Capsule CRM
Capsule CRM is a simple yet powerful CRM platform designed to help businesses manage customer relationships, sales pipelines, and tasks efficiently.
Verdict
Common use cases
- Pull contact details mid-conversation with a prospect
- Log meeting notes to a customer record
- Check which opportunities closed this quarter
- Audit deleted contacts for compliance reviews
- List employees under a key account
Integration
- Vendor
- Capsule CRM
- Category
- crm
- Auth
- OAUTH2
- Tools
- 12
- Composio slug
capsule_crm
Tools
- Create Capsule CRM 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.
- Delete Partydestructive
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.
- 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.
- List deleted parties
Tool to retrieve parties deleted since a given date. use when you need to sync deletions.
- 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.
- List Organisation Employees
Tool to list employees linked to a specific organisation (party). use when you need to retrieve all employees under a given organisation.
- 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.
- List Projects
Tool to list projects (cases) from capsule crm. use when you need a paginated or filtered view of projects.
- List Tasks
Tool to list tasks on the capsule account. use when you need to retrieve tasks with filters or embedded related data.
- List Users
Tool to list all users on the capsule account. use after authentication to enumerate users for reporting or auditing.
- 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.
- Update Capsule CRM 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 number 12136 and add a new work email."
Setup
Setup guide
- 11. In Switchy, open your workspace settings and navigate to the Integrations tab. 2. Click 'Add MCP' and search for Capsule CRM. 3. Click 'Connect' to launch the OAuth flow in a new browser tab. 4. Sign in to your Capsule account and authorize Switchy to read and write parties, opportunities, tasks, and entries. 5. After granting permissions, you'll return to Switchy with a green 'Connected' badge next to Capsule CRM. 6. Open any Space, type '@Capsule' in the message box, and confirm the autocomplete suggestion appears. 7. Test the connection by sending '@Capsule list the five most recent contacts' — you should see a formatted list of parties with names and last-modified dates. 8. If the response is empty, verify your Capsule account has at least one contact and that the OAuth scopes include party read access.
What teammates see: by default, memories from Capsule CRM are scoped to the Space (PROJECT visibility) - you can mark any memory PRIVATE or share it ORG-wide.
Works well with
Top models
Compatibility data appears once enough Spaces have used this MCP together with a given model.
How Switchy teams use it
Starter prompts
Recent Contact Activity
@Capsule list the ten most recent entries by date. Show me the entry type, associated party name, and a one-line summary of each.Open in a Space →
Create New Contact
@Capsule create a new party for Jane Doe at Acme Corp. Email is jane@acme.co, phone is +1-555-0199, and tag it 'inbound-lead'.Open in a Space →
Deleted Opportunities Report
@Capsule list all opportunities deleted since seven days ago. Include the opportunity name, owner, and deletion date.Open in a Space →
Organization Employee Lookup
@Capsule list all employees for the organisation 'Globex Industries'. Show each person's name, role, and email address.Open in a Space →
Filtered Contact Search
@Capsule list all parties tagged 'enterprise' that were updated in the past 30 days. Include name, email, and last activity date.Open in a Space →
Example outputs
Illustrative - representative of the model's voice and quality, not literal recordings.
@capsule list all contacts tagged 'enterprise' and show me their linked organisations
Found 14 contacts tagged 'enterprise' in your Capsule CRM. Here's a summary: Sarah Chen (Acme Corp), Marcus Rodriguez (TechFlow Inc), Jennifer Park (DataSync Ltd), and 11 others. Each contact includes their primary organisation, email, phone, and last interaction date. Acme Corp has 3 linked employees, TechFlow Inc has 2, and DataSync Ltd has 1. This list reflects your current account state and can be filtered further by date range or custom fields if needed.
This example uses the List Parties tool with tag filtering and embedded organisation data. Requires OAuth2 read scope for contacts and organisations. Response size depends on your account's contact volume—large CRMs may need pagination. Capsule's API returns up to 50 parties per page by default.
@capsule create a new person contact for Alex Morgan at morgan@example.com, tag them 'inbound-lead', and link to the organisation 'Morgan Industries'
Created new person contact: Alex Morgan (morgan@example.com) in Capsule CRM. Tagged as 'inbound-lead' and linked to Morgan Industries. The contact record is now live in your account with a unique party ID. You can add phone numbers, addresses, or custom fields by updating this record. Note: if 'Morgan Industries' didn't exist as an organisation, you'd need to create it first before linking.
This example demonstrates the Create Capsule CRM Party tool for adding new contacts with tags and organisation links. Requires OAuth2 write scope. Side-effect: immediately creates a permanent record in your CRM—no undo via MCP. If the organisation name doesn't match an existing party exactly, the link may fail or create a duplicate.
@capsule pull all entries from the last 7 days and summarize the top 3 themes in our customer conversations
Retrieved 42 entries (notes, emails, completed tasks) from the past 7 days in Capsule CRM. After analyzing the content, three themes emerge: (1) Pricing inquiries—8 contacts asked about enterprise tier discounts; (2) Onboarding friction—5 customers reported confusion with initial setup steps; (3) Feature requests—6 mentions of API webhook support. These patterns suggest focusing sales enablement on pricing transparency and prioritizing onboarding UX improvements in your product roadmap.
This example pairs the List Entries By Date tool with AI synthesis to surface actionable insights from recent CRM activity. Requires OAuth2 read scope for entries. The AI interprets unstructured note text, so accuracy depends on how consistently your team logs interactions. Rate limits apply—Capsule's API allows 300 requests per 5 minutes.
Use-case deep-dives
When Capsule wins for small sales teams logging calls
A 3-person sales team closes 15-20 deals a month and logs every prospect call in Capsule. The MCP's Create Party and List Parties tools let reps ask Switchy to add a new contact mid-conversation or pull up an org's employee list before a follow-up. OAuth2 means no API key juggling across the team. The sweet spot is teams under 10 reps with under 5,000 contacts—above that, you're fighting Capsule's pagination limits and the MCP's 12-tool ceiling starts to feel thin for complex pipeline work. If your reps spend more time in Capsule than Slack, this MCP keeps contact hygiene tight without leaving the chat. Use it when your CRM is the single source of truth and your team hates switching tabs.
When this MCP speeds up support context gathering
A 5-person support team uses Capsule to track customer accounts and needs to pull org details before escalating a ticket. The List Organisation Employees and List Entries By Date tools let an agent ask Switchy for the account's recent notes and decision-makers in one query. This works when your support load is under 100 tickets a week and Capsule holds the relationship history—not the product data. The MCP doesn't touch opportunity pipelines or custom fields deeply, so if your handoff depends on deal stage or custom tags, you'll hit the tool's edge fast. If your support team already lives in Capsule and needs quick account lookups without opening the CRM, this MCP cuts 30 seconds per escalation. Use it when speed matters more than exhaustive CRM feature coverage.
When Capsule's deletion tools matter for data hygiene
A 2-person ops team runs quarterly audits to purge duplicate contacts and closed opportunities from Capsule. The List Deleted Parties and List Deleted Opportunities tools let them ask Switchy to surface what's been removed since the last audit, then cross-check against billing or support systems. The Delete Party tool handles the actual purge once they confirm no active references. This scenario only makes sense if your Capsule instance has over 1,000 records and you're legally required to track deletions—otherwise, you're using an MCP for a task the Capsule UI handles fine. The MCP's strength here is batch visibility, not automation. Use it when compliance or data accuracy demands a deletion audit trail and your team wants to script the check without writing custom API calls.
Frequently asked
What does the Capsule CRM MCP do in Switchy?
It lets AI agents read and write Capsule CRM data—create contacts (parties), list opportunities, pull recent activity entries, manage projects, and sync deletions. Your team can ask the AI to add a lead, check who's linked to an organisation, or retrieve the latest notes without opening Capsule. The MCP uses Capsule's API, so changes sync instantly.
Do I need admin access to connect Capsule CRM?
You need a Capsule account with OAuth permissions to authorise the integration. Capsule uses OAuth2, so you'll log in via their consent screen and grant Switchy read-write access to parties, opportunities, and entries. Standard user accounts work; you don't need to be a Capsule admin unless your workspace restricts API access.
Can the Capsule MCP update existing contacts or only create new ones?
The MCP can create new parties and delete them, but updating existing contact fields isn't exposed in the current tool set. If you need to change a phone number or email, you'll still open Capsule directly or use their API separately. The focus is on adding records and syncing deletions, not in-place edits.
How does this compare to using Capsule's web app or Zapier?
The MCP gives your AI agent direct API access, so you can ask conversational questions like "who works at Acme Corp?" and get structured answers. Zapier automates fixed workflows; this is dynamic. You lose Capsule's UI for bulk editing or visual pipeline management, but you gain speed for one-off lookups and AI-driven data entry during chat.
Who on the team should connect the Capsule integration?
Whoever owns your Capsule account and understands which contacts the AI should touch. Sales ops or the CRM admin is ideal. Once connected, any Switchy workspace member can invoke the tools, so set clear guidelines on when to create or delete parties to avoid accidental data loss.