Use Capsule CRM from Claude Code
Bring Capsule CRM context into engineering work while Type keeps app access attached to the teammate and workspace.
AI agent integrationCapsule CRM
Capsule CRM integration for multiplayer collaboration with AI agents using Claude Code or Codex
One governed connection your whole team and its AI agents can share, with approved actions and human review, so working in Capsule CRM never means pasting credentials into a prompt.
CategorySales & CRM
Automate Capsule CRM with Codex
Let coding agents ask for the right app action, preserve conversation context, and keep humans in the approval loop.
Connect open agent workflows
Use Type as the collaboration layer around OpenClaw and other LLM workflows that need app access.
Sales & CRM
What the Capsule CRM integration exposes
Capsule CRM is a simple yet powerful CRM platform designed to help businesses manage customer relationships, sales pipelines, and tasks efficiently.
One connection, many teammates
Connect Capsule CRM once, then decide which teammates can use it for threads, automations, skills, 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 Code use Capsule CRM?
Yes. Type lets an AI teammate use connected Capsule CRM actions from a governed workspace context, so Claude Code work can reference the app without copying credentials into a local prompt.
Can Codex work with Capsule CRM through Type?
Yes. Codex can collaborate through Type with app context, skills, and approved actions. The Capsule CRM catalog entry includes public integration details and example capabilities where available.
Is this the same as a Capsule CRM MCP server?
Type exposes connected app capabilities to AI teammates and coding agents through Type's integration layer. Teams use it when they want shared app access, human review, and teammate-level permissions around agent work.
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