Capsule CRM MCP
CRM (Customer Relationship Management)
Use Capsule CRM MCP to take action in your AI tools
Use Zapier Agents for a quick no-code setup, or connect to any AI environment with the Zapier MCP server.
Try in any AI platform
Supported actions
Create Project
Creates a new Project.
Add Note to Entity
Adds a Note to an Entity.
Add Tag to Entity
Adds a Tag to an Entity.
Create Opportunity
Creates a new Opportunity.
Create Contact
Creates a new Person or Organisation.
Create Task
Creates a new Task.
API Request (Beta)
This is an advanced action which makes a raw HTTP request that includes this integration's authentication.
Update Contact
Update an existing Contact
Use Capsule CRM MCP with any AI assistant
Zapier Capsule CRM MCP lets you connect Capsule CRM's actions with any AI tool that supports MCP, all without managing integrations or writing glue code. It's built for developers who want flexibility without complexity.
Step 1: Generate your secure MCP URL
Get your unique, dynamic MCP server URL instantly. This endpoint securely connects your AI assistant to Zapier's vast integration network.
Step 2: Choose your Zapier Actions
Customize the specific actions your AI assistant can perform within Capsule CRM. Select and scope actions to align with your Capsule CRM workflows.
Step 3: Connect with your tool of choice
Integrate your AI Assistant seamlessly using your generated MCP endpoint, enabling your AI Assistant to execute real-world tasks securely and reliably.
Introducing the Zapier MCP integration
Why developers love Zapier MCP
- No need to build or host your own APIs
- Connect once, access 30,000+ Zapier actions
- Secure, scoped access by default
- Works across your favorite dev tools
