🚀 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, [email protected]"

💰 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! 🎉🚀

🚀 CapsuleCRM MCP Server