sales
Capsule CRM MCP, CLI, and Lua Integration for AI Agents
Capsule CRM integration docs for AI agents: MCP gateway setup, Capsule CRM CLI commands, Lua API reference, credentials, and function schemas.
7 functions 6 read 1 write Bearer token auth
Capsule CRM for agents
Credentials can be configured manually in web or CLI hosts.
Use this integration from Lua code mode, the headless integrations CLI, or the KosmoKrator MCP gateway. The same package metadata powers all three surfaces.
Machine-Readable Metadata
- integration_slug
capsule- route_slug
capsule- package
capsule- auth_strategy
bearer_tokenBearer token- cli_setup_supported
true- cli_runtime_supported
true- mcp_gateway_supported
true- lua_supported
true- supports_multi_account
true
Quick Links
Lua APIAgent-facing namespace and function reference. Capsule CRM CLIHeadless setup and direct function calls. Capsule CRM MCPMCP gateway setup for external clients. Submit feedbackReport missing tools, auth problems, wrong docs, or runtime issues. ContributeAdd tools or improve metadata in the integrations repo.
Capsule CRM MCP Client Matrix
Use these pages when a specific agent client or framework needs copy-pasteable MCP setup for Capsule CRM.
Claude Code Capsule CRM MCP setup for Claude Code. Cursor Capsule CRM MCP setup for Cursor. Codex Capsule CRM MCP setup for Codex. OpenAI Agents Capsule CRM MCP setup for OpenAI Agents SDK. Claude Agent SDK Capsule CRM MCP setup for Claude Agent SDK. Vercel AI SDK Capsule CRM MCP setup for Vercel AI SDK. LangChain Capsule CRM MCP setup for LangChain. LangGraph Capsule CRM MCP setup for LangGraph. CrewAI Capsule CRM MCP setup for CrewAI. MCP clients Capsule CRM MCP setup for Generic MCP Clients.
Capsule CRM CLI Matrix
Use these pages for direct Capsule CRM CLI workflows in scripts, CI, cron, and agent wrappers.
CI Capsule CRM CLI for CI. Cron Jobs Capsule CRM CLI for cron jobs. Shell Scripts Capsule CRM CLI for shell scripts. Headless Automation Capsule CRM CLI for headless automation. Coding Agents Capsule CRM CLI for coding agents.
Function Catalog
| Function | Type | Parameters | Description |
|---|---|---|---|
capsule.capsule_list_contacts | Read read | 2 | List contacts (people and organisations) from Capsule CRM. Returns paginated results with contact details. |
capsule.capsule_get_contact | Read read | 1 | Retrieve a single contact (person or organisation) from Capsule CRM by ID. |
capsule.capsule_create_contact | Write write | 4 | Create a new contact (person or organisation) in Capsule CRM. Provide at least a first name and last name for a person contact. |
capsule.capsule_list_opportunities | Read read | 3 | List sales opportunities from Capsule CRM. Optionally filter by status (OPEN, WON, LOST, CLOSED). Returns paginated results. |
capsule.capsule_get_opportunity | Read read | 1 | Retrieve a single sales opportunity from Capsule CRM by ID. |
capsule.capsule_list_tasks | Read read | 3 | List tasks from Capsule CRM. Optionally filter by status (OPEN, COMPLETED). Returns paginated results. |
capsule.capsule_get_current_user | Read read | 0 | Get the currently authenticated Capsule CRM user. Use this to verify credentials or identify the connected account. |