Capsule CRM
for LuumenAI
Capsule CRM is a simple yet powerful CRM platform designed to help businesses manage customer relationships, sales pipelines, and tasks efficiently.
Operate Capsule CRM from the same conversation as the hosts it runs on. Check jobs, queues, and interfaces without a second console; run diagnostic reports; and restart or update with the change previewed, approved, and logged.
The Capsule CRM toolbox
109 tools: 59 read, 50 write. Reads answer instantly. Writes require approval by default. Everything is logged.
- ReadGet Activity TypeGet a specific activity type by ID.
- ReadGet AttachmentRetrieve a specific attachment by ID from Capsule CRM.
- ReadGet BoardGet a specific board by ID from Capsule CRM.
- ReadGet CategoryGet a specific category by ID.
- ReadGet Current UserRetrieve the current authenticated user's details including id, username, name, locale, currency, status, timezone, lastLoginAt, and taskReminder settings.
- ReadGet Custom Field DefinitionGet a specific custom field definition by ID from Capsule CRM.
- ReadGet Entity TagRetrieve a specific tag by ID for an entity type (parties, opportunities, or kases) in Capsule CRM.
- ReadGet EntryRetrieve a specific entry by ID.
- ReadGet Lost ReasonRetrieve a specific lost reason by ID from Capsule CRM.
- ReadGet MilestoneGet a specific milestone by ID from Capsule CRM.
- ReadGet OpportunityRetrieve a specific opportunity by its ID from Capsule CRM.
- ReadGet PipelineGet a specific pipeline by ID from Capsule CRM.
- ReadGet ProjectRetrieve a specific project (case) by its ID from Capsule CRM.
- ReadGet StageGet a specific stage by ID from Capsule CRM.
- ReadGet TaskGet a specific task by ID.
- ReadGet TrackGet a specific track by ID.
- ReadGet Track DefinitionGet a specific track definition by ID from Capsule CRM.
- ReadGet UserGet a specific user by ID.
- ReadList Activity Type IconsList available activity type icons in Capsule CRM.
- ReadList Activity TypesList all activity types on the Capsule account.
- ReadList BoardsList all boards on the Capsule CRM account.
- ReadList Board StagesList stages associated with a board in Capsule CRM.
- ReadList CategoriesList all task categories on the Capsule account.
- ReadList CountriesList all countries on the Capsule CRM account.
- ReadList CurrenciesList all available currencies on the Capsule account.
- ReadList Custom Field DefinitionsList all custom field definitions for parties, opportunities, or projects (kases).
- ReadList Deleted OpportunitiesList opportunities deleted or restricted since a given date.
- ReadList deleted partiesRetrieve parties deleted since a given date.
- ReadList Deleted ProjectsList projects deleted or restricted since a given date.
- ReadList Entity EntriesList entries (notes, emails, tasks) for a specific party, opportunity, or project.
- ReadList Entity TagsList all tag definitions for a specific entity type (parties, opportunities, or kases).
- ReadList Entity TracksList tracks applied to a specific opportunity or project.
- ReadList Entries By DateList notes, emails, and completed party tasks in descending order by entry date.
- ReadList GoalsList all goals on the Capsule account.
- ReadList Lost ReasonsList all lost reasons on the Capsule account.
- ReadList MilestonesList all milestones on the Capsule account.
- ReadList OpportunitiesList all opportunities from Capsule CRM with pagination and filtering.
- ReadList Opportunity PartiesList additional parties associated with an opportunity in Capsule CRM.
- ReadList Opportunity ProjectsList projects (cases) associated with a specific opportunity in Capsule CRM.
- ReadList Organisation EmployeesList employees linked to a specific organisation (party).
- ReadList PartiesList all parties (contacts) on the account.
- ReadList Party OpportunitiesList all opportunities associated with a specific party in Capsule CRM.
- ReadList Party ProjectsList projects associated with a specific party in Capsule CRM.
- ReadList Pipeline MilestonesList milestones associated with a specific pipeline in Capsule CRM.
- ReadList PipelinesList all sales pipelines on the Capsule account.
- ReadList Project PartiesList parties associated with a specific project in Capsule CRM.
- ReadList ProjectsList projects (cases) from Capsule CRM with pagination and filtering options.
- ReadList REST HooksList all REST hook subscriptions on the Capsule CRM account.
- ReadList SiteRetrieve site (account) information for the authenticated Capsule CRM account.
- ReadList StagesList all stages on the Capsule CRM account.
- ReadList TasksList tasks on the Capsule account.
- ReadList TeamsList all teams on the Capsule CRM account.
- ReadList TitlesList all custom person titles on the Capsule account.
- ReadList Track DefinitionsList all track definitions on the Capsule account.
- ReadList UsersList all users on the Capsule CRM account.
- ReadRun Filter QueryRun structured filter queries on parties, opportunities or kases.
- ReadSearch OpportunitiesSearch for opportunities in Capsule CRM by query string.
- ReadSearch PartiesSearch for parties (contacts/organisations) in Capsule CRM by query string.
- ReadSearch ProjectsSearch for projects (cases) in Capsule CRM by query string.
- WriteAdd Project PartyAdd a party (person or organisation) to a project in Capsule CRM. Approval by default
- WriteCreate Capsule CRM CategoryCreate a new task category in Capsule CRM. Approval by default
- WriteCreate Custom Field DefinitionCreate a new custom field definition for parties, opportunities, or projects in Capsule CRM. Approval by default
- WriteCreate EntryCreate a new note entry in Capsule CRM. Approval by default
- WriteCreate Lost ReasonCreate a new lost reason in Capsule CRM. Approval by default
- WriteCreate Capsule CRM MilestoneCreate a new milestone in Capsule CRM. Approval by default
- WriteCreate OpportunityCreate a new opportunity in Capsule CRM. Approval by default
- WriteAdd Party to OpportunityAdd a party (person or organisation) to an opportunity in Capsule CRM. Approval by default
- WriteCreate Capsule CRM PartyCreate a Party in Capsule CRM. Approval by default
- WriteCreate ProjectCreate a new project (case) in Capsule CRM. Approval by default
- WriteCreate StageCreate a new stage in a board in Capsule CRM. Approval by default
- WriteCreate TaskCreate a new task in Capsule CRM. Approval by default
- WriteCreate Capsule CRM TitleCreate a new custom person title in Capsule CRM. Approval by default
- WriteCreate TrackCreate a new track in Capsule CRM by applying a track definition to a project or opportunity. Approval by default
- WriteCreate Track DefinitionCreate a new track definition in Capsule CRM. Approval by default
- WriteDelete BoardDelete (archive) a specific board in Capsule CRM. Approval by default
- WriteDelete CategoryDelete a category from Capsule CRM. Approval by default
- WriteDelete Custom Field DefinitionDelete a custom field definition from an entity type in Capsule CRM. Approval by default
- WriteDelete Entity TagDelete a tag from an entity type (parties, opportunities, or kases) in Capsule CRM. Approval by default
- WriteDelete EntryDelete an entry (note, email, or task) from Capsule CRM. Approval by default
- WriteDelete Lost ReasonDelete a lost reason from Capsule CRM. Approval by default
- WriteDelete MilestoneDelete a specific milestone from Capsule CRM. Approval by default
- WriteDelete OpportunityDelete an opportunity from Capsule CRM. Approval by default
- WriteDelete Opportunity PartyRemove a party (person or organisation) from an opportunity in Capsule CRM. Approval by default
- WriteDelete PartyFully delete a specific party (person or organisation) from Capsule CRM. Approval by default
- WriteDelete ProjectDelete a project (case) from Capsule CRM. Approval by default
- WriteDelete Project PartyRemove a party (person or organisation) from a project in Capsule CRM. Approval by default
- WriteDelete StageDelete a specific stage from a board in Capsule CRM. Approval by default
- WriteDelete TaskDelete a specific task from Capsule CRM. Approval by default
- WriteDelete TitleDelete a specific title from Capsule CRM. Approval by default
- WriteDelete TrackDelete a specific track from Capsule CRM. Approval by default
- WriteDelete Track DefinitionDelete a specific track definition from Capsule CRM. Approval by default
- WriteRestore BoardRestore a deleted board in Capsule CRM. Approval by default
- WriteUpdate Capsule CRM BoardUpdate an existing board in Capsule CRM. Approval by default
- WriteUpdate Capsule CRM CategoryUpdate an existing category in Capsule CRM. Approval by default
- WriteUpdate Custom Field DefinitionUpdate an existing custom field definition in Capsule CRM. Approval by default
- WriteUpdate Entity TagUpdate an existing tag for an entity type (parties, opportunities, or kases) in Capsule CRM. Approval by default
- WriteUpdate EntryUpdate an existing entry (note, email, or task) in Capsule CRM. Approval by default
- WriteUpdate Capsule CRM Lost ReasonUpdate an existing lost reason in Capsule CRM. Approval by default
- WriteUpdate Capsule CRM MilestoneUpdate an existing milestone in Capsule CRM. Approval by default
- WriteUpdate OpportunityUpdate an existing opportunity in Capsule CRM. Approval by default
- WriteUpdate Capsule CRM PartyUpdate an existing person or organisation (Party) in Capsule CRM. Approval by default
- WriteUpdate Capsule CRM PipelineUpdate an existing pipeline in Capsule CRM. Approval by default
- WriteUpdate ProjectUpdate an existing project (case) in Capsule CRM. Approval by default
- WriteUpdate Capsule CRM StageUpdate an existing stage in Capsule CRM. Approval by default
- WriteUpdate TaskUpdate an existing task in Capsule CRM. Approval by default
- WriteUpdate Capsule CRM TrackUpdate an existing track in Capsule CRM. Approval by default
- WriteUpdate Capsule CRM Track DefinitionUpdate an existing track definition in Capsule CRM. Approval by default
- WriteUpdate UserUpdate an existing user in Capsule CRM. Approval by default
- WriteUpload AttachmentUpload an attachment to Capsule CRM. Approval by default
Questions
How does LuumenAI connect to Capsule CRM?
Authorize once with API token. Luumen lists the scopes each action needs before you approve the connection, and credentials never appear in the chat.
Can LuumenAI change things in Capsule CRM on its own?
Read actions answer immediately. Anything that writes — add project party, create capsule crm category, create custom field definition, create entry, and more — is shown as a plan and requires approval by default, including the 17 actions classified as destructive. Administrators configure that per tool, so you decide exactly which actions can ever run unattended.
Who gets access to the integration?
You decide. Actions are granted per agent, skill, and team, and per environment — production is not staging. Read access can be broad while writes stay narrow.
Is there an audit trail?
Every call to Capsule CRM — read or write, approved or declined — is recorded with the actor, the input, and the result, and can be linked to the ticket or change record.
Often connected alongside
All integrations
SAP BTPGateways, jobs, and subaccounts operated from one governed chat.
SalesforceRecords and integration jobs checked without a second console.
SAP S/4HANAJobs, queues, and records in SAP S/4HANA without a second console.
SAP SuccessFactorsJobs, queues, and records in SAP SuccessFactors without a second console.Put Capsule CRM to work with Luumen
Connect in minutes. Every action scoped, approved, and audited from day one.