Get started

Capsule CRM for AI agents

Capsule CRM manages customer relationships, sales pipelines, and tasks for small businesses that want a straightforward CRM without heavy setup. Connect it once through Arc0, and your agent, or Claude, ChatGPT and Cursor, can use it through one MCP endpoint, limited to what each user approved.

Connect Capsule CRMSee the 109 actions ↓
CRMOAuth 2.0MCP + RESTcapsulecrm.com
AUDIT LOG · CAPSULE CRMPOLICY: acme-support
09:41:07 · claude · u_8f2read
capsule_crm.list_site
List Site✓ allowed · 212ms
09:41:08 · claude · u_8f2read
capsule_crm.get_task
Get Task✓ allowed · 164ms
09:41:09 · claude · u_8f2write
capsule_crm.create_task
Create Task✓ approved · approved by user
09:41:12 · claude · u_8f2destructive
capsule_crm.delete_task
Delete Task✕ blocked · policy: deny
EVERY CAPSULE CRM CALL, ON THE RECORD
01 · USE CASES

What agents do in Capsule CRM.

01

Create a new opportunity

Create a new sales opportunity and attach it to the right contact and pipeline stage.

02

Add a task to a deal

Add a follow-up task to an opportunity so nothing slips after a call.

03

Confirm before deleting a party

Confirm before deleting a contact record, since its opportunities and tasks are removed with it.

02 · ACTIONS

109 Capsule CRM actions, graded by risk.

Every Capsule CRM action is tagged read, write or destructive, so one policy covers the whole app and new actions inherit the right default.

read

58

Look things up. Allowed by default.

  • capsule_crm.get_task
    Get Task
  • capsule_crm.get_user
    Get User
  • capsule_crm.get_board
    Get Board
  • capsule_crm.get_entry
    Get Entry
  • capsule_crm.get_stage
    Get Stage
  • capsule_crm.get_track
    Get Track
  • capsule_crm.list_site
    List Site
  • capsule_crm.list_goals
    List Goals
  • capsule_crm.list_tasks
    List Tasks
  • capsule_crm.list_teams
    List Teams
  • capsule_crm.list_users
    List Users
  • capsule_crm.get_project
    Get Project
  • capsule_crm.list_boards
    List Boards
  • capsule_crm.list_stages
    List Stages
  • capsule_crm.list_titles
    List Titles
  • capsule_crm.get_category
    Get Category
+ 42 MORE

write

34

Create and change things. Allow, or ask the user first.

  • capsule_crm.create_task
    Create Task
  • capsule_crm.update_task
    Update Task
  • capsule_crm.update_user
    Update User
  • capsule_crm.create_entry
    Create Entry
  • capsule_crm.create_party
    Create Capsule CRM Party
  • capsule_crm.create_stage
    Create Stage
  • capsule_crm.create_title
    Create Capsule CRM Title
  • capsule_crm.create_track
    Create Track
  • capsule_crm.update_board
    Update Capsule CRM Board
  • capsule_crm.update_entry
    Update Entry
  • capsule_crm.update_party
    Update Capsule CRM Party
  • capsule_crm.update_stage
    Update Capsule CRM Stage
  • capsule_crm.update_track
    Update Capsule CRM Track
  • capsule_crm.create_project
    Create Project
  • capsule_crm.update_project
    Update Project
  • capsule_crm.create_category
    Create Capsule CRM Category
+ 18 MORE

destructive

17

Delete, cancel or archive. Ask first, or deny outright.

  • capsule_crm.delete_task
    Delete Task
  • capsule_crm.delete_board
    Delete Board
  • capsule_crm.delete_entry
    Delete Entry
  • capsule_crm.delete_party
    Delete Party
  • capsule_crm.delete_stage
    Delete Stage
  • capsule_crm.delete_title
    Delete Title
  • capsule_crm.delete_track
    Delete Track
  • capsule_crm.delete_project
    Delete Project
  • capsule_crm.delete_category
    Delete Category
  • capsule_crm.delete_milestone
    Delete Milestone
  • capsule_crm.delete_entity_tag
    Delete Entity Tag
  • capsule_crm.delete_lost_reason
    Delete Lost Reason
  • capsule_crm.delete_opportunity
    Delete Opportunity
  • capsule_crm.delete_project_party
    Delete Project Party
  • capsule_crm.delete_track_definition
    Delete Track Definition
  • capsule_crm.delete_opportunity_party
    Delete Opportunity Party
+ 1 MORE
03 · HOW IT WORKS

Capsule CRM in three steps.

  1. 01Your users connect Capsule CRMThey sign in to Capsule CRM on Arc0 Connect, under your brand, and approve the access you ask for.
  2. 02You set the rulesReads run, writes like “create Task” can wait for the user, and “delete Task” can be denied outright.
  3. 03Any agent can actYour agent calls Capsule CRM through the Arc0 SDK or MCP, and so can Claude, ChatGPT and Cursor. Every call lands on the audit log.
POLICY.TS
await arc0.policies.set('capsule_crm', {
  read: 'allow',
  write: 'ask',        // create_task
  destructive: 'deny',  // delete_task
})

# Claude Code: the same connection, one URL
$ claude mcp add --transport http arc0 \
    https://mcp.arc0.ai/u/u_8f2
04 · AUTH AND DATA

How Capsule CRM connects.

Users sign in to Capsule CRM on Arc0 Connect and approve the scopes you request. Build with Arc0’s Capsule CRM OAuth app, or bring your own so the Capsule CRM consent screen names you. Tokens refresh automatically, and you can export them whenever you want.

The same Capsule CRM connection serves your agent over MCP and your own backend over REST and the proxy, so a user connects once. How Arc0 handles credentials →

AUTH
API key · OAuth 2.0
CREDENTIALS
Per-tenant encrypted vault
MODEL SEES
Results only, never credentials
AUDIT LOG
Every call, on every plan
05 · WORKS WITH

Use Capsule CRM from any agent.

Claude
ChatGPT
Cursor
Codex
VS Code
OpenAI Agents SDK
Claude Agent SDK
Vercel AI SDK
Mastra
LangGraph
06 · RELATED

More crm apps.

Salesforce224 actionsHubSpot263 actionsZendesk457 actionsPipedrive403 actionsApollo67 actionsAttio109 actionsAcculynx8 actionsAeroleads1 actions
ALL CRM APPS →
07 · FAQ

Capsule CRM and Arc0, answered.

Q01

Can I use Capsule CRM with Claude, ChatGPT or Cursor?

Yes. Connect Capsule CRM to Arc0 once, then add your Arc0 MCP URL to Claude, ChatGPT, Cursor, Claude Code or any other remote-MCP client. Each assistant only gets the Capsule CRM actions you allow.

Q02

How do users connect Capsule CRM?

Users sign in to Capsule CRM on Arc0 Connect and approve the scopes you request. Build with Arc0’s Capsule CRM OAuth app, or bring your own so the Capsule CRM consent screen names you. Tokens refresh automatically, and you can export them whenever you want.

Q03

Which Capsule CRM actions can my agent take?

109 in total: 58 read, 34 write and 17 destructive, such as “create Task”. Your policies decide which of them each agent may call.

Q04

Can I stop my agent from deleting things in Capsule CRM?

Yes. Actions like “delete Task” are graded destructive. Set destructive actions to deny, or to ask so the user approves each one, and blocked calls still show up on the audit log.

Q05

Can my own backend call Capsule CRM too?

Yes. The same Capsule CRM connection is available over REST and through the Arc0 proxy, so your product and your agent share one connection per user.

Get started

Plug Capsule CRM into your agent.

Your users connect Capsule CRM once, under your brand. Your agent gets 109 actions behind your policies, with every call on the record.

Connect Capsule CRMBrowse all apps →

Free to build · MCP + REST · Audit log on every plan