Capsule CRM MCP server

What the model can do

Capsule CRM: people and organisations with their emails and phones, opportunities by milestone, pipeline, owner and status with values, pipelines and milestones, open tasks, and the notes and emails on a record; when you ask it can also add or edit notes, create, change, complete or delete tasks, add, change or delete people, organisations and opportunities (including moving a deal to another milestone), and link a contact to an opportunity.

Reads

• capsule_partiesPeople and organisations in Capsule: name, job title and organisation for a person, emails, phones, websites, location, owner…
• capsule_partyOne Capsule party (person or organisation) in full, with its opportunities and its most recent notes, emails and completed tasks.
• capsule_opportunitiesOpportunities (deals) in Capsule: name, party, milestone and pipeline, status (open, won, lost), value, probability, expected close date, owner.
• capsule_pipelinesCapsule's pipelines with their milestones in order (probability, whether the milestone closes the deal, days until stale) and the account's users…
• capsule_tasksTasks in Capsule, soonest due first: description, category, status (open, pending, completed), due date, owner and the party or opportunity it is for.
• capsule_entriesEntries — notes, logged emails and completed tasks — on one Capsule party or opportunity, newest first, or the latest across the account.

Acts, when you ask

These change something in Capsule CRM. The model is told to use them only when you ask for exactly that, and each one is granted by name: per team on a shared connection, by the owner on a personal one.

• capsule_add_noteAdds a note to a Capsule party (person or organisation) or opportunity, where it appears in that record's timeline under the token's user.
• capsule_create_taskCreates a task in Capsule on one party (person or organisation) or one opportunity, due on a date, assigned to a user.
• capsule_update_taskChanges one Capsule task: its description, detail, due date or time, owner, or status — COMPLETED marks it done, OPEN reopens it.
• capsule_delete_taskDeletes one Capsule task, permanently.
• capsule_create_partyAdds a person or an organisation to Capsule.
• capsule_update_partyChanges one Capsule person or organisation: name, job title, organisation, about, owner, and adds email addresses, phone numbers or tags…
• capsule_delete_partyDeletes one Capsule person or organisation, permanently, with its notes, emails and tasks.
• capsule_create_opportunityOpens a deal in Capsule on a person or organisation at a pipeline milestone, assigned to a user.
• capsule_update_opportunityChanges one Capsule opportunity: moves it to another milestone (a closing milestone marks it won or lost), or changes its name, value…
• capsule_delete_opportunityDeletes one Capsule opportunity, permanently.
• capsule_add_opportunity_partyLinks another person or organisation to a Capsule opportunity as an additional contact (the main contact is unchanged).
• capsule_update_entryReplaces the text of one note or logged email in Capsule (the previous text is not kept).
• capsule_delete_entryDeletes one note, logged email or completed-task entry from Capsule, permanently, with its attachments.

Connect it

First connect Capsule CRM on Dashboard → Connections, then add Memtro to your client once. The Capsule CRM tools appear alongside the tools of everything else you have connected; nothing is configured per connector.

claude plugin marketplace add memtro-org/claude-memtro
claude plugin install memtro@memtro --config api_key=sk-memtro-...

{
  "mcpServers": {
    "memtro": {
      "url": "https://platform.memtro.com/api/mcp",
      "headers": {
        "Authorization": "Bearer sk-memtro-..."
      }
    }
  }
}

{
  "mcp": {
    "memtro": {
      "type": "remote",
      "url": "https://platform.memtro.com/api/mcp",
      "headers": {
        "Authorization": "Bearer sk-memtro-..."
      }
    }
  }
}

Who may use it

The key identifies the person, and the server offers that person the tools they may use everywhere else in Memtro. A shared Capsule CRM connection is used by the teams an administrator granted it to, tool by tool, on the Permissions page; a personal connection is used by its owner alone, and its tools that act stay off until the owner allows them. See Teams and permissions and Connectors.

Ask it like this

• › Which 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

Questions

Is this an official Capsule CRM MCP server?

No. It is Memtro's MCP server with Memtro's Capsule CRM connector behind it: the connector reads Capsule CRM through its API with the credentials you connect on Dashboard → Connections, and Capsule CRM publishes nothing here. The same endpoint carries every other system you connect and Memtro's memory tools.

What does it cost?

Nothing on top of Memtro. One price per organisation by its number of users, from $50 a month for up to 10 users after a 7-day free trial, with every connector, the MCP server, jobs and memory included. You bring your own model keys.

Can it change anything in Capsule CRM?

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. An administrator grants each acting tool by name per team, and a personal connection acts only after its owner allows it.

Which clients work?

Any MCP client that speaks Streamable HTTP: Claude Code, Cursor, Claude Desktop, OpenCode, Codex, Zed, Windsurf, Cline and the Anthropic and OpenAI SDKs. There is no local process to run; the server is remote and authenticated with your key.

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