What is Capsule CRM MCP?

It's an MCP (Model Context Protocol) server that connects Capsule CRM to your AI, giving the agent tools to act on your data — through a single remote link.

Which AI clients does it work with?

Any MCP-compatible client: Claude (web, desktop and mobile), Cursor, ChatGPT with connectors, OpenClaw and other agents.

No. Paste the remote URL into your client, authenticate once, and you're done — no packages to install, no code to write.

Is it secure? Can the AI change my data?

Access is authorized by you and can be revoked anytime. Permissions follow what Capsule CRM exposes; you approve them when connecting.

How much does it cost?

You start free and upgrade when you need more usage. Billing and limits are managed in your mcp.ai account.

Can I cancel anytime?

Yes. Plans are monthly and can be cancelled at any time, with no lock-in.

Capsule CRM MCP Server and REST API

mcp.ai

Capsule CRM

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

在你的客户端中安装

MCP 服务器 URL

https://api.mcp.ai/p_capsule_crm

通过 OAuth 2.0 安全连接

工具 (12)

面向开发者

API 与智能体文档

机器可读文档：将此服务器接入智能体或通过 REST 调用。

Skill（使用方法）

Markdown：通过 MCP 或直接 REST API 使用。

可供智能体读取的服务器规范。

安装提示词——粘贴到 Claude、ChatGPT、Cursor 或任意 MCP 智能体，它会自动完成连接。

打开

Postman 集合

将 REST API 导入 Postman。

下载

常见问题

Capsule CRM

工具 (12)

capsule_crm_create_partyTool 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_partyTool 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_opportunitiesTool 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_partiesTool to retrieve parties deleted since a given date. use when you need to sync deletions.

capsule_crm_list_entries_by_dateTool 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_employeesTool to list employees linked to a specific organisation (party). use when you need to retrieve all employees under a given organisation.

capsule_crm_list_partiesTool 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_projectsTool to list projects (cases) from capsule crm. use when you need a paginated or filtered view of projects.

capsule_crm_list_tasksTool to list tasks on the capsule account. use when you need to retrieve tasks with filters or embedded related data.

capsule_crm_list_usersTool to list all users on the capsule account. use after authentication to enumerate users for reporting or auditing.

capsule_crm_run_filter_queryTool to run structured filter queries on parties, opportunities or kases. use when you need to retrieve entities matching specific filter conditions.

capsule_crm_update_partyTool 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