Capsule CRM

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

Untrusted display-only summary

Tool to list entries (notes, emails, tasks) for a specific party, opportunity, or project. Use when you need to retrieve all activity entries associated with an entity.

Untrusted display-only summary

Tool to list all tag definitions for a specific entity type (parties, opportunities, or kases). Use when you need to retrieve available tags that can be applied to entities.

Untrusted display-only summary

Tool to list tracks applied to a specific opportunity or project. Use when you need to retrieve all tracks associated with an entity, optionally including their tasks.

Untrusted display-only summary

Tool to list notes, emails, and completed party tasks in descending order by entry date. Use when you need the most recent entries first after authenticating.

Untrusted display-only summary

Tool to list all goals on the Capsule account. Use when you need to retrieve goals with pagination support.

Untrusted display-only summary

Tool to list all lost reasons on the Capsule account. Use when you need to retrieve available reasons for marking opportunities as lost.

Untrusted display-only summary

Tool to list all milestones on the Capsule account. Use when you need to retrieve available milestones for pipelines or opportunities.

Untrusted display-only summary

Tool to list all opportunities from Capsule CRM with pagination and filtering. Use when you need to retrieve sales opportunities with optional filters for date changes or embed additional data like tags, custom fields, party details, or milestones.

Untrusted display-only summary

Tool to list additional parties associated with an opportunity in Capsule CRM. Use when you need to retrieve contacts related to a specific opportunity.

Untrusted display-only summary

Tool to list projects (cases) associated with a specific opportunity in Capsule CRM. Use when you need to retrieve all projects linked to an opportunity.

Untrusted display-only summary

Tool to list employees linked to a specific organisation (party). Use when you need to retrieve all employees under a given organisation.

Untrusted display-only summary

Tool to list all parties (contacts) on the account. Use when you need to fetch contacts with optional filters or embed additional related data.

Untrusted display-only summary

Tool to list all opportunities associated with a specific party in Capsule CRM. Use when you need to view all sales opportunities for a particular contact or organisation.

Untrusted display-only summary

Tool to list projects associated with a specific party in Capsule CRM. Use when you need to retrieve all projects linked to a contact or organisation.

Untrusted display-only summary

Tool to list milestones associated with a specific pipeline in Capsule CRM. Use when you need to retrieve all milestones for a pipeline to view their names, completion status, and probability.

Untrusted display-only summary

Tool to list all sales pipelines on the Capsule account. Pipelines contain milestones that track opportunity progress. Use when you need to retrieve available pipelines for opportunity management or to reference pipeline IDs.

Untrusted display-only summary

Tool to list parties associated with a specific project in Capsule CRM. Use when you need to retrieve all contacts linked to a project with optional filters and embedded data.

Untrusted display-only summary

List projects (cases) from Capsule CRM with pagination and filtering options. Projects (called 'kases' in the API) are used to track work or engagements related to parties. Supports filtering by status, search terms, date modified, and embedding additional data like tags, custom fields, party details, and opportunitie…

Untrusted display-only summary

Tool to list all REST hook subscriptions on the Capsule CRM account. REST hooks are webhook subscriptions that notify your application of events like party/opportunity/project created/updated/deleted. Use when you need to view existing webhook configurations or audit active subscriptions.

Untrusted display-only summary

Tool to retrieve site (account) information for the authenticated Capsule CRM account. Returns the site URL, subdomain, and organization name. Use this when you need to identify which Capsule account is being accessed or retrieve basic account details.

Untrusted display-only summary

Tool to list all stages on the Capsule CRM account. Use when you need to retrieve stages across all boards with optional status filtering and pagination.

Untrusted display-only summary

Tool to list tasks on the Capsule account. Use when you need to retrieve tasks with filters or embedded related data.

Untrusted display-only summary

Tool to list all teams on the Capsule CRM account. Returns team details including id, name, createdAt, and updatedAt timestamps. Optionally embed team membership information using the embed parameter.

Untrusted display-only summary

Tool to list all custom person titles on the Capsule account. Returns title IDs and text values. Use when you need to retrieve available title options for person records or reference title IDs for other operations.

Untrusted display-only summary

Tool to list all track definitions on the Capsule account. Use when you need to retrieve track templates that define sequences of tasks for opportunities or projects.

Untrusted display-only summary

List all users on the Capsule CRM account. Returns user details including id, username, name, locale, currency, status, timezone, lastLoginAt, and taskReminder settings. Optionally embed full party details (addresses, phone numbers, emails) using the embed parameter. Use this for user management, auditing, or when you…

Untrusted display-only summary

Tool to restore a deleted board in Capsule CRM. Use when you need to recover a previously deleted board. Requires Administrator role.

Untrusted display-only summary

Tool to run structured filter queries on parties, opportunities or kases. Use when you need to retrieve entities matching specific filter conditions.

Untrusted display-only summary

Tool to search for opportunities in Capsule CRM by query string. Use when you need to find specific opportunities by searching their names or descriptions.

Untrusted display-only summary