Use Capsule CRM from Claude
Add the Capsule CRM connection to a Space that runs Claude, then use it from every channel in that Space.
ConnectorCapsule CRM
Capsule CRM integration for Claude and Codex
Create a Capsule CRM connection, then control which Spaces can use its approved tools and data without pasting credentials into prompts or threads.
CategorySales & CRM
Use Capsule CRM from Codex
Add the Capsule CRM connection to a Space that runs Codex, then use it from every channel in that Space.
Use Capsule CRM from Sidekick
Connect your own OpenClaw to Sidekick while Type provides the conversations, permissions, connections, skills, and automations.
Sales & CRM
What the Capsule CRM connector can do
Capsule CRM is a simple yet powerful CRM platform designed to help businesses manage customer relationships, sales pipelines, and tasks efficiently.
One connection, many Spaces
Connect Capsule CRM once, then decide which Spaces can use it in threads, skills, automations, and coding work.
Representative actions
- Add Project Party
Tool to add a party (person or organisation) to a project in Capsule CRM. Use when you need to associate an additional contact with a specific project beyond the primary assigned party.
- Create Capsule CRM Category
Tool to create a new task category in Capsule CRM. Use when you need to add a new category for organizing tasks with a specific name and color.
- Create Custom Field Definition
Tool to create a new custom field definition for parties, opportunities, or projects in Capsule CRM. Use when you need to extend standard entity fields with custom attributes.
- Create Entry
Tool to create a new note entry in Capsule CRM. Note: Only note type entries can be created via API. Emails and tasks can be viewed but not created through this endpoint. Use when you need to add a new note record linked to a party, opportunity, or project.
- Create Lost Reason
Tool to create a new lost reason in Capsule CRM. Use when you need to add a new reason option for tracking why opportunities were lost. Lost reasons help categorize unsuccessful deals and can be included or excluded from conversion rate calculations.
Connection
API and auth details
Capsule CRM provides a REST API for CRM data, including parties, people and organizations, opportunities, cases, projects, tasks, entries, tracks, deleted records, search, additional parties, REST hooks, OAuth/bearer-token authenticated requests, reading and writing CRM records, response handling, and read-only MCP-oriented access for parties, opportunities, tasks, and projects.
- Source
- Type catalog metadata
- Auth schemes
- OAuth, API key
- Official site
- https://capsulecrm.com/
FAQ
Questions people ask before connecting Capsule CRM
Can Claude use Capsule CRM?
Yes. Add a Capsule CRM connection to a Space that runs Claude, then use its approved tools and data from any channel in that Space.
Can Codex work with Capsule CRM through Type?
Yes. Add a Capsule CRM connection to a Space that runs Codex, then use its approved tools and data from any channel in that Space.
Is this the same as a Capsule CRM MCP server?
Not exactly. Type uses connectors and connections to give selected Spaces access to approved app tools and data. Some connectors use hosted MCP, while others use OAuth, API keys, service accounts, or custom APIs.
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