MonadsAG/capsulecrm-mcp

CategoryFile System
AuthorCommunity
Stars578
PricingFree

Overview

The capsulecrm-mcp server bridges the gap between LLMs and Capsule CRM, transforming your AI assistant from a chat interface into a functional CRM operator. Instead of manually exporting CSVs or toggling tabs, developers can now grant their AI agents the ability to programmatically query contacts, track sales opportunities, and manage task pipelines via the Model Context Protocol. It integrates seamlessly with Claude Desktop through a provided DTX configuration, eliminating the need for custom glue code. This tool is particularly useful for automating lead qualification, summarizing client history during active sessions, or updating pipeline stages through natural language commands, effectively treating your CRM as a dynamic context window for the model.

Highlights

  • Direct CRUD access to contacts and sales opportunities
  • Automated task management via natural language prompts
  • Ready-to-use DTX configuration for Claude Desktop integration
  • Eliminates manual data entry through AI-driven CRM updates

Full Documentation

🚀 CapsuleCRM MCP Server

Transform your CRM workflow with AI! 🤖✨ Connect Claude directly to your CapsuleCRM account for natural language customer and sales management.

🎯 What it does

  • 🗣️ Talk to your CRM in plain English - "Show me all VIP customers from last month"
  • 🔍 Smart search and filtering - Find exactly what you need with powerful queries
  • 📊 Get instant insights - Query sales pipeline, customer data, and tasks
  • ⚡ Automate routine tasks - Create, update, and manage CRM data through conversation

🎉 Installation

🖥️ Claude Desktop

1. 📥 Download the capsulecrm-mcp.dxt file 2. 👆 Double-click to install in Claude Desktop 3. 🔑 Enter your CapsuleCRM API key when prompted 4. 🎊 Start using natural language CRM commands!

🔑 Getting Your API Key

1. 🌐 Log in to your CapsuleCRM dashboard
2. ⚙️ Go to Account Settings → API
3. ✨ Generate a new API token
4. 💾 Copy and store securely (you won't see it again!)

💡 Usage Examples

👥 Customer Management

  • 🔍 "Find all VIP customers in New York"
  • 📅 "Show me customers we haven't contacted in 30 days"

💰 Sales Pipeline

  • 💎 "What's the total value of our open opportunities?"
  • 📈 "Show me deals closing this quarter"
  • 🎯 "Create a new opportunity for Acme Corp worth $25,000"

✅ Task Management

  • ⏰ "What tasks are overdue?"
  • 👩‍💼 "Show me all tasks assigned to Sarah"
  • 📝 "Create a follow-up task for next Friday"

🔮 Advanced Filtering

Ask complex questions like:
  • 💵 "Find opportunities worth more than $50,000 that are in proposal stage"
  • 🏷️ "Show me customers added in the last 30 days with hot-lead tags"
  • 👥 "List all overdue tasks assigned to my team"

🎪 Capabilities

👥 Customer Management (Parties)

  • 👀 View, create, update people and organizations

  • 🔎 Search by name, email, phone, address

  • 🏷️ Filter by tags, location, contact info

💼 Sales Pipeline (Opportunities)

  • 📊 Track deals and progress through stages

  • 🎲 Automatic probability-weighted values

  • 🔍 Comprehensive filtering and search

  • 💰 Revenue insights and reporting

✅ Task Management

  • 📋 Create, view, and update tasks

  • 🎯 Filter by status, assignee, due dates

  • 🔗 Link tasks to customers and deals

🎯 Pipeline Configuration

  • 📈 View all pipeline milestones

  • 🚀 Track opportunity progress through stages

🔧 Search Operators

  • 🔍 contains - Find partial matches
  • 🎯 starts with / ends with - Prefix/suffix matching
  • 📅 is after / is before - Date comparisons
  • 📊 is greater than / is less than - Numerical filtering
  • ⏰ is within last - Recent time periods

🚨 Troubleshooting

🚫 Extension won't start:

  • ✅ Verify your API key is correct

  • 🌐 Check internet connection to CapsuleCRM

  • 🐍 Ensure Python 3.11+ is installed

📦 "No module found" errors:

  • 🎁 Dependencies are bundled in the extension

  • 🔄 Try reinstalling the extension

⚠️ API errors:

  • 🔐 Verify API key permissions in CapsuleCRM

  • 🚦 Check rate limits aren't exceeded

🐛 Debug Mode:
Set environment variable LOG_LEVEL=DEBUG for detailed logging.

🛡️ Security & Privacy

  • 🔐 Uses official CapsuleCRM API with secure token authentication
  • 🚫 No data storage - acts as real-time bridge
  • 🔒 Environment variables for secure token storage
  • ✅ Full read/write permissions as configured in CapsuleCRM

📄 License

MIT License - see LICENSE file for details.

🏢 About

Developed by Monads AG - specialists in AI automation and business process optimization.

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*Ready to transform your CRM experience? Let's make data management fun! 🎉🚀*

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