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Capsule CRM MCP Integration for OpenAI Agents SDK

Connect Capsule CRM to OpenAI Agents SDK through the local KosmoKrator MCP gateway with scoped tools, credentials, and write policy.

7 functions 6 read 1 write Bearer token auth
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Connect Capsule CRM to OpenAI Agents SDK

Attach KosmoKrator integration tools to OpenAI Agents SDK workflows through a local MCP gateway.

Start the KosmoKrator MCP gateway locally and point the OpenAI Agents SDK MCP tool at that process or wrapper. The gateway is local, scoped to this integration, and starts with --write=deny so OpenAI Agents can inspect read-capable tools without receiving write access by default.

Capsule CRM MCP Config for OpenAI Agents SDK

Use headless JSON commands for CI-style execution and MCP for agent tool discovery.

{
  "mcpServers": {
    "kosmokrator-capsule": {
      "type": "stdio",
      "command": "kosmo",
      "args": [
        "mcp:serve",
        "--integration=capsule",
        "--write=deny"
      ]
    }
  }
}

Run the Gateway Manually

kosmokrator mcp:serve --integration=capsule --write=deny

Why Use KosmoKrator Here

Scoped tools

Expose only Capsule CRM instead of a broad multi-service tool list.

Local credentials

Reuse credentials already configured for the KosmoKrator CLI and Lua runtime.

Write policy

Start read-only, then opt into ask or allow for trusted workspaces.

Capsule CRM Tools Visible to OpenAI Agents

OpenAI Agents sees stable MCP tool names generated from the Capsule CRM integration catalog.

MCP toolSource functionTypeDescription
integration__capsule__capsule_list_contacts capsule.capsule_list_contacts Read List contacts (people and organisations) from Capsule CRM. Returns paginated results with contact details.
integration__capsule__capsule_get_contact capsule.capsule_get_contact Read Retrieve a single contact (person or organisation) from Capsule CRM by ID.
integration__capsule__capsule_create_contact capsule.capsule_create_contact Write Create a new contact (person or organisation) in Capsule CRM. Provide at least a first name and last name for a person contact.
integration__capsule__capsule_list_opportunities capsule.capsule_list_opportunities Read List sales opportunities from Capsule CRM. Optionally filter by status (OPEN, WON, LOST, CLOSED). Returns paginated results.
integration__capsule__capsule_get_opportunity capsule.capsule_get_opportunity Read Retrieve a single sales opportunity from Capsule CRM by ID.
integration__capsule__capsule_list_tasks capsule.capsule_list_tasks Read List tasks from Capsule CRM. Optionally filter by status (OPEN, COMPLETED). Returns paginated results.
integration__capsule__capsule_get_current_user capsule.capsule_get_current_user Read Get the currently authenticated Capsule CRM user. Use this to verify credentials or identify the connected account.

Related Capsule CRM Pages

Capsule CRM CLIUse direct JSON commands instead of MCP discovery. Capsule CRM MCPFull gateway reference and MCP tool names. KosmoKrator for OpenAI AgentsClient-level gateway setup.