Capsule CRM
Manage Capsule CRM contacts, organizations, opportunities, and customer relationship workflows.
Tools
| Name | Description |
|---|---|
create_contactCreate a new Person or Organisation in Capsule CRM. | Create a new Person or Organisation in Capsule CRM. |
update_contactUpdate fields on an existing Person or Organisation. | Update fields on an existing Person or Organisation. |
create_opportunityCreate a new Opportunity in Capsule CRM. | Create a new Opportunity in Capsule CRM. |
create_projectCreate a new Project in Capsule CRM. | Create a new Project in Capsule CRM. |
create_taskCreate a new Task in Capsule CRM. | Create a new Task in Capsule CRM. |
update_opportunityUpdate an existing Opportunity in Capsule CRM. | Update an existing Opportunity in Capsule CRM. |
add_note_to_entityAdd a comment/note to an entity (e.g., contact, opportunity, project). | Add a comment/note to an entity (e.g., contact, opportunity, project). |
find_contactFind a Person by search criteria. | Find a Person by search criteria. |
find_projectFind a Project by search criteria. | Find a Project by search criteria. |
find_opportunityFind an Opportunity by search criteria. | Find an Opportunity by search criteria. |
Triggers
| Name | Description |
|---|---|
new_caseFires when a new case (project) is created in Capsule CRM. | Fires when a new case (project) is created in Capsule CRM. |
new_opportunityFires when a new opportunity is created. | Fires when a new opportunity is created. |
new_taskFires when a new task is created. | Fires when a new task is created. |
new_projectFires when a project is created. | Fires when a project is created. |
Quick Start
import { WeavzClient } from '@weavz-io/sdk'
const weavz = new WeavzClient({ apiKey: 'wvz_...' })
const result = await weavz.actions.execute('capsule-crm', 'create_contact', {
workspaceId: '550e8400-e29b-41d4-a716-446655440000',
integrationAlias: 'capsule-crm',
input: { /* ... */ },
})Related Integrations
Works well with
Frequently Asked Questions
How do I connect Capsule CRM to my app?
Use Weavz Hosted Connect for OAuth2 authentication. Install the SDK, create a connection through the connect portal or API, then execute tools programmatically.
What tools does Capsule CRM support?
Capsule CRM supports 10 tools including Create Contact, Update Contact, Create Opportunity, Create Project, Create Task, and more.
Can I use Capsule CRM with AI agents?
Yes. Add Capsule CRM to an MCP server in Tool Mode or Code Mode. Code Mode provides 3 meta-tools with on-demand API discovery so agents can compose stateful workflows without loading every action schema up front.
How do I connect Capsule CRM to ChatGPT or Claude?
Open the Weavz connector setup, sign in, choose a workspace, and add Capsule CRM as an approved app. ChatGPT, Claude, and other remote MCP clients can then call the scoped Capsule CRM tools exposed by that workspace.
Does Capsule CRM work with Claude Code, Cursor, Codex, and local agents?
Yes. Remote and local MCP clients can connect to a Weavz MCP endpoint for the workspace. Local coding agents can also use the Weavz CLI to inspect apps, discover actions, run approved Capsule CRM work, and execute Code Mode workflows from a terminal.
What can I ask an AI agent to do with Capsule CRM?
Capsule CRM exposes 10 tools, including Create Contact, Update Contact, Create Opportunity, Create Project, Create Task, and more. Use Weavz to keep credentials scoped, require approval for sensitive work, and audit what the agent did.
Can Capsule CRM be used in stateful agent workflows?
Yes. Agents can combine Capsule CRM tools with Filesystem, State KV, Human Gates, input partials, and other workspace integrations while keeping execution scoped to the selected workspace or end user.
What authentication does Capsule CRM use?
Capsule CRM uses OAuth2. Weavz stores OAuth credentials securely and refreshes tokens when supported by the provider.
How much does the Capsule CRM integration cost?
The Capsule CRM integration is included on all Weavz plans including the free tier with 20,000 actions per month. No credit card required.
What triggers does Capsule CRM support?
Capsule CRM supports 4 triggers including New Case, New Opportunity, New Task, New Project.
Connect Capsule CRM in minutes
Get 20,000 free action executions every month. No credit card required.