CAPSULE_CRM
Capsule CRM is a simple yet powerful CRM platform designed to help businesses manage customer relationships, sales pipelines, and tasks efficiently.
Description is untrusted, display-only upstream metadata. It never becomes policy, OAuth scope authority, or an agent instruction.
Pakkawork boundary
Research catalogue metadata only. No Pakkawork OAuth, credential, host, quota, executor, or verifier is enabled.
109
Action summaries
Display-only definitions
0
Trigger types
Not installed instances
2
Auth modes
Field names, never values
No
Execution
No runtime adapter
Authentication map
OAUTH2
No fields declared in this snapshot.
API_KEY
No fields declared in this snapshot.
Capability index
Showing 91–109 of 109 actions
CAPSULE_CRM_SEARCH_PARTIES
Tool to search for parties (contacts/organisations) in Capsule CRM by query string. Use when you need to find specific parties by searching their names, contact info, or tags.
Untrusted display-only summary
CAPSULE_CRM_SEARCH_PROJECTS
Tool to search for projects (cases) in Capsule CRM by query string. Use when you need to find specific projects by searching their names or descriptions.
Untrusted display-only summary
CAPSULE_CRM_UPDATE_BOARD
Tool to update an existing board in Capsule CRM. Use when you need to modify the name or description of a board. Requires Administrator role on the Capsule account.
Untrusted display-only summary
CAPSULE_CRM_UPDATE_CATEGORY
Tool to update an existing category in Capsule CRM. Use when you need to modify the name or color of a category.
Untrusted display-only summary
CAPSULE_CRM_UPDATE_CUSTOM_FIELD_DEFINITION
Tool to update an existing custom field definition in Capsule CRM. Use when you need to modify the name or data tag association of a custom field for parties, opportunities, or projects.
Untrusted display-only summary
CAPSULE_CRM_UPDATE_ENTITY_TAG
Tool to update an existing tag for an entity type (parties, opportunities, or kases) in Capsule CRM. Use when you need to modify the name of a tag.
Untrusted display-only summary
CAPSULE_CRM_UPDATE_ENTRY
Tool to update an existing entry (note, email, or task) in Capsule CRM. Use when you need to modify the content of an entry or manage its attachments.
Untrusted display-only summary
CAPSULE_CRM_UPDATE_LOST_REASON
Tool to update an existing lost reason in Capsule CRM. Use when you need to modify the name or conversion tracking setting of a lost reason after confirming its ID.
Untrusted display-only summary
CAPSULE_CRM_UPDATE_MILESTONE
Tool to update an existing milestone in Capsule CRM. Use when you need to modify the name, description, or probability of a milestone stage in the sales pipeline.
Untrusted display-only summary
CAPSULE_CRM_UPDATE_OPPORTUNITY
Tool to update an existing opportunity in Capsule CRM. Use when you need to modify details such as name, value, milestone, probability, or custom fields after confirming the opportunity ID.
Untrusted display-only summary
CAPSULE_CRM_UPDATE_PARTY
Tool to update an existing person or organisation (Party) in Capsule CRM. Use when you need to modify specific fields of a party after confirming its ID. Example: "Update party 11587 to remove phone number 12136 and add a new work email."
Untrusted display-only summary
CAPSULE_CRM_UPDATE_PIPELINE
Tool to update an existing pipeline in Capsule CRM. Use when you need to modify the name or description of a pipeline.
Untrusted display-only summary
CAPSULE_CRM_UPDATE_PROJECT
Tool to update an existing project (case) in Capsule CRM. Use when you need to modify project details such as name, description, status, or custom fields after confirming the project ID.
Untrusted display-only summary
CAPSULE_CRM_UPDATE_STAGE
Tool to update an existing stage in Capsule CRM. Use when you need to modify the name, description, or display order of a stage within a board. Requires Administrator role on the Capsule account.
Untrusted display-only summary
CAPSULE_CRM_UPDATE_TASK
Tool to update an existing task in Capsule CRM. Use when you need to modify task details, change status to completed, or update due dates.
Untrusted display-only summary
CAPSULE_CRM_UPDATE_TRACK
Tool to update an existing track in Capsule CRM. Use when you need to modify the description or trackDateOn of a track instance. Only description and trackDateOn can be modified.
Untrusted display-only summary
CAPSULE_CRM_UPDATE_TRACK_DEFINITION
Tool to update an existing track definition in Capsule CRM. Use when you need to modify the description or manage task definitions within a track.
Untrusted display-only summary
CAPSULE_CRM_UPDATE_USER
Tool to update an existing user in Capsule CRM. Use when you need to modify user preferences such as task reminders, locale, currency, timezone, or email settings.
Untrusted display-only summary
CAPSULE_CRM_UPLOAD_ATTACHMENT
Tool to upload an attachment to Capsule CRM. Returns a token that can be used to associate the attachment with entries when creating or updating them. Maximum file size is 25MB.
Untrusted display-only summary
Provenance
The detail snapshot comes from an attributed MIT-licensed repository revision. Safe local icons use exact-match CC0 Simple Icons symbols; unmatched brands use monograms.
Remote text is plain display metadata only. It must never become an agent prompt, execution policy, OAuth grant, or executable instruction.