capsule CRM.

create_project

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 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 Parties

Search for contacts in Capsule CRM by name, postcode, phone number, or other text. Returns matching people and organisations.

get_project

Get Project

Retrieve a single Capsule CRM project by ID, including its state, assignment, and linked records.

create_entry

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 Project

Update an existing project in Capsule CRM. Modify its name, description, status, owner, team, and expected close date.

delete_project

Delete Project

Permanently delete a project from Capsule CRM.

search_opportunities

Search Opportunities

Search Capsule CRM opportunities using the same text search as Capsule, with pagination and optional related data.

list_teams

List Teams

List Capsule CRM teams and their IDs for assigning contacts, opportunities, or projects. Optionally include team memberships.

get_task

Get Task

Retrieve one Capsule CRM task by ID, including its status, due date, assignment, recurrence, and linked record.

Connect Capsule Crm to your AI client

Every client uses the same Magic MCP URL, and so does any other MCP client. Add it once and sign in with SSO.

  1. Enable Capsule Crm in Metorial. In your Metorial portal, enable the Capsule Crm MCP server and sign in with the account that owns the data. Access stays governed by your team policies.
  2. Add a custom connector. Open Customize, then Connectors. Select Add, then Custom, then Web.
  3. Paste your Metorial MCP URL. Name it Metorial, paste your Magic MCP URL (<your-magic-mcp-url>) and continue.
  4. Sign in. Select Add and sign in to load Capsule Crm tools.

Run Capsule Crm through the Metorial gateway

One governed layer for every app your agents reach, not a separate connector per tool.

  • Give Capsule Crm and every other app to your whole team through one MCP gateway, behind your SSO.
  • Scope which teams and agents can use Capsule Crm tools with role-based access control, and trace every call.
  • Prefer to run it yourself? Metorial is open source and self-hostable.

More integrations teams use with Capsule Crm

Notion

Create, read, update, and archive pages and databases in a Notion workspace. Manage blocks (paragraphs, lists, headings, embeds, etc.) within pages. Query databases with filters and sorts across rich property types including text, numbers, dates, selects, relations, and formulas. Search across pages and databases by title. Add and read comments on pages and blocks. Upload files to pages. Manage workspace users and retrieve user profiles.

GitHub

Manage repositories, issues, and pull requests. Create and configure branches, star repositories, review code, and merge changes. Automate CI/CD workflows with GitHub Actions, manage workflow runs, secrets, and artifacts. Track issues with labels, milestones, and assignees. Search across code, repositories, issues, and users. Manage organizations, teams, and memberships. Create and manage projects, gists, packages, deployments, and environments. Access security alerts including code scanning, secret scanning, and Dependabot alerts. Read and write file contents in repositories. Manage webhooks, notifications, and codespaces.

Salesforce

Manage CRM data including Accounts, Contacts, Leads, Opportunities, Cases, and custom objects. Create, read, update, and delete records. Query data using SOQL and search across objects using SOSL. Perform bulk data operations for large-scale imports, exports, and migrations. Execute composite requests to batch multiple operations in a single API call. Access analytics, reports, and dashboards. Manage files and attachments associated with records. Interact with Chatter feeds, posts, and groups for social collaboration. Manage org metadata including custom objects, fields, layouts, and workflows. Query data using GraphQL for precise data retrieval across related objects.

Apolloio

Search and prospect B2B contacts and companies from a database of over 275 million people and 70 million organizations. Enrich people and company data with emails, phone numbers, and firmographic details. Create and manage contacts, accounts, deals, and tasks. Add contacts to email sequences and manage sequence statuses. Log and search call records. Perform bulk operations for contact creation, account creation, task creation, and data enrichment.

Microsoft Outlook

Send, read, reply to, forward, and manage email messages in user mailboxes. Organize messages into folders, apply categories, flags, and importance levels. Manage file and item attachments. Create, update, delete, and respond to calendar events and meetings. Find available meeting times, manage attendees, handle recurrence, and work with shared or delegated calendars. Create, read, update, and delete contacts, organize them into contact folders, and manage contact photos. Manage tasks and task lists via Microsoft To Do, including due dates, reminders, recurrence, and checklist items. Subscribe to webhook notifications for changes to messages, calendar events, and contacts. Support for Focused Inbox, @-mentions, mail tips, send-on-behalf, and send-as capabilities.

Linear

Create, read, update, and delete issues across teams with support for priorities, labels, assignees, due dates, and workflow states. Manage projects that group related issues, and organize work into time-boxed cycles (sprints). Create and manage documents, comments, and file attachments. Search issues using vector similarity or rich filters. Configure teams, workflow states, and labels. Track customers and link them to issues.

Technical notes for Capsule Crm

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.

Frequently asked questions

Common questions about connecting Capsule Crm to AI agents with Metorial.

  1. How many tools does the Capsule Crm MCP server have?
    The Capsule Crm MCP server exposes 29 tools, including Get Current User, Get Party, Get Opportunity. Each one is governed and traced through Metorial.
  2. Capsule Crm exposes tools your agents call on demand; it does not publish event triggers yet. Everything still runs through one governed MCP URL.
  3. Any MCP client, including VS Code, Windsurf, Zed, OpenCode and Grok. Each one reaches the Capsule Crm MCP server through the same Metorial URL.
  4. Use role-based access control to decide which teams, users, and agents can use Capsule Crm and which of its tools they can call.
  5. Yes. Metorial is open source, so you can run the Capsule Crm MCP server yourself or use the hosted gateway.

Connect Capsule Crm to production AI agents

See how Metorial gives your team governed access to Capsule Crm, with tracing and security controls built in.