# Capsule CRM — MCP server on mcp.ai
> Capsule CRM is a simple yet powerful CRM platform designed to help businesses manage customer relationships, sales pipelines, and tasks efficiently.

By: mcp.ai · official
Page: https://mcp.ai/capsule_crm

## Connect (MCP protocol)
Remote MCP endpoint (HTTP, streamable): https://api.mcp.ai/p_capsule_crm?ms=1781542800000
Add it as a custom/remote MCP connector, then authenticate when prompted.

## REST API (no MCP client required)
Every tool is also a REST endpoint, authed with a workspace API key.
Discover: GET https://api.mcp.ai/api/capsule_crm/_endpoints   # public; lists every endpoint
Call:     POST https://api.mcp.ai/api/capsule_crm/<endpoint>
  Authorization: Bearer sk_live_…   # create one at https://mcp.ai/settings/api-keys
  Content-Type: application/json
  Body: { …args }   →   { "ok": true, "tool": "<id>", "result": { … } }

## Developer docs
How to use (MCP or REST), markdown: https://mcp.ai/capsule_crm/skill.md
Postman collection (v2.1): https://mcp.ai/capsule_crm/postman.json

## Tools
- capsule_crm_create_party(name?: string, tags?: object[], team?: object, type: string, about?: string, owner?: object, title?: string, fields?: object[], jobTitle?: string, lastName?: string, websites?: object[], addresses?: object[], firstName?: string, organisation?: object, phoneNumbers?: object[], emailAddresses?: object[]) — Tool to create a party in capsule crm. use when you have collected a person's or organisation's details and need to add a new record.
- capsule_crm_delete_party(party_id: string) — Tool to fully delete a specific party (person or organisation) from capsule crm. use when you need to completely remove a party after confirming no active references remain.
- capsule_crm_list_deleted_opportunities(since?: string) — Tool to list opportunities deleted or restricted since a given date. use when you need to identify recently deleted or restricted opportunities.
- capsule_crm_list_deleted_parties(since: string) — Tool to retrieve parties deleted since a given date. use when you need to sync deletions.
- capsule_crm_list_entries_by_date(page?: integer, embed?: string[], perPage?: integer) — Tool to list notes, emails, and completed party tasks in descending order by entry date. use when you need the most recent entries first after authenticating.
- capsule_crm_list_org_employees(page?: integer, embed?: string[], perPage?: integer, party_id: integer) — Tool to list employees linked to a specific organisation (party). use when you need to retrieve all employees under a given organisation.
- capsule_crm_list_parties(page?: integer, embed?: string[], since?: string, perPage?: integer) — Tool to list all parties (contacts) on the account. use when you need to fetch contacts with optional filters or embed additional related data.
- capsule_crm_list_projects(page?: integer, fields?: string, search?: string, status?: string, perPage?: integer) — Tool to list projects (cases) from capsule crm. use when you need a paginated or filtered view of projects.
- capsule_crm_list_tasks(page?: integer, embed?: string[], status?: string[], perPage?: integer) — Tool to list tasks on the capsule account. use when you need to retrieve tasks with filters or embedded related data.
- capsule_crm_list_users(embed?: string[]) — Tool to list all users on the capsule account. use after authentication to enumerate users for reporting or auditing.
- capsule_crm_run_filter_query(page?: integer, embed?: string[], entity: string, filter: object, perPage?: integer) — Tool to run structured filter queries on parties, opportunities or kases. use when you need to retrieve entities matching specific filter conditions.
- capsule_crm_update_party(embed?: string[], party: object, partyId: integer) — Tool to update an existing person or organisation (party) in capsule crm. use when you need to modify specific fields of a party after confirming its id. example: "update party 11587 to remove phone n

## Links
Docs: https://mcp.ai/docs/mcps/capsule_crm
Website: https://mcp.ai/mcps/capsule_crm