CapsuleCRM MCP Server

1# 🚀 CapsuleCRM MCP Server
2 
3Transform your CRM workflow with AI! 🤖✨ Connect Claude directly to your CapsuleCRM account for natural language customer and sales management.
4 
5## 🎯 What it does
6 
7- 🗣️ **Talk to your CRM in plain English** - "Show me all VIP customers from last month"
8- 🔍 **Smart search and filtering** - Find exactly what you need with powerful queries
9- 📊 **Get instant insights** - Query sales pipeline, customer data, and tasks
10- ⚡ **Automate routine tasks** - Create, update, and manage CRM data through conversation
11 
12## 🎉 Installation
13 
14### 🖥️ Claude Desktop 
151. 📥 Download the `capsulecrm-mcp.dxt` file
162. 👆 Double-click to install in Claude Desktop
173. 🔑 Enter your CapsuleCRM API key when prompted
184. 🎊 Start using natural language CRM commands!
19 
20## 🔑 Getting Your API Key
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221. 🌐 Log in to your CapsuleCRM dashboard
232. ⚙️ Go to **Account Settings** → **API**
243. ✨ Generate a new API token
254. 💾 Copy and store securely (you won't see it again!)
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27## 💡 Usage Examples
28 
29### 👥 Customer Management
30- 🔍 "Find all VIP customers in New York"
31- 📅 "Show me customers we haven't contacted in 30 days"
32- ➕ "Create a new person: John Smith, john@acme.com"
33 
34### 💰 Sales Pipeline
35- 💎 "What's the total value of our open opportunities?"
36- 📈 "Show me deals closing this quarter"
37- 🎯 "Create a new opportunity for Acme Corp worth $25,000"
38 
39### ✅ Task Management
40- ⏰ "What tasks are overdue?"
41- 👩‍💼 "Show me all tasks assigned to Sarah"
42- 📝 "Create a follow-up task for next Friday"
43 
44### 🔮 Advanced Filtering
45Ask complex questions like:
46- 💵 "Find opportunities worth more than $50,000 that are in proposal stage"
47- 🏷️ "Show me customers added in the last 30 days with hot-lead tags"
48- 👥 "List all overdue tasks assigned to my team"
49 
50## 🎪 Capabilities
51 
52**👥 Customer Management (Parties)**
53- 👀 View, create, update people and organizations
54- 🔎 Search by name, email, phone, address
55- 🏷️ Filter by tags, location, contact info
56 
57**💼 Sales Pipeline (Opportunities)**
58- 📊 Track deals and progress through stages
59- 🎲 Automatic probability-weighted values
60- 🔍 Comprehensive filtering and search
61- 💰 Revenue insights and reporting
62 
63**✅ Task Management**
64- 📋 Create, view, and update tasks
65- 🎯 Filter by status, assignee, due dates
66- 🔗 Link tasks to customers and deals
67 
68**🎯 Pipeline Configuration**
69- 📈 View all pipeline milestones
70- 🚀 Track opportunity progress through stages
71 
72## 🔧 Search Operators
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74- 🔍 `contains` - Find partial matches
75- 🎯 `starts with` / `ends with` - Prefix/suffix matching
76- 📅 `is after` / `is before` - Date comparisons
77- 📊 `is greater than` / `is less than` - Numerical filtering
78- ⏰ `is within last` - Recent time periods
79 
80## 🚨 Troubleshooting
81 
82**🚫 Extension won't start:**
83- ✅ Verify your API key is correct
84- 🌐 Check internet connection to CapsuleCRM
85- 🐍 Ensure Python 3.11+ is installed
86 
87**📦 "No module found" errors:**
88- 🎁 Dependencies are bundled in the extension
89- 🔄 Try reinstalling the extension
90 
91**⚠️ API errors:**
92- 🔐 Verify API key permissions in CapsuleCRM
93- 🚦 Check rate limits aren't exceeded
94 
95**🐛 Debug Mode:**
96Set environment variable `LOG_LEVEL=DEBUG` for detailed logging.
97 
98## 🛡️ Security & Privacy
99 
100- 🔐 Uses official CapsuleCRM API with secure token authentication
101- 🚫 No data storage - acts as real-time bridge
102- 🔒 Environment variables for secure token storage
103- ✅ Full read/write permissions as configured in CapsuleCRM
104 
105## 📄 License
106 
107MIT License - see [LICENSE](LICENSE) file for details.
108 
109## 🏢 About
110 
111Developed by [Monads AG](https://monads.ch) - specialists in AI automation and business process optimization.
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115*Ready to transform your CRM experience? Let's make data management fun! 🎉🚀*