MonadsAG/capsulecrm-mcp

Transform your CRM workflow with AI! 🤖✨ Connect Claude directly to your CapsuleCRM account for natural language customer and sales management.

🎯 What it does

• 🗣️ Talk to your CRM in plain English - "Show me all VIP customers from last month"
• 🔍 Smart search and filtering - Find exactly what you need with powerful queries
• 📊 Get instant insights - Query sales pipeline, customer data, and tasks
• ⚡ Automate routine tasks - Create, update, and manage CRM data through conversation

🎉 Installation

🖥️ Claude Desktop

1. 📥 Download the capsulecrm-mcp.dxt file
2. 👆 Double-click to install in Claude Desktop
3. 🔑 Enter your CapsuleCRM API key when prompted
4. 🎊 Start using natural language CRM commands!

🔑 Getting Your API Key

1. 🌐 Log in to your CapsuleCRM dashboard
2. ⚙️ Go to Account Settings → API
3. ✨ Generate a new API token
4. 💾 Copy and store securely (you won't see it again!)

💡 Usage Examples

👥 Customer Management

• 🔍 "Find all VIP customers in New York"
• 📅 "Show me customers we haven't contacted in 30 days"
• ➕ "Create a new person: John Smith, [email protected]"

💰 Sales Pipeline

• 💎 "What's the total value of our open opportunities?"
• 📈 "Show me deals closing this quarter"
• 🎯 "Create a new opportunity for Acme Corp worth $25,000"

✅ Task Management

• ⏰ "What tasks are overdue?"
• 👩‍💼 "Show me all tasks assigned to Sarah"
• 📝 "Create a follow-up task for next Friday"

🔮 Advanced Filtering

Ask complex questions like:

• 💵 "Find opportunities worth more than $50,000 that are in proposal stage"
• 🏷️ "Show me customers added in the last 30 days with hot-lead tags"
• 👥 "List all overdue tasks assigned to my team"

🎪 Capabilities

👥 Customer Management (Parties)

• 👀 View, create, update people and organizations
• 🔎 Search by name, email, phone, address
• 🏷️ Filter by tags, location, contact info

💼 Sales Pipeline (Opportunities)

• 📊 Track deals and progress through stages
• 🎲 Automatic probability-weighted values
• 🔍 Comprehensive filtering and search
• 💰 Revenue insights and reporting

✅ Task Management

• 📋 Create, view, and update tasks
• 🎯 Filter by status, assignee, due dates
• 🔗 Link tasks to customers and deals

🎯 Pipeline Configuration

• 📈 View all pipeline milestones
• 🚀 Track opportunity progress through stages

🔧 Search Operators

• 🔍 contains - Find partial matches
• 🎯 starts with / ends with - Prefix/suffix matching
• 📅 is after / is before - Date comparisons
• 📊 is greater than / is less than - Numerical filtering
• ⏰ is within last - Recent time periods

🚨 Troubleshooting

🚫 Extension won't start:

• ✅ Verify your API key is correct
• 🌐 Check internet connection to CapsuleCRM
• 🐍 Ensure Python 3.11+ is installed

📦 "No module found" errors:

• 🎁 Dependencies are bundled in the extension
• 🔄 Try reinstalling the extension

⚠️ API errors:

• 🔐 Verify API key permissions in CapsuleCRM
• 🚦 Check rate limits aren't exceeded

🐛 Debug Mode: Set environment variable LOG_LEVEL=DEBUG for detailed logging.

🛡️ Security & Privacy

• 🔐 Uses official CapsuleCRM API with secure token authentication
• 🚫 No data storage - acts as real-time bridge
• 🔒 Environment variables for secure token storage
• ✅ Full read/write permissions as configured in CapsuleCRM

📄 License

MIT License - see LICENSE file for details.

🏢 About

Developed by Monads AG - specialists in AI automation and business process optimization.

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Ready to transform your CRM experience? Let's make data management fun! 🎉🚀