CapsuleCRM MCP Server

Example Use Cases

• 1

  Find and filter customer records by tags, location, contact info, or recent activity using natural language queries.

• 2

  View and analyze the sales pipeline, compute revenue insights, and list opportunities by stage or value.

• 3

  Create and manage tasks or follow-ups tied to customers and deals and automate routine CRM actions conversationally.

Description

This MCP server integrates Claude with CapsuleCRM so users can query, create, update, and manage CRM data using plain English. It supports people and organization management, opportunity/pipeline tracking, task creation and linking, and advanced filtering and reporting. The extension installs into Claude Desktop, uses secure CapsuleCRM API token authentication, and operates as a real-time bridge without storing data.