Sales-And-Marketing
Overview
Chat with your Capsule CRM directly in Claude. Ask who you should follow up with, find contacts, review your pipeline, prep for meetings, or get quick reports on what matters most - in plain, everyday language. You can also ask Claude to update custom fields on contacts, opportunities and projects. Claude uses your live Capsule data and respects your existing permissions. Available on Growth plan and above.
Tools
create_task
Claudeget_board
Claudeget_contact
Claudeget_current_user
Claudeget_custom_field
Claudeget_entry
Claudeget_lost_reason
Claudeget_milestone
Claudeget_opportunity
Claudeget_pipeline
Claudeget_project
Claudeget_stage
Claudeget_tag
Claudeget_task
Claudeget_team
Claudeget_track
Claudeget_user
Claudelist_activities
Claudelist_boards
Claudelist_contacts
Claudelist_custom_fields
Claudelist_custom_fields_for_data_tag
Claudelist_entries
Claudelist_lost_reasons
Claudelist_milestones
Claudelist_opportunities
Claudelist_pipelines
Claudelist_projects
Claudelist_stages
Claudelist_tags
Claudelist_task_categories
Claudelist_tasks
Claudelist_teams
Claudelist_tracks
Claudelist_users
Claudeupdate_contact
Claudeupdate_opportunity
Claudeupdate_project
ClaudeLinks
App Stats
39
Tools
3
Prompts
ChatGPT, Claude
Platforms
Category
CRM RecordsWorks with
ChatGPT
Claude
Data refreshed daily