Integration · CRM & sales

Connect Claude & ChatGPT to Capsule CRM

Ask your AI who a contact is, which deals are open, or what happened with a customer lately, and get the answer from Capsule CRM. It can search people and organisations, read their history, and move opportunities along the pipeline. It can also add notes, create tasks and projects, and keep contact details up to date.

Connect Capsule CRM free

Free plan, no credit card. Takes about a minute.

Try asking

“Who do we know at Nordic Foods, and what deals are open with them?”
The AI searches for the organisation, lists the people who belong to it and shows the opportunities linked to it.
“Add a note to Jane Miller: she wants a new quote in March.”
It finds Jane Miller in Capsule and adds the note to her history.
“Move the Acme website deal to the next milestone.”
It finds the opportunity, looks up your pipeline milestones and updates the deal to the next one.

What your AI can do

People and organisations

Search contacts by name, email, phone number or postcode, read their details and history, and create or update people and organisations.

Opportunities and projects

List, search, create and update sales opportunities and projects, and read the milestones in your pipeline.

Tasks and notes

Create, update and list tasks, add notes to a contact's history and read recent activity across the account.

“Remind me to call Peter Hansen on Friday.”
It creates a task with that description and due date, linked to Peter Hansen.
“Which opportunities changed this week?”
It lists opportunities changed since the date you give, with party, value, milestone and expected close date.
“What has happened on our account lately?”
It lists the most recent history entries across Capsule, such as notes and emails, newest first.

131 tools for Capsule CRM

These tools are switched on when you connect. You can switch any of them off, or require your approval before it runs.

add_noteChanges dataAdd a note to a person or organisation's history: set `entry.type` to note, the party ID and the note `content`.
archive_boardDeletesArchive a board (board id). Destructive action; may require approval. API summary: Archive board.
archive_pipelineDeletesArchive a pipeline (pipeline id). Destructive action; may require approval. API summary: Archive pipeline.
create_activitytypeChanges dataCreate a new activitytype. API summary: Create activity type.
create_boardChanges dataCreate a new board. Search boards first to avoid duplicates. API summary: Create board.
create_categoryChanges dataCreate a new category. API summary: Create task category.
create_definitionChanges dataCreate a new definition. API summary: Create custom field.
create_goalChanges dataCreate a new goal. API summary: Create goal.
create_lostreasonChanges dataCreate a new lostreason. API summary: Create lost reason.
create_milestoneChanges dataCreate a new milestone. API summary: Create milestone.
create_opportunityChanges dataCreate a sales opportunity in `opportunity` with a name, the party ID, a milestone ID (see list_milestones), value (amount and currency) and expected close date.
create_partyChanges dataCreate a person or organisation in `party`: set `type` (person or organisation), names, job title, emails, phone numbers, addresses and tags. Search first to avoid duplicates.
create_pipelineChanges dataCreate a new pipeline. API summary: Create pipeline.
create_projectChanges dataCreate a project in `kase` with a name, the party ID it belongs to, a description, and optional stage and expected close date.
create_resthookChanges dataCreate a new resthook. API summary: Subscribe REST hook.
create_resultChanges dataCreate a new result. API summary: Run query.
create_stageChanges dataCreate a new stage. API summary: Create stage.
create_tagChanges dataCreate a new tag. API summary: Create tag definition.
create_taskChanges dataCreate a task in `task` with a description, due date (`dueOn`), optional due time and an optional linked party ID.
create_titleChanges dataCreate a new title. API summary: Create custom title.
create_trackChanges dataCreate a new track. API summary: Create track.
create_trackdefinitionChanges dataCreate a new trackdefinition. API summary: Create track definition.
delete_activitytypeDeletesPermanently delete a activitytype by activity type id. Destructive action; may require approval. API summary: Delete activity type.
delete_categoryDeletesPermanently delete a category by category id. Destructive action; may require approval. API summary: Delete task category.
delete_dealDeletesPermanently delete a deal by deal id. Destructive action; may require approval. API summary: Delete opportunity.
delete_deal_partyDeletesPermanently delete a party by party id. Destructive action; may require approval. API summary: Remove additional party.
delete_definitionDeletesPermanently delete a definition by field id. Destructive action; may require approval. API summary: Delete custom field.
delete_goalDeletesPermanently delete a goal by goal id. Destructive action; may require approval. API summary: Delete goal.
delete_kaseDeletesPermanently delete a kase by project id. Destructive action; may require approval. API summary: Delete project.
delete_kase_partyDeletesPermanently delete a party by party id. Destructive action; may require approval. API summary: Remove additional party.
delete_lostreasonDeletesPermanently delete a lostreason by lost reason id. Destructive action; may require approval. API summary: Delete lost reason.
delete_milestoneDeletesPermanently delete a milestone by milestone id. Destructive action; may require approval. API summary: Delete milestone.
delete_pageDeletesPermanently delete a page by page id. Destructive action; may require approval. API summary: Delete entry.
delete_partyDeletesPermanently delete a party by party id. Destructive action; may require approval. API summary: Delete party.
delete_resthookDeletesPermanently delete a resthook by rest hook id. Destructive action; may require approval. API summary: Unsubscribe REST hook.
delete_stageDeletesPermanently delete a stage by stage id. Destructive action; may require approval. API summary: Delete stage.
delete_tagDeletesPermanently delete a tag by tag id. Destructive action; may require approval. API summary: Delete tag definition.
delete_taskDeletesPermanently delete a task by `task_id`. This cannot be undone.
delete_titleDeletesPermanently delete a title by title id. Destructive action; may require approval. API summary: Delete custom title.
delete_trackDeletesPermanently delete a track by track id. Destructive action; may require approval. API summary: Delete track.
delete_trackdefinitionDeletesPermanently delete a trackdefinition by track definition id. Destructive action; may require approval. API summary: Delete track definition.
get_activitytypeGet one activitytype by activity type id. API summary: Show activity type.
get_boardGet one board by board id. API summary: Show board.
get_categoryGet one category by category id. API summary: Show task category.
get_current_userGet the Capsule user you are connected as. Use to confirm which account and user you are working with.
get_deal_show_multiple_opportunitiesGet one deal by deal ids. API summary: Show multiple opportunities.
get_definitionGet one definition by field id. API summary: Show custom field.
get_documentGet one document by document id. API summary: Show attachment.
get_goalGet one goal by goal id. API summary: Show goal.
get_kase_show_multiple_projectsGet one kase by project ids. API summary: Show multiple projects.
get_lostreasonGet one lostreason by lost reason id. API summary: Show lost reason.
get_milestoneGet one milestone by milestone id. API summary: Show milestone.
get_opportunityGet one sales opportunity by ID, including its party, value, milestone, probability and expected close date.
get_pageGet one page by page id. API summary: Show entry.
get_partyGet one person or organisation by `party_id`, including emails, phone numbers, addresses, tags and custom fields.
get_party_show_multiple_partiesGet one party by party ids. API summary: Show multiple parties.
get_pipelineGet one pipeline by pipeline id. API summary: Show pipeline.
get_pipeline_show_multiple_pipelinesGet one pipeline by pipeline ids. API summary: Show multiple pipelines.
get_projectGet one project by `project_id`, including its party, stage, status and dates.
get_resthookGet one resthook by rest hook id. API summary: Show REST hook.
get_stageGet one stage by stage id. API summary: Show stage.
get_tagGet one tag by tag id. API summary: Show tag definition.
get_taskGet one task by `task_id`, including description, due date and the party it is linked to.
get_teamGet one team by team id. API summary: Show team.
get_trackGet one track by track id. API summary: Show track.
get_trackdefinitionGet one trackdefinition by track definition id. API summary: Show track definition.
get_userGet one user by user id. API summary: Show user.
list_activitytypesList activitytypes. Results are paginated. API summary: List activity types.
list_board_stagesList stages for a board. Optional filters: status. Results are paginated. API summary: List stages by board.
list_categoriesList categories. Results are paginated. API summary: List task categories.
list_countriesList countries.
list_currenciesList currencies.
list_deal_kasesList kases for a deal. Optional filters: embed. Results are paginated. API summary: List associated projects.
list_deal_partiesList parties for a deal. Optional filters: embed. Results are paginated. API summary: List additional parties.
list_definitionsList definitions. Results are paginated. API summary: List custom fields.
list_deleted_partiesList deleteds. Optional filters: since. API summary: List deleted parties.
list_deleted_projectsList deleteds. Optional filters: since. API summary: List deleted projects.
list_deletedsList deleteds. Optional filters: since. API summary: List deleted opportunities.
list_goal_periodsList periods for a goal. Results are paginated. API summary: List goal periods.
list_goalsList goals. Results are paginated.
list_historyList the notes, emails and other history entries on a party, opportunity or project: pass `entity` (parties, opportunities or kases) and its `entity_id`.
list_iconsList icons.
list_kase_partiesList parties for a kase. Optional filters: embed. Results are paginated. API summary: List additional parties.
list_lostreasonsList lostreasons. API summary: List lost reasons.
list_milestonesList the sales pipeline milestones (stages) an opportunity can be in. Use their IDs when creating or moving opportunities.
list_opportunitiesList sales opportunities page by page; pass `since` (ISO 8601) to get only those changed after a date.
list_organisation_peopleList the people who belong to an organisation, by the organisation's `party_id`.
list_partiesList people and organisations page by page; pass `since` (ISO 8601) to get only those changed after a date.
list_party_kasesList kases for a party. Optional filters: embed. Results are paginated. API summary: List projects by party.
list_party_opportunitiesList the sales opportunities linked to a person or organisation, by `party_id`.
list_pipeline_milestonesList milestones for a pipeline. Results are paginated. API summary: List milestones by pipeline.
list_pipelinesList pipelines. Optional filters: include deleted. Results are paginated.
list_projectsList projects page by page; pass `since` (ISO 8601) to get only those changed after a date.
list_recent_historyList the most recent history entries (notes, emails and other activity) across the whole account, newest first.
list_resthooksList resthooks. API summary: List REST hooks.
list_sitesList sites. API summary: Show site address.
list_stagesList stages. Optional filters: status or include on deleted board. Results are paginated.
list_tagsList tags. Results are paginated. API summary: List tag definitions.
list_tasksList tasks, optionally filtered by `status` (open, completed, pending; comma separated).
list_teamsList teams. Optional filters: embed.
list_titlesList titles. API summary: List custom titles.
list_trackdefinitionsList trackdefinitions. Optional filters: type. Results are paginated. API summary: List track definitions.
list_tracksList tracks. Optional filters: embed. Results are paginated.
list_usersList the users on the Capsule account. Use their IDs to assign owners to parties, opportunities or tasks.
restore_boardChanges dataRestore a board (board id). API summary: Restore board.
restore_pipelineChanges dataRestore a pipeline (pipeline id). API summary: Restore pipeline.
search_boardsSearch boards by q or status. Use this to find existing boards before creating a new board. Results are paginated. API summary: List boards.
search_opportunitiesSearch sales opportunities by name or other text with `q`. Use this to find an opportunity's ID.
search_partiesSearch people and organisations by name, email, phone number or postcode with `q`. Use this to find a party's ID before other lookups.
search_projectsSearch projects by name or other text with `q`. Use this to find a project's ID.
submit_pipelineVisible to othersDuplicate a pipeline (pipeline id). Has effects visible outside this system. API summary: Duplicate pipeline.
update_activitytypeChanges dataUpdate an existing activitytype identified by activity type id. API summary: Update activity type.
update_boardChanges dataUpdate an existing board identified by board id. API summary: Update board.
update_categoryChanges dataUpdate an existing category identified by category id. API summary: Update task category.
update_deal_partyChanges dataUpdate an existing party identified by party id. API summary: Add additional party.
update_definitionChanges dataUpdate an existing definition identified by field id. API summary: Update custom field.
update_goalChanges dataUpdate an existing goal identified by goal id. API summary: Update goal.
update_kase_partyChanges dataUpdate an existing party identified by party id. API summary: Add additional party.
update_lostreasonChanges dataUpdate an existing lostreason identified by lost reason id. API summary: Update lost reason.
update_milestoneChanges dataUpdate an existing milestone identified by milestone id. API summary: Update milestone.
update_opportunityChanges dataUpdate a sales opportunity by `deal_id`, e.g. its name, milestone, value, tags or custom fields. Only the fields you pass change.
update_pageChanges dataUpdate an existing page identified by page id. API summary: Update entry.
update_partyChanges dataUpdate a person or organisation by `party_id`: change details such as about text, emails, phone numbers or custom fields. Only the fields you pass change.
update_pipelineChanges dataUpdate an existing pipeline identified by pipeline id. API summary: Update pipeline.
update_projectChanges dataUpdate a project by `project_id`, e.g. its name, tags or custom fields. Only the fields you pass change.
update_stageChanges dataUpdate an existing stage identified by stage id. API summary: Update stage.
update_tagChanges dataUpdate an existing tag identified by tag id. API summary: Update tag definition.
update_taskChanges dataUpdate a task by `task_id`, e.g. its description, details or due date. Only the fields you pass change.
update_trackChanges dataUpdate an existing track identified by track id. API summary: Update track.
update_trackdefinitionChanges dataUpdate an existing trackdefinition identified by track definition id. API summary: Update track definition.
update_userChanges dataUpdate an existing user identified by user id. API summary: Update user.

Set up in three steps

1
Pick the app
Create a free PipMCP account and choose Capsule CRM from the app list.
2
Paste your key
Paste your Capsule API token. In Capsule, open My Preferences > API Authentication Tokens, generate a new token and copy it into PipMCP.
3
Add the link to your AI
You get a personal MCP link. Add it to Claude, ChatGPT or Cursor:
1. Click your name, then Settings › Connectors › Add custom connector.
2. Paste your link as the Remote MCP server URL.
3. Switch it on from the + menu in a chat.

Questions

What can the AI do in Capsule CRM?

It can search and read people, organisations, opportunities, projects, tasks, milestones, users and history entries. It can create and update people, organisations, opportunities, projects and tasks, add notes to a contact's history and delete tasks.

Does the AI see my Capsule CRM API token?

No. Your Capsule API token is encrypted at rest and never shown to the AI. After you save it, it is not shown again, not even to you. The AI only sees the results of the tools it calls.

Can I control what the AI is allowed to do?

Yes. You choose which tools are switched on, so you can start with lookups only. Deleting a task is permanent and can require your approval before it runs. Every tool call is logged.

Does it work with ChatGPT?

Yes. In ChatGPT go to Settings › Apps & Connectors › Advanced and turn on Developer mode, then add your PipMCP link. Developer mode needs a paid ChatGPT plan: Plus, Pro, Business or Enterprise. The same link also works in Claude (Settings › Connectors › Add custom connector), Cursor and other MCP clients.

What does it cost?

PipMCP has a free plan with no credit card required. Paid plans bill per completed task. You also need your own Capsule CRM account.

Where do I find my Capsule API token?

In Capsule, open My Preferences > API Authentication Tokens and generate a new token. Copy it and paste it into PipMCP. The AI can then confirm which Capsule user and account it is connected as.