Capsule CRM is a customer relationship management platform that enables businesses to manage contacts, sales leads, tasks, and communications. Use it to enhance customer interaction and track sales opportunities effectively.
This MCP server bundle is compatible with any MCP client including Claude Desktop, Cursor, and other Model Context Protocol implementations.
Obtain a list of all tasks in your Capsule CRM account, allowing you to track and manage your to-do items efficiently. Returns task details including ...
Fetch all projects (cases) currently logged in your Capsule CRM account. Use this list to monitor ongoing projects and their progress. Returns project...
Retrieve a comprehensive list of all users in your Capsule CRM account. Use this endpoint to manage users and their roles within your organization. Re...
List all predefined reasons for lost sales opportunities. Utilize this when analyzing patterns or improving processes related to closing deals. Return...
Access the general site settings and configuration details of your Capsule CRM account. Utilize this to verify current account settings and integratio...
Retrieve all activity types defined in Capsule CRM to track various engagement forms like meetings or calls. Leverage it to ensure comprehensive activ...
Acquire a list of all sales pipelines defined in your Capsule CRM account. Essential for understanding the sales process stages. Returns pipeline deta...
Retrieve a list of custom fields for a specific entity, such as contacts or sales opportunities. Use this to understand what custom information is tra...
View a detailed list of all employees associated with a specific party in your Capsule CRM account. Use it to manage team contacts within a company. R...
Retrieve a list of organizational boards within Capsule CRM to manage and categorize projects or opportunities. Use it to visualize workflow stages or...
List all milestones associated with your sales processes within Capsule CRM. Use this to understand key stages in each pipeline. Returns milestone det...
List all sales pipeline stages within Capsule CRM, crucial for monitoring and managing progress through the sales process. Use it to align sales strat...
Retrieve all sales opportunities listed in your Capsule CRM account, crucial for tracking potential revenue streams. Returns opportunity details such ...
Retrieve all tags associated with a specified entity type within your Capsule CRM account. Use it to organize and categorize data efficiently. Returns...
Access a full list of parties (contacts and organizations) in your Capsule CRM account. Ideal for reviewing customer and business relationships. Retur...
List all available categories for organizing records in Capsule CRM, such as contact types or project types. Apply this tool when setting up or refini...
Connect this Capsule Crm Tools MCP server to any MCP client in minutes
Compatible with Claude Desktop, Cursor, and all Model Context Protocol clients
Model Context Protocol lets AI tools call external capabilities securely through a single URL. This bundle groups tools behind an MCP endpoint that many clients can use.
Skip the manual setup! Use the .mcpb file format for one-click installation. Check the Claude Desktop tab for setup instructions.
Select ChatGPT, Cursor, Claude Code, or another tab for copy-paste config.