Use Capsule CRM from Claude
Add the Capsule CRM connection to a Space that runs Claude, then use it from every channel in that Space.
ConnectorCapsule CRM
Capsule CRM integration for Claude and Codex
Create a Capsule CRM connection, then control which Spaces can use its approved tools and data without pasting credentials into prompts or threads.
CategorySales & CRM
Use Capsule CRM from Codex
Add the Capsule CRM connection to a Space that runs Codex, then use it from every channel in that Space.
Use Capsule CRM from Sidekick
Connect your own OpenClaw to Sidekick while type.com provides the conversations, permissions, connections, skills, and automations.
Sales & CRM
What the Capsule CRM connector can do
Capsule CRM keeps contacts, opportunities, and projects organized for small sales teams, and a lot of day-to-day upkeep is adding notes or extending records with custom fields. A sales Space in type.com can ask Claude to log a note on a deal, add someone to a project, or create a new lost reason category, keeping the CRM current without leaving the conversation.
One connection, many Spaces
Connect Capsule CRM once, then decide which Spaces can use it in threads, skills, automations, and coding work.
What teams do with Capsule CRM in type.com
Log a note right after a call
Record what happened on a sales call directly against the related contact or opportunity.
Add a Capsule CRM note to the Acme Co opportunity summarizing today's call and next steps.
Bring in an extra contact on a project
Add another stakeholder to an active project so everyone involved is tracked in one place.
Add Dana Reyes as a party on the Acme onboarding project in Capsule CRM.
Standardize why deals are lost
Set up a new lost reason category so the team can track patterns in why opportunities fall through.
Create a Budget cut lost reason in Capsule CRM so we can tag deals that fall through for that reason.
Representative actions
- Add Project Party
Associates an additional person or organization with a project, beyond the one already assigned to it.
- Create Capsule CRM Category
Creates a new task category with a name and color to help organize tasks.
- Create Custom Field Definition
Adds a custom field to parties, opportunities, or projects to track information beyond the standard fields.
- Create Entry
Adds a new note entry linked to a party, opportunity, or project; only notes can be created this way, not emails or tasks.
- Create Lost Reason
Adds a new reason option for categorizing why an opportunity was lost.
Connection
API and auth details
Capsule CRM provides a REST API for CRM data, including parties, people and organizations, opportunities, cases, projects, tasks, entries, tracks, deleted records, search, additional parties, REST hooks, OAuth/bearer-token authenticated requests, reading and writing CRM records, response handling, and read-only MCP-oriented access for parties, opportunities, tasks, and projects.
- Source
- type.com catalog metadata
- Auth schemes
- OAuth, API key
- Official site
- https://capsulecrm.com/
FAQ
Questions people ask before connecting Capsule CRM
Can Claude update Capsule CRM from type.com?
Yes. Once Capsule CRM is connected to a Space, you can ask the agent to log a note, add a project contact, or set up a custom field, and the update is visible to the whole team in the thread.
How does type.com authenticate with Capsule CRM?
Capsule CRM supports OAuth or an API key. An admin configures whichever method the account uses once, then controls which Spaces can use the connection.
Can Capsule CRM notes be logged automatically after calls?
You can set up a type.com automation around a recurring CRM task, such as a daily summary of new notes, though logging a specific call still starts from a request in the thread.
Is this the same as a Capsule CRM MCP server?
Not exactly. type.com uses connectors and connections to give selected Spaces access to approved app tools and data. Some connectors use hosted MCP, while others use OAuth, API keys, service accounts, or custom APIs.
More sales & crm connectors
All Sales & CRM integrationsConnect Crustdata to Claude in type.com to enrich people, screen decision makers, and track headcount and funding signals from shared team threads.
Connect Blackbaud to Claude in type.com to add gifts to a batch, look up donor and payment details, and check membership status.
Connect Simplesat to Claude in type.com to sync customers, pull recent survey answers, and review live questions from a shared thread.
Connect Zoho Bigin to Claude in type.com to add records, tag them, and attach notes to contacts and pipelines from a thread.