AI agents for Capsule CRM

Find people and organisations

Searches people and organisations the way Capsule's global search does: by name, email, phone number or postcode.

Get a person or organisation

Reads one person or organisation by its ID, with tags, custom fields and the person's organisation.

Find opportunities

Searches opportunities the way Capsule's global search does, by name or other text.

List a party's opportunities

Lists the opportunities whose main contact is a person or organisation.

Get an opportunity

Reads one opportunity by its ID with its party, milestone, tags and custom fields.

Filter parties, opportunities or projects

Runs a structured filter over parties, opportunities or kases (projects).

List pipelines

Lists the account's opportunity pipelines.

List milestones

Lists a pipeline's milestones (stages), in order, to find a milestone_id for creating or moving an opportunity.

List notes and emails

Lists the notes, recorded emails and completed tasks on a person or organisation, opportunity or project, newest first.

List users

Lists the account's users, to find an owner ID.

Create a person or organisation

Adds a person (first and last name, job title, and the organisation they work for, by ID or by name, which creates it when new) or an organisation.

Update a person or organisation

Changes a person or organisation by its ID: names, job title, background, organisation or owner, and adds an email, phone or tag (existing ones are kept).

Create an opportunity

Opens an opportunity for a person or organisation at a pipeline milestone.

Update an opportunity

Changes an opportunity by its ID: move it to another milestone.

Add a note

Logs a note on exactly one person or organisation, opportunity or project, shown in its activity timeline, optionally dated in the past.

Create a task

Creates a task due on a date (and optionally a time in the owner's time zone), linked to one person or organisation, opportunity or project, with a description, detail and owner.