Connect
Optimize
Secure
Capsule CRM MCP Server
for AI Agents
Production-ready Capsule CRM MCP server with 120 extensible actions — plus built-in authentication, security, and optimized execution.
Capsule CRM MCP Server
Built by 
StackOne
StackOne 
Coverage
120 Agent Actions
Create, read, update, and delete across Capsule CRM — and extend your agent's capabilities with custom actions.
Authentication
Agent Tool Authentication
Per-user OAuth in one call. Your Capsule CRM MCP server gets session-scoped tokens with zero credentials stored on your infra.
Agent Auth →
Security
Agent Protection
Every Capsule CRM tool response scanned for prompt injection in milliseconds — 88.7% accuracy, all running on CPU.
Prompt Injection Defense →
Performance
Max Agent Context. Min Cost.
Free up to 96% of your agent's context window to enhance reasoning and reduce cost, on every Capsule CRM call.
Tools Discovery →What is the Capsule CRM MCP Server?
A Capsule CRM MCP server lets AI agents read and write Capsule CRM data through the Model Context Protocol — Anthropic's open standard for connecting LLMs to external tools. StackOne's Capsule CRM MCP server ships with 120 pre-built actions, fully extensible via the Connector Builder — plus managed authentication, prompt injection defense, and optimized agent context. Connect it from MCP clients like Claude Desktop, Cursor, and VS Code, or from agent frameworks like OpenAI Agents SDK, LangChain, and Vercel AI SDK.
All Capsule CRM MCP Tools and Actions
Every action from Capsule CRM's API, ready for your agent. Create, read, update, and delete — scoped to exactly what you need.
Users
- List Users
Retrieve all users in the Capsule CRM account
- Get User
Retrieve a specific user by ID
- Update User
Update a user's preferences
Teams
- List Teams
Retrieve all teams in the Capsule CRM account
- Get Team
Retrieve a specific team by ID
Parties
- List Parties
Retrieve all parties (contacts) in Capsule CRM
- Search Parties
Search for parties by query term
Partys
- Create Party
Create a new party (person or organization)
- Get Party
Retrieve a specific party by ID
- Update Party
Update an existing party
- Delete Party
Delete a party from Capsule CRM
Opportunities
- List Opportunities
Retrieve all opportunities (deals) in Capsule CRM
- Search Opportunities
Search for opportunities by query term
Opportunitys
- Create Opportunity
Create a new opportunity (deal)
- Get Opportunity
Retrieve a specific opportunity by ID
- Update Opportunity
Update an existing opportunity
- Delete Opportunity
Delete an opportunity from Capsule CRM
Projects
- Create Project
Create a new project (case)
- List Projects
Retrieve all projects (cases) in Capsule CRM
- Get Project
Retrieve a specific project by ID
- Search Projects
Search for projects by query term
- Update Project
Update an existing project
- Delete Project
Delete a project from Capsule CRM
Tasks
- Create Task
Create a new task
- List Tasks
Retrieve all tasks in Capsule CRM
- Get Task
Retrieve a specific task by ID
- Update Task
Update an existing task
- Delete Task
Delete a task from Capsule CRM
Entrys
- Create Entry
Create a new entry (note)
- Get Entry
Retrieve a specific entry by ID
- Update Entry
Update an existing entry
- Delete Entry
Delete an entry from Capsule CRM
Attachments
- Upload Attachment
Upload a file attachment for use with entries
- Get Attachment
Download an attachment by ID
Party Tags
- Create Party Tag
Create a new tag definition for parties
- List Party Tags
List all tag definitions for parties
- Get Party Tag
Retrieve a specific party tag definition by ID
- Update Party Tag
Update a party tag definition
- Delete Party Tag
Delete a party tag definition
Opportunity Tags
- Create Opportunity Tag
Create a new tag definition for opportunities
- List Opportunity Tags
List all tag definitions for opportunities
- Get Opportunity Tag
Retrieve a specific opportunity tag definition by ID
- Update Opportunity Tag
Update an opportunity tag definition
- Delete Opportunity Tag
Delete an opportunity tag definition
Project Tags
- Create Project Tag
Create a new tag definition for projects
- List Project Tags
List all tag definitions for projects
- Get Project Tag
Retrieve a specific project tag definition by ID
- Update Project Tag
Update a project tag definition
- Delete Project Tag
Delete a project tag definition
Pipelines
- Create Pipeline
Create a new pipeline
- List Pipelines
Retrieve all pipelines in Capsule CRM
- Get Pipeline
Retrieve a specific pipeline by ID
- Update Pipeline
Update an existing pipeline
Milestones
- Create Milestone
Create a new milestone
- List Milestones
Retrieve all milestones from the oldest active pipeline
- Get Milestone
Retrieve a specific milestone by ID
- Update Milestone
Update an existing milestone
- Delete Milestone
Delete a milestone
Party Custom Fields
- Create Party Custom Field
Create a new party custom field definition
- List Party Custom Fields
List all custom field definitions for parties
- Get Party Custom Field
Get a specific party custom field definition
- Update Party Custom Field
Update a party custom field definition
- Delete Party Custom Field
Delete a party custom field definition
Opportunity Custom Fields
- Create Opportunity Custom Field
Create a new opportunity 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
- Update Opportunity Custom Field
Update an opportunity custom field definition
- Delete Opportunity Custom Field
Delete an opportunity custom field definition
Project Custom Fields
- Create Project Custom Field
Create a new project 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
- Update Project Custom Field
Update a project custom field definition
- Delete Project Custom Field
Delete a project custom field definition
Task Categorys
- Create Task Category
Create a new task category
- Get Task Category
Get a specific task category by ID
- Update Task Category
Update an existing task category
- Delete Task Category
Delete a task category
Boards
- Create Board
Create a new board
- List Boards
List all boards in Capsule CRM
- Get Board
Get a specific board by ID
- Update Board
Update an existing board
Stages
- Create Stage
Create a new stage
- List Stages
List all stages in Capsule CRM
- Get Stage
Get a specific stage by ID
- Update Stage
Update an existing stage
- Delete Stage
Delete a stage
Other (34)
- Add Party To Opportunity
Add an additional party to an opportunity
- Add Party To Project
Add a party to a project
- Get Current User
Retrieve the current authenticated user
- Get Multiple Parties
Retrieve multiple parties by their IDs
- List Party Employees
List employees (people) of an organization
- List Deleted Parties
List parties deleted since a specific date
- Get Multiple Opportunities
Retrieve multiple opportunities by IDs
- List Party Opportunities
List opportunities associated with a specific party
- List Deleted Opportunities
List opportunities deleted since a specific date
- List Opportunity Parties
List additional parties associated with an opportunity
- List Opportunity Projects
List projects associated with an opportunity
- Get Multiple Projects
Retrieve multiple projects by their IDs
- List Party Projects
List projects associated with a specific party
- List Deleted Projects
List projects deleted since a specific date
- List Project Parties
List parties associated with a project
- 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 Multiple Pipelines
Retrieve multiple pipelines by their IDs
- List Pipeline Milestones
List milestones for a specific pipeline
- List Task Categories
List all task categories in Capsule CRM
- List Board Stages
List stages for a specific board
- Get Site
Retrieve site information
- Remove Party From Opportunity
Remove an additional party from an opportunity
- Remove Party From Project
Remove a party from a project
- Filter Parties
Run an ad-hoc filter query on parties
- Filter Opportunities
Run an ad-hoc filter query on opportunities
- Filter Projects
Run an ad-hoc filter query on projects
- Archive Pipeline
Archive a pipeline
- Restore Pipeline
Restore an archived pipeline
- Duplicate Pipeline
Duplicate an existing pipeline
- Archive Board
Archive a board
- Restore Board
Restore an archived board
Set Up Your Capsule CRM MCP Server in Minutes
One endpoint. Any framework. Your agent is talking to Capsule CRM in under 10 lines of code.
MCP Clients
Agent Frameworks
JSON{
"mcpServers": {
"stackone": {
"command": "npx",
"args": [
"-y",
"mcp-remote@latest",
"https://api.stackone.com/mcp?x-account-id=<account_id>",
"--header",
"Authorization: Basic <YOUR_BASE64_TOKEN>"
]
}
}
}Capsule CRM MCP Server Resources
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.
11 min
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.
10 min
Indirect Prompt Injection Defense for MCP Tools: A Technical Guide
MCP tools that read emails, CRM records, and tickets are indirect prompt injection vectors. Here's how we built a two-tier defense that scans tool results in ~11ms.
12 min
Capsule CRM MCP Server FAQ
Capsule CRM MCP server vs direct API integration — what's the difference?
A Capsule CRM MCP server and direct API integration serve different use cases. Direct API integration is for software-to-software — backend code calling Capsule CRM. A Capsule CRM MCP server is for AI agents — MCP clients like Claude and Cursor, plus framework agents built with OpenAI, LangChain, or Vercel AI — discovering and calling Capsule CRM at runtime. StackOne provides both.
How does Capsule CRM authentication work for AI agents?
Capsule CRM authentication for AI agents works through a StackOne Connect Session. Create one via the dashboard or the SDK — you get an auth link and ready-to-paste config for Claude Desktop, Cursor, and other MCP clients. Your user authenticates their own Capsule CRM account; StackOne handles token exchange, storage, and refresh. Credentials never reach the LLM, and each user is isolated via
origin_owner_id.Are Capsule CRM MCP tools vulnerable to prompt injection?
Yes — Capsule CRM MCP tools can be vulnerable to indirect prompt injection. Any tool that reads user-written content — documents, messages, tickets, records, or free-text fields — is a potential vector. StackOne Defender scans every tool response before it enters the agent's context — regex patterns in ~1ms, then a MiniLM classifier in ~4ms. 88.7% accuracy, CPU-only.
What is the context bloat of a Capsule CRM agent and how do I avoid it?
Context bloat happens when Capsule CRM tool schemas and API responses eat your Capsule CRM agent's memory, preventing it from reasoning effectively. A single Capsule CRM query can return a massive JSON response, and connecting multiple tools compounds the problem. Tools Discovery and Code Mode reduce context bloat — loading only relevant tools per query and keeping raw responses out of the agent's context.
Can I limit which actions my Capsule CRM agent can access?
Yes — you can limit which actions your Capsule CRM agent can access directly from the StackOne dashboard. Toggle actions on or off, or restrict them to specific accounts, with no code changes to your agent. Session tokens can be scoped to exact actions so if one leaks, exposure stays contained.
Can I create custom agent actions for my Capsule CRM MCP server?
Yes — you can create custom agent actions for your Capsule CRM MCP server using Connector Builder. It's an integration agent your coding assistant (Claude Code, Cursor, or Copilot) can invoke to research Capsule CRM's API, generate production-ready connector YAML, test against the live API, and validate before you ship.
When should I NOT use a Capsule CRM MCP server?
Skip a Capsule CRM MCP server if your integration is purely software-to-software — direct Capsule CRM API integration is simpler when no AI agent is involved. For deterministic, compliance-critical operations (financial transactions, regulatory reporting), direct API gives you predictable behavior without agent-driven decision-making. MCP shines when AI agents need to dynamically discover and call Capsule CRM actions at runtime.
What AI frameworks and AI clients does the StackOne Capsule CRM MCP server support?
The StackOne Capsule CRM MCP server supports both. MCP clients (paste-and-go apps): Claude Desktop, Claude Code, Cursor, VS Code, Goose. Agent frameworks (code SDKs you build with): OpenAI Agents SDK, Anthropic, Vercel AI, Google ADK, CrewAI, Pydantic AI, LangChain, LangGraph, Azure AI Foundry.
Put your AI agents to work
All the tools you need to build and scale AI agent integrations, with best-in-class connectivity, execution, and security.