Connect Capsule CRM to Your AI Agent

Bring existing CRM records into a clear contact brief and follow-up list.

Try a Capsule CRM Task

Copy a prompt into your agent with the oo Skill installed. Add your page links and source notes before running it.

oo Skill Capsule CRM

Prepare a contact or company brief

Find the right person or organization and summarize recorded details.

/oo Capsule CRM: Search Capsule CRM for [person or organization] and read party [ID] after identifying the right match. Summarize contact information and other fields actually present, keep record IDs, and flag missing information needed for [meeting purpose].

Prepare a pipeline and task review

Organize existing opportunities and open tasks for a sales check-in.

/oo Capsule CRM: Read all Capsule CRM opportunity pages for our selected scope [scope], plus pipeline and milestone context. Group opportunities by their recorded pipeline and milestone, preserving values and currencies where present. List open tasks separately and link them to opportunities only when the records show the relationship. Flag missing next-step information.

Start Working with Capsule CRM

Install OOMOL

Set up oo CLI and the oo Skill in your agent.
Install OOMOL →
Connect Capsule CRM

Connect with a Capsule CRM personal access token.
Connect Capsule CRM →
Give Your Agent a Task

Use /oo with the pages to read, the changes to make, and where to save the result.
Connection Guide →

Choose Your Agent

Codex Claude Code Cursor Hermes

The token must have access to the CRM records you want to review.
Lists are paginated. Keep similarly named contacts separate until the correct record is identified.

Capsule CRM Tools

Read people and organizations, sales opportunities and tasks in Capsule CRM. Pipeline and milestone records provide context for organizing opportunities; explicit record changes are also supported when you supply the intended values.

People and organizations

Find relationship records and apply explicit contact changes.

Sales opportunities

Read opportunities with pipeline context and create or update chosen records.

Follow-up tasks

Read existing tasks and create or update tasks with supplied details.

25 tools

List Parties

List Capsule CRM parties with pagination, optional change filtering, and embeds.

capsule_crm.list_parties

Search Parties

Search Capsule CRM parties by query text.

capsule_crm.search_parties

Get Party

Read one Capsule CRM party by ID.

capsule_crm.get_party

Create Party

Create a Capsule CRM party.

capsule_crm.create_party

Update Party

Update a Capsule CRM party.

capsule_crm.update_party

Delete Party

Delete a Capsule CRM party.

capsule_crm.delete_party

List Opportunities

List Capsule CRM opportunities with pagination, optional change filtering, and embeds.

capsule_crm.list_opportunities

Search Opportunities

Search Capsule CRM opportunities by query text.

capsule_crm.search_opportunities

Get Opportunity

Read one Capsule CRM opportunity by ID.

capsule_crm.get_opportunity

Create Opportunity

Create a Capsule CRM opportunity.

capsule_crm.create_opportunity

Update Opportunity

Update a Capsule CRM opportunity.

capsule_crm.update_opportunity

Delete Opportunity

Delete a Capsule CRM opportunity.

capsule_crm.delete_opportunity

List Tasks

List Capsule CRM tasks with pagination, status filtering, and embeds.

capsule_crm.list_tasks

Get Task

Read one Capsule CRM task by ID.

capsule_crm.get_task

Create Task

Create a Capsule CRM task.

capsule_crm.create_task

Update Task

Update a Capsule CRM task.

capsule_crm.update_task

Delete Task

Delete a Capsule CRM task.

capsule_crm.delete_task

List Users

List Capsule CRM users.

capsule_crm.list_users

Get Current User

Read the Capsule CRM user associated with the access token.

capsule_crm.get_current_user

List Categories

List Capsule CRM task categories.

capsule_crm.list_categories

List Countries

List countries supported by Capsule CRM.

capsule_crm.list_countries

List Currencies

List currencies supported by Capsule CRM.

capsule_crm.list_currencies

List Pipelines

List Capsule CRM sales pipelines.

capsule_crm.list_pipelines

List Pipeline Milestones

List milestones for a Capsule CRM pipeline.

capsule_crm.list_pipeline_milestones

List Stages

List stages for a Capsule CRM board.

capsule_crm.list_stages

Frequently Asked Questions

What if several contacts have the same name?

Provide an organization, email or other identifying detail. Keep separate search matches until the correct party ID is selected.

Can a task review show related opportunities?

Yes, when the task or opportunity data identifies the relationship. Missing links should be left explicit rather than inferred from similar titles.

Can it change CRM records?

It can create or update parties, opportunities and tasks with a valid record payload. Provide the exact target and intended fields; a review summary alone is not a change instruction.