Capsule crm MCP integration
Matches a contact to their Capsule CRM party, reads open opportunities and projects, logs the conversation as an entry, and advances a deal's milestone.
109actions available
Three actions you can hand over today
Every action runs live through MCP. Nothing to build, nothing to maintain.
Create opportunity
Lyro creates new sales opportunities in Capsule CRM with stage, value, and stakeholders. Sales teams log deals immediately when customers express interest without CRM navigation.
Update opportunity
Lyro updates opportunity status, value, or participants to reflect deal progress. Sales managers track momentum by letting Lyro push changes from customer conversations.
Search parties
Lyro searches Capsule CRM for parties (contacts or organizations) matching a name or criteria. Sales reps instantly find the right customer record without manual lookups.
How businesses use Capsule crm + Lyro
Each card is one request a support team gets, and the Capsule crm actions Lyro runs to close it.
Bring up everything open against one contact
Lyro searches Capsule CRM for the party behind a name or email, then lists the opportunities and projects attached to them, so a question about an account is answered from the record rather than from memory.
Search PartiesList Party OpportunitiesList Party ProjectsCreate the opportunity while the interest is fresh
When a conversation turns into real intent, Lyro creates the party if they are new, opens an opportunity against them, and writes the context of the exchange into an entry on the record.
Create Capsule CRM PartyCreate OpportunityCreate EntryMove a deal to the milestone it has actually reached
Lyro updates the opportunity's value or owner, advances its milestone in the pipeline, and adjusts the tags on the record so saved filters and boards reflect where the deal really stands.
Update OpportunityUpdate Capsule CRM MilestoneUpdate Entity TagTurn a saved filter into follow-up work
Lyro runs a saved filter query to find the records that need attention, applies a track to a party so its standard sequence of activities starts, and creates the tasks that come out of it.
Run Filter QueryCreate TrackCreate Task
How it works
Get started in 3 steps
Connect once, then just ask. There is no workflow builder to learn and nothing to maintain — Lyro reads the Capsule crm actions it has and picks the ones a request needs.
Connect Capsule crm
Authorize the Capsule crm account your team already uses — one consent screen, no API keys, no mapping tables. Lyro can only do what you granted that account, and you can disconnect it at any time.
Tell your agent what you need
Describe the job the way you would hand it to a teammate. Lyro maps it to the Capsule crm actions that close it and chains as many as the request needs.
Watch it work
The agent runs the actions inside the conversation the customer is already in, so nobody copies data between tabs and your team can take over at any point.
Get started free
Capsule crm · Lyro
What can you do in Capsule crm without me setting anything up?
These, right away:
- Add project party
- Get activity type
- Delete board
Great, let's start with the first one.
FAQ
Everything else about Capsule crm
Setup, permissions, and the limits of what Lyro can do inside Capsule crm.
Yes. List Custom Field Definitions and Get Custom Field Definition tell Lyro which fields exist on parties, opportunities, and projects, and Update Capsule CRM Party writes back to the record, so a field your team invented is available in the same way as a built-in one.
Every action available in Capsule crm
All 109 actions your agent can call on Capsule crm, straight from the live MCP connection.
Add project party
Add a party (person or organisation) to a project in Capsule CRM.
Create capsule CRM category
Create a new task category in Capsule CRM.
Create custom field definition
Create a new custom field definition for parties, opportunities, or projects in Capsule CRM.
Create entry
Create a new note entry in Capsule CRM.
Create lost reason
Create a new lost reason in Capsule CRM.
Create capsule CRM milestone
Create a new milestone in Capsule CRM.
Create opportunity
Create a new opportunity in Capsule CRM.
Add party to opportunity
Add a party (person or organisation) to an opportunity in Capsule CRM.
Create capsule CRM party
Create a Party in Capsule CRM.
Create project
Create a new project (case) in Capsule CRM.
Create stage
Create a new stage in a board in Capsule CRM.
Create task
Create a new task in Capsule CRM.
Create capsule CRM title
Create a new custom person title in Capsule CRM.
Create track
Create a new track in Capsule CRM by applying a track definition to a project or opportunity.
Create track definition
Create a new track definition in Capsule CRM.
Delete board
Delete (archive) a specific board in Capsule CRM.
Delete category
Delete a category from Capsule CRM.
Delete custom field definition
Delete a custom field definition from an entity type in Capsule CRM.
Delete entity tag
Delete a tag from an entity type (parties, opportunities, or kases) in Capsule CRM.
Delete entry
Delete an entry (note, email, or task) from Capsule CRM.
Delete lost reason
Delete a lost reason from Capsule CRM.
Delete milestone
Delete a specific milestone from Capsule CRM.
Delete opportunity
Delete an opportunity from Capsule CRM.
Delete opportunity party
Remove a party (person or organisation) from an opportunity in Capsule CRM.
Delete party
Fully delete a specific party (person or organisation) from Capsule CRM.
Delete project
Delete a project (case) from Capsule CRM.
Delete project party
Remove a party (person or organisation) from a project in Capsule CRM.
Delete stage
Delete a specific stage from a board in Capsule CRM.
Delete task
Delete a specific task from Capsule CRM.
Delete title
Delete a specific title from Capsule CRM.
The tools Capsule crm sits next to
Same connection, same setup. Pick the next one your team already uses.
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Firmao
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HubSpot
Finds the contact and their open tickets, opens tickets and logs notes on the right record, and merges the duplicates inbound creates.
Parma
Finds an existing relationship, logs the conversation as a dated note, files contacts into groups, and reads where a deal sits in the pipeline.
Salesmate
Adds and removes catalogue products, registers new companies, and reads company records and the list of currently active users.
Zoominfo
Enriches contacts and companies mid-conversation, checks buying intent and technology use, and gathers account news before a handoff.
Ready to connect Capsule crm?
Authorize the account and your agent has all 109 actions from the first conversation.