Capsule CRM

Tool to delete a specific track from Capsule CRM. Use when you need to remove a track that is no longer needed.

Untrusted display-only summary

Tool to delete a specific track definition from Capsule CRM. Use when you need to remove a track definition that is no longer needed.

Untrusted display-only summary

Tool to get a specific activity type by ID. Use when you need to retrieve details about a particular activity type including its name, icon, and whether it updates the last contacted date.

Untrusted display-only summary

Tool to retrieve a specific attachment by ID from Capsule CRM. Returns the file content along with metadata (filename, content type). Use when you need to download an attachment that is associated with an entry (note, email, or completed task).

Untrusted display-only summary

Tool to get a specific board by ID from Capsule CRM. Use when you need to retrieve details of a particular board including its name, description, and timestamps.

Untrusted display-only summary

Tool to get a specific category by ID. Use when you need to retrieve details of a particular category including its name and colour.

Untrusted display-only summary

Tool to retrieve the current authenticated user's details including id, username, name, locale, currency, status, timezone, lastLoginAt, and taskReminder settings. Use when you need to identify the current user or access their preferences and settings.

Untrusted display-only summary

Tool to get a specific custom field definition by ID from Capsule CRM. Use when you need to retrieve details about a custom field including its type, options, and configuration.

Untrusted display-only summary

Tool to retrieve a specific tag by ID for an entity type (parties, opportunities, or kases) in Capsule CRM. Use when you need details about a specific tag associated with an entity type.

Untrusted display-only summary

Tool to retrieve a specific entry by ID. Use when you need to fetch details of a note, email, or task entry.

Untrusted display-only summary

Tool to retrieve a specific lost reason by ID from Capsule CRM. Use when you need details about a particular lost reason, such as its name or conversion tracking status.

Untrusted display-only summary

Tool to get a specific milestone by ID from Capsule CRM. Use when you need to retrieve details of a particular milestone including its name, description, completion status, and probability.

Untrusted display-only summary

Tool to retrieve a specific opportunity by its ID from Capsule CRM. Use when you need detailed information about a single opportunity including value, milestone, and associated parties.

Untrusted display-only summary

Tool to get a specific pipeline by ID from Capsule CRM. Use when you need to retrieve details of a particular pipeline including its name, description, and timestamps.

Untrusted display-only summary

Tool to retrieve a specific project (case) by its ID from Capsule CRM. Use when you need detailed information about a single project.

Untrusted display-only summary

Tool to get a specific stage by ID from Capsule CRM. Use when you need to retrieve details of a particular stage including its name, description, board, and display order.

Untrusted display-only summary

Tool to get a specific task by ID. Use when you need to retrieve full details of a task including description, due date, status, and associations.

Untrusted display-only summary

Tool to get a specific track by ID. Use when you need to retrieve details of a track including its description, date, direction, and optionally its associated tasks.

Untrusted display-only summary

Tool to get a specific track definition by ID from Capsule CRM. Use when you need to retrieve details of a track definition including its description, capture rule, direction, and associated task definitions.

Untrusted display-only summary

Tool to get a specific user by ID. Use when you need to retrieve full details of a user including username, email preferences, timezone settings, and optionally their associated party information.

Untrusted display-only summary

Tool to list available activity type icons in Capsule CRM. Use when you need to retrieve the set of icons available for categorizing activities or when creating/updating activity types. Returns system and custom icons with their identifiers, display names, and order.

Untrusted display-only summary

Tool to list all activity types on the Capsule account. Use when you need to retrieve available activity types for categorizing activities or understanding what activity classifications are available in the CRM.

Untrusted display-only summary

Tool to list all boards on the Capsule CRM account. Use when you need to fetch all boards to view their names, descriptions, and metadata.

Untrusted display-only summary

Tool to list stages associated with a board in Capsule CRM. Use when you need to retrieve all stages for a specific board with optional status filtering.

Untrusted display-only summary

Tool to list all task categories on the Capsule account. Use when you need to retrieve available categories for tasks or filter tasks by category.

Untrusted display-only summary

Tool to list all countries on the Capsule CRM account. Returns ISO country codes (alpha2, alpha3, numeric) and country names. Use when you need to reference valid country codes for addresses or other location-based data.

Untrusted display-only summary

Tool to list all available currencies on the Capsule account. Returns ISO 4217 currency codes with their symbols and names. Use when you need to display currency options or validate currency codes for opportunities.

Untrusted display-only summary

Tool to list all custom field definitions for parties, opportunities, or projects (kases). Use when you need to discover what custom fields are available for a specific entity type.

Untrusted display-only summary

Tool to list opportunities deleted or restricted since a given date. Use when you need to identify recently deleted or restricted opportunities.

Untrusted display-only summary

Tool to retrieve parties deleted since a given date. Use when you need to sync deletions.

Untrusted display-only summary