Capsule MCP Integration: Tool Reference

This is a companion reference to the Capsule MCP Integration doc. It lists every tool Claude can call once connected, grouped by the area of your account it covers.

Contacts, Opportunities & Projects

Tool	What it does
`get_contact`	Get a single Contact by ID
`list_contacts`	List or filter Contacts
`update_contact`	Update Custom Field values on a Contact
`get_opportunity`	Get a single Opportunity by ID
`list_opportunities`	List or filter Opportunities
`calculate_value_of_opportunities`	Get the total and projected value of a filtered set of Opportunities
`update_opportunity`	Update Custom Field values on an Opportunity
`get_project`	Get a single Project by ID
`list_projects`	List or filter Projects
`update_project`	Update Custom Field values on a Project

The three update_* tools can only add or change Custom Field values - they cannot rename a record, reassign its owner, or touch any other core field. Existing Custom Field values are overwritten, not merged, and there's no way to delete a value through these tools.

Sales Pipelines, Milestones & Lost Reasons

Tool	What it does
`list_pipelines`	List Sales Pipelines, optionally searching by name
`get_pipeline`	Get a single Pipeline by ID
`list_milestones`	List Milestones - for one Pipeline, or across all of them
`get_milestone`	Get a single Milestone by ID
`list_lost_reasons`	List Lost Reasons, optionally searching by name
`get_lost_reason`	Get a single Lost Reason by ID

Project Boards & Stages

Tool	What it does
`list_boards`	List Project Boards, optionally searching by name
`get_board`	Get a single Board by ID
`list_stages`	List Stages - for one Board, or across all of them
`get_stage`	Get a single Stage by ID

Tags & Custom Fields

Tool	What it does
`get_tag`	Get a Tag definition by ID, for Contacts, Opportunities or Projects
`list_tags`	List Tag definitions for Contacts, Opportunities or Projects
`get_custom_field`	Get a Custom Field definition by ID
`list_custom_fields`	List Custom Field definitions (this doesn't include DataTag fields)
`list_custom_fields_for_data_tag`	List the Custom Fields grouped under a specific DataTag

Activities, Entries & Tasks

Tool	What it does
`list_entries`	List notes, emails and completed Tasks logged against a Contact, Opportunity or Project
`get_entry`	Get a single note, email or completed Task by ID
`list_activities`	List Activities (notes, emails, Tasks) with filtering
`list_tasks`	List Tasks (open only by default - see Task filters below)
`get_task`	Get a single Task by ID

Tracks

Tool	What it does
`get_track`	Get a Track by ID, including its Tasks
`list_tracks`	List the Tracks applied to a Contact, Opportunity or Project

Users & Teams

Tool	What it does
`list_users`	List Users on the account
`get_user`	Get a single User by ID
`get_current_user`	Get the User that Claude is currently authenticated as
`list_teams`	List Teams, including their members
`get_team`	Get a single Team by ID, including its members

list_pipelines, list_lost_reasons, list_boards, list_milestones, list_stages, and any tool listed above with an ID lookup all return standard pagination - 100 records per page by default. Ask Claude for the next page if you have more results than that.

Filtering Contacts, Opportunities, Projects and Activities

The list_contacts, list_opportunities, list_projects, and list_activities tools accept a filter made up of one or more conditions, each checking a field against a value using an operator. You don't need to build this yourself - just describe what you're looking for and Claude will construct the filter. There are some underlying rules:

Text fields (e.g. name, email, city) support is, is not, contains, starts with, and ends with.
Number fields (e.g. IDs, tag IDs) support is, is not, is greater than, and is less than.
Date fields (e.g. date added, date updated) support is, is not, is after, and is before.
Yes/no fields (e.g. has email address, has open tasks) support is and is not.

For Contacts specifically, you can also filter on a parent Organization's name, tags, and Custom Field values - useful for questions like "which people work at organizations tagged as VIP".

Filtering Tasks

list_tasks uses a simpler set of filters rather than the condition-based filter above: date added since, status, owner, category, a due-date range, whether the Task is repeating, and what type of record it's related to. By default, only open Tasks are returned unless you ask for a different status.

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