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Capsule Crm

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 Capsule Crm MCP server is compatible with any MCP client including Claude Desktop, Cursor, and other Model Context Protocol implementations.

Customer Relations

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Tools From This Provider (16)

Capsule Crm List Activity Types

Retrieve all activity types defined in Capsule CRM to track various engagement forms like meetings or calls. Leverage it to ensure comprehensive activity recording and analysis in customer...

Capsule Crm List Board

Retrieve a list of organizational boards within Capsule CRM to manage and categorize projects or opportunities. Use it to visualize workflow stages or structure teams efficiently. Returns details...

Capsule Crm List Categories

List all available categories for organizing records in Capsule CRM, such as contact types or project types. Apply this tool when setting up or refining organizational structures for data within the...

Capsule Crm List Custom Fields

Retrieve a list of custom fields for a specific entity, such as contacts or sales opportunities. Use this to understand what custom information is tracked for different types of records in Capsule...

Capsule Crm List Employees

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. Returns employee details such as IDs, names, and...

Capsule Crm List Lost Reasons

List all predefined reasons for lost sales opportunities. Utilize this when analyzing patterns or improving processes related to closing deals. Returns details of each lost reason, helping teams...

Capsule Crm List Milestones

List all milestones associated with your sales processes within Capsule CRM. Use this to understand key stages in each pipeline. Returns milestone details including names, probabilities, and...

Capsule Crm List Opportunities

Retrieve all sales opportunities listed in your Capsule CRM account, crucial for tracking potential revenue streams. Returns opportunity details such as IDs, names, values, and stages.

Capsule Crm List Parties

Access a full list of parties (contacts and organizations) in your Capsule CRM account. Ideal for reviewing customer and business relationships. Returns extensive details such as IDs, names, and...

Capsule Crm List Pipelines

Acquire a list of all sales pipelines defined in your Capsule CRM account. Essential for understanding the sales process stages. Returns pipeline details including IDs, names, and related milestones.

Capsule Crm List Projects

Fetch all projects (cases) currently logged in your Capsule CRM account. Use this list to monitor ongoing projects and their progress. Returns project details including IDs, names, and statuses.

Capsule Crm List Site

Access the general site settings and configuration details of your Capsule CRM account. Utilize this to verify current account settings and integrations. Returns site details such as name, currency,...

Capsule Crm List Stages

List all sales pipeline stages within Capsule CRM, crucial for monitoring and managing progress through the sales process. Use it to align sales strategies with defined milestones. Returns details...

Capsule Crm List Tags

Retrieve all tags associated with a specified entity type within your Capsule CRM account. Use it to organize and categorize data efficiently. Returns tag details requiring the 'config['entity']'...

Capsule Crm List Tasks

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 IDs, descriptions, due dates, and status.

Capsule Crm List Users

Retrieve a comprehensive list of all users in your Capsule CRM account. Use this endpoint to manage users and their roles within your organization. Returns user details including IDs, names, and...

Related Bundles (1)

Capsule Crm Tools

Customer Relations

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...

Provider Information

CategoryCustomer Relations

Auth TypeFIELDS

AddedOctober 29, 2025

UpdatedNovember 3, 2025

Used By Tools

16

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