Capsule CRM MCP Server
for AI Agents

Create a new board

List all boards in Capsule CRM

Get a specific board by ID

Update an existing board

Create a new task category

Get a specific task category by ID

Update an existing task category

Delete a task category

Create a new party custom field definition

List all custom field definitions for parties

Get a specific party custom field definition

Update a party custom field definition

Delete a party custom field definition

Create a new opportunity custom field definition

List all custom field definitions for opportunities

Get a specific opportunity custom field definition

Update an opportunity custom field definition

Delete an opportunity custom field definition

Create a new project custom field definition

List all custom field definitions for projects

Get a specific project custom field definition

Update a project custom field definition

Delete a project custom field definition

Create a new entry (note)

Retrieve a specific entry by ID

Update an existing entry

Delete an entry from Capsule CRM

Upload a file attachment for use with entries

Download an attachment by ID

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).

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.

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.

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 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.

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 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).

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.

Create a new milestone

Retrieve all milestones from the oldest active pipeline

Retrieve a specific milestone by ID

Update an existing milestone

Delete a milestone

Retrieve all opportunities (deals) in Capsule CRM

Search for opportunities by query term

Create a new opportunity (deal)

Retrieve a specific opportunity by ID

Update an existing opportunity

Delete an opportunity from Capsule CRM

Retrieve all parties (contacts) in Capsule CRM

Search for parties by query term

Create a new party (person or organization)

Retrieve a specific party by ID

Update an existing party

Delete a party from Capsule CRM

Create a new track definition

List all track definitions in Capsule CRM

Get a specific track definition by ID

Update an existing track definition

Delete a track definition

Create a new pipeline

Retrieve all pipelines in Capsule CRM

Retrieve a specific pipeline by ID

Update an existing pipeline

Create a new project (case)

Retrieve all projects (cases) in Capsule CRM

Retrieve a specific project by ID

Search for projects by query term

Update an existing project

Delete a project from Capsule CRM

Create a new stage

List all stages in Capsule CRM

Get a specific stage by ID

Update an existing stage

Delete a stage

Create a new tag definition for parties

List all tag definitions for parties

Retrieve a specific party tag definition by ID

Update a party tag definition

Delete a party tag definition

Create a new tag definition for opportunities

List all tag definitions for opportunities

Retrieve a specific opportunity tag definition by ID

Update an opportunity tag definition

Delete an opportunity tag definition

Create a new tag definition for projects

List all tag definitions for projects

Retrieve a specific project tag definition by ID

Update a project tag definition

Delete a project tag definition

Create a new task

Retrieve all tasks in Capsule CRM

Retrieve a specific task by ID

Update an existing task

Delete a task from Capsule CRM

Retrieve all teams in the Capsule CRM account

Retrieve a specific team by ID

Retrieve all users in the Capsule CRM account

Retrieve a specific user by ID

Update a user's preferences