How to connect Capsule CRM to Hermes Agent
Connect Capsule CRM to Hermes with ClawLink in one click — 109 tools your AI agent can call from chat via hosted OAuth. No API keys, no manual setup.
Capsule CRMOAUTH2MCPSimple CRM for managing contacts, sales pipelines, and tasks. Once connected, Hermes Agent can read and act on Capsule CRM from chat — pairing, token refresh, and tool wiring handled for you.
Most guides for giving Hermes Agent Capsule CRM access start with registering your own OAuth app or pasting API keys into env files, then leave the token refresh and tool wiring to you. ClawLink gives Hermes a more practical Capsule CRM setup: pair once in the browser and your always-on Hermes agent can act on Capsule CRM for you, reading and doing real work on your behalf with no auth, token refresh, or tool wiring to build yourself.
Copy this prompt into Hermes to install the plugin and pair your account.
Set up ClawLink for Hermes and tell me when it's ready.
1. Install the plugin:
hermes plugins install ClawLink-HQ/hermes-plugin --enable
2. Start pairing. It prints an approval link, so show me the link and stop, don't wait:
hermes clawlink begin
3. I'll approve it in my browser, then reply "approved".
4. When I say approved, finish setup:
hermes clawlink finish
5. Then run `hermes clawlink test` and tell me whether ClawLink is ready.Setup
It takes three steps to connect Hermes to Capsule CRM.
1Install and pair
Install the ClawLink plugin, then pair Hermes with a one-time browser approval:
hermes plugins install ClawLink-HQ/hermes-plugin --enable- 2
Connect Capsule CRM
One-click OAuth in the dashboard.
- 3
Use it from chat
Ask Hermes Agent: "What can you do with Capsule CRM?"
Install by command
The prompt above walks Hermes through this. By hand, it is four commands and a browser approval:
hermes plugins install ClawLink-HQ/hermes-plugin --enable
hermes clawlink begin # prints an approval link — open it and approve
hermes clawlink finish # after approving in the browser
hermes clawlink testThen connect Capsule CRM in the ClawLink dashboard — a one-click OAuth approval, no API keys.
Verify the connection by asking Hermes:
Pull the relevant data from Capsule CRM, summarize it in plain English, and point out anything that needs attention.
Using a different agent?
The Hermes plugin is one client of ClawLink's MCP server. Claude Code, Cursor, Codex, or any agent that can run a shell command pairs with the same ClawLink account through the CLI:
npx -y @useclawlink/cli loginlogin opens the same browser approval and stores a credential locally. Once Capsule CRM is connected in the dashboard, that agent calls the same 109 Capsule CRM tools over MCP. Full setup for MCP clients and shell agents: connect apps to any AI agent.
Capsule CRM MCP for Hermes
Looking for a Capsule CRM MCP server for Hermes Agent? ClawLink connects Capsule CRM to Hermes Agent and exposes 109 Capsule CRM tools your agent can call over MCP, with hosted auth and nothing to run or maintain yourself. Using OpenClaw instead? The OpenClaw Capsule CRM integration works the same way.
What the Hermes Agent Capsule CRM integration can do
109 Capsule CRM tools are ready for Hermes Agent once the account is connected. The 30 below are the ones people reach for most; your agent can call all 109.
30 of 109 Capsule CRM tools for Hermes
| Tool | What it does |
|---|---|
Get activity type capsule_crm_get_activity_type | Get a specific activity type by ID |
Get attachment capsule_crm_get_attachment | Retrieve a specific attachment by ID from Capsule CRM |
Get board capsule_crm_get_board | Get a specific board by ID from Capsule CRM |
Get category capsule_crm_get_category | Get a specific category by ID |
Get current user capsule_crm_get_current_user | Retrieve the current authenticated user's details including id, username, name, locale |
Get custom field definition capsule_crm_get_custom_field_definition | Get a specific custom field definition by ID from Capsule CRM |
Get entity tag capsule_crm_get_entity_tag | Retrieve a specific tag by ID for an entity type (parties, opportunities, or kases) in Capsule |
Get entry capsule_crm_get_entry | Retrieve a specific entry by ID |
Get lost reason capsule_crm_get_lost_reason | Retrieve a specific lost reason by ID from Capsule CRM |
Get milestone capsule_crm_get_milestone | Get a specific milestone by ID from Capsule CRM |
Get opportunity capsule_crm_get_opportunity | Retrieve a specific opportunity by its ID from Capsule CRM |
Get pipeline capsule_crm_get_pipeline | Get a specific pipeline by ID from Capsule CRM |
Get project capsule_crm_get_project | Retrieve a specific project (case) by its ID from Capsule CRM |
Get stage capsule_crm_get_stage | Get a specific stage by ID from Capsule CRM |
Get task capsule_crm_get_task | Get a specific task by ID |
Get track capsule_crm_get_track | Get a specific track by ID |
Get track definition capsule_crm_get_track_definition | Get a specific track definition by ID from Capsule CRM |
Get user capsule_crm_get_user | Get a specific user by ID |
List activity type icons capsule_crm_list_activity_type_icons | List available activity type icons in Capsule CRM |
List activity types capsule_crm_list_activity_types | List all activity types on the Capsule account |
List board stages capsule_crm_list_board_stages | List stages associated with a board in Capsule CRM |
List boards capsule_crm_list_boards | List all boards on the Capsule CRM account |
List categories capsule_crm_list_categories | List all task categories on the Capsule account |
List countries capsule_crm_list_countries | List all countries on the Capsule CRM account |
List currencies capsule_crm_list_currencies | List all available currencies on the Capsule account |
List custom field definitions capsule_crm_list_custom_field_definitions | List all custom field definitions for parties, opportunities, or projects (kases) |
List deleted opportunities capsule_crm_list_deleted_opportunities | List opportunities deleted or restricted since a given date |
List deleted parties capsule_crm_list_deleted_parties | Retrieve parties deleted since a given date |
List deleted projects capsule_crm_list_deleted_projects | List projects deleted or restricted since a given date |
List entity entries capsule_crm_list_entity_entries | List entries (notes, emails, tasks) for a specific party, opportunity, or project |
Try it: find the Capsule CRM tool you need
Browse the 30 Capsule CRM tools
Click any tool to see exactly what Hermes can do and copy a ready-to-use prompt.
Example prompts
Pull the relevant data from Capsule CRM, summarize it in plain English, and point out anything that needs attention.
Pull the relevant data from Capsule CRM, summarize it in plain English, and point out anything that needs attention.
Pull the relevant data from Capsule CRM, summarize it in plain English, and point out anything that needs attention.
Pull the relevant data from Capsule CRM, summarize it in plain English, and point out anything that needs attention.
ClawLink vs. building it yourself
The alternative to ClawLink is usually manual OAuth app setup plus your own token handling, permission troubleshooting, and tool plumbing for Hermes Agent. That is fine if you want to build and maintain the integration yourself. Most teams just want Capsule CRM working from chat.
| Manual | ClawLink | |
|---|---|---|
| Connection flow | Register a Capsule CRM app, configure redirect URLs, manage consent details, and reconnect users when auth settings drift. | Users connect Capsule CRM through the hosted browser flow and ClawLink keeps the token lifecycle out of your app code. |
| Ongoing maintenance | You own refresh logic, permission debugging, environment config, and every provider-specific edge case for Capsule CRM. | ClawLink handles the repetitive integration plumbing so your team can focus on the workflow instead of the infrastructure. |
| Agent usability | You still need to expose the right Capsule CRM actions to the runtime in a format your agent can reliably use. | 109 tools for Capsule CRM are already exposed through ClawLink, so the agent can read and act from chat immediately. |
ClawLink vs. Composio
Composio also exposes Capsule CRM to AI agents. It is developer infrastructure: Python and TypeScript SDKs, an MCP server, and a catalog past 1,000 apps, aimed at teams shipping agent products. ClawLink is built for Hermes Agent users instead. You install the plugin once, connect Capsule CRM in the browser, and the 109 tools above work from chat. There is no SDK, no config file, and no API key handling. Choosing between them? Read the full Composio alternatives comparison.
Troubleshooting
Hermes paired but still can't use Capsule CRM
Pairing is a two-step handshake: run hermes clawlink begin, approve the link in your browser, then run hermes clawlink finish. If you ran finish before approving, or the approval link expired, run hermes clawlink begin again to get a fresh link. Confirm the plugin was installed with --enable, then verify with hermes clawlink test.
Connection succeeds but no tools appear
Reconnect Capsule CRM from the dashboard, then start a fresh chat if the runtime still has the old tool catalog loaded.
"Tool schema not loaded yet" error when calling Capsule CRM tools
Capsule CRM tool schemas load on demand the first time a tool runs and are cached after that, so this error usually clears on its own: wait a few seconds and retry the same request. If every Capsule CRM call keeps failing with it in a fresh chat, reconnect from the dashboard, and contact support if it still persists — that pattern points to a configuration problem on our side, not something you can fix by reconnecting again.
Capsule CRM returns 403 or "permission denied" on one action while others work
Two usual causes. The connected account may not have access to the specific workspace, inbox, store, or project in the request — check that first. If access looks right, the agent may have sent a placeholder value (like "YOUR_ID" or an example id from documentation) instead of a real one: ask it to run a list or search tool first, then retry the action with a real id from those results. Most failures at this stage are one of these two, not ClawLink bugs.
OAuth finished in the browser but the account is still missing
Try reconnecting Capsule CRM and complete the consent flow in the same browser session. Partial OAuth approvals or switching accounts mid-flow can leave the connection incomplete.
FAQ
Is there a Hermes Agent Capsule CRM integration?
Yes. ClawLink is the fastest way to connect Hermes to Capsule CRM: link your Capsule CRM account once in the browser and Hermes Agent can call the Capsule CRM API through 109 ready-made tools — no custom code or token handling.
How do I connect Capsule CRM to Hermes with ClawLink?
Install the plugin with hermes plugins install ClawLink-HQ/hermes-plugin --enable, then pair once: run hermes clawlink begin, approve the link in your browser, and run hermes clawlink finish. Connect Capsule CRM in the dashboard and Hermes can use it from the next message — no config files or API keys to manage.
How long does it take to connect Capsule CRM to Hermes Agent?
About two minutes. Sign in, click Connect next to Capsule CRM in the dashboard, authenticate, and Hermes Agent can use it from the next chat message.
Why use ClawLink instead of wiring Capsule CRM up myself?
The alternative to ClawLink is usually manual OAuth app setup plus your own token handling, permission troubleshooting, and tool plumbing for Hermes Agent. That is fine if you want to build and maintain the integration yourself. Most teams just want Capsule CRM working from chat.
Hermes paired but still can't use Capsule CRM
Pairing is a two-step handshake: run hermes clawlink begin, approve the link in your browser, then run hermes clawlink finish. If you ran finish before approving, or the approval link expired, run hermes clawlink begin again to get a fresh link. Confirm the plugin was installed with --enable, then verify with hermes clawlink test.
