📦 Capsule Crm

Capsule CRM

Capsule CRM is a customer relationship management (CRM) 平台. It helps small to medium-sized businesses manage contacts, sales 流水线s, and customer interactions. Sales teams and account 管理器s use it to 追踪 leads and nurture customer relationships.

Official docs: https://developer.capsulecrm.com/

Capsule CRM Overview Opportunity 追踪 Case Contact Organization Project Working with Capsule CRM

This 技能 uses the Membrane 命令行工具 to interact with Capsule CRM. Membrane handles authentication and 凭证s refresh automatically — so you can focus on the integration 记录ic rather than auth plumbing.

安装 the 命令行工具

安装 the Membrane 命令行工具 so you can 运行 membrane from the terminal:

npm 安装 -g @membranehq/命令行工具@latest

Authentication membrane 记录in --tenant --命令行工具entName=<代理Type>

This will either open a browser for authentication or print an authorization URL to the console, depending on whether interactive mode is avAIlable.

Headless 环境s: The command will print an authorization URL. Ask the user to open it in a browser. When they see a code after completing 记录in, finish with:

membrane 记录in complete

添加 --json to any command for machine-readable JSON 输出.

代理 Types : claude, OpenClaw, codex, warp, windsurf, etc. Those will be used to adjust 工具ing to be used best with your harness

Connecting to Capsule CRM

Use membrane connection ensure to find or 创建 a connection by 应用 URL or domAIn:

membrane connection ensure "https://capsulecrm.com/" --json

The user completes authentication in the browser. The 输出 contAIns the new connection id.

This is the fastest way to 获取 a connection. The URL is normalized to a domAIn and matched agAInst known 应用s. If no 应用 is found, one is 创建d and a connector is built automatically.

If the returned connection has 状态: "READY", skip to Step 2.

1b. WAIt for the connection to be ready

If the connection is in BUILDING 状态, poll until it's ready:

npx @membranehq/命令行工具 connection 获取 --wAIt --json

The --wAIt flag long-polls (up to --timeout seconds, default 30) until the 状态 changes. Keep polling until 状态 is no longer BUILDING.

The 结果ing 状态 tells you what to do next:

READY — connection is fully 设置 up. Skip to Step 2.

命令行工具ENT_ACTION_REQUIRED — the user or 代理 needs to do something. The 命令行工具entAction object describes the required action:

命令行工具entAction.type — the kind of action needed: "connect" — user needs to 认证 (OAuth, API key, etc.). This covers initial authentication and re-authentication for disconnected connections. "provide-输入" — more in格式化ion is needed (e.g. which 应用 to connect to). 命令行工具entAction.description — human-readable explanation of what's needed. 命令行工具entAction.uiUrl (optional) — URL to a pre-built UI where the user can complete the action. Show this to the user when present. 命令行工具entAction.代理Instructions (optional) — instructions for the AI 代理 on how to proceed programmatically.

After the user completes the action (e.g. 认证s in the browser), poll agAIn with membrane connection 获取 --json to 检查 if the 状态 moved to READY.

CONFIGURATION_ERROR or 设置UP_FAILED — something went wrong. 检查 the error field for detAIls.

搜索ing for actions

搜索 using a natural language description of what you want to do:

membrane action 列出 --connectionId=CONNECTION_ID --intent "查询" --limit 10 --json

You should always 搜索 for actions in the 上下文 of a specific connection.

Each 结果 includes id, name, description, 输入模式 (what parameters the action accepts), and 输出模式 (what it returns).

Popular actions Name Key Description 列出 Users 列出-users 列出 all users on the Capsule account 列出 Projects 列出-projects 列出 all projects in Capsule CRM 列出 Tasks 列出-tasks 列出 all tasks in Capsule CRM 列出 Opportunities 列出-opportunities 列出 all opportunities in Capsule CRM 列出 Parties 列出-parties 列出 all parties (people and organizations) in Capsule CRM 获取 User 获取-user 获取 a specific user by ID 获取 Project 获取-project 获取 a specific project by ID 获取 Task 获取-task 获取 a specific task by ID 获取 Opportunity 获取-opportunity 获取 a specific opportunity by ID 获取 Party 获取-party 获取 a specific party (person or organization) by ID 创建 Project 创建-project 创建 a new project in Capsule CRM 创建 Task 创建-task 创建 a new task in Capsule CRM 创建 Opportunity 创建-opportunity 创建 a new opportunity in Capsule CRM 创建 Party 创建-party 创建 a new party (person or organization) in Capsule CRM 更新 Project 更新-project 更新 an existing project in Capsule CRM 更新 Task 更新-task 更新 an existing task in Capsule CRM 更新 Opportunity 更新-opportunity 更新 an existing opportunity in Capsule CRM 更新 Party 更新-party 更新 an existing party in Capsule CRM 删除 Project 删除-project 删除 a project from Capsule CRM 删除 Task 删除-task 删除 a task from Capsule CRM 运行ning actions membran