Capsule CRM Integration for AI Agents
Connect your AI agent to 136 Capsule CRM actions via MCP, A2A, or SDK, with agent authentication, tool-calling execution, and security built-in, plus 19 events to subscribe to.
Capsule CRM AI Agent Actions
136 production-ready actions for your agent to do more on Capsule CRM.
136 Actions
List Boards - List all boards in Capsule CRM
Get Board - Get a specific board by ID
Create Board - Create a new board
Update Board - Update an existing board
Archive Board - Archive a board
Restore Board - Restore an archived board
List Task Categories - List all task categories in Capsule CRM
Get Task Category - Get a specific task category by ID
Create Task Category - Create a new task category
Update Task Category - Update an existing task category
Delete Task Category - Delete a task category
List Party Custom Fields - List all custom field definitions for parties
Get Party Custom Field - Get a specific party custom field definition
Create Party Custom Field - Create a new party custom field definition
Update Party Custom Field - Update a party custom field definition
Delete Party Custom Field - Delete a party custom field definition
List Opportunity Custom Fields - List all custom field definitions for opportunities
Get Opportunity Custom Field - Get a specific opportunity custom field definition
Create Opportunity Custom Field - Create a new opportunity custom field definition
Update Opportunity Custom Field - Update an opportunity custom field definition
Delete Opportunity Custom Field - Delete an opportunity custom field definition
List Project Custom Fields - List all custom field definitions for projects
Get Project Custom Field - Get a specific project custom field definition
Create Project Custom Field - Create a new project custom field definition
Update Project Custom Field - Update a project custom field definition
Delete Project Custom Field - Delete a project custom field definition
List Entries - Retrieve all entries (notes, emails, completed tasks) by date
List Party Entries - List entries for a specific party
List Opportunity Entries - List entries for a specific opportunity
List Project Entries - List entries for a specific project
Get Entry - Retrieve a specific entry by ID
Create Entry - Create a new entry (note)
Update Entry - Update an existing entry
Delete Entry - Delete an entry from Capsule CRM
Upload Attachment - Upload a file attachment for use with entries
Get Attachment - Download an attachment by ID
List Activity Types - List all activity types in Capsule CRM
Get Unified Credentials - Return the authenticated identity and auth type for the current Capsule CRM connection. auth_type is derived from the presence of credentials.refreshToken (OAuth flows carry a refresh token; personal-access-token flows do not). Both auth flows use credentials.accessToken for the Bearer header. user is populated inline from /api/v2/users/current (id, username, name, status).
List Unified Groups - List every Capsule CRM Team as an IAM group. Capsule Teams are flat user-grouping buckets used for ownership and assignment of records. Returns id, name, created_at, updated_at, and a pinned organization_id of "capsulecrm" (single-tenant — see Organizations partial). No parent/child relationships (Capsule Teams are flat).
Get Unified Group - Retrieve a single Capsule Team (modeled as IAM group) by numeric id. Supports expand=users (passes embed=memberships to Capsule) to include the list of team members. Accepts either the StackOne-encoded composite id or the raw numeric team id.
List Unified Organizations - Return the single Capsule CRM site tied to the current connection as an IAM organization. Synthesized from /api/v2/site (Capsule has no list-tenants endpoint — each access token is bound to one Capsule site). id is pinned to the literal "capsulecrm" so it matches unified_list_groups.organization_id and the role scope resource_id; remote_id carries the real site subdomain; name is site.name.
Get Unified Organization - Retrieve the Capsule CRM site bound to the current connection as an IAM organization. id is pinned to the literal "capsulecrm" (matching unified_list_groups.organization_id and the role scope resource_id); remote_id carries the real tenant subdomain. Capsule is single-tenant per credential, so the connected site is always returned regardless of the id passed.
List Unified Roles - List the synthesized workspace role catalog for Capsule CRM. Capsule has no native role / permission API — admin and non-admin distinctions are managed in the Capsule UI and not queryable via /api/v2. A single role "user" (type=basic) is returned and matches the IamUser.roles[].id values from unified_list_users. An auth probe via GET /api/v2/site runs first so bad credentials surface immediately.
Get Unified Role - Retrieve a single role record. Only the synthesized workspace key "user" is a known role on this connector — Capsule has no native role API. An auth probe via GET /api/v2/site runs first to surface bad credentials. Unknown ids return an unmapped_value-typed record echoing the input id rather than 404-ing.
List Unified Users - List every user in the connected Capsule CRM account mapped to the IAM unified user schema. Capsule returns the full list in a single response (no pagination), so cursor is disabled. Each user record carries id, username (email-like login), name, and status. Pass expand=["roles"] to inline the synthesized workspace-scoped role with type=basic (Capsule has no native role concept on the user record).
Get Unified User - Retrieve a single Capsule CRM user by numeric id, mapped to the IAM unified user schema. Field coverage matches unified_list_users exactly. Accepts the StackOne-encoded composite id (recommended) OR the raw numeric Capsule user id.
List Milestones - Retrieve all milestones from the oldest active pipeline
List Pipeline Milestones - List milestones for a specific pipeline
Get Milestone - Retrieve a specific milestone by ID
Create Milestone - Create a new milestone
Update Milestone - Update an existing milestone
Delete Milestone - Delete a milestone
List Opportunities - Retrieve all opportunities (deals) in Capsule CRM
Get Opportunity - Retrieve a specific opportunity by ID
Get Multiple Opportunities - Retrieve multiple opportunities by IDs
Search Opportunities - Search for opportunities by query term
List Party Opportunities - List opportunities associated with a specific party
Create Opportunity - Create a new opportunity (deal)
Update Opportunity - Update an existing opportunity
Delete Opportunity - Delete an opportunity from Capsule CRM
List Deleted Opportunities - List opportunities deleted since a specific date
List Opportunity Parties - List additional parties associated with an opportunity
Add Party To Opportunity - Add an additional party to an opportunity
Remove Party From Opportunity - Remove an additional party from an opportunity
List Opportunity Projects - List projects associated with an opportunity
Filter Opportunities - Run an ad-hoc filter query on opportunities
List Lost Reasons - List all lost reasons in Capsule CRM
List Parties - Retrieve all parties (contacts) in Capsule CRM
Get Party - Retrieve a specific party by ID
Get Multiple Parties - Retrieve multiple parties by their IDs
Search Parties - Search for parties by query term
Create Party - Create a new party (person or organization)
Update Party - Update an existing party
Delete Party - Delete a party from Capsule CRM
List Party Employees - List employees (people) of an organization
List Deleted Parties - List parties deleted since a specific date
Filter Parties - Run an ad-hoc filter query on parties
List Track Definitions - List all track definitions in Capsule CRM
Get Track Definition - Get a specific track definition by ID
Create Track Definition - Create a new track definition
Update Track Definition - Update an existing track definition
Delete Track Definition - Delete a track definition
List Pipelines - Retrieve all pipelines in Capsule CRM
Get Pipeline - Retrieve a specific pipeline by ID
Get Multiple Pipelines - Retrieve multiple pipelines by their IDs
Create Pipeline - Create a new pipeline
Update Pipeline - Update an existing pipeline
Archive Pipeline - Archive a pipeline
Restore Pipeline - Restore an archived pipeline
Duplicate Pipeline - Duplicate an existing pipeline
List Projects - Retrieve all projects (cases) in Capsule CRM
Get Project - Retrieve a specific project by ID
Get Multiple Projects - Retrieve multiple projects by their IDs
Search Projects - Search for projects by query term
List Party Projects - List projects associated with a specific party
Create Project - Create a new project (case)
Update Project - Update an existing project
Delete Project - Delete a project from Capsule CRM
List Deleted Projects - List projects deleted since a specific date
List Project Parties - List parties associated with a project
Add Party To Project - Add a party to a project
Remove Party From Project - Remove a party from a project
Filter Projects - Run an ad-hoc filter query on projects
Get Site - Retrieve site information
List Stages - List all stages in Capsule CRM
List Board Stages - List stages for a specific board
Get Stage - Get a specific stage by ID
Create Stage - Create a new stage
Update Stage - Update an existing stage
Delete Stage - Delete a stage
List Party Tags - List all tag definitions for parties
Get Party Tag - Retrieve a specific party tag definition by ID
Create Party Tag - Create a new tag definition for parties
Update Party Tag - Update a party tag definition
Delete Party Tag - Delete a party tag definition
List Opportunity Tags - List all tag definitions for opportunities
Get Opportunity Tag - Retrieve a specific opportunity tag definition by ID
Create Opportunity Tag - Create a new tag definition for opportunities
Update Opportunity Tag - Update an opportunity tag definition
Delete Opportunity Tag - Delete an opportunity tag definition
List Project Tags - List all tag definitions for projects
Get Project Tag - Retrieve a specific project tag definition by ID
Create Project Tag - Create a new tag definition for projects
Update Project Tag - Update a project tag definition
Delete Project Tag - Delete a project tag definition
List Tasks - Retrieve all tasks in Capsule CRM
Get Task - Retrieve a specific task by ID
Create Task - Create a new task
Update Task - Update an existing task
Delete Task - Delete a task from Capsule CRM
List Teams - Retrieve all teams in the Capsule CRM account
Get Team - Retrieve a specific team by ID
List Users - Retrieve all users in the Capsule CRM account
Get Current User - Retrieve the current authenticated user
Get User - Retrieve a specific user by ID
Update User - Update a user's preferences
Capsule CRM Webhook Events
19 real-time Capsule CRM events your AI agent can subscribe to.
19 Events
- Party Created Webhook Processes Capsule party/created events.
- Party Updated Webhook Processes Capsule party/updated events.
- Party Deleted Webhook Processes Capsule party/deleted events.
- Project Created Webhook Processes Capsule kase/created events.
- Project Updated Webhook Processes Capsule kase/updated events.
- Project Deleted Webhook Processes Capsule kase/deleted events.
- Project Closed Webhook Processes Capsule kase/closed events.
- Project Moved Webhook Processes Capsule kase/moved events.
- Opportunity Created Webhook Processes Capsule opportunity/created events.
- Opportunity Updated Webhook Processes Capsule opportunity/updated events.
- Opportunity Deleted Webhook Processes Capsule opportunity/deleted events.
- Opportunity Closed Webhook Processes Capsule opportunity/closed events.
- Opportunity Moved Webhook Processes Capsule opportunity/moved events.
- Task Created Webhook Processes Capsule task/created events.
- Task Updated Webhook Processes Capsule task/updated events.
- Task Completed Webhook Processes Capsule task/completed events.
- User Created Webhook Processes Capsule user/created events.
- User Updated Webhook Processes Capsule user/updated events.
- User Deleted Webhook Processes Capsule user/deleted events.
Capsule CRM AI Agent Use Cases
Connect your AI agent to Capsule CRM and help your team scale the sales operations they run by hand today.
Post-Demo Follow-Up
Use StackOne to connect your AI agent to your CRM, email, and calendar tools to automate post-demo follow-up.
View Deal Risk Scoring
Use StackOne to connect your AI agent to your CRM, email, and calendar tools to automate deal risk scoring and pipeline alerts.
View Outbound Prospecting
Use StackOne to connect your AI agent to your CRM, sales engagement, and messaging tools to automate outbound prospecting.
ViewDo More, Build Less
Integration Infrastructure for Capsule CRM AI Agents
"What impressed us most about StackOne is its ambition and clarity. They're creating infrastructure that modern software and the entire AI agent ecosystem can rely on. The depth of secure integrations, the pace of delivery, and the team's foresight into AI's future uniquely position StackOne to redefine this category."
Luna Schmid, Partner at GV
"We've been impressed by how quickly and deeply StackOne integrates with complex enterprise systems -- and now, with their focus on agent-to-agent interoperability, they're unlocking even more powerful use cases for customers. StackOne delivers all of the above in a universal layer -- without compromise."
Barbry McGann, SVP at Workday Ventures
Product Teams Love Building Agent Integrations With StackOne
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Capsule CRM AI agent integration resources
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Unified API Limitations for AI Agent Integration: 7 Ways They Break
Unified APIs work for traditional software but fail AI agents in specific, measurable ways. Here are 7 problems we found after building both approaches, with examples from Workday, Greenhouse, Jira, and Salesforce.
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Agentic Context Engineering: Why AI Agents Kill Their Own Context Windows
AI agents exceed their context windows without knowing it. Six failure patterns and seven survival architectures for agentic context engineering.
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MCP Code Mode: Keeping Tool Responses Out of Agent Context
Anthropic's code_execution processes data already in context. Custom MCP code mode keeps raw tool responses in a sandbox. 14K tokens vs 500.
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Comparing BM25, TF-IDF, and Hybrid Search for MCP Tool Discovery
Benchmarking BM25, TF-IDF, and hybrid search for MCP tool discovery across 916 tools. The 80/20 TF-IDF/BM25 hybrid hits 21% Top-1 accuracy in under 1ms.
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Capsule CRM integration FAQ
Do I need to create my own auth app to connect Capsule CRM to StackOne?
Only if you use OAuth. Capsule CRM also offers Personal Access Token auth (no auth app needed). Generate one in Capsule under My Preferences > API Authentication Tokens, then paste it into the StackOne dashboard auth config for the Capsule connector. For OAuth, you'd register an app in Capsule's developer portal instead. See the Capsule CRM setup docs.
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