MonadsAG/capsulecrm-mcp

Transform your CRM workflow with AI! 🤖✨ Connect Claude directly to your CapsuleCRM account for natural language customer and sales management.
🎯 What it does
- 🗣️ **Talk to your CRM in plain English** - "Show me all VIP customers from last month"
- 🔍 **Smart search and filtering** - Find exactly what you need with powerful queries
- 📊 **Get instant insights** - Query sales pipeline, customer data, and tasks
- ⚡ **Automate routine tasks** - Create, update, and manage CRM data through conversation
🎉 Installation
🖥️ Claude Desktop
1. 📥 Download the capsulecrm-mcp.dxt file
2. 👆 Double-click to install in Claude Desktop
3. 🔑 Enter your CapsuleCRM API key when prompted
4. 🎊 Start using natural language CRM commands!
💻 Command line (uvx)
Runs the server over stdio without the .dxt, e.g. for an MCP hub. Pin a tag or commit:
From a local checkout: uvx --from . capsulecrm-mcp. Without CAPSULECRM_ACCESS_TOKEN the server exits with code 1.
🔑 Getting Your API Key
1. 🌐 Log in to your CapsuleCRM dashboard
2. ⚙️ Go to **Account Settings** → **API**
3. ✨ Generate a new API token
4. 💾 Copy and store securely (you won't see it again!)
💡 Usage Examples
👥 Customer Management
- 🔍 "Find all VIP customers in New York"
- 📅 "Show me customers we haven't contacted in 30 days"
- ➕ "Create a new person: John Smith, john@acme.com"
💰 Sales Pipeline
- 💎 "What's the total value of our open opportunities?"
- 📈 "Show me deals closing this quarter"
- 🎯 "Create a new opportunity for Acme Corp worth $25,000"
✅ Task Management
- ⏰ "What tasks are overdue?"
- 👩‍💼 "Show me all tasks assigned to Sarah"
- 📝 "Create a follow-up task for next Friday"
🔮 Advanced Filtering
Ask complex questions like:
- 💵 "Find opportunities worth more than $50,000 that are in proposal stage"
- 🏷️ "Show me customers added in the last 30 days with hot-lead tags"
- 👥 "List all overdue tasks assigned to my team"
🎪 Capabilities
**👥 Customer Management (Parties)**
- 👀 View, create, update people and organizations
- 🔎 Search by name, email, phone, address
- 🏷️ Filter by tags, location, contact info
**💼 Sales Pipeline (Opportunities)**
- 📊 Track deals and progress through stages
- 🎲 Automatic probability-weighted values
- 🔍 Comprehensive filtering and search
- 💰 Revenue insights and reporting
**✅ Task Management**
- 📋 Create, view, and update tasks
- 🎯 Filter by status, assignee, due dates
- 🔗 Link tasks to customers and deals
**🎯 Pipeline Configuration**
- 📈 View all pipeline milestones
- 🚀 Track opportunity progress through stages
🔧 Search Operators
- 🔍 contains - Find partial matches
- 🎯 starts with / ends with - Prefix/suffix matching
- 📅 is after / is before - Date comparisons
- 📊 is greater than / is less than - Numerical filtering
- ⏰ is within last - Recent time periods