# Capsule CRM

Capsule CRM is a simple yet powerful CRM platform designed to help businesses manage customer relationships, sales pipelines, and tasks efficiently.

- **Category:** crm
- **Auth:** OAUTH2, API_KEY
- **Tools:** 12
- **Triggers:** 0
- **Slug:** `CAPSULE_CRM`
- **Version:** 20260211_00

## Tools

### Create Capsule CRM Party

**Slug:** `CAPSULE_CRM_CREATE_PARTY`

Tool to create a Party in Capsule CRM. Use when you have collected a person's or organisation's details and need to add a new record.

### Delete Party

**Slug:** `CAPSULE_CRM_DELETE_PARTY`

Tool to fully delete a specific party (person or organisation) from Capsule CRM. Use when you need to completely remove a party after confirming no active references remain.

### List Deleted Opportunities

**Slug:** `CAPSULE_CRM_LIST_DELETED_OPPORTUNITIES`

Tool to list opportunities deleted or restricted since a given date. Use when you need to identify recently deleted or restricted opportunities.

### List deleted parties

**Slug:** `CAPSULE_CRM_LIST_DELETED_PARTIES`

Tool to retrieve parties deleted since a given date. Use when you need to sync deletions.

### List Entries By Date

**Slug:** `CAPSULE_CRM_LIST_ENTRIES_BY_DATE`

Tool to list notes, emails, and completed party tasks in descending order by entry date. Use when you need the most recent entries first after authenticating.

### List Organisation Employees

**Slug:** `CAPSULE_CRM_LIST_ORG_EMPLOYEES`

Tool to list employees linked to a specific organisation (party). Use when you need to retrieve all employees under a given organisation.

### List Parties

**Slug:** `CAPSULE_CRM_LIST_PARTIES`

Tool to list all parties (contacts) on the account. Use when you need to fetch contacts with optional filters or embed additional related data.

### List Projects

**Slug:** `CAPSULE_CRM_LIST_PROJECTS`

List projects (cases) from Capsule CRM with pagination and filtering options. Projects (called 'kases' in the API) are used to track work or engagements related to parties. Supports filtering by status, search terms, date modified, and embedding additional data like tags, custom fields, party details, and opportunities.

### List Tasks

**Slug:** `CAPSULE_CRM_LIST_TASKS`

Tool to list tasks on the Capsule account. Use when you need to retrieve tasks with filters or embedded related data.

### List Users

**Slug:** `CAPSULE_CRM_LIST_USERS`

List all users on the Capsule CRM account. Returns user details including id, username, name, locale, currency, status, timezone, lastLoginAt, and taskReminder settings. Optionally embed full party details (addresses, phone numbers, emails) using the embed parameter. Use this for user management, auditing, or when you need to reference user IDs for other operations.

### Run Filter Query

**Slug:** `CAPSULE_CRM_RUN_FILTER_QUERY`

Tool to run structured filter queries on parties, opportunities or kases. Use when you need to retrieve entities matching specific filter conditions.

### Update Capsule CRM Party

**Slug:** `CAPSULE_CRM_UPDATE_PARTY`

Tool to update an existing person or organisation (Party) in Capsule CRM. Use when you need to modify specific fields of a party after confirming its ID. Example: "Update party 11587 to remove phone number 12136 and add a new work email."
