# Capsule CRM — how to use (mcp.ai)

Capsule CRM is a simple yet powerful CRM platform designed to help businesses manage customer relationships, sales pipelines, and tasks efficiently.

## Option A — via MCP (recommended)
Remote MCP endpoint (HTTP, streamable): `https://api.mcp.ai/p_capsule_crm?ms=1781542680000`
Add it as a custom/remote MCP connector in your client (Claude, Cursor, VS Code…), then authenticate when prompted. Once connected, ask the agent to use the server's tools (e.g. `capsule_crm_create_party`).

## Option B — via direct REST API
Base URL: `https://api.mcp.ai/api/capsule_crm`
Auth: `Authorization: Bearer sk_live_…` — create a workspace API key at https://mcp.ai/settings/api-keys
Discover endpoints: `GET https://api.mcp.ai/api/capsule_crm/_endpoints`

### Endpoints
- `POST https://api.mcp.ai/api/capsule_crm/create/party` — 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.
  - body: { 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[] }
- `POST https://api.mcp.ai/api/capsule_crm/delete/party` — 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.
  - body: { party_id: string }
- `POST https://api.mcp.ai/api/capsule_crm/list/deleted/opportunities` — Tool to list opportunities deleted or restricted since a given date. use when you need to identify recently deleted or restricted opportunities.
  - body: { since?: string }
- `POST https://api.mcp.ai/api/capsule_crm/list/deleted/parties` — Tool to retrieve parties deleted since a given date. use when you need to sync deletions.
  - body: { since: string }
- `POST https://api.mcp.ai/api/capsule_crm/list/entries/by/date` — 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.
  - body: { page?: integer, embed?: string[], perPage?: integer }
- `POST https://api.mcp.ai/api/capsule_crm/list/org/employees` — Tool to list employees linked to a specific organisation (party). use when you need to retrieve all employees under a given organisation.
  - body: { page?: integer, embed?: string[], perPage?: integer, party_id: integer }
- `POST https://api.mcp.ai/api/capsule_crm/list/parties` — Tool to list all parties (contacts) on the account. use when you need to fetch contacts with optional filters or embed additional related data.
  - body: { page?: integer, embed?: string[], since?: string, perPage?: integer }
- `POST https://api.mcp.ai/api/capsule_crm/list/projects` — Tool to list projects (cases) from capsule crm. use when you need a paginated or filtered view of projects.
  - body: { page?: integer, fields?: string, search?: string, status?: string, perPage?: integer }
- `POST https://api.mcp.ai/api/capsule_crm/list/tasks` — Tool to list tasks on the capsule account. use when you need to retrieve tasks with filters or embedded related data.
  - body: { page?: integer, embed?: string[], status?: string[], perPage?: integer }
- `POST https://api.mcp.ai/api/capsule_crm/list/users` — Tool to list all users on the capsule account. use after authentication to enumerate users for reporting or auditing.
  - body: { embed?: string[] }
- `POST https://api.mcp.ai/api/capsule_crm/run/filter/query` — Tool to run structured filter queries on parties, opportunities or kases. use when you need to retrieve entities matching specific filter conditions.
  - body: { page?: integer, embed?: string[], entity: string, filter: object, perPage?: integer }
- `POST https://api.mcp.ai/api/capsule_crm/update/party` — 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
  - body: { embed?: string[], party: object, partyId: integer }

## More
- Page: https://mcp.ai/capsule_crm
- Agent spec (llms.txt): https://mcp.ai/capsule_crm/llms.txt
- Postman collection: https://mcp.ai/capsule_crm/postman.json