Capsule CRM

Live 120 Actions

Capsule CRM integration for AI agents

Connect your AI agent to 120 production-ready Capsule CRM actions via MCP, A2A, or SDK — with managed agent tool auth, optimized execution, and built-in security.

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Capsule CRM AI agent actions

120 production-ready actions for your agent to do more on Capsule CRM.

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120 Actions

List Users - Retrieve all users in the Capsule CRM account

Get Current User - Retrieve the current authenticated user

Get User - Retrieve a specific user by ID

Update User - Update a user's preferences

List Teams - Retrieve all teams in the Capsule CRM account

Get Team - Retrieve a specific team by ID

List Parties - Retrieve all parties (contacts) in Capsule CRM

Get Party - Retrieve a specific party by ID

Get Multiple Parties - Retrieve multiple parties by their IDs

Search Parties - Search for parties by query term

Create Party - Create a new party (person or organization)

Update Party - Update an existing party

Delete Party - Delete a party from Capsule CRM

List Party Employees - List employees (people) of an organization

List Deleted Parties - List parties deleted since a specific date

Filter Parties - Run an ad-hoc filter query on parties

List Opportunities - Retrieve all opportunities (deals) in Capsule CRM

Get Opportunity - Retrieve a specific opportunity by ID

Get Multiple Opportunities - Retrieve multiple opportunities by IDs

Search Opportunities - Search for opportunities by query term

List Party Opportunities - List opportunities associated with a specific party

Create Opportunity - Create a new opportunity (deal)

Update Opportunity - Update an existing opportunity

Delete Opportunity - Delete an opportunity from Capsule CRM

List Deleted Opportunities - List opportunities deleted since a specific date

List Opportunity Parties - List additional parties associated with an opportunity

Add Party To Opportunity - Add an additional party to an opportunity

Remove Party From Opportunity - Remove an additional party from an opportunity

List Opportunity Projects - List projects associated with an opportunity

Filter Opportunities - Run an ad-hoc filter query on opportunities

List Projects - Retrieve all projects (cases) in Capsule CRM

Get Project - Retrieve a specific project by ID

Get Multiple Projects - Retrieve multiple projects by their IDs

Search Projects - Search for projects by query term

List Party Projects - List projects associated with a specific party

Create Project - Create a new project (case)

Update Project - Update an existing project

Delete Project - Delete a project from Capsule CRM

List Deleted Projects - List projects deleted since a specific date

List Project Parties - List parties associated with a project

Add Party To Project - Add a party to a project

Remove Party From Project - Remove a party from a project

Filter Projects - Run an ad-hoc filter query on projects

List Tasks - Retrieve all tasks in Capsule CRM

Get Task - Retrieve a specific task by ID

Create Task - Create a new task

Update Task - Update an existing task

Delete Task - Delete a task from Capsule CRM

List Entries - Retrieve all entries (notes, emails, completed tasks) by date

List Party Entries - List entries for a specific party

List Opportunity Entries - List entries for a specific opportunity

List Project Entries - List entries for a specific project

Get Entry - Retrieve a specific entry by ID

Create Entry - Create a new entry (note)

Update Entry - Update an existing entry

Delete Entry - Delete an entry from Capsule CRM

Upload Attachment - Upload a file attachment for use with entries

Get Attachment - Download an attachment by ID

List Party Tags - List all tag definitions for parties

Get Party Tag - Retrieve a specific party tag definition by ID

Create Party Tag - Create a new tag definition for parties

Update Party Tag - Update a party tag definition

Delete Party Tag - Delete a party tag definition

List Opportunity Tags - List all tag definitions for opportunities

Get Opportunity Tag - Retrieve a specific opportunity tag definition by ID

Create Opportunity Tag - Create a new tag definition for opportunities

Update Opportunity Tag - Update an opportunity tag definition

Delete Opportunity Tag - Delete an opportunity tag definition

List Project Tags - List all tag definitions for projects

Get Project Tag - Retrieve a specific project tag definition by ID

Create Project Tag - Create a new tag definition for projects

Update Project Tag - Update a project tag definition

Delete Project Tag - Delete a project tag definition

List Pipelines - Retrieve all pipelines in Capsule CRM

Get Pipeline - Retrieve a specific pipeline by ID

Get Multiple Pipelines - Retrieve multiple pipelines by their IDs

Create Pipeline - Create a new pipeline

Update Pipeline - Update an existing pipeline

Archive Pipeline - Archive a pipeline

Restore Pipeline - Restore an archived pipeline

Duplicate Pipeline - Duplicate an existing pipeline

List Milestones - Retrieve all milestones from the oldest active pipeline

List Pipeline Milestones - List milestones for a specific pipeline

Get Milestone - Retrieve a specific milestone by ID

Create Milestone - Create a new milestone

Update Milestone - Update an existing milestone

Delete Milestone - Delete a milestone

List Party Custom Fields - List all custom field definitions for parties

Get Party Custom Field - Get a specific party custom field definition

Create Party Custom Field - Create a new party custom field definition

Update Party Custom Field - Update a party custom field definition

Delete Party Custom Field - Delete a party custom field definition

List Opportunity Custom Fields - List all custom field definitions for opportunities

Get Opportunity Custom Field - Get a specific opportunity custom field definition

Create Opportunity Custom Field - Create a new opportunity custom field definition

Update Opportunity Custom Field - Update an opportunity custom field definition

Delete Opportunity Custom Field - Delete an opportunity custom field definition

List Project Custom Fields - List all custom field definitions for projects

Get Project Custom Field - Get a specific project custom field definition

Create Project Custom Field - Create a new project custom field definition

Update Project Custom Field - Update a project custom field definition

Delete Project Custom Field - Delete a project custom field definition

List Task Categories - List all task categories in Capsule CRM

Get Task Category - Get a specific task category by ID

Create Task Category - Create a new task category

Update Task Category - Update an existing task category

Delete Task Category - Delete a task category

List Boards - List all boards in Capsule CRM

Get Board - Get a specific board by ID

Create Board - Create a new board

Update Board - Update an existing board

Archive Board - Archive a board

Restore Board - Restore an archived board

List Stages - List all stages in Capsule CRM

List Board Stages - List stages for a specific board

Get Stage - Get a specific stage by ID

Create Stage - Create a new stage

Update Stage - Update an existing stage

Delete Stage - Delete a stage

Get Site - Retrieve site information

Do More, Build Less.

Integration Infrastructure for Capsule CRM AI Agents.

Multiple Interfaces

Access integrations via API, AI SDKs, MCP & A2A.

Capsule CRM MCP server

Managed Authentication

Pre-built authentication UI.

Agent auth

Falcon Engine

Every Capsule CRM action runs on Falcon.

Agent Execution Engine

StackOne Defender

88.7% prompt injection detection.

Prompt injection defense

"What impressed us most about StackOne is its ambition and clarity. They're creating infrastructure that modern software and the entire AI agent ecosystem can rely on. The depth of secure integrations, the pace of delivery, and the team's foresight into AI's future uniquely position StackOne to redefine this category."

Luna Schmid, Partner at GV

"We've been impressed by how quickly and deeply StackOne integrates with complex enterprise systems -- and now, with their focus on agent-to-agent interoperability, they're unlocking even more powerful use cases for customers. StackOne delivers all of the above in a universal layer -- without compromise."