capsule

name

capsule

description

Capsule CRM is a streamlined cloud-based CRM designed for small businesses and sales teams, furnishing contact and organisation management, sales pipelines, tasks, projects, and analytics in one place for improved productivity and customer relationships. Read and write Capsule data through One: opportunities, kases, parties, pipelines, entries, milestones and more, 132 actions with real parameter documentation. Use whenever the user asks to look something up in Capsule, create or update a record there, or build code against the Capsule API.

Capsule through One

Capsule CRM is a streamlined cloud-based CRM designed for small businesses and sales teams, furnishing contact and organisation management, sales pipelines, tasks, projects, and analytics in one place for improved productivity and customer relationships.

One exposes Capsule through four MCP tools. The table below carries real action ids from One's knowledge base, so for a common operation you can skip search and go straight to reading the action's parameters.

How to run an action

1. Find the action in the table below, or call search_one_platform_actions with platform capsule if it is not listed.
2. Call get_one_action_knowledge with the action id. Do this every time, including for actions in this table. The table gives you the id, not the parameters.
3. Call execute_one_action with parameters copied from that knowledge.

Never guess a parameter name, a body field, or an enum value. The knowledge has the real schema, and a guessed field is either a 400 or a silent write of the wrong thing.

Before you start

Call list_one_integrations once and confirm Capsule is connected. If it is missing, the user has not connected it: say so and point them at https://app.withone.ai rather than reaching for raw HTTP.

Each connection carries an access field. If it reports {"policy": "methods", "methods": ["GET"]} the agent is read-only here, so plan a read-only answer instead of attempting a write that will be refused.

Before a write

Creates, updates, deletes and sends land on a real Capsule account and cannot be recalled. State the action and the specific target in one line before the first write in a task, and let the user stop you. Reads need no confirmation.

Actions

Opportunities

Action	Method	Path	Action id
List a Party’s Opportunities	GET	/api/v2/parties/{{partyId}}/opportunities	conn_mod_def::GJ1DgabbNmY::fCoUI4TcSPizrFGvFIPVOA
List Deleted Opportunities	GET	/api/v2/opportunities/deleted	conn_mod_def::GJ1DgDGFR_E::dB-kW8wBTkGdvXHGQFro6g
List Multiple Opportunities by IDs	GET	/api/v2/opportunities/{{opportunityIds}}	conn_mod_def::GJ1Dg01axwU::v6Dka7AERyC7HnYYvs4qNQ
List Opportunities	GET	/api/v2/opportunities	conn_mod_def::GJ1DgNZdoSw::vzKL0rW3RkWtnJa1rYW8HA
Search Opportunities	GET	/api/v2/opportunities/search	conn_mod_def::GJ1DgtjVLOo::tvC-KY2zSEe9I9SavJv-PQ
Show an Opportunity	GET	/api/v2/opportunities/{{opportunityId}}	conn_mod_def::GJ1Dg-UguCs::0xqH-uRDTR2ViH0ztM35Ew
Add an Additional Contact to an Opportunity	POST	/api/v2/opportunities/{{opportunityId}}/parties/{{partyId}}	conn_mod_def::GJ1DfXNRZII::vXC0szM-SDq_fL800oV2mg
Create an Opportunity	POST	/api/v2/opportunities	conn_mod_def::GJ1DffudlNA::jKN7N7vfQLalZ-Vc7JXDTw
Delete an Opportunity	DELETE	/api/v2/opportunities/{{opportunityId}}	conn_mod_def::GJ1DfnxCxhk::cN6Y7e8ZR1-Qw2JMGZ8yug
Update an Opportunity	PUT	/api/v2/opportunities/{{opportunityId}}	conn_mod_def::GJ1DhJ02v0E::U3WghnIlT9q_eDGLVLrxbQ

Kases

Action	Method	Path	Action id
List a Party’s Projects	GET	/parties/{{partyId}}/kases	conn_mod_def::GJ1Dki4AZks::QHPCvv4ZQWSdcq8ZhMzjjw
List an Opportunity’s Associated Projects	GET	/opportunities/{{opportunityId}}/kases	conn_mod_def::GJ1Df6PDV6Q::89g6x9smQZeoeR7sgzIZ-A
List Deleted Projects (Cases)	GET	/kases/deleted	conn_mod_def::GJ1DkRqThYs::vKvO_qeFTcKUbkrFpfmpSg
List Projects	GET	/api/v2/kases	conn_mod_def::GJ1DkZcqw6E::p-cHZoeTTdGc77lGRo2ADQ
Search Projects	GET	/api/v2/kases/search	conn_mod_def::GJ1Dk2e8jNk::G30h35f3TL-4JdL_PPIYbQ
Show a Project	GET	/api/v2/kases/{{projectId}}	conn_mod_def::GJ1DlGwnEy0::u_PqD770RMCS5eQGzjkzAQ
Show Multiple Projects (by IDs)	GET	/api/v2/kases/{{projectIds}}	conn_mod_def::GJ1Dk_MqQzQ::ZsTEoFv_RnSf1HMYWS6DUA
Add an Additional Contact to a Project	POST	/api/v2/kases/{{projectId}}/parties/{{partyId}}	conn_mod_def::GJ1Djj-vpoM::J0aoWqj4S9epsh7mWsbCaA
Create a Project	POST	/api/v2/kases	conn_mod_def::GJ1Dj1JyvpU::gF-iVE-WR0KrJcwPdMDqFA
Update a Project	PUT	/api/v2/kases/{{projectId}}	conn_mod_def::GJ1DlOHuWQs::-fBzmzUmS5Ogs32g40sGNA

Parties

Action	Method	Path	Action id
List an Organisation’s Employees (People)	GET	/api/v2/parties/{{partyId}}/people	conn_mod_def::GJ1Dhq_KYuw::P_zBK84OTIWWM-_LJgzTVw
List Deleted Parties	GET	/api/v2/parties/deleted	conn_mod_def::GJ1DhiM5PcI::tftoNmRPQoy1oAMgfDo4CA
List Parties	GET	/api/v2/parties	conn_mod_def::GJ1Dh3J_IbM::pFeijap8Qn25ZqNt3An1nQ
Search Parties	GET	/api/v2/parties/search	conn_mod_def::GJ1Dh_wNp8k::8XfM6Y-VRBiT0tf9MxgAIw
Show a Party	GET	/api/v2/parties/{{partyId}}	conn_mod_def::GJ1DiUS3llY::VHijiRKLSxGYy2-j8r8dPw
Show Multiple Parties	GET	/api/v2/parties/{{partyIds}}	conn_mod_def::GJ1DiJJJqns::WsTEkmlFTVS_vRz39xGyqQ
Create a Party	POST	/api/v2/parties	conn_mod_def::GJ1DhRJoeb4::BImqS73zQVCfF_DT4ctacw
Delete a Party	DELETE	/api/v2/parties/{{partyId}}	conn_mod_def::GJ1DhbH0tq0::aPIkN1mfQmiiA4oP42d_yA
Update a Party	PUT	/api/v2/parties/{{partyId}}	conn_mod_def::GJ1DicSKMl8::bTqFmmHYSjGcT4icjECfSA

Pipelines

Action	Method	Path	Action id
List Pipelines	GET	/api/v2/pipelines	conn_mod_def::GJ1Di7qDYkY::JR4yXiwNT36_pwvXnj9grw
Show a Pipeline	GET	/api/v2/pipelines/{{pipelineId}}	conn_mod_def::GJ1DjUxalvE::GIJoIAi9R7CnBk9tPJCO3g
Show Multiple Pipelines by IDs	GET	/api/v2/pipelines/{{pipelineIds}}	conn_mod_def::GJ1DjLXZxzE::NwdGbLYmTtGnl7GRaeVfxg
Archive a Pipeline	DELETE	/api/v2/pipelines/{{pipelineId}}	conn_mod_def::GJ1Diikjvso::aQlkZOHzT9eixwDHuNQU0Q
Create a Pipeline	POST	/pipelines	conn_mod_def::GJ1DipcpDwg::z303lH2UQ3iGUgTchPseXA
Duplicate a Pipeline	POST	/api/v2/pipelines/{{pipelineId}}/duplicate	conn_mod_def::GJ1DiyXySDg::ZBga4BOKQxS-mWxZ5phgHA
Restore a Pipeline	POST	/pipelines/{{pipelineId}}/restore	conn_mod_def::GJ1DjC5MFhA::MzNOXpAbQrm5cEgvMafHUQ
Update a Pipeline	PUT	/api/v2/pipelines/{{pipelineId}}	conn_mod_def::GJ1DjckASJw::uHsW4CyDTkiSsoYUFcCcmQ

Entries

Action	Method	Path	Action id
List an Entity’s Entries	GET	/api/v2/{{entity}}/{{entityId}}/entries	conn_mod_def::GJ1DcEe-4tU::nudiOXP3T5y_bdnmcvPQTg
List Entries by Date	GET	/api/v2/entries	conn_mod_def::GJ1Db7vtIj8::X51WF5WQRKmmEgF6L3QR-A
Show an Entry	GET	/api/v2/entries/{{id}}	conn_mod_def::GJ1DcS3Ppbw::BPcUWSMYRtWy-Ay_xWkWyQ
Create an Entry (Note)	POST	/api/v2/entries	conn_mod_def::GJ1DbrsXwew::4smcHD9QTKmPuCJCl7XOWg
Delete an Entry	DELETE	/api/v2/entries/{{id}}	conn_mod_def::GJ1Dby9KVjc::xUo7axvMTu-Ub8JxPKLuvA
Update an Entry (Note or Email)	PUT	/api/v2/entries/{{id}}	conn_mod_def::GJ1DcaJV6p8::C2uCT-E3Qmqe4rq3CLeudg

Milestones

Action	Method	Path	Action id
List a Pipeline’s Milestones	GET	/api/v2/pipelines/{{pipelineId}}/milestones	conn_mod_def::GJ1De-nYIiI::4Ig61JRUT8a-v8d43IoqtA
List Milestones (Oldest Active Pipeline)	GET	/api/v2/milestones	conn_mod_def::GJ1De2QBzak::R8AuNqTdR_2CNSvVSpIjmw
Show a Milestone	GET	/api/v2/milestones/{{milestoneId}}	conn_mod_def::GJ1DfHFpnwk::YA59W1YvQjaQbLPgZgxomw
Create an Opportunity Milestone	POST	/api/v2/milestones	conn_mod_def::GJ1DekQ7ezk::I81jVJJ2THOblao3EkGOOA
Delete a Milestone	DELETE	/api/v2/milestones/{{milestoneId}}	conn_mod_def::GJ1DerdA5WA::vEBz0SObRcCRxBmVQAOfLw
Update a Milestone	PUT	/api/v2/milestones/{{milestoneId}}	conn_mod_def::GJ1DfO2Cw44::jLm-MkqUQO-mPW1LruT4ZA

Stages

Action	Method	Path	Action id
List a Board’s Stages	GET	/api/v2/boards/{{boardId}}/stages	conn_mod_def::GJ1DmXq0-6c::SnE-UvNGQ7us4eDp3i5ScA
List Stages	GET	/stages	conn_mod_def::GJ1DmO2PpYw::i3CyHVVlRsGM3qEcC01EUg
Show a Stage	GET	/api/v2/stages/{{stageId}}	conn_mod_def::GJ1DmfD3d28::04Trdud5RvuLUI2AhtZhbg
Create a Stage	POST	/stages	conn_mod_def::GJ1Dl8s3VbA::hyBAC9v6Tg-7y7YJzIKjWQ
Delete a Stage	DELETE	/api/v2/stages/{{stageId}}	conn_mod_def::GJ1DmFZqLXo::aBuvStDxTc6uqlM1wRHJMg
Update a Stage	PUT	/api/v2/stages/{{stageId}}	conn_mod_def::GJ1DmoZgX8k::k7KEqDuBSUOwjgy9pxtnBQ

Boards

Action	Method	Path	Action id
List Boards	GET	/api/v2/boards	conn_mod_def::GJ1DZftBUsk::TXH3D5CtT7CC0IM7nXdLuA
Show a Board	GET	/boards/{{boardId}}	conn_mod_def::GJ1DZtL4rXQ::A9qETpaxQd69AsLHik5IAA
Archive a Board	DELETE	/api/v2/boards/{{boardId}}	conn_mod_def::GJ1DZOucuO4::mw6IxnrPRWiQP-RGYXh_2g
Create Board	POST	/boards	conn_mod_def::GJ1DZVHLKUc::MW1If28sToKXxSk3w0cvIA
Restore a Board	POST	/api/v2/boards/{{boardId}}/restore	conn_mod_def::GJ1DZmhY4CI::I9U2XsS7Qg6t-QUGczwA8A
Update a Board	PUT	/api/v2/boards/{{boardId}}	conn_mod_def::GJ1DZ1Uf52o::NOdvwmz_RziZF2NCQx64Dg

ActivityTypes

Action	Method	Path	Action id
List Activity Types	GET	/activitytypes	conn_mod_def::GJ1DYwX5pIg::pzHTJmSSTxi-e1RqnAyYNQ
Show an Activity Type	GET	/api/v2/activitytypes/{{activityTypeId}}	conn_mod_def::GJ1DY_Pn9Rc::p8Hs5h01Rtq4j_4Kbt8qjw
Create an Activity Type	POST	/activitytypes	conn_mod_def::GJ1DYgVmyU8::12f8YJrqQ9i7Ce9--2dqhA
Delete an Activity Type	DELETE	/api/v2/activitytypes/{{activityTypeId}}	conn_mod_def::GJ1DYn9Y4SY::Grlo8gTARj6I_nmrLs02qQ
Update an Activity Type	PUT	/api/v2/activitytypes/{{activityTypeId}}	conn_mod_def::GJ1DZGv7N6g::gv2fvlTSQDK_VGJHXM5XLg

Goals

Action	Method	Path	Action id
List Goals	GET	/api/v2/goals	conn_mod_def::GJ1DdSPc60g::TKWZ3fYCSK-j4V3ArV5udA
Show a Goal	GET	/api/v2/goals/{{goalId}}	conn_mod_def::GJ1DdeUt1K0::s11Mo0IYQzO89R1gjmhuVQ
Create a Goal	POST	/api/v2/goals	conn_mod_def::GJ1Dc4m2tMc::B1-QsViEQtGGq83NkBusng
Delete a Goal	DELETE	/api/v2/goals/{{goalId}}	conn_mod_def::GJ1Dc_DKdpY::oM-SJzgRTEqXZKGB5dXv0w
Update a Goal	PUT	/api/v2/goals/{{goalId}}	conn_mod_def::GJ1DdnBJgPA::dWiBvKgnQBqb4Op-EDu81A

LostReasons

Action	Method	Path	Action id
List Lost Reasons	GET	/api/v2/lostreasons	conn_mod_def::GJ1DeN0R-DI::gZsXAuIoSJCRlFS1j7ZOdw
Show a Lost Reason	GET	/api/v2/lostreasons/{{lostReasonId}}	conn_mod_def::GJ1DeVBFIrY::x2kt6uLoRlehu0rwnI9igQ
Create a Lost Reason	POST	/lostreasons	conn_mod_def::GJ1Dd8i30ys::z1o-QROuQ5GNZD-zmVOO9w
Delete a Lost Reason	DELETE	/api/v2/lostreasons/{{lostReasonId}}	conn_mod_def::GJ1DeEKls6M::aaLOktLfRYGbccGhc96Jlw
Update a Lost Reason	PUT	/api/v2/lostreasons/{{lostReasonId}}	conn_mod_def::GJ1Dec0g9wM::aA-fFqAvQyqGcayQL9qr-Q

Tags

Action	Method	Path	Action id
List Tag Definitions for an Entity	GET	/api/v2/{{entity}}/tags	conn_mod_def::GJ1DnME56eM::J2WftZTwSNe866yQMyLYTA
Show a Specific Entity Tag Definition	GET	/api/v2/{{entity}}/tags/{{tagId}}	conn_mod_def::GJ1DnUrAaq4::BbQRiTBGQ_2ugB0iy3mXww
Create a Tag Definition for an Entity	POST	/api/v2/{{entity}}/tags	conn_mod_def::GJ1DmwU3F5E::KNOcMm1jSAqQsrYjZnB_mA
Delete a Tag Definition for an Entity	DELETE	/{{entity}}/tags/{{tagId}}	conn_mod_def::GJ1Dm-gdfPk::-CiIgFF0S3u2F7WknJZlag
Update an Entity Tag Definition	PUT	/api/v2/{{entity}}/tags/{{tagId}}	conn_mod_def::GJ1Dnb1Cnto::EdsRO3vgQkaPjAC2uvhNTQ

Tasks

Action	Method	Path	Action id
List Tasks	GET	/api/v2/tasks	conn_mod_def::GJ1Dnzqrkg4::DmVQNncrRkqk8fjGJK3SmA
Show a Task	GET	/api/v2/tasks/{{taskId}}	conn_mod_def::GJ1Dn7Gk90U::t4tJScXaQxqwDb6E2HOWag
Create Task	POST	/tasks	conn_mod_def::GJ1DnjU5xPs::icjWh7xvQb6LTKzHVEmMsg
Delete a Task	DELETE	/api/v2/tasks/{{taskId}}	conn_mod_def::GJ1Dnqu3lbQ::P5EAtA5BRgSiFKzpUw7mGA
Update a Task	PUT	/api/v2/tasks/{{taskId}}	conn_mod_def::GJ1DoFcNnAM::Hk89k-wCTAyl_1PCpDEmoA

Tracks

Action	Method	Path	Action id
List Tracks for a Project or Opportunity	GET	/{{entity}}/{{entityId}}/tracks	conn_mod_def::GJ1Do06Y7-s::JfSMpaq5S0mDCSy88LxTbw
Show a Track	GET	/api/v2/tracks/{{trackId}}	conn_mod_def::GJ1Do8BQnOQ::ye-hw3CRSeKxV2_xSEnJvg
Create a Track	POST	/api/v2/tracks	conn_mod_def::GJ1Dohuedk8::wZFstO08SIaJg3mg6Dm-Qw
Delete a Track	DELETE	/api/v2/tracks/{{trackId}}	conn_mod_def::GJ1Doq6A3Ek::Q9NBHmKpRey0OtQyAkxmKw

1 more Tracks actions are available through search.

This lists 90 of 132 actions. For anything not here, call search_one_platform_actions with platform capsule. The full catalog is at https://www.withone.ai/knowledge/capsule.

When a call fails

The error comes from Capsule, not from One. A 400 or 422 means your parameters do not match the schema, so re-read the knowledge and fix the field. A 401 or 403 means the connection needs re-authorizing, which no retry will fix. A 404 means the id is not on this account. A 429 means slow down. Never retry a write more than once: the first attempt may have landed.

Full catalog: https://www.withone.ai/knowledge/capsule

Integration knowledge by One (withone.ai), licensed under One-Knowledge-1.0. Attribution must be preserved in derivative works.