Available Tools

This MCP server provides complete read-only access to your Capsule CRM:

Data Type	Tool Name	Description	Paginated Response?
Contacts	`list_contacts`	Retrieve Contacts with comprehensive filtering ability	✅
	`get_contact`	Get Contact by ID	❌
Opportunities	`list_opportunities`	Retrieve Opportunities with comprehensive filtering ability	✅
	`get_opportunity`	Get Opportunity by ID	❌
	`calculate_value_of_opportunities`	Retrieves Total & Projected Values for Opportunities with comprehensive filtering ability	❌
Projects	`list_projects`	Retrieve Projects with comprehensive filtering ability	✅
Custom Fields	`list_contact_custom_fields`	Retrieves Custom Fields defined for Contacts	✅
	`list_opportunity_custom_fields`	Retrieves Custom Fields defined for Opportunities	✅
	`list_project_custom_fields`	Retrieves Custom Fields defined for Projects	✅
	`get_contact_custom_field`	Get Contact Custom Field Definition by ID	❌
	`get_opportunity_custom_field`	Get Opportunity Custom Field Definition by ID	❌
	`get_project_custom_field`	Get Project Custom Field Definition by ID	❌
	`list_custom_fields_for_contact_data_tag`	List Custom Fields defined for a Contact DataTag	✅
	`list_custom_fields_for_opportunity_data_tag`	List Custom Fields defined for an Opportunity DataTag	✅
	`list_custom_fields_for_project_data_tag`	List Custom Fields defined for a Project DataTag	✅
Sales Pipelines	`list_pipelines`	Retrieves Sales Pipelines defined for Opportunities with optional searching by name	✅
	`get_pipeline`	Get Pipeline by ID	❌
Milestones	`list_milestones`	Retrieves Milestones defined across all Sales Pipelines	✅
	`list_milestones_by_pipeline`	Retrieves Milestones for a given Sales Pipeline	✅
	`get_milestone`	Get Milestone by ID	❌
Lost Reasons	`list_lost_reasons`	Retrieves Lost Reasons with optional searching by name	✅
	`get_lost_reason`	Get Lost Reason by ID	❌
Project Boards	`list_boards`	Retrieves Project Boards with optional searching by name	✅
	`get_board`	Get Project Board by ID	❌
Stages	`list_stages`	Retrieves Stages defined across all Project Boards	✅
	`get_stage`	Get Project Stage	❌
	`list_stages_by_board`	Retrieves Stages for a given Project Board	✅
Tags	`list_contact_tags`	Retrieves Tags defined for Contacts	✅
	`list_opportunity_tags`	Retrieves Tags defined for Opportunities	✅
	`list_project_tags`	Retrieves Tags defined for Projects	✅
	`get_contact_tag`	Get Contact Tag Definition by ID	❌
	`get_opportunity_tag`	Get Opportunity Tag Definition by ID	❌
	`get_project_tag`	Get Project Tag Definition by ID	❌
Users	`list_users`	Retrieves all Users	❌
	`get_user`	Get User by ID	❌
	`get_current_user`	Get current User	❌
Teams	`list_teams`	Retrieves all Teams and Team members	❌
	`get_team`	Get Team by ID	❌
Tasks	`list_tasks`	Retrieve Tasks with basic filtering ability	✅
	`get_task`	Get Task by ID	❌
Tracks	`get_track`	Get Track by ID	❌
	`list_tracks_for_contact`	List Tracks for specified Contact	✅
	`list_tracks_for_opportunity`	List Tracks for specified Opportunity	✅
	`list_tracks_for_project`	List Tracks for specified Project	✅
Activity	`list_activity`	Retrieve Activity with basic filtering ability	✅
	`list_entries_for_contact`	Retrieve Entries for specified Contact	✅
	`list_entries_for_project`	Retrieve Entries for specified Project	✅
	`list_entries_for_opportunity`	Retrieve Entries for specified Opportunity	✅
	`get_entry`	Get Entry by ID	❌

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