Capsule CRM MCP
Use Capsule CRM with Claude Desktop, Cursor, or Windsurf to let AI read, act, and automate — no code required.
Or build automated Capsule CRM workflowsHow to use this MCP
Connect Your Capsule CRM Account
Sign up and connect your Capsule CRM account to Activepieces.
Start freeGet Your MCP Server URL
Get your MCP URL and install it in Claude Desktop, Cursor, or Windsurf.
Ask AI to Act
Ask your AI assistant to read emails, manage your calendar, and more.
Capsule CRM Triggers
New Case
Fires when a new case (project) is created in Capsule CRM.
New Opportunity
Fires when a new opportunity is created.
New Task
Fires when a new task is created.
New Project
Fires when a project is created.
Capsule CRM Actions
Create Contact
Create a new Person or Organisation in Capsule CRM.
Update Contact
Update fields on an existing Person or Organisation.
Create Opportunity
Create a new Opportunity in Capsule CRM.
Create Project
Create a new Project in Capsule CRM.
Create Task
Create a new Task in Capsule CRM.
Update Opportunity
Update an existing Opportunity in Capsule CRM.
Add Note to Entity
Add a comment/note to an entity (e.g., contact, opportunity, project).
Find Contact
Find a Person by search criteria.
Find Project
Find a Project by search criteria.
Find Opportunity
Find an Opportunity by search criteria.
Get started
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