MonadsAG/capsulecrm-mcp

Overview

The CapsuleCRM MCP server turns a traditional customer relationship management system into an AI‑powered conversational partner. By exposing CapsuleCRM’s API through the Model Context Protocol, developers can ask natural‑language questions of their CRM—such as “Show me all VIP customers from last month” or “Create a new opportunity for Acme Corp worth $25,000”—and receive immediate, structured responses. This eliminates the need to manually navigate dashboards or write complex queries, allowing sales and support teams to retrieve insights and perform updates with a simple chat interface.

At its core, the server provides three primary resource groups: Customer Management (Parties), Sales Pipeline (Opportunities), and Task Management. Each group offers CRUD operations, powerful search operators (e.g., , ), and filtering by tags, dates, or locations. The pipeline configuration endpoint lets users view all stages of their sales process and automatically calculates probability‑weighted values for deals. These capabilities make it possible to build sophisticated workflows—such as automatically flagging overdue tasks or triggering follow‑up emails—directly from conversational prompts.

Developers benefit from the server’s tight integration with AI assistants like Claude. The MCP exposes a set of prompts that translate natural language into API calls, while tools handle the execution and response formatting. Because the server acts as a real‑time bridge, there is no data storage on its side; all information flows securely between the assistant and CapsuleCRM via OAuth‑style API tokens. This ensures compliance with privacy standards while still delivering the speed and flexibility that modern sales teams demand.

Real‑world scenarios include a sales rep asking, “What deals are closing this quarter?” and instantly receiving a list of opportunities with projected revenue, or a support lead requesting, “Show me all tasks assigned to Sarah that are overdue,” and having those tasks surfaced without leaving the chat. In marketing, a user might filter “customers added in the last 30 days with hot‑lead tags,” enabling rapid segmentation for outreach campaigns. The server’s extensible search operators allow complex, multi‑condition queries that would otherwise require manual filtering in the CRM UI.

Unique advantages of this MCP server stem from its combination of instant insight, automation, and security. By leveraging CapsuleCRM’s native API, the server inherits all built‑in rate limits and permission controls. Developers can quickly prototype conversational workflows, embed them in existing tools, or create new AI‑driven applications that treat the CRM as a dynamic knowledge base. The result is a seamless, conversational interface that turns static data into actionable intelligence for sales, marketing, and support teams.