productivity
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.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.
Agent Surfaces
Machine-Readable Metadata
Function Catalog
| Function | Type | Parameters | Description |
|---|---|---|---|
capsule.capsule_api_delete | Read read | 2 | Call a safe relative Capsule CRM API path with DELETE for endpoints not covered by a dedicated tool. |
capsule.capsule_api_get | Read read | 2 | Call a safe relative Capsule CRM API path with GET for endpoints not covered by a dedicated tool. |
capsule.capsule_api_post | Read read | 3 | Call a safe relative Capsule CRM API path with POST for endpoints not covered by a dedicated tool. |
capsule.capsule_api_put | Read read | 3 | Call a safe relative Capsule CRM API path with PUT for endpoints not covered by a dedicated tool. |
capsule.capsule_create_case | Write write | 1 | Create a Capsule CRM project/case. |
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_create_custom_field | Write write | 2 | Create a custom field definition for parties, opportunities, or cases. |
capsule.capsule_create_opportunity | Write write | 1 | Create a Capsule CRM sales opportunity. |
capsule.capsule_create_tag | Write write | 2 | Create a tag definition for parties, opportunities, or cases. |
capsule.capsule_create_task | Write write | 1 | Create a Capsule CRM task. |
capsule.capsule_delete_case | Write write | 1 | Delete a Capsule CRM project/case. |
capsule.capsule_delete_contact | Write write | 1 | Delete a Capsule CRM contact or organisation. |
capsule.capsule_delete_custom_field | Write write | 2 | Delete a custom field definition for parties, opportunities, or cases. |
capsule.capsule_delete_opportunity | Write write | 1 | Delete a Capsule CRM opportunity. |
capsule.capsule_delete_tag | Write write | 2 | Delete a tag definition for parties, opportunities, or cases. |
capsule.capsule_delete_task | Write write | 1 | Delete a Capsule CRM task. |
capsule.capsule_get_case | Read read | 2 | Get one Capsule CRM project/case by ID. |
capsule.capsule_get_contact | Read read | 1 | Retrieve a single contact (person or organisation) from Capsule CRM by ID. |
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. |
capsule.capsule_get_opportunity | Read read | 1 | Retrieve a single sales opportunity from Capsule CRM by ID. |
capsule.capsule_get_task | Read read | 1 | Get one Capsule CRM task by ID. |
capsule.capsule_list_cases | Read read | 1 | List Capsule CRM projects/cases. |
capsule.capsule_list_contacts | Read read | 2 | List contacts (people and organisations) from Capsule CRM. Returns paginated results with contact details. |
capsule.capsule_list_custom_fields | Read read | 2 | List custom field definitions for parties, opportunities, or cases. |
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_list_party_cases | Read read | 2 | List projects/cases associated with a Capsule CRM party. |
capsule.capsule_list_party_opportunities | Read read | 2 | List opportunities associated with a Capsule CRM party. |
capsule.capsule_list_tags | Read read | 2 | List tag definitions for parties, opportunities, or cases. |
capsule.capsule_list_tasks | Read read | 3 | List tasks from Capsule CRM. Optionally filter by status (OPEN, COMPLETED). Returns paginated results. |
capsule.capsule_list_tracks | Read read | 1 | List Capsule CRM track definitions for opportunities and cases. |
capsule.capsule_update_case | Write write | 2 | Update a Capsule CRM project/case. |
capsule.capsule_update_contact | Write write | 2 | Update a Capsule CRM contact or organisation using a native party payload. |
capsule.capsule_update_custom_field | Write write | 3 | Update a custom field definition for parties, opportunities, or cases. |
capsule.capsule_update_opportunity | Write write | 2 | Update a Capsule CRM sales opportunity. |
capsule.capsule_update_tag | Write write | 3 | Update a tag definition for parties, opportunities, or cases. |
capsule.capsule_update_task | Write write | 2 | Update a Capsule CRM task. |