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Capsule CRM (BYOK)

Read your Capsule CRM contacts, opportunities, projects, tasks, pipelines and users with BYOK

Unify Dynamics LLC

Tools11read-only
Sign-inBYOKbring your own key
Key keptNeverused for one call only
PriceFreeoptional Pro limits
ProviderCapsule CRMunofficial, not affiliated
Works withMCP · RESTany agent

Try asking

Real questions, and the tools your agent calls to answer them.

Which Capsule user is my token for?
Tools called
get_current_user
Who are the users in my Capsule account?
Tools called
list_users
List my recently changed Capsule contacts
Tools called
list_parties
Find Capsule contact Acme
Tools called
search_parties
What opportunities do I have in Capsule?
Tools called
list_opportunities
Find Capsule opportunities for Acme
Tools called
search_opportunities

About

Capsule CRM (BYOK) lets an AI assistant read your own Capsule CRM data through the Capsule CRM API with a key you supply (Capsule personal access token). Read-only: 11 tools (get_current_user, list_users, list_parties, search_parties, list_opportunities, search_opportunities, list_projects, search_projects, list_tasks, list_pipelines, list_pipeline_milestones). The BYOK key travels with each request, is used for that one call only and is never stored, logged or cached; it is only ever sent to api.capsulecrm.com. Unofficial connector by Unify Dynamics LLC: not affiliated with, endorsed by or sponsored by Capsule CRM. Capsule CRM and its logos are trademarks of their owners and are used only to say which service the connector works with.

Sources: Live from the Capsule CRM API (api.capsulecrm.com) with a BYOK key; documentation: https://developer.capsulecrm.com/. Endpoints checked against that documentation on 2026-10-16.

Privacy

The publisher, Unify Dynamics LLC, states that tool inputs are processed in memory and not retained.

Data not collectedNo account, no profile, no stored prompts or results.

What it can do

11 tools, grouped by job. Every one is read-only or compute-only.

OpenAPI
Read your data11 tools
  • Get current userShow the Capsule user the token belongs to: name, username, time zone, status and last login.
  • List usersList the users of the Capsule account with name, username and status.
  • List partiesList Capsule parties (people and organisations) with emails, phones, owner and dates, optionally only those changed since a time.
  • Search partiesSearch Capsule parties (people and organisations) by name, phone number or postcode.
  • List opportunitiesList Capsule opportunities with party, milestone, value, probability, expected close date and owner.
  • Search opportunitiesSearch Capsule opportunities by name, party details or other text.
  • List projectsList Capsule projects (the API calls them kases) with status, stage, party, owner and dates.
  • Search projectsSearch Capsule projects by name, party details or other text.
  • List tasksList Capsule tasks with description, due date, status, category, related party and owner.
  • List pipelinesList Capsule sales pipelines with id, name and description.
  • List pipeline milestonesList the milestones (stages) of one Capsule pipeline with probability and whether the stage is complete.

Information

PublisherUnify Dynamics LLC
CategoryWork & productivity
LanguagesEnglish
Built forWorldwide
CompatibilityAny MCP client · any agent · REST
Version0.1.0
MCP endpointhttps://byok-capsule.connectorbay.com/mcp
REST APIopenapi.json
SupportGet help · Status
CountryWorldwide
FunctionOther
LayerDeep connectors

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Get Capsule CRM (BYOK)

Free · BYOK · Read-only

BYOK: bring your own keyThis connector uses your own Capsule CRM Capsule personal access token. Create one at https://developer.capsulecrm.com/v2/overview/authentication, with the fewest permissions it needs (read-only if the provider offers it). Your assistant sends it in the X-Upstream-Key header with every request. It is used for that one call only: never stored, logged or cached, and only ever sent to Capsule CRM. Revoke it at the provider whenever you like. Unofficial connector: not affiliated with Capsule CRM.