capsule-crm

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.

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Dépôt: ClawLink-HQ/clawlink
Dernière activité de la source: 9 juin 2026 à 07:01
Langue détectée de SKILL.md: anglais
Étoiles: 103
Forks: 9

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npx skills add https://github.com/ClawLink-HQ/clawlink --skill capsule-crm

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SKILL.md

Instructions source · Aperçu en lecture seule

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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

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 tools.alsoAllow --strict-json openclaw gateway restart

Capsule CRM

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

Open the dashboard and connect Capsule CRM

How It Works

Install

openclaw plugins install clawhub:clawlink-plugin openclaw config tools.alsoAllow --strict-json openclaw gateway restart

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

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

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

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

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

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.

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

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

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

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

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

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

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

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

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

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

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

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

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

capsule-crm

Informations de source

Options d'installation

Vérifiez les fichiers source

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Plus depuis ce dépôt

Capsule CRM

Setup in 3 Steps

How It Works

Install

Capsule CRM

Setup in 3 Steps

How It Works

Install

Quick Start

Authentication

Connection Management

Security & Permissions

Tool Reference

Party (Contact & Organisation) Operations

Opportunity Operations

Project (Case) Operations

Task Operations

Entry (Note) Operations

Track Operations

Pipeline & Milestone Operations

Board & Stage Operations

Category Operations

Custom Field Operations

Tag Operations

Lost Reason Operations

Title Operations

User Operations

Attachment Operations

Search & Query Operations

Reference Data Operations

Code Examples

Discovery Workflow

Execution Workflow

Notes

Error Handling

Troubleshooting

Tools Not Visible

Opportunity Creation Fails

Resources