capsule-crm-automationlisted

# Capsule CRM Automation Manage your Capsule CRM -- create and update contacts, run powerful filter queries on parties/opportunities/cases, track tasks and projects, browse activity entries, and organize team relationships -- all through natural language commands. **Toolkit docs:** [composio.dev/toolkits/capsule_crm](https://composio.dev/toolkits/capsule_crm) --- ## Setup 1. Add the Composio MCP server to your client configuration: ``` https://rube.app/mcp ``` 2. Connect your Capsule CRM account when prompted (OAuth authentication). 3. Start issuing natural language commands to manage your CRM. --- ## Core Workflows ### 1. Run Structured Filter Queries Query parties, opportunities, or cases (projects) with multiple filter conditions, operators, and sorting. **Tool:** `CAPSULE_CRM_RUN_FILTER_QUERY` **Example prompt:** > "Find all Capsule CRM contacts in California tagged as 'VIP' sorted by name" **Key parameters:** - `entity` (required) -- One of: `parties`, `opportunities`, `kases` - `filter` (required) -- Filter object with: - `conditions` -- Array of conditions, each with: - `field` -- Field name (e.g., "name", "email", "state", "country", "tag", "owner", "jobTitle", "addedOn") - `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" - `value` -- Value to compare against - `orderBy` -- Array of sort object