Every Capsule opportunity, contact and note, answered without opening the CRM.
Connect Capsule CRM with an API token and Memtro reads people and organisations, opportunities by milestone, pipeline, owner and status with values, open tasks, and the notes and logged emails on any record. Every hour it writes each opportunity that changed and each party that was added into memory. When you ask, and once an administrator has granted each action by name, it can add notes, create and complete tasks, add or update people and organisations, and open or move opportunities, all signed by you. Deleting a person, organisation, opportunity or note is permanent and takes its history with it.
Ask in plain English from chat, your editor, a scheduled job or your own agent. The model picks the right Capsule CRM tool, reads what it needs, and answers with the source cited.
These tools change something in Capsule CRM. The model is told to use them only when you ask for exactly that, and an administrator grants each one by name to the teams that may use it; a personal connection acts only after its owner allows it.
Once Capsule CRM is connected, these are the kinds of things people ask. Plain questions, no syntax. If the answer lives partly in another system you have connected, Memtro looks there too.
Capsule CRM + MemtroWhich open opportunities are at Proposal and what are they worth together?
What was the last conversation with Harbour Lights Hotel?
Which tasks are due this week and who owns them?
Move the Northwind renewal to Negotiation and set its close date to 15 December
Add a note to Jo Patel: she confirmed the go-live date as 3 December
A customer rings and asks where things stand. The account manager asks Memtro what the last conversation with Harbour Lights Hotel was and gets the most recent notes and logged emails on the organisation, with the open opportunity and its milestone.
After a call with Northwind, Marcus Lee asks Memtro to move the renewal to Negotiation and remind him to send the contract on Friday. Memtro moves the opportunity to that milestone in Capsule and creates a task on it due Friday, assigned to Marcus, so it appears in his Capsule task list.
The teams that lean on Capsule CRM most, a question each of them asks, and what they connect beside it.
A record in Capsule CRM is rarely the whole story. Connect the systems that hold the rest and Memtro checks them together, then remembers what it learned so the next question starts further along.
Using something else for the same job, or both? Each connector has its own tools; connect as many as you like.
Copper
Freshsales
Dialpad
folk
Insightly
Nutshell
Vitally
Nimble
OnePageCRM
Salesflare
CloudTalk
Hunter
Lusha
Ontraport
Reply
Streak
EspoCRM
Planhat
Bloomerang
Givebutter
Raisely
People Data Labs
Planning Center
ChurchSuite
Affinity
Kommo
Pipeline CRM
KeapIn Capsule open My Preferences → API Authentication Tokens and generate a new token. Copy it straight away, Capsule shows it once
In Memtro open Connections → Capsule CRM, paste the API token and connect. The token acts as you, so it reads and writes whatever you can and signs notes in your name
Memtro only reads until an administrator grants an action by name, such as adding notes or moving opportunities. Capsule allows 4,000 requests an hour per user
Ask which opportunities are at Proposal, or what the last conversation with a customer was
Chat in the dashboard, the OpenAI-compatible API, scheduled jobs, and any MCP client: Claude Code, OpenCode, Cursor, Claude Desktop. The Capsule CRM tools are the same everywhere.
Only when you ask, and only what it has been granted: add a note to a person, organisation or opportunity; create a task on a person, organisation or opportunity; change, complete or reopen a task; delete a task, permanently; add a person or organisation; change a person or organisation, or add emails, phones and tags to it; delete a person or organisation, permanently, with its history; open an opportunity at a milestone; move an opportunity to another milestone or change its value, close date or owner; delete an opportunity, permanently; link another contact to an opportunity; replace the text of a note or logged email; delete a note, email or task entry, permanently. Every other tool reads, searches or lists. The Connections page labels the tools that act, an administrator grants each one by name to the teams that may use it, and a personal connection acts only after its owner allows it.
A personal connection serves only your own requests. A shared connection serves the organisation: everyone, or only the teams an admin chooses. Admins can always add shared connections; other members need the permission.
Credentials are encrypted at rest. Tool results are cached briefly so agent loops do not repeat identical calls, and the facts the model extracts are saved to your organisation's memory with provenance (system, record and link) so they can be checked and superseded. An hourly sync anchors recently changed Capsule CRM records into memory as entities.
API token. In Capsule open My Preferences → API Authentication Tokens and generate a new token. Copy it straight away, Capsule shows it once.
Seven-day free trial, then one monthly price per organisation. Connectors, jobs and memory are never metered.
Sign in, add a provider key, create an API key and point your tools at Memtro. It takes about five minutes.
7-day free trial · card on file, nothing charged until it ends · cancel any time