🚀 CapsuleCRM MCP Server
Transform your CRM workflow with AI! 🤖✨ Connect Claude directly to your CapsuleCRM account for natural language customer and sales management.
🎯 What it does
- 🗣️ Talk to your CRM in plain English - "Show me all VIP customers from last month"
- 🔍 Smart search and filtering - Find exactly what you need with powerful queries
- 📊 Get instant insights - Query sales pipeline, customer data, and tasks
- ⚡ Automate routine tasks - Create, update, and manage CRM data through conversation
🎉 Installation
🖥️ Claude Desktop
- 📥 Download the
capsulecrm-mcp.dxtfile - 👆 Double-click to install in Claude Desktop
- 🔑 Enter your CapsuleCRM API key when prompted
- 🎊 Start using natural language CRM commands!
🔑 Getting Your API Key
- 🌐 Log in to your CapsuleCRM dashboard
- ⚙️ Go to Account Settings → API
- ✨ Generate a new API token
- 💾 Copy and store securely (you won't see it again!)
💡 Usage Examples
👥 Customer Management
- 🔍 "Find all VIP customers in New York"
- 📅 "Show me customers we haven't contacted in 30 days"
- ➕ "Create a new person: John Smith, john@acme.com"
