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Capsule Setup (BYOK)

Read your Capsule CRM tag, custom field, pipeline board, stage, lost reason, task category, activity type, team and track definitions with your own access token (no contacts)

Unify Dynamics LLC

Tools10read-only
Sign-inBYOKbring your own key
Key keptNeverused for one call only
PriceFreeoptional Pro limits
ProviderCapsule Setupunofficial, not affiliated
Works withMCP · RESTany agent

Try asking

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

Which tags exist on Capsule contacts?
Tools called
list_tag_definitions
What custom fields are defined on Capsule opportunities?
Tools called
list_custom_field_definitions
Which Capsule boards do we have?
Tools called
list_boards
What stages does Capsule board 34 have?
Tools called
list_board_stages
Which lost reasons are defined in Capsule?
Tools called
list_lost_reasons
Which task categories exist in Capsule?
Tools called
list_task_categories

About

Capsule Setup (BYOK) lets an AI assistant read your own Capsule Setup data through the Capsule Setup API with a key you supply (Capsule personal access token). Read-only: 10 tools (list_tag_definitions, list_custom_field_definitions, list_boards, list_board_stages, list_lost_reasons, list_task_categories, list_activity_types, list_teams, list_track_definitions, list_currencies). 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 Setup. Capsule Setup 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 Setup API (api.capsulecrm.com) with a BYOK key; documentation: https://developer.capsulecrm.com/v2/operations/Custom_Field. 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

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

OpenAPI
Read your data10 tools
  • List tag definitionsList the tags defined for contacts (parties), opportunities or projects (kases) with name, description and whether it is a data tag.
  • List custom field definitionsList custom field definitions for contacts (parties), opportunities or projects (kases): name, type (text, number, date, list, boolean),…
  • List boardsList project boards (visual workflows) with name, description and dates.
  • List board stagesList the stages of one board in display order with name and description.
  • List lost reasonsList the reasons an opportunity can be lost with name and whether it counts for conversion.
  • List task categoriesList task categories with name and colour.
  • List activity typesList activity types (note, meeting, call and custom ones) with name, icon and whether they update the last contacted date.
  • List teamsList teams with name and dates.
  • List track definitionsList track definitions (task sequences that start from a tag) with description, tag, capture rule, direction and dates.
  • List currenciesList the ISO currency codes Capsule supports for opportunity values, with symbol and name.

Information

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

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Get Capsule Setup (BYOK)

Free · BYOK · Read-only

BYOK: bring your own keyThis connector uses your own Capsule Setup 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 Setup. Revoke it at the provider whenever you like. Unofficial connector: not affiliated with Capsule Setup.