Capsule crm

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.

Connect Capsule crmSee all integrations

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.

See all 109 actions

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 Projects

  • Create 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 Entry

  • Move 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 Tag

  • Turn 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.

  1. 01

    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.

  2. 02

    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.

  3. 03

    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

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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Ready to connect Capsule crm?

Authorize the account and your agent has all 109 actions from the first conversation.

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