Capsule Crm
by @gora050
Capsule CRM integration. Manage crm and sales data, records, and workflows. Use when the user wants to interact with Capsule CRM data.
clawhub install capsule-crmπ About This Skill
name: capsule-crm description: | Capsule CRM integration. Manage crm and sales data, records, and workflows. Use when the user wants to interact with Capsule CRM data. compatibility: Requires network access and a valid Membrane account (Free tier supported). license: MIT homepage: https://getmembrane.com repository: https://github.com/membranedev/application-skills metadata: author: membrane version: "1.0" categories: "CRM, Sales"
Capsule CRM
Capsule CRM is a customer relationship management (CRM) platform. It helps small to medium-sized businesses manage contacts, sales pipelines, and customer interactions. Sales teams and account managers use it to track leads and nurture customer relationships.
Official docs: https://developer.capsulecrm.com/
Capsule CRM Overview
Working with Capsule CRM
This skill uses the Membrane CLI to interact with Capsule CRM. Membrane handles authentication and credentials refresh automatically β so you can focus on the integration logic rather than auth plumbing.
Install the CLI
Install the Membrane CLI so you can run membrane from the terminal:
npm install -g @membranehq/cli@latest
Authentication
membrane login --tenant --clientName=
This will either open a browser for authentication or print an authorization URL to the console, depending on whether interactive mode is available.
Headless environments: The command will print an authorization URL. Ask the user to open it in a browser. When they see a code after completing login, finish with:
membrane login complete
Add --json to any command for machine-readable JSON output.
Agent Types : claude, openclaw, codex, warp, windsurf, etc. Those will be used to adjust tooling to be used best with your harness
Connecting to Capsule CRM
Use connection connect to create a new connection:
membrane connect --connectorKey capsule-crm
#### Listing existing connections
membrane connection list --json
Searching for actions
Search using a natural language description of what you want to do:
membrane action list --connectionId=CONNECTION_ID --intent "QUERY" --limit 10 --json
You should always search for actions in the context of a specific connection.
Each result includes id, name, description, inputSchema (what parameters the action accepts), and outputSchema (what it returns).
Popular actions
| Name | Key | Description | | --- | --- | --- | | List Users | list-users | List all users on the Capsule account | | List Projects | list-projects | List all projects in Capsule CRM | | List Tasks | list-tasks | List all tasks in Capsule CRM | | List Opportunities | list-opportunities | List all opportunities in Capsule CRM | | List Parties | list-parties | List all parties (people and organizations) in Capsule CRM | | Get User | get-user | Get a specific user by ID | | Get Project | get-project | Get a specific project by ID | | Get Task | get-task | Get a specific task by ID | | Get Opportunity | get-opportunity | Get a specific opportunity by ID | | Get Party | get-party | Get a specific party (person or organization) by ID | | Create Project | create-project | Create a new project in Capsule CRM | | Create Task | create-task | Create a new task in Capsule CRM | | Create Opportunity | create-opportunity | Create a new opportunity in Capsule CRM | | Create Party | create-party | Create a new party (person or organization) in Capsule CRM | | Update Project | update-project | Update an existing project in Capsule CRM | | Update Task | update-task | Update an existing task in Capsule CRM | | Update Opportunity | update-opportunity | Update an existing opportunity in Capsule CRM | | Update Party | update-party | Update an existing party in Capsule CRM | | Delete Project | delete-project | Delete a project from Capsule CRM | | Delete Task | delete-task | Delete a task from Capsule CRM |
Creating an action (if none exists)
If no suitable action exists, describe what you want β Membrane will build it automatically:
membrane action create "DESCRIPTION" --connectionId=CONNECTION_ID --json
The action starts in BUILDING state. Poll until it's ready:
membrane action get --wait --json
The --wait flag long-polls (up to --timeout seconds, default 30) until the state changes. Keep polling until state is no longer BUILDING.
READY β action is fully built. Proceed to running it.CONFIGURATION_ERROR or SETUP_FAILED β something went wrong. Check the error field for details.Running actions
membrane action run --connectionId=CONNECTION_ID --json
To pass JSON parameters:
membrane action run --connectionId=CONNECTION_ID --input '{"key": "value"}' --json
The result is in the output field of the response.
Best practices
membrane action list --intent=QUERY (replace QUERY with your intent) to find existing actions before writing custom API calls. Pre-built actions handle pagination, field mapping, and edge cases that raw API calls miss.π Tips & Best Practices
membrane action list --intent=QUERY (replace QUERY with your intent) to find existing actions before writing custom API calls. Pre-built actions handle pagination, field mapping, and edge cases that raw API calls miss.