Capsule CRM Automation

---
name: Capsule CRM Automation
description: "Automate Capsule CRM operations -- manage contacts (parties), run structured filter queries, track tasks and projects, log entries, and handle organizations -- using natural language through the Composio MCP integration."
category: crm
requires:
  mcp:
    - rube
---

# Capsule CRM Automation

Manage your Capsule CRM -- create and update contacts, run powerful filter queries on parties/opportunities/cases, track tasks and projects, browse activity entries, and organize team relationships -- all through natural language commands.

**Toolkit docs:** [composio.dev/toolkits/capsule_crm](https://composio.dev/toolkits/capsule_crm)

---

## Setup

1. Add the Composio MCP server to your client configuration:
   ```
   https://rube.app/mcp
   ```
2. Connect your Capsule CRM account when prompted (OAuth authentication).
3. Start issuing natural language commands to manage your CRM.

---

## Core Workflows

### 1. Run Structured Filter Queries
Query parties, opportunities, or cases (projects) with multiple filter conditions, operators, and sorting.

**Tool:** `CAPSULE_CRM_RUN_FILTER_QUERY`

**Example prompt:**
> "Find all Capsule CRM contacts in California tagged as 'VIP' sorted by name"

**Key parameters:**
- `entity` (required) -- One of: `parties`, `opportunities`, `kases`
- `filter` (required) -- Filter object with:
  - `conditions` -- Array of conditions, each with:
    - `field` -- Field name (e.g., "name", "email", "state", "country", "tag", "owner", "jobTitle", "addedOn")
    - `operator` -- One of: "is", "is not", "starts with", "ends with", "contains", "is greater than", "is less than", "is after", "is before", "is older than", "is within last", "is within next"
    - `value` -- Value to compare against
  - `orderBy` -- Array of sort objects with `field` and `direction` ("ascending"/"descending")
- `embed` -- Additional data to include in response
- `page` / `perPage` -- Pagination (max 100 per page)

**Important field notes:**
- Address fields (`city`, `state`, `country`, `zip`) are top-level, NOT nested under "address"
- Country must be an ISO 3166-1 alpha-2 code (e.g., "US", "GB", "CA")
- Custom fields use `custom:{fieldId}` format
- Organization fields use `org.` prefix (e.g., `org.name`, `org.tag`)

---

### 2. List and Manage Contacts (Parties)
Retrieve all contacts with optional filtering by modification date and embedded related data.

**Tool:** `CAPSULE_CRM_LIST_PARTIES`

**Example prompt:**
> "List all Capsule CRM contacts modified since January 2025 with their tags and organizations"

**Key paramet

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