Capsule CRM for your agents.

What agents can do with Capsule CRM

Curated for agents: the calls that matter, with schemas and descriptions written for tool use, not an endpoint dump.

• capsule-crm_list_parties

  List parties (people and organisations) with optional search and pagination.

• capsule-crm_list_opportunities

  List sales opportunities (deals) in the pipeline.

• capsule-crm_list_users

  List users on the account.

• capsule-crm_list_tasks

  List tasks with optional status filter.

• capsule-crm_create_party

  Create a new person or organisation.

• capsule-crm_get_party

  Get a single party by its id.

• capsule-crm_get_opportunity

  Get a single sales opportunity by id.

• capsule-crm_create_opportunity

  Create a new sales opportunity.

• capsule-crm_update_opportunity

  Update fields on a sales opportunity.

• capsule-crm_create_task

  Create a new task.

• capsule-crm_get_task

  Get a single task by its id.

• capsule-crm_list_cases

  List customer support cases.

Connect it in a minute

The connect flow is agent-driven: Even opens the key page in its own browser and collects the key through a secure native field. It never passes through the chat.

1. Paste the prompt below into any agent running inside Even, or click Connect in Even's catalog.
2. Log into Capsule and go to My Preferences > API Authentication Tokens.
3. Click 'Generate new API token', name it, and copy the token.
4. Paste the token into the API key field.
5. Paste the key into Even's secure field. Even verifies it and your agents are live.