| name | capsule_crm-automation |
| description | 'Automate Capsule CRM tasks via Rube MCP (Composio): contacts, opportunities, cases, tasks, and pipeline management. |
Capsule CRM Automation via Rube MCP
Automate Capsule CRM operations through Composio's Capsule CRM toolkit via Rube MCP.
Toolkit docs: composio.dev/toolkits/capsule_crm
Prerequisites
- Rube MCP must be connected (RUBE_SEARCH_TOOLS available)
- Active Capsule CRM connection via
RUBE_MANAGE_CONNECTIONS with toolkit capsule_crm
- Always call
RUBE_SEARCH_TOOLS first to get current tool schemas
Setup
Get Rube MCP: Add https://rube.app/mcp as an MCP server in your client configuration. No API keys needed — just add the endpoint and it works.
- Verify Rube MCP is available by confirming
RUBE_SEARCH_TOOLS responds
- Call
RUBE_MANAGE_CONNECTIONS with toolkit capsule_crm
- If connection is not ACTIVE, follow the returned auth link to complete setup
- Confirm connection status shows ACTIVE before running any workflows
Tool Discovery
Always discover available tools before executing workflows:
RUBE_SEARCH_TOOLS: queries=[{"use_case": "contacts, opportunities, cases, tasks, and pipeline management", "known_fields": ""}]
This returns:
- Available tool slugs for Capsule CRM
- Recommended execution plan steps
- Known pitfalls and edge cases
- Input schemas for each tool
Core Workflows
1. Discover Available Capsule CRM Tools
RUBE_SEARCH_TOOLS:
queries:
- use_case: "list all available Capsule CRM tools and capabilities"
Review the returned tools, their descriptions, and input schemas before proceeding.
2. Execute Capsule CRM Operations
After discovering tools, execute them via:
RUBE_MULTI_EXECUTE_TOOL:
tools:
- tool_slug: "<discovered_tool_slug>"
arguments: {<schema-compliant arguments>}
memory: {}
sync_response_to_workbench: false
3. Multi-Step Workflows
For complex workflows involving multiple Capsule CRM operations:
- Search for all relevant tools:
RUBE_SEARCH_TOOLS with specific use case
- Execute prerequisite steps first (e.g., fetch before update)
- Pass data between steps using tool responses
- Use
RUBE_REMOTE_WORKBENCH for bulk operations or data processing
Common Patterns
Search Before Action
Always search for existing resources before creating new ones to avoid duplicates.
Pagination
Many list operations support pagination. Check responses for next_cursor or page_token and continue fetching until exhausted.
Error Handling
- Check tool responses for errors before proceeding
- If a tool fails, verify the connection is still ACTIVE
- Re-authenticate via
RUBE_MANAGE_CONNECTIONS if connection expired
Batch Operations
For bulk operations, use RUBE_REMOTE_WORKBENCH with run_composio_tool() in a loop with ThreadPoolExecutor for parallel execution.
Known Pitfalls
- Always search tools first: Tool schemas and available operations may change. Never hardcode tool slugs without first discovering them via
RUBE_SEARCH_TOOLS.
- Check connection status: Ensure the Capsule CRM connection is ACTIVE before executing any tools. Expired OAuth tokens require re-authentication.
- Respect rate limits: If you receive rate limit errors, reduce request frequency and implement backoff.
- Validate schemas: Always pass strictly schema-compliant arguments. Use
RUBE_GET_TOOL_SCHEMAS to load full input schemas when schemaRef is returned instead of input_schema.
Quick Reference
| Operation | Approach |
|---|
| Find tools | RUBE_SEARCH_TOOLS with Capsule CRM-specific use case |
| Connect | RUBE_MANAGE_CONNECTIONS with toolkit capsule_crm |
| Execute | RUBE_MULTI_EXECUTE_TOOL with discovered tool slugs |
| Bulk ops | RUBE_REMOTE_WORKBENCH with run_composio_tool() |
| Full schema | RUBE_GET_TOOL_SCHEMAS for tools with schemaRef |
Toolkit docs: composio.dev/toolkits/capsule_crm
Diff History
- v00.33.0: Ingested from awesome-claude-skills
Why This Skill Exists
'Automate Capsule CRM tasks via Rube MCP (Composio): contacts, opportunities, cases, tasks, and pipeline management.
When to Use
Use this skill when the task requires capsule crm automation capabilities.
What If Fails
- condition: Código não disponível para análise
