CRM & Sales109 toolsBrowser login (OAuth), no API keys
Capsule CRM integration for AI agents
Simple CRM for managing contacts, sales pipelines, and tasks
Use it from your agent
One ClawLink account serves every agent you run. Pick the guide for yours, or connect Capsule CRM once and call the same tools from all of them.
Capsule CRM for OpenClawInstall, pair, connect, first prompt
Capsule CRM for Hermes AgentInstall, pair, connect, first promptMCPClaude Code, Cursor, any MCP clientCLI login or the remote MCP serverSetup
Connect Capsule CRM through ClawLink's hosted setup to manage contacts, sales pipelines, and tasks.
- Auth: Browser login (OAuth), no API keys. The credential stays on the ClawLink server; your agent holds only a ClawLink key you can revoke.
- Where: the ClawLink dashboard, or ask your agent to connect it.
What your agent can do
Capsule CRM exposes 109 tools through ClawLink. The 30 most used are listed here; your agent sees all of them.
| Tool | What it does | Kind |
|---|---|---|
capsule_crm_get_activity_type | Get a specific activity type by ID | Read |
capsule_crm_get_attachment | Retrieve a specific attachment by ID from Capsule CRM | Read |
capsule_crm_get_board | Get a specific board by ID from Capsule CRM | Read |
capsule_crm_get_category | Get a specific category by ID | Read |
capsule_crm_get_current_user | Retrieve the current authenticated user's details including id, username, name, locale | Read |
capsule_crm_get_custom_field_definition | Get a specific custom field definition by ID from Capsule CRM | Read |
capsule_crm_get_entity_tag | Retrieve a specific tag by ID for an entity type (parties, opportunities, or kases) in Capsule | Read |
capsule_crm_get_entry | Retrieve a specific entry by ID | Read |
capsule_crm_get_lost_reason | Retrieve a specific lost reason by ID from Capsule CRM | Read |
capsule_crm_get_milestone | Get a specific milestone by ID from Capsule CRM | Read |
capsule_crm_get_opportunity | Retrieve a specific opportunity by its ID from Capsule CRM | Read |
capsule_crm_get_pipeline | Get a specific pipeline by ID from Capsule CRM | Read |
capsule_crm_get_project | Retrieve a specific project (case) by its ID from Capsule CRM | Read |
capsule_crm_get_stage | Get a specific stage by ID from Capsule CRM | Read |
capsule_crm_get_task | Get a specific task by ID | Read |
capsule_crm_get_track | Get a specific track by ID | Read |
capsule_crm_get_track_definition | Get a specific track definition by ID from Capsule CRM | Read |
capsule_crm_get_user | Get a specific user by ID | Read |
capsule_crm_list_activity_type_icons | List available activity type icons in Capsule CRM | Read |
capsule_crm_list_activity_types | List all activity types on the Capsule account | Read |
capsule_crm_list_board_stages | List stages associated with a board in Capsule CRM | Read |
capsule_crm_list_boards | List all boards on the Capsule CRM account | Read |
capsule_crm_list_categories | List all task categories on the Capsule account | Read |
capsule_crm_list_countries | List all countries on the Capsule CRM account | Read |
capsule_crm_list_currencies | List all available currencies on the Capsule account | Read |
capsule_crm_list_custom_field_definitions | List all custom field definitions for parties, opportunities, or projects (kases) | Read |
capsule_crm_list_deleted_opportunities | List opportunities deleted or restricted since a given date | Read |
capsule_crm_list_deleted_parties | Retrieve parties deleted since a given date | Read |
capsule_crm_list_deleted_projects | List projects deleted or restricted since a given date | Read |
capsule_crm_list_entity_entries | List entries (notes, emails, tasks) for a specific party, opportunity, or project | Read |
