[{"data":1,"prerenderedAt":-1},["ShallowReactive",2],{"skill-composio-capsule-crm-automation":3,"mdc--m1b1b2-key":51,"related-repo-composio-capsule-crm-automation":1640,"related-org-composio-capsule-crm-automation":1725},{"slug":4,"name":5,"fn":6,"description":7,"org":8,"tags":13,"stars":25,"repoUrl":26,"updatedAt":27,"license":28,"forks":29,"topics":30,"repo":46,"sourceUrl":49,"mdContent":50},"capsule-crm-automation","Capsule CRM Automation","automate Capsule CRM operations via Composio","Automate Capsule CRM operations -- manage contacts (parties), run structured filter queries, track tasks and projects, log entries, and handle organizations -- using natural language through the Composio MCP integration.",{"slug":9,"name":10,"logoUrl":11,"githubOrg":12},"composio","Composio","https:\u002F\u002Fpexgzepcugksgbtrxkhf.supabase.co\u002Fstorage\u002Fv1\u002Fobject\u002Fpublic\u002Forg-logos\u002Fcomposio.png","ComposioHQ",[14,16,19,22],{"name":10,"slug":9,"type":15},"tag",{"name":17,"slug":18,"type":15},"Automation","automation",{"name":20,"slug":21,"type":15},"CRM","crm",{"name":23,"slug":24,"type":15},"Sales","sales",67499,"https:\u002F\u002Fgithub.com\u002FComposioHQ\u002Fawesome-claude-skills","2026-07-15T05:58:11.317796",null,7603,[31,32,33,18,34,35,36,9,37,38,39,40,41,42,43,44,45],"agent-skills","ai-agents","antigravity","claude","claude-code","codex","cursor","developer-tools","gemini-cli","mcp","openai-codex","rube","saas","skill","workflow-automation",{"repoUrl":26,"stars":25,"forks":29,"topics":47,"description":48},[31,32,33,18,34,35,36,9,37,38,39,40,41,42,43,44,45],"A curated list of awesome Claude Skills, resources, and tools for customizing Claude AI workflows","https:\u002F\u002Fgithub.com\u002FComposioHQ\u002Fawesome-claude-skills\u002Ftree\u002FHEAD\u002Fcomposio-skills\u002Fcapsule-crm-automation","---\nname: Capsule CRM Automation\ndescription: \"Automate Capsule CRM operations -- manage contacts (parties), run structured filter queries, track tasks and projects, log entries, and handle organizations -- using natural language through the Composio MCP integration.\"\ncategory: crm\nrequires:\n  mcp:\n    - rube\n---\n\n# Capsule CRM Automation\n\nManage your Capsule CRM -- create and update contacts, run powerful filter queries on parties\u002Fopportunities\u002Fcases, track tasks and projects, browse activity entries, and organize team relationships -- all through natural language commands.\n\n**Toolkit docs:** [composio.dev\u002Ftoolkits\u002Fcapsule_crm](https:\u002F\u002Fcomposio.dev\u002Ftoolkits\u002Fcapsule_crm)\n\n---\n\n## Setup\n\n1. Add the Composio MCP server to your client configuration:\n   ```\n   https:\u002F\u002Frube.app\u002Fmcp\n   ```\n2. Connect your Capsule CRM account when prompted (OAuth authentication).\n3. Start issuing natural language commands to manage your CRM.\n\n---\n\n## Core Workflows\n\n### 1. Run Structured Filter Queries\nQuery parties, opportunities, or cases (projects) with multiple filter conditions, operators, and sorting.\n\n**Tool:** `CAPSULE_CRM_RUN_FILTER_QUERY`\n\n**Example prompt:**\n> \"Find all Capsule CRM contacts in California tagged as 'VIP' sorted by name\"\n\n**Key parameters:**\n- `entity` (required) -- One of: `parties`, `opportunities`, `kases`\n- `filter` (required) -- Filter object with:\n  - `conditions` -- Array of conditions, each with:\n    - `field` -- Field name (e.g., \"name\", \"email\", \"state\", \"country\", \"tag\", \"owner\", \"jobTitle\", \"addedOn\")\n    - `operator` -- One of: \"is\", \"is not\", \"starts with\", \"ends with\", \"contains\", \"is greater than\", \"is less than\", \"is after\", \"is before\", \"is older than\", \"is within last\", \"is within next\"\n    - `value` -- Value to compare against\n  - `orderBy` -- Array of sort objects with `field` and `direction` (\"ascending\"\u002F\"descending\")\n- `embed` -- Additional data to include in response\n- `page` \u002F `perPage` -- Pagination (max 100 per page)\n\n**Important field notes:**\n- Address fields (`city`, `state`, `country`, `zip`) are top-level, NOT nested under \"address\"\n- Country must be an ISO 3166-1 alpha-2 code (e.g., \"US\", \"GB\", \"CA\")\n- Custom fields use `custom:{fieldId}` format\n- Organization fields use `org.` prefix (e.g., `org.name`, `org.tag`)\n\n---\n\n### 2. List and Manage Contacts (Parties)\nRetrieve all contacts with optional filtering by modification date and embedded related data.\n\n**Tool:** `CAPSULE_CRM_LIST_PARTIES`\n\n**Example prompt:**\n> \"List all Capsule CRM contacts modified since January 2025 with their tags and organizations\"\n\n**Key parameters:**\n- `since` -- ISO8601 date to filter contacts changed after this date\n- `embed` -- Additional data: \"tags\", \"fields\", \"organisation\", \"missingImportantFields\"\n- `page` \u002F `perPage` -- Pagination (max 100 per page, default 50)\n\n---\n\n### 3. Create New Contacts\nAdd people or organizations to your Capsule CRM with full details including emails, phones, addresses, tags, and custom fields.\n\n**Tool:** `CAPSULE_CRM_CREATE_PARTY`\n\n**Example prompt:**\n> \"Create a new person in Capsule CRM: John Smith, VP of Sales at Acme Corp, john@acme.com\"\n\n**Key parameters:**\n- `type` (required) -- \"person\" or \"organisation\"\n- For persons: `firstName`, `lastName`, `jobTitle`, `title`\n- For organisations: `name`\n- `emailAddresses` -- Array of `{address, type}` objects\n- `phoneNumbers` -- Array of `{number, type}` objects\n- `addresses` -- Array of address objects with `street`, `city`, `state`, `country`, `zip`, `type` (Home\u002FPostal\u002FOffice\u002FBilling\u002FShipping)\n- `organisation` -- Link to org by `{id}` or `{name}` (creates if not found)\n- `tags` -- Array of tags by `{name}` or `{id}`\n- `fields` -- Custom field values with `{definition, value}`\n- `websites` -- Array of `{address, service, type}` objects\n- `owner` -- Assign owner user `{id}`\n\n---\n\n### 4. Update Existing Contacts\nModify any aspect of a party record including adding\u002Fremoving emails, phones, tags, and custom fields.\n\n**Tool:** `CAPSULE_CRM_UPDATE_PARTY`\n\n**Example prompt:**\n> \"Update Capsule CRM party 11587: add a work email john.new@acme.com and remove tag 'prospect'\"\n\n**Key parameters:**\n- `partyId` (required) -- Integer ID of the party to update\n- `party` (required) -- Object with fields to update. Supports:\n  - All creation fields (name, emails, phones, addresses, etc.)\n  - `_delete: true` on sub-items to remove them (requires the item's `id`)\n  - Tags: add by `{name}` or remove with `{id, _delete: true}`\n\n---\n\n### 5. Track Tasks\nList tasks with filtering by status and embedded related data.\n\n**Tool:** `CAPSULE_CRM_LIST_TASKS`\n\n**Example prompt:**\n> \"Show all open tasks in Capsule CRM with their linked parties and owners\"\n\n**Key parameters:**\n- `status` -- Filter by status: \"open\", \"completed\", \"pending\" (array)\n- `embed` -- Additional data: \"party\", \"opportunity\", \"kase\", \"owner\", \"nextTask\"\n- `page` \u002F `perPage` -- Pagination (max 100 per page, default 50)\n\n---\n\n### 6. Browse Projects and Activity Entries\nList projects (cases) and recent activity entries including notes, emails, and completed tasks.\n\n**Tools:** `CAPSULE_CRM_LIST_PROJECTS`, `CAPSULE_CRM_LIST_ENTRIES_BY_DATE`\n\n**Example prompt:**\n> \"Show all open projects in Capsule CRM\" \u002F \"Show recent activity entries with party details\"\n\n**Key parameters for projects:**\n- `status` -- Filter by \"OPEN\" or \"CLOSED\"\n- `search` -- Search term for project names\u002Fdescriptions\n- `since` -- ISO8601 date for modifications after this date\n- `embed` -- \"tags,fields,party,opportunity,missingImportantFields\"\n\n**Key parameters for entries:**\n- `embed` -- \"party\", \"kase\", \"opportunity\", \"creator\", \"activityType\"\n- `page` \u002F `perPage` -- Pagination (max 100 per page)\n\n---\n\n## Known Pitfalls\n\n- **Address fields are top-level**: When filtering, use `state`, `city`, `country`, `zip` directly -- NOT `address.state` or nested syntax.\n- **Country codes are ISO alpha-2**: Filter by \"US\", \"GB\", \"CA\" -- not \"United States\" or \"United Kingdom\".\n- **Custom fields use special syntax**: Reference custom fields as `custom:{fieldId}` in filter conditions. For org-level custom fields, use `org.custom:{fieldId}`.\n- **Projects are called \"kases\" in the API**: Despite being \"projects\" in the UI, the API entity type is `kases`. Use `kases` in filter queries.\n- **Delete operations require item IDs**: When updating a party to remove sub-items (emails, phones, tags), you must include the item's `id` along with `_delete: true`. List the party first to get sub-item IDs.\n- **Pagination defaults to 50**: All list endpoints default to 50 items per page with a max of 100. Always implement pagination for complete data retrieval.\n- **Embed values vary by entity**: Not all embed options work for all entities. Check the documentation for supported embed values per endpoint.\n\n---\n\n## Quick Reference\n\n| Action | Tool Slug | Required Params |\n|---|---|---|\n| Run filter query | `CAPSULE_CRM_RUN_FILTER_QUERY` | `entity`, `filter` |\n| List contacts | `CAPSULE_CRM_LIST_PARTIES` | None (optional filters) |\n| Create contact | `CAPSULE_CRM_CREATE_PARTY` | `type` |\n| Update contact | `CAPSULE_CRM_UPDATE_PARTY` | `partyId`, `party` |\n| Delete contact | `CAPSULE_CRM_DELETE_PARTY` | `party_id` |\n| List tasks | `CAPSULE_CRM_LIST_TASKS` | None (optional filters) |\n| List projects | `CAPSULE_CRM_LIST_PROJECTS` | None (optional filters) |\n| List activity entries | `CAPSULE_CRM_LIST_ENTRIES_BY_DATE` | None (optional filters) |\n| List org employees | `CAPSULE_CRM_LIST_ORG_EMPLOYEES` | Organisation ID |\n| List deleted opportunities | `CAPSULE_CRM_LIST_DELETED_OPPORTUNITIES` | `since` |\n\n---\n\n*Powered by [Composio](https:\u002F\u002Fcomposio.dev)*\n",{"data":52,"body":55},{"name":5,"description":7,"category":21,"requires":53},{"mcp":54},[42],{"type":56,"children":57},"root",[58,65,71,91,95,102,135,138,144,151,156,171,179,188,196,349,357,440,443,449,454,468,475,483,490,530,533,539,544,558,565,581,588,829,832,838,843,857,864,880,887,956,959,965,970,984,991,999,1006,1045,1048,1054,1059,1081,1088,1096,1104,1148,1156,1184,1187,1193,1342,1345,1351,1622,1625],{"type":59,"tag":60,"props":61,"children":62},"element","h1",{"id":4},[63],{"type":64,"value":5},"text",{"type":59,"tag":66,"props":67,"children":68},"p",{},[69],{"type":64,"value":70},"Manage your Capsule CRM -- create and update contacts, run powerful filter queries on parties\u002Fopportunities\u002Fcases, track tasks and projects, browse activity entries, and organize team relationships -- all through natural language commands.",{"type":59,"tag":66,"props":72,"children":73},{},[74,80,82],{"type":59,"tag":75,"props":76,"children":77},"strong",{},[78],{"type":64,"value":79},"Toolkit docs:",{"type":64,"value":81}," ",{"type":59,"tag":83,"props":84,"children":88},"a",{"href":85,"rel":86},"https:\u002F\u002Fcomposio.dev\u002Ftoolkits\u002Fcapsule_crm",[87],"nofollow",[89],{"type":64,"value":90},"composio.dev\u002Ftoolkits\u002Fcapsule_crm",{"type":59,"tag":92,"props":93,"children":94},"hr",{},[],{"type":59,"tag":96,"props":97,"children":99},"h2",{"id":98},"setup",[100],{"type":64,"value":101},"Setup",{"type":59,"tag":103,"props":104,"children":105},"ol",{},[106,125,130],{"type":59,"tag":107,"props":108,"children":109},"li",{},[110,112],{"type":64,"value":111},"Add the Composio MCP server to your client configuration:\n",{"type":59,"tag":113,"props":114,"children":118},"pre",{"className":115,"code":117,"language":64},[116],"language-text","https:\u002F\u002Frube.app\u002Fmcp\n",[119],{"type":59,"tag":120,"props":121,"children":123},"code",{"__ignoreMap":122},"",[124],{"type":64,"value":117},{"type":59,"tag":107,"props":126,"children":127},{},[128],{"type":64,"value":129},"Connect your Capsule CRM account when prompted (OAuth authentication).",{"type":59,"tag":107,"props":131,"children":132},{},[133],{"type":64,"value":134},"Start issuing natural language commands to manage your CRM.",{"type":59,"tag":92,"props":136,"children":137},{},[],{"type":59,"tag":96,"props":139,"children":141},{"id":140},"core-workflows",[142],{"type":64,"value":143},"Core Workflows",{"type":59,"tag":145,"props":146,"children":148},"h3",{"id":147},"_1-run-structured-filter-queries",[149],{"type":64,"value":150},"1. 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