capsule-crm

name	capsule-crm
description	Capsule CRM API integration with managed OAuth. Manage contacts, organizations, opportunities, projects, tasks, tracks, milestones, entries, and custom fields. Use this skill when users want to search contacts, track sales opportunities, manage projects, create tasks, or configure pipelines in Capsule CRM.

Capsule CRM

Capsule CRM is a simple yet powerful customer relationship management platform for managing contacts, organizations, sales opportunities, and projects. This integration provides comprehensive CRUD operations across all Capsule CRM entities through ClawLink's hosted OAuth flow.

Setup in 3 Steps

Step 1: Install	Step 2: Pair Account	Step 3: Connect Capsule CRM
		App-specific connection GIF coming soon
Run the install command in OpenClaw	Sign in and approve the device	Open the dashboard and connect Capsule CRM

How It Works

┌─────────────────┐     ┌──────────────┐     ┌──────────────────┐
│   OpenClaw      │────>│   ClawLink   │────>│ Capsule CRM API  │
│   (User Chat)   │     │   (OAuth)    │     │                  │
└─────────────────┘     └──────────────┘     └──────────────────┘

Install

openclaw plugins install clawhub:clawlink-plugin
openclaw config set tools.alsoAllow '["clawlink-plugin"]' --strict-json
openclaw gateway restart

Quick Start

1. Search for contacts -- capsule_crm_search_parties
2. Create an opportunity -- capsule_crm_create_opportunity
3. List tasks -- capsule_crm_list_tasks

Authentication

ClawLink handles OAuth automatically. When you connect Capsule CRM through the dashboard, ClawLink obtains and refreshes tokens on your behalf. No API keys needed.

Connect at: https://claw-link.dev/dashboard?add=capsule-crm

Connection Management

• List connections: clawlink_list_integrations
• Verify connection: clawlink_list_tools --integration capsule-crm
• Reconnect: Visit https://claw-link.dev/dashboard?add=capsule-crm

Security & Permissions

Read operations are safe. Write operations require confirmation. Delete operations are permanent and require explicit approval. Some operations (restoring boards, updating stages) require an Administrator role.

Tool Reference

Party (Contact & Organisation) Operations

Tool	Description	Mode
capsule_crm_list_parties	List all parties (contacts and organisations)	Read
capsule_crm_search_parties	Search parties by query string	Read
capsule_crm_create_party	Create a new person or organisation	Write
capsule_crm_update_party	Update an existing party	Write
capsule_crm_delete_party	Fully delete a party	Write
capsule_crm_list_deleted_parties	List parties deleted since a given date	Read
capsule_crm_list_org_employees	List employees linked to an organisation	Read

Opportunity Operations

Tool	Description	Mode
capsule_crm_list_opportunities	List all opportunities with pagination and filtering	Read
capsule_crm_search_opportunities	Search opportunities by query string	Read
capsule_crm_get_opportunity	Retrieve a specific opportunity by ID	Read
capsule_crm_create_opportunity	Create a new opportunity	Write
capsule_crm_update_opportunity	Update an existing opportunity	Write
capsule_crm_delete_opportunity	Delete an opportunity (restorable for 30 days)	Write
capsule_crm_list_deleted_opportunities	List deleted opportunities since a date	Read
capsule_crm_list_opportunity_parties	List parties associated with an opportunity	Read
capsule_crm_create_opportunity_party	Add a party to an opportunity	Write
capsule_crm_delete_opportunity_party	Remove a party from an opportunity	Write
capsule_crm_list_party_opportunities	List opportunities for a specific party	Read
capsule_crm_list_opportunity_projects	List projects associated with an opportunity	Read

Project (Case) Operations

Tool	Description	Mode
capsule_crm_list_projects	List projects with pagination and filtering	Read
capsule_crm_search_projects	Search projects by query string	Read
capsule_crm_get_project	Retrieve a specific project by ID	Read
capsule_crm_create_project	Create a new project (case)	Write
capsule_crm_update_project	Update an existing project	Write
capsule_crm_delete_project	Delete a project (restorable for 30 days)	Write
capsule_crm_list_deleted_projects	List deleted projects since a date	Read
capsule_crm_list_project_parties	List parties associated with a project	Read
capsule_crm_add_project_party	Add a party to a project	Write
capsule_crm_delete_project_party	Remove a party from a project	Write
capsule_crm_list_party_projects	List projects for a specific party	Read

Task Operations

Tool	Description	Mode
capsule_crm_list_tasks	List tasks with filters and embedded data	Read
capsule_crm_get_task	Get a specific task by ID	Read
capsule_crm_create_task	Create a new task	Write
capsule_crm_update_task	Update an existing task	Write
capsule_crm_delete_task	Delete a specific task	Write

Entry (Note) Operations

Tool	Description	Mode
capsule_crm_list_entity_entries	List entries for a party, opportunity, or project	Read
capsule_crm_list_entries_by_date	List entries in descending date order	Read
capsule_crm_get_entry	Retrieve a specific entry by ID	Read
capsule_crm_create_entry	Create a new note entry	Write
capsule_crm_update_entry	Update an existing entry	Write
capsule_crm_delete_entry	Delete an entry	Write

Track Operations

Tool	Description	Mode
capsule_crm_list_track_definitions	List all track definitions	Read
capsule_crm_get_track_definition	Get a specific track definition	Read
capsule_crm_create_track_definition	Create a new track definition	Write
capsule_crm_update_track_definition	Update a track definition	Write
capsule_crm_delete_track_definition	Delete a track definition	Write
capsule_crm_list_entity_tracks	List tracks applied to an entity	Read
capsule_crm_get_track	Get a specific track by ID	Read
capsule_crm_create_track	Apply a track to an entity	Write
capsule_crm_update_track	Update a track instance	Write
capsule_crm_delete_track	Delete a track	Write

Pipeline & Milestone Operations

Tool	Description	Mode
capsule_crm_list_pipelines	List all sales pipelines	Read
capsule_crm_get_pipeline	Get a specific pipeline	Read
capsule_crm_update_pipeline	Update a pipeline	Write
capsule_crm_list_pipeline_milestones	List milestones for a pipeline	Read
capsule_crm_list_milestones	List all milestones	Read
capsule_crm_get_milestone	Get a specific milestone	Read
capsule_crm_create_milestone	Create a new milestone	Write
capsule_crm_update_milestone	Update a milestone	Write
capsule_crm_delete_milestone	Delete a milestone	Write

Board & Stage Operations

Tool	Description	Mode
capsule_crm_list_boards	List all boards	Read
capsule_crm_get_board	Get a specific board	Read
capsule_crm_update_board	Update a board (Admin required)	Write
capsule_crm_restore_board	Restore a deleted board (Admin required)	Write
capsule_crm_delete_board	Delete (archive) a board	Write
capsule_crm_list_board_stages	List stages for a board	Read
capsule_crm_list_stages	List all stages	Read
capsule_crm_get_stage	Get a specific stage	Read
capsule_crm_create_stage	Create a new stage	Write
capsule_crm_update_stage	Update a stage (Admin required)	Write
capsule_crm_delete_stage	Delete a stage	Write

Category Operations

Tool	Description	Mode
capsule_crm_list_categories	List all task categories	Read
capsule_crm_get_category	Get a specific category	Read
capsule_crm_create_category	Create a new task category	Write
capsule_crm_update_category	Update a category	Write
capsule_crm_delete_category	Delete a category	Write

Custom Field Operations

Tool	Description	Mode
capsule_crm_list_custom_field_definitions	List custom field definitions	Read
capsule_crm_get_custom_field_definition	Get a custom field definition	Read
capsule_crm_create_custom_field_definition	Create a custom field definition	Write
capsule_crm_update_custom_field_definition	Update a custom field definition	Write
capsule_crm_delete_custom_field_definition	Delete a custom field definition	Write

Tag Operations

Tool	Description	Mode
capsule_crm_list_entity_tags	List tags for an entity type	Read
capsule_crm_get_entity_tag	Get a specific tag	Read
capsule_crm_update_entity_tag	Update a tag	Write
capsule_crm_delete_entity_tag	Delete a tag from all entities	Write

Lost Reason Operations

Tool	Description	Mode
capsule_crm_list_lost_reasons	List all lost reasons	Read
capsule_crm_get_lost_reason	Get a specific lost reason	Read
capsule_crm_create_lost_reason	Create a new lost reason	Write
capsule_crm_update_lost_reason	Update a lost reason	Write
capsule_crm_delete_lost_reason	Delete a lost reason	Write

Title Operations

Tool	Description	Mode
capsule_crm_list_titles	List all custom person titles	Read
capsule_crm_create_title	Create a new title	Write
capsule_crm_delete_title	Delete a title	Write

User Operations

Tool	Description	Mode
capsule_crm_get_current_user	Get current authenticated user details	Read
capsule_crm_list_users	List all users	Read
capsule_crm_get_user	Get a specific user by ID	Read
capsule_crm_update_user	Update user preferences	Write

Attachment Operations

Tool	Description	Mode
capsule_crm_get_attachment	Retrieve a specific attachment	Read
capsule_crm_upload_attachment	Upload an attachment (max 25MB)	Write

Search & Query Operations

Tool	Description	Mode
capsule_crm_run_filter_query	Run structured filter queries on parties, opportunities, or cases	Read

Reference Data Operations

Tool	Description	Mode
capsule_crm_list_site	Retrieve site (account) information	Read
capsule_crm_list_countries	List all countries with ISO codes	Read
capsule_crm_list_currencies	List available currencies	Read
capsule_crm_list_teams	List all teams	Read
capsule_crm_list_goals	List all goals	Read
capsule_crm_list_rest_hooks	List REST hook (webhook) subscriptions	Read
capsule_crm_list_activity_types	List all activity types	Read
capsule_crm_list_activity_type_icons	List available activity type icons	Read

Code Examples

Search for a contact

{
  "tool": "capsule_crm_search_parties",
  "args": { "query": "Acme Corp" }
}

Create an opportunity

{
  "tool": "capsule_crm_create_opportunity",
  "args": {
    "name": "New website project",
    "party_id": 11587,
    "value": 50000,
    "milestone_id": 42
  }
}

Create a task

{
  "tool": "capsule_crm_create_task",
  "args": {
    "description": "Follow up on proposal",
    "due_date": "2025-02-15",
    "party_id": 11587
  }
}

Add a note to a party

{
  "tool": "capsule_crm_create_entry",
  "args": {
    "party_id": 11587,
    "type": "note",
    "note": "Discussed requirements for the new project."
  }
}

Discovery Workflow

1. Call clawlink_list_integrations to confirm capsule-crm is connected.
2. Call clawlink_list_tools --integration capsule-crm to see the live catalog.
3. Use capsule_crm_list_pipelines to discover sales pipelines and milestones.
4. Use capsule_crm_list_boards to find project boards and stages.

Execution Workflow

Read path:  User asks "Find contact Acme"       -> capsule_crm_search_parties
Write path: User asks "Create a new deal"        -> Confirm -> capsule_crm_create_opportunity
Delete path: User asks "Remove contact X"        -> Confirm -> capsule_crm_delete_party

Notes

• Deleted opportunities and projects can be restored within 30 days via the web interface.
• Milestones cannot be deleted while being used on an opportunity.
• Stages cannot be deleted while being used by open projects.
• Some operations (update/restore boards, update stages) require an Administrator role.
• Only note-type entries can be created via the API (emails and tasks are view-only).
• Attachment uploads are limited to 25MB per file.

Error Handling

Status / Error	Meaning
Tool not found	Capsule CRM integration not connected
Missing connection	Authenticate via https://claw-link.dev/dashboard?add=capsule-crm
403 Forbidden	Missing Administrator role for restricted operations
404 Not Found	Party, opportunity, or project ID does not exist
Validation error	Invalid data format or missing required fields

Troubleshooting

Tools Not Visible

Run clawlink_list_tools --integration capsule-crm to confirm the connection is active.

Opportunity Creation Fails

Verify the party_id and milestone_id are valid. Use capsule_crm_list_parties and capsule_crm_list_milestones to discover IDs.

Resources

• Capsule CRM API Docs: https://developer.capsulecrm.com/
• ClawLink: https://claw-link.dev/?utm_source=clawhub&utm_medium=referral&utm_content=capsule-crm
• ClawLink Docs: https://docs.claw-link.dev/openclaw

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