🚀 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
- 📥 Download the
capsulecrm-mcp.dxt file
- 👆 Double-click to install in Claude Desktop
- 🔑 Enter your CapsuleCRM API key when prompted
- 🎊 Start using natural language CRM commands!
🔑 Getting Your API Key
- 🌐 Log in to your CapsuleCRM dashboard
- ⚙️ Go to Account Settings → API
- ✨ Generate a new API token
- 💾 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"
- ➕ "Create a new person: John Smith, john@acme.com"
💰 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.
Ready to transform your CRM experience? Let's make data management fun! 🎉🚀