MCP
A2ACapsule CRM
127 actions · 2 auth methods
PreviewCRM
Authentication
API Key
Best for single-user integrations and internal tools. Quick to set up with no app registration.Guides: Connector Profile, Link Account
OAuth 2.0
Requires registering an OAuth app with Capsule CRM.Guides: Connector Profile, Link Account
Actions
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No scopes found
127 actions
Action
Description
Required scopes
List Users
Retrieve all users in the Capsule CRM account
Get Current User
Retrieve the current authenticated user
Get User
Retrieve a specific user by ID
Update User
Update a user’s preferences
List Teams
Retrieve all teams in the Capsule CRM account
Get Team
Retrieve a specific team by ID
List Parties
Retrieve all parties (contacts) in Capsule CRM
Get Party
Retrieve a specific party by ID
Get Multiple Parties
Retrieve multiple parties by their IDs
Search Parties
Search for parties by query term
Create Party
Create a new party (person or organization)
Update Party
Update an existing party
Delete Party
Delete a party from Capsule CRM
List Party Employees
List employees (people) of an organization
List Deleted Parties
List parties deleted since a specific date
Filter Parties
Run an ad-hoc filter query on parties
List Track Definitions
List all track definitions in Capsule CRM
Get Track Definition
Get a specific track definition by ID
Create Track Definition
Create a new track definition
Update Track Definition
Update an existing track definition
Delete Track Definition
Delete a track definition
List Opportunities
Retrieve all opportunities (deals) in Capsule CRM
Get Opportunity
Retrieve a specific opportunity by ID
Get Multiple Opportunities
Retrieve multiple opportunities by IDs
Search Opportunities
Search for opportunities by query term
List Party Opportunities
List opportunities associated with a specific party
Create Opportunity
Create a new opportunity (deal)
Update Opportunity
Update an existing opportunity
Delete Opportunity
Delete an opportunity from Capsule CRM
List Deleted Opportunities
List opportunities deleted since a specific date
List Opportunity Parties
List additional parties associated with an opportunity
Add Party To Opportunity
Add an additional party to an opportunity
Remove Party From Opportunity
Remove an additional party from an opportunity
List Opportunity Projects
List projects associated with an opportunity
Filter Opportunities
Run an ad-hoc filter query on opportunities
List Lost Reasons
List all lost reasons in Capsule CRM
List Projects
Retrieve all projects (cases) in Capsule CRM
Get Project
Retrieve a specific project by ID
Get Multiple Projects
Retrieve multiple projects by their IDs
Search Projects
Search for projects by query term
List Party Projects
List projects associated with a specific party
Create Project
Create a new project (case)
Update Project
Update an existing project
Delete Project
Delete a project from Capsule CRM
List Deleted Projects
List projects deleted since a specific date
List Project Parties
List parties associated with a project
Add Party To Project
Add a party to a project
Remove Party From Project
Remove a party from a project
Filter Projects
Run an ad-hoc filter query on projects
List Tasks
Retrieve all tasks in Capsule CRM
Get Task
Retrieve a specific task by ID
Create Task
Create a new task
Update Task
Update an existing task
Delete Task
Delete a task from Capsule CRM
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 Entry
Retrieve a specific entry by ID
Create Entry
Create a new entry (note)
Update Entry
Update an existing entry
Delete Entry
Delete an entry from Capsule CRM
Upload Attachment
Upload a file attachment for use with entries
Get Attachment
Download an attachment by ID
List Activity Types
List all activity types in Capsule CRM
List Party Tags
List all tag definitions for parties
Get Party Tag
Retrieve a specific party tag definition by ID
Create Party Tag
Create a new tag definition for parties
Update Party Tag
Update a party tag definition
Delete Party Tag
Delete a party tag definition
List Opportunity Tags
List all tag definitions for opportunities
Get Opportunity Tag
Retrieve a specific opportunity tag definition by ID
Create Opportunity Tag
Create a new tag definition for opportunities
Update Opportunity Tag
Update an opportunity tag definition
Delete Opportunity Tag
Delete an opportunity tag definition
List Project Tags
List all tag definitions for projects
Get Project Tag
Retrieve a specific project tag definition by ID
Create Project Tag
Create a new tag definition for projects
Update Project Tag
Update a project tag definition
Delete Project Tag
Delete a project tag definition
List Pipelines
Retrieve all pipelines in Capsule CRM
Get Pipeline
Retrieve a specific pipeline by ID
Get Multiple Pipelines
Retrieve multiple pipelines by their IDs
Create Pipeline
Create a new pipeline
Update Pipeline
Update an existing pipeline
Archive Pipeline
Archive a pipeline
Restore Pipeline
Restore an archived pipeline
Duplicate Pipeline
Duplicate an existing pipeline
List Milestones
Retrieve all milestones from the oldest active pipeline
List Pipeline Milestones
List milestones for a specific pipeline
Get Milestone
Retrieve a specific milestone by ID
Create Milestone
Create a new milestone
Update Milestone
Update an existing milestone
Delete Milestone
Delete a milestone
List Party Custom Fields
List all custom field definitions for parties
Get Party Custom Field
Get a specific party custom field definition
Create Party Custom Field
Create a new party custom field definition
Update Party Custom Field
Update a party custom field definition
Delete Party Custom Field
Delete a party 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
Create Opportunity Custom Field
Create a new opportunity custom field definition
Update Opportunity Custom Field
Update an opportunity custom field definition
Delete Opportunity Custom Field
Delete an opportunity 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
Create Project Custom Field
Create a new project custom field definition
Update Project Custom Field
Update a project custom field definition
Delete Project Custom Field
Delete a project custom field definition
List Task Categories
List all task categories in Capsule CRM
Get Task Category
Get a specific task category by ID
Create Task Category
Create a new task category
Update Task Category
Update an existing task category
Delete Task Category
Delete a task category
List Boards
List all boards in Capsule CRM
Get Board
Get a specific board by ID
Create Board
Create a new board
Update Board
Update an existing board
Archive Board
Archive a board
Restore Board
Restore an archived board
List Stages
List all stages in Capsule CRM
List Board Stages
List stages for a specific board
Get Stage
Get a specific stage by ID
Create Stage
Create a new stage
Update Stage
Update an existing stage
Delete Stage
Delete a stage
Get Site
Retrieve site information
Getting Started
Create or Select a Project
Set up a new project or select an existing one. See the Projects Guide.
Configure the Connector
Enable the connector and set up a connector profile in your project. See Managing Connectors.
Connector Profile
Capsule CRM - API Key
Connector Profile
Capsule CRM - OAuth 2.0
Link an Account
Connect an account using StackOne Hub or Auth Link.
Link Account
Capsule CRM - API Key
Link Account
Capsule CRM - OAuth 2.0
Use Actions
Invoke actions using one of the methods below:
- MCP – Model Context Protocol for AI assistants
- A2A – Agent-to-Agent protocol
- AI Toolset (TypeScript) – TypeScript SDK for AI agents
- AI Toolset (Python) – Python SDK for AI agents
- Actions RPC – Direct API calls
- Playground – Test actions in the dashboard