capsulecrm - Pinkfish - AI Agents & Workflows for Getting Work Done

Server path: /capsulecrm | Type: Application | PCID required: Yes

Tools

Tool	Description
`capsulecrm_create_entry`	Create a new entry
`capsulecrm_create_opportunity`	Create a new opportunity
`capsulecrm_create_party`	Create a new party
`capsulecrm_create_project`	Create a new project
`capsulecrm_create_task`	Create a new task
`capsulecrm_delete_entry`	Delete an entry
`capsulecrm_delete_opportunity`	Delete an opportunity
`capsulecrm_delete_party`	Delete a party
`capsulecrm_delete_project`	Delete a project
`capsulecrm_delete_task`	Delete a task
`capsulecrm_get_current_user`	Show current user
`capsulecrm_get_entry`	Show an entry
`capsulecrm_get_opportunity`	Show an opportunity
`capsulecrm_get_party`	Show a party
`capsulecrm_get_project`	Show a project
`capsulecrm_get_task`	Show a task
`capsulecrm_get_user`	Show a user
`capsulecrm_list_entries`	List all entries
`capsulecrm_list_opportunities`	List all opportunities
`capsulecrm_list_opportunity_entries`	List entries for an opportunity
`capsulecrm_list_opportunity_tags`	List opportunity tag definitions
`capsulecrm_list_parties`	List all parties (contacts)
`capsulecrm_list_party_employees`	List employees of an organisation
`capsulecrm_list_party_entries`	List entries for a party
`capsulecrm_list_party_opportunities`	List opportunities for a party
`capsulecrm_list_party_projects`	List projects for a party
`capsulecrm_list_party_tags`	List party tag definitions
`capsulecrm_list_project_entries`	List entries for a project
`capsulecrm_list_project_tags`	List project tag definitions
`capsulecrm_list_projects`	List all projects
`capsulecrm_list_tasks`	List all tasks
`capsulecrm_list_users`	List all users
`capsulecrm_search_opportunities`	Search opportunities
`capsulecrm_search_parties`	Search parties
`capsulecrm_search_projects`	Search projects
`capsulecrm_update_entry`	Update an entry
`capsulecrm_update_opportunity`	Update an opportunity
`capsulecrm_update_party`	Update a party
`capsulecrm_update_project`	Update a project
`capsulecrm_update_task`	Update a task

capsulecrm_create_entry

Create a new entry Parameters:

Parameter	Type	Required	Default	Description
`entry`	object	Yes	—	The entry value

Show inputSchema

{
  "type": "object",
  "properties": {
    "PCID": {
      "type": "string",
      "description": "Pink Connect ID for the authenticated connection"
    },
    "entry": {
      "type": "object",
      "description": "The entry value",
      "properties": {
        "type": {
          "type": "string",
          "description": "Entry type, currently only 'note' is supported for creation."
        },
        "content": {
          "type": "string",
          "description": "The entry content text."
        },
        "party": {
          "type": "object",
          "description": "The party value"
        },
        "opportunity": {
          "type": "object",
          "description": "The opportunity value"
        },
        "kase": {
          "type": "object",
          "description": "The kase value"
        },
        "activityType": {
          "type": "object",
          "description": "Activity Type"
        }
      }
    }
  },
  "required": [
    "PCID",
    "entry"
  ]
}

capsulecrm_create_opportunity

Create a new opportunity Parameters:

Parameter	Type	Required	Default	Description
`embed`	string	No	—	Comma-separated list of additional data to include.
`opportunity`	object	Yes	—	The opportunity value

Show inputSchema

{
  "type": "object",
  "properties": {
    "PCID": {
      "type": "string",
      "description": "Pink Connect ID for the authenticated connection"
    },
    "embed": {
      "type": "string",
      "description": "Comma-separated list of additional data to include."
    },
    "opportunity": {
      "type": "object",
      "description": "The opportunity value",
      "properties": {
        "name": {
          "type": "string",
          "description": "The name value"
        },
        "description": {
          "type": "string",
          "description": "The description value"
        },
        "party": {
          "type": "object",
          "description": "The party value"
        },
        "milestone": {
          "type": "object",
          "description": "The milestone value"
        },
        "value": {
          "type": "object",
          "description": "The value value"
        },
        "expectedCloseOn": {
          "type": "string",
          "description": "Expected Close On"
        },
        "probability": {
          "type": "integer",
          "description": "The probability value"
        },
        "durationBasis": {
          "type": "string",
          "description": "Duration Basis"
        },
        "owner": {
          "type": "object",
          "description": "The owner value"
        },
        "tags": {
          "type": "array",
          "description": "The tags value"
        },
        "fields": {
          "type": "array",
          "description": "The fields value"
        }
      }
    }
  },
  "required": [
    "PCID",
    "opportunity"
  ]
}

capsulecrm_create_party

Create a new party Parameters:

Parameter	Type	Required	Default	Description
`embed`	string	No	—	Comma-separated list of additional data to include.
`party`	object	Yes	—	The party value

Show inputSchema

{
  "type": "object",
  "properties": {
    "PCID": {
      "type": "string",
      "description": "Pink Connect ID for the authenticated connection"
    },
    "embed": {
      "type": "string",
      "description": "Comma-separated list of additional data to include."
    },
    "party": {
      "type": "object",
      "description": "The party value",
      "properties": {
        "type": {
          "type": "string",
          "description": "Type of party: person or organisation."
        },
        "title": {
          "type": "string",
          "description": "The title value"
        },
        "firstName": {
          "type": "string",
          "description": "First Name"
        },
        "lastName": {
          "type": "string",
          "description": "Last Name"
        },
        "jobTitle": {
          "type": "string",
          "description": "Job Title"
        },
        "about": {
          "type": "string",
          "description": "The about value"
        },
        "organisation": {
          "type": "object",
          "description": "The organisation value"
        },
        "owner": {
          "type": "object",
          "description": "The owner value"
        },
        "emailAddresses": {
          "type": "array",
          "description": "Email Addresses"
        },
        "phoneNumbers": {
          "type": "array",
          "description": "Phone Numbers"
        },
        "addresses": {
          "type": "array",
          "description": "The addresses value"
        },
        "websites": {
          "type": "array",
          "description": "The websites value"
        },
        "tags": {
          "type": "array",
          "description": "The tags value"
        },
        "fields": {
          "type": "array",
          "description": "The fields value"
        }
      }
    }
  },
  "required": [
    "PCID",
    "party"
  ]
}

capsulecrm_create_project

Create a new project Parameters:

Parameter	Type	Required	Default	Description
`embed`	string	No	—	Comma-separated list of additional data to include.
`kase`	object	Yes	—	The kase value

Show inputSchema

{
  "type": "object",
  "properties": {
    "PCID": {
      "type": "string",
      "description": "Pink Connect ID for the authenticated connection"
    },
    "embed": {
      "type": "string",
      "description": "Comma-separated list of additional data to include."
    },
    "kase": {
      "type": "object",
      "description": "The kase value",
      "properties": {
        "name": {
          "type": "string",
          "description": "The name value"
        },
        "description": {
          "type": "string",
          "description": "The description value"
        },
        "status": {
          "type": "string",
          "description": "The status value"
        },
        "party": {
          "type": "object",
          "description": "The party value"
        },
        "opportunity": {
          "type": "object",
          "description": "The opportunity value"
        },
        "expectedCloseOn": {
          "type": "string",
          "description": "Expected Close On"
        },
        "owner": {
          "type": "object",
          "description": "The owner value"
        },
        "tags": {
          "type": "array",
          "description": "The tags value"
        },
        "fields": {
          "type": "array",
          "description": "The fields value"
        }
      }
    }
  },
  "required": [
    "PCID",
    "kase"
  ]
}

capsulecrm_create_task

Create a new task Parameters:

Parameter	Type	Required	Default	Description
`embed`	string	No	—	Comma-separated list of additional data to include.
`task`	object	Yes	—	The task value

Show inputSchema

{
  "type": "object",
  "properties": {
    "PCID": {
      "type": "string",
      "description": "Pink Connect ID for the authenticated connection"
    },
    "embed": {
      "type": "string",
      "description": "Comma-separated list of additional data to include."
    },
    "task": {
      "type": "object",
      "description": "The task value",
      "properties": {
        "description": {
          "type": "string",
          "description": "The task description (required for creation)."
        },
        "detail": {
          "type": "string",
          "description": "The detail value"
        },
        "dueOn": {
          "type": "string",
          "description": "Due date in YYYY-MM-DD format."
        },
        "dueTime": {
          "type": "string",
          "description": "Due time in HH:MM:SS format."
        },
        "party": {
          "type": "object",
          "description": "The party value"
        },
        "opportunity": {
          "type": "object",
          "description": "The opportunity value"
        },
        "kase": {
          "type": "object",
          "description": "The kase value"
        },
        "owner": {
          "type": "object",
          "description": "The owner value"
        },
        "category": {
          "type": "object",
          "description": "The category value"
        }
      }
    }
  },
  "required": [
    "PCID",
    "task"
  ]
}

capsulecrm_delete_entry

Delete an entry Parameters:

Parameter	Type	Required	Default	Description
`entryId`	integer	Yes	—	The entry identifier.

Show inputSchema

{
  "type": "object",
  "properties": {
    "PCID": {
      "type": "string",
      "description": "Pink Connect ID for the authenticated connection"
    },
    "entryId": {
      "type": "integer",
      "description": "The entry identifier."
    }
  },
  "required": [
    "PCID",
    "entryId"
  ]
}

capsulecrm_delete_opportunity

Delete an opportunity Parameters:

Parameter	Type	Required	Default	Description
`opportunityId`	integer	Yes	—	The opportunity identifier.

Show inputSchema

{
  "type": "object",
  "properties": {
    "PCID": {
      "type": "string",
      "description": "Pink Connect ID for the authenticated connection"
    },
    "opportunityId": {
      "type": "integer",
      "description": "The opportunity identifier."
    }
  },
  "required": [
    "PCID",
    "opportunityId"
  ]
}

capsulecrm_delete_party

Delete a party Parameters:

Parameter	Type	Required	Default	Description
`partyId`	integer	Yes	—	The party identifier.

Show inputSchema

{
  "type": "object",
  "properties": {
    "PCID": {
      "type": "string",
      "description": "Pink Connect ID for the authenticated connection"
    },
    "partyId": {
      "type": "integer",
      "description": "The party identifier."
    }
  },
  "required": [
    "PCID",
    "partyId"
  ]
}

capsulecrm_delete_project

Delete a project Parameters:

Parameter	Type	Required	Default	Description
`projectId`	integer	Yes	—	The project identifier.

Show inputSchema

{
  "type": "object",
  "properties": {
    "PCID": {
      "type": "string",
      "description": "Pink Connect ID for the authenticated connection"
    },
    "projectId": {
      "type": "integer",
      "description": "The project identifier."
    }
  },
  "required": [
    "PCID",
    "projectId"
  ]
}

capsulecrm_delete_task

Delete a task Parameters:

Parameter	Type	Required	Default	Description
`taskId`	integer	Yes	—	The task identifier.

Show inputSchema

{
  "type": "object",
  "properties": {
    "PCID": {
      "type": "string",
      "description": "Pink Connect ID for the authenticated connection"
    },
    "taskId": {
      "type": "integer",
      "description": "The task identifier."
    }
  },
  "required": [
    "PCID",
    "taskId"
  ]
}

capsulecrm_get_current_user

Show current user Parameters:

Parameter	Type	Required	Default	Description
`embed`	string	No	—	Comma-separated list of additional data to include: party.

Show inputSchema

{
  "type": "object",
  "properties": {
    "PCID": {
      "type": "string",
      "description": "Pink Connect ID for the authenticated connection"
    },
    "embed": {
      "type": "string",
      "description": "Comma-separated list of additional data to include: party."
    }
  },
  "required": [
    "PCID"
  ]
}

capsulecrm_get_entry

Show an entry Parameters:

Parameter	Type	Required	Default	Description
`entryId`	integer	Yes	—	The entry identifier.
`embed`	string	No	—	Comma-separated list of additional data to include.

Show inputSchema

{
  "type": "object",
  "properties": {
    "PCID": {
      "type": "string",
      "description": "Pink Connect ID for the authenticated connection"
    },
    "entryId": {
      "type": "integer",
      "description": "The entry identifier."
    },
    "embed": {
      "type": "string",
      "description": "Comma-separated list of additional data to include."
    }
  },
  "required": [
    "PCID",
    "entryId"
  ]
}

capsulecrm_get_opportunity

Show an opportunity Parameters:

Parameter	Type	Required	Default	Description
`opportunityId`	integer	Yes	—	The opportunity identifier.
`embed`	string	No	—	Comma-separated list of additional data to include.

Show inputSchema

{
  "type": "object",
  "properties": {
    "PCID": {
      "type": "string",
      "description": "Pink Connect ID for the authenticated connection"
    },
    "opportunityId": {
      "type": "integer",
      "description": "The opportunity identifier."
    },
    "embed": {
      "type": "string",
      "description": "Comma-separated list of additional data to include."
    }
  },
  "required": [
    "PCID",
    "opportunityId"
  ]
}

capsulecrm_get_party

Show a party Parameters:

Parameter	Type	Required	Default	Description
`partyId`	integer	Yes	—	The party identifier.
`embed`	string	No	—	Comma-separated list of additional data to include.

Show inputSchema

{
  "type": "object",
  "properties": {
    "PCID": {
      "type": "string",
      "description": "Pink Connect ID for the authenticated connection"
    },
    "partyId": {
      "type": "integer",
      "description": "The party identifier."
    },
    "embed": {
      "type": "string",
      "description": "Comma-separated list of additional data to include."
    }
  },
  "required": [
    "PCID",
    "partyId"
  ]
}

capsulecrm_get_project

Show a project Parameters:

Parameter	Type	Required	Default	Description
`projectId`	integer	Yes	—	The project identifier.
`embed`	string	No	—	Comma-separated list of additional data to include.

Show inputSchema

{
  "type": "object",
  "properties": {
    "PCID": {
      "type": "string",
      "description": "Pink Connect ID for the authenticated connection"
    },
    "projectId": {
      "type": "integer",
      "description": "The project identifier."
    },
    "embed": {
      "type": "string",
      "description": "Comma-separated list of additional data to include."
    }
  },
  "required": [
    "PCID",
    "projectId"
  ]
}

capsulecrm_get_task

Show a task Parameters:

Parameter	Type	Required	Default	Description
`taskId`	integer	Yes	—	The task identifier.
`embed`	string	No	—	Comma-separated list of additional data to include.

Show inputSchema

{
  "type": "object",
  "properties": {
    "PCID": {
      "type": "string",
      "description": "Pink Connect ID for the authenticated connection"
    },
    "taskId": {
      "type": "integer",
      "description": "The task identifier."
    },
    "embed": {
      "type": "string",
      "description": "Comma-separated list of additional data to include."
    }
  },
  "required": [
    "PCID",
    "taskId"
  ]
}

capsulecrm_get_user

Show a user Parameters:

Parameter	Type	Required	Default	Description
`userId`	integer	Yes	—	The user identifier.
`embed`	string	No	—	Comma-separated list of additional data to include: party.

Show inputSchema

{
  "type": "object",
  "properties": {
    "PCID": {
      "type": "string",
      "description": "Pink Connect ID for the authenticated connection"
    },
    "userId": {
      "type": "integer",
      "description": "The user identifier."
    },
    "embed": {
      "type": "string",
      "description": "Comma-separated list of additional data to include: party."
    }
  },
  "required": [
    "PCID",
    "userId"
  ]
}

capsulecrm_list_entries

List all entries Parameters:

Parameter	Type	Required	Default	Description
`page`	integer	No	—	Page number (default 1).
`perPage`	integer	No	—	Results per page, 1-100 (default 50).
`embed`	string	No	—	Comma-separated list of additional data to include: party, kase, opportunity, creator, activityType.

Show inputSchema

{
  "type": "object",
  "properties": {
    "PCID": {
      "type": "string",
      "description": "Pink Connect ID for the authenticated connection"
    },
    "page": {
      "type": "integer",
      "description": "Page number (default 1)."
    },
    "perPage": {
      "type": "integer",
      "description": "Results per page, 1-100 (default 50)."
    },
    "embed": {
      "type": "string",
      "description": "Comma-separated list of additional data to include: party, kase, opportunity, creator, activityType."
    }
  },
  "required": [
    "PCID"
  ]
}

capsulecrm_list_opportunities

List all opportunities Parameters:

Parameter	Type	Required	Default	Description
`since`	string	No	—	ISO8601 date to filter entities modified after this date.
`page`	integer	No	—	Page number (default 1).
`perPage`	integer	No	—	Results per page, 1-100 (default 50).
`embed`	string	No	—	Comma-separated list of additional data to include: tags, fields, party, milestone, missingImportantFields.

Show inputSchema

{
  "type": "object",
  "properties": {
    "PCID": {
      "type": "string",
      "description": "Pink Connect ID for the authenticated connection"
    },
    "since": {
      "type": "string",
      "description": "ISO8601 date to filter entities modified after this date."
    },
    "page": {
      "type": "integer",
      "description": "Page number (default 1)."
    },
    "perPage": {
      "type": "integer",
      "description": "Results per page, 1-100 (default 50)."
    },
    "embed": {
      "type": "string",
      "description": "Comma-separated list of additional data to include: tags, fields, party, milestone, missingImportantFields."
    }
  },
  "required": [
    "PCID"
  ]
}

capsulecrm_list_opportunity_entries

List entries for an opportunity Parameters:

Parameter	Type	Required	Default	Description
`opportunityId`	integer	Yes	—	The opportunity identifier.
`page`	integer	No	—	Page number (default 1).
`perPage`	integer	No	—	Results per page, 1-50 (default 50).
`embed`	string	No	—	Comma-separated list of additional data to include.

Show inputSchema

{
  "type": "object",
  "properties": {
    "PCID": {
      "type": "string",
      "description": "Pink Connect ID for the authenticated connection"
    },
    "opportunityId": {
      "type": "integer",
      "description": "The opportunity identifier."
    },
    "page": {
      "type": "integer",
      "description": "Page number (default 1)."
    },
    "perPage": {
      "type": "integer",
      "description": "Results per page, 1-50 (default 50)."
    },
    "embed": {
      "type": "string",
      "description": "Comma-separated list of additional data to include."
    }
  },
  "required": [
    "PCID",
    "opportunityId"
  ]
}

capsulecrm_list_opportunity_tags

List opportunity tag definitions Parameters:

Parameter	Type	Required	Default	Description
`page`	integer	No	—	Page number (default 1).
`perPage`	integer	No	—	Results per page, 1-100 (default 50).

Show inputSchema

{
  "type": "object",
  "properties": {
    "PCID": {
      "type": "string",
      "description": "Pink Connect ID for the authenticated connection"
    },
    "page": {
      "type": "integer",
      "description": "Page number (default 1)."
    },
    "perPage": {
      "type": "integer",
      "description": "Results per page, 1-100 (default 50)."
    }
  },
  "required": [
    "PCID"
  ]
}

capsulecrm_list_parties

List all parties (contacts) Parameters:

Parameter	Type	Required	Default	Description
`since`	string	No	—	ISO8601 date to filter entities modified after this date.
`page`	integer	No	—	Page number (default 1).
`perPage`	integer	No	—	Results per page, 1-100 (default 50).
`embed`	string	No	—	Comma-separated list of additional data to include: tags, fields, organisation, missingImportantFields.

Show inputSchema

{
  "type": "object",
  "properties": {
    "PCID": {
      "type": "string",
      "description": "Pink Connect ID for the authenticated connection"
    },
    "since": {
      "type": "string",
      "description": "ISO8601 date to filter entities modified after this date."
    },
    "page": {
      "type": "integer",
      "description": "Page number (default 1)."
    },
    "perPage": {
      "type": "integer",
      "description": "Results per page, 1-100 (default 50)."
    },
    "embed": {
      "type": "string",
      "description": "Comma-separated list of additional data to include: tags, fields, organisation, missingImportantFields."
    }
  },
  "required": [
    "PCID"
  ]
}

capsulecrm_list_party_employees

List employees of an organisation Parameters:

Parameter	Type	Required	Default	Description
`partyId`	integer	Yes	—	The organisation identifier.
`page`	integer	No	—	Page number (default 1).
`perPage`	integer	No	—	Results per page, 1-100 (default 50).
`embed`	string	No	—	Comma-separated list of additional data to include.

Show inputSchema

{
  "type": "object",
  "properties": {
    "PCID": {
      "type": "string",
      "description": "Pink Connect ID for the authenticated connection"
    },
    "partyId": {
      "type": "integer",
      "description": "The organisation identifier."
    },
    "page": {
      "type": "integer",
      "description": "Page number (default 1)."
    },
    "perPage": {
      "type": "integer",
      "description": "Results per page, 1-100 (default 50)."
    },
    "embed": {
      "type": "string",
      "description": "Comma-separated list of additional data to include."
    }
  },
  "required": [
    "PCID",
    "partyId"
  ]
}

capsulecrm_list_party_entries

List entries for a party Parameters:

Parameter	Type	Required	Default	Description
`partyId`	integer	Yes	—	The party identifier.
`page`	integer	No	—	Page number (default 1).
`perPage`	integer	No	—	Results per page, 1-50 (default 50).
`embed`	string	No	—	Comma-separated list of additional data to include.

Show inputSchema

{
  "type": "object",
  "properties": {
    "PCID": {
      "type": "string",
      "description": "Pink Connect ID for the authenticated connection"
    },
    "partyId": {
      "type": "integer",
      "description": "The party identifier."
    },
    "page": {
      "type": "integer",
      "description": "Page number (default 1)."
    },
    "perPage": {
      "type": "integer",
      "description": "Results per page, 1-50 (default 50)."
    },
    "embed": {
      "type": "string",
      "description": "Comma-separated list of additional data to include."
    }
  },
  "required": [
    "PCID",
    "partyId"
  ]
}

capsulecrm_list_party_opportunities

List opportunities for a party Parameters:

Parameter	Type	Required	Default	Description
`partyId`	integer	Yes	—	The party identifier.
`page`	integer	No	—	Page number (default 1).
`perPage`	integer	No	—	Results per page, 1-100 (default 50).
`embed`	string	No	—	Comma-separated list of additional data to include.

Show inputSchema

{
  "type": "object",
  "properties": {
    "PCID": {
      "type": "string",
      "description": "Pink Connect ID for the authenticated connection"
    },
    "partyId": {
      "type": "integer",
      "description": "The party identifier."
    },
    "page": {
      "type": "integer",
      "description": "Page number (default 1)."
    },
    "perPage": {
      "type": "integer",
      "description": "Results per page, 1-100 (default 50)."
    },
    "embed": {
      "type": "string",
      "description": "Comma-separated list of additional data to include."
    }
  },
  "required": [
    "PCID",
    "partyId"
  ]
}

capsulecrm_list_party_projects

List projects for a party Parameters:

Parameter	Type	Required	Default	Description
`partyId`	integer	Yes	—	The party identifier.
`page`	integer	No	—	Page number (default 1).
`perPage`	integer	No	—	Results per page, 1-100 (default 50).
`embed`	string	No	—	Comma-separated list of additional data to include.

Show inputSchema

{
  "type": "object",
  "properties": {
    "PCID": {
      "type": "string",
      "description": "Pink Connect ID for the authenticated connection"
    },
    "partyId": {
      "type": "integer",
      "description": "The party identifier."
    },
    "page": {
      "type": "integer",
      "description": "Page number (default 1)."
    },
    "perPage": {
      "type": "integer",
      "description": "Results per page, 1-100 (default 50)."
    },
    "embed": {
      "type": "string",
      "description": "Comma-separated list of additional data to include."
    }
  },
  "required": [
    "PCID",
    "partyId"
  ]
}

capsulecrm_list_party_tags

List party tag definitions Parameters:

Parameter	Type	Required	Default	Description
`page`	integer	No	—	Page number (default 1).
`perPage`	integer	No	—	Results per page, 1-100 (default 50).

Show inputSchema

{
  "type": "object",
  "properties": {
    "PCID": {
      "type": "string",
      "description": "Pink Connect ID for the authenticated connection"
    },
    "page": {
      "type": "integer",
      "description": "Page number (default 1)."
    },
    "perPage": {
      "type": "integer",
      "description": "Results per page, 1-100 (default 50)."
    }
  },
  "required": [
    "PCID"
  ]
}

capsulecrm_list_project_entries

List entries for a project Parameters:

Parameter	Type	Required	Default	Description
`projectId`	integer	Yes	—	The project identifier.
`page`	integer	No	—	Page number (default 1).
`perPage`	integer	No	—	Results per page, 1-50 (default 50).
`embed`	string	No	—	Comma-separated list of additional data to include.

Show inputSchema

{
  "type": "object",
  "properties": {
    "PCID": {
      "type": "string",
      "description": "Pink Connect ID for the authenticated connection"
    },
    "projectId": {
      "type": "integer",
      "description": "The project identifier."
    },
    "page": {
      "type": "integer",
      "description": "Page number (default 1)."
    },
    "perPage": {
      "type": "integer",
      "description": "Results per page, 1-50 (default 50)."
    },
    "embed": {
      "type": "string",
      "description": "Comma-separated list of additional data to include."
    }
  },
  "required": [
    "PCID",
    "projectId"
  ]
}

capsulecrm_list_project_tags

List project tag definitions Parameters:

Parameter	Type	Required	Default	Description
`page`	integer	No	—	Page number (default 1).
`perPage`	integer	No	—	Results per page, 1-100 (default 50).

Show inputSchema

{
  "type": "object",
  "properties": {
    "PCID": {
      "type": "string",
      "description": "Pink Connect ID for the authenticated connection"
    },
    "page": {
      "type": "integer",
      "description": "Page number (default 1)."
    },
    "perPage": {
      "type": "integer",
      "description": "Results per page, 1-100 (default 50)."
    }
  },
  "required": [
    "PCID"
  ]
}

capsulecrm_list_projects

List all projects Parameters:

Parameter	Type	Required	Default	Description
`since`	string	No	—	ISO8601 date to filter entities modified after this date.
`page`	integer	No	—	Page number (default 1).
`perPage`	integer	No	—	Results per page, 1-100 (default 50).
`embed`	string	No	—	Comma-separated list of additional data to include: tags, fields, party, opportunity, missingImportantFields.

Show inputSchema

{
  "type": "object",
  "properties": {
    "PCID": {
      "type": "string",
      "description": "Pink Connect ID for the authenticated connection"
    },
    "since": {
      "type": "string",
      "description": "ISO8601 date to filter entities modified after this date."
    },
    "page": {
      "type": "integer",
      "description": "Page number (default 1)."
    },
    "perPage": {
      "type": "integer",
      "description": "Results per page, 1-100 (default 50)."
    },
    "embed": {
      "type": "string",
      "description": "Comma-separated list of additional data to include: tags, fields, party, opportunity, missingImportantFields."
    }
  },
  "required": [
    "PCID"
  ]
}

capsulecrm_list_tasks

List all tasks Parameters:

Parameter	Type	Required	Default	Description
`page`	integer	No	—	Page number (default 1).
`perPage`	integer	No	—	Results per page, 1-100 (default 50).
`embed`	string	No	—	Comma-separated list of additional data to include: party, opportunity, kase, owner, nextTask.
`status`	string	No	—	Filter by status: open, completed, pending (comma-separated).

Show inputSchema

{
  "type": "object",
  "properties": {
    "PCID": {
      "type": "string",
      "description": "Pink Connect ID for the authenticated connection"
    },
    "page": {
      "type": "integer",
      "description": "Page number (default 1)."
    },
    "perPage": {
      "type": "integer",
      "description": "Results per page, 1-100 (default 50)."
    },
    "embed": {
      "type": "string",
      "description": "Comma-separated list of additional data to include: party, opportunity, kase, owner, nextTask."
    },
    "status": {
      "type": "string",
      "description": "Filter by status: open, completed, pending (comma-separated)."
    }
  },
  "required": [
    "PCID"
  ]
}

capsulecrm_list_users

List all users Parameters:

Parameter	Type	Required	Default	Description
`embed`	string	No	—	Comma-separated list of additional data to include: party.

Show inputSchema

{
  "type": "object",
  "properties": {
    "PCID": {
      "type": "string",
      "description": "Pink Connect ID for the authenticated connection"
    },
    "embed": {
      "type": "string",
      "description": "Comma-separated list of additional data to include: party."
    }
  },
  "required": [
    "PCID"
  ]
}

capsulecrm_search_opportunities

Search opportunities Parameters:

Parameter	Type	Required	Default	Description
`q`	string	Yes	—	Search term.
`page`	integer	No	—	Page number (default 1).
`perPage`	integer	No	—	Results per page, 1-100 (default 50).
`embed`	string	No	—	Comma-separated list of additional data to include.

Show inputSchema

{
  "type": "object",
  "properties": {
    "PCID": {
      "type": "string",
      "description": "Pink Connect ID for the authenticated connection"
    },
    "q": {
      "type": "string",
      "description": "Search term."
    },
    "page": {
      "type": "integer",
      "description": "Page number (default 1)."
    },
    "perPage": {
      "type": "integer",
      "description": "Results per page, 1-100 (default 50)."
    },
    "embed": {
      "type": "string",
      "description": "Comma-separated list of additional data to include."
    }
  },
  "required": [
    "PCID",
    "q"
  ]
}

capsulecrm_search_parties

Search parties Parameters:

Parameter	Type	Required	Default	Description
`q`	string	Yes	—	Search term.
`page`	integer	No	—	Page number (default 1).
`perPage`	integer	No	—	Results per page, 1-100 (default 50).
`embed`	string	No	—	Comma-separated list of additional data to include.

Show inputSchema

{
  "type": "object",
  "properties": {
    "PCID": {
      "type": "string",
      "description": "Pink Connect ID for the authenticated connection"
    },
    "q": {
      "type": "string",
      "description": "Search term."
    },
    "page": {
      "type": "integer",
      "description": "Page number (default 1)."
    },
    "perPage": {
      "type": "integer",
      "description": "Results per page, 1-100 (default 50)."
    },
    "embed": {
      "type": "string",
      "description": "Comma-separated list of additional data to include."
    }
  },
  "required": [
    "PCID",
    "q"
  ]
}

capsulecrm_search_projects

Search projects Parameters:

Parameter	Type	Required	Default	Description
`q`	string	Yes	—	Search term.
`page`	integer	No	—	Page number (default 1).
`perPage`	integer	No	—	Results per page, 1-100 (default 50).
`embed`	string	No	—	Comma-separated list of additional data to include.

Show inputSchema

{
  "type": "object",
  "properties": {
    "PCID": {
      "type": "string",
      "description": "Pink Connect ID for the authenticated connection"
    },
    "q": {
      "type": "string",
      "description": "Search term."
    },
    "page": {
      "type": "integer",
      "description": "Page number (default 1)."
    },
    "perPage": {
      "type": "integer",
      "description": "Results per page, 1-100 (default 50)."
    },
    "embed": {
      "type": "string",
      "description": "Comma-separated list of additional data to include."
    }
  },
  "required": [
    "PCID",
    "q"
  ]
}

capsulecrm_update_entry

Update an entry Parameters:

Parameter	Type	Required	Default	Description
`entryId`	integer	Yes	—	The entry identifier.
`entry`	object	Yes	—	The entry value

Show inputSchema

{
  "type": "object",
  "properties": {
    "PCID": {
      "type": "string",
      "description": "Pink Connect ID for the authenticated connection"
    },
    "entryId": {
      "type": "integer",
      "description": "The entry identifier."
    },
    "entry": {
      "type": "object",
      "description": "The entry value",
      "properties": {
        "type": {
          "type": "string",
          "description": "Entry type, currently only 'note' is supported for creation."
        },
        "content": {
          "type": "string",
          "description": "The entry content text."
        },
        "party": {
          "type": "object",
          "description": "The party value"
        },
        "opportunity": {
          "type": "object",
          "description": "The opportunity value"
        },
        "kase": {
          "type": "object",
          "description": "The kase value"
        },
        "activityType": {
          "type": "object",
          "description": "Activity Type"
        }
      }
    }
  },
  "required": [
    "PCID",
    "entryId",
    "entry"
  ]
}

capsulecrm_update_opportunity

Update an opportunity Parameters:

Parameter	Type	Required	Default	Description
`opportunityId`	integer	Yes	—	The opportunity identifier.
`embed`	string	No	—	Comma-separated list of additional data to include.
`opportunity`	object	Yes	—	The opportunity value

Show inputSchema

{
  "type": "object",
  "properties": {
    "PCID": {
      "type": "string",
      "description": "Pink Connect ID for the authenticated connection"
    },
    "opportunityId": {
      "type": "integer",
      "description": "The opportunity identifier."
    },
    "embed": {
      "type": "string",
      "description": "Comma-separated list of additional data to include."
    },
    "opportunity": {
      "type": "object",
      "description": "The opportunity value",
      "properties": {
        "name": {
          "type": "string",
          "description": "The name value"
        },
        "description": {
          "type": "string",
          "description": "The description value"
        },
        "party": {
          "type": "object",
          "description": "The party value"
        },
        "milestone": {
          "type": "object",
          "description": "The milestone value"
        },
        "value": {
          "type": "object",
          "description": "The value value"
        },
        "expectedCloseOn": {
          "type": "string",
          "description": "Expected Close On"
        },
        "probability": {
          "type": "integer",
          "description": "The probability value"
        },
        "durationBasis": {
          "type": "string",
          "description": "Duration Basis"
        },
        "owner": {
          "type": "object",
          "description": "The owner value"
        },
        "tags": {
          "type": "array",
          "description": "The tags value"
        },
        "fields": {
          "type": "array",
          "description": "The fields value"
        }
      }
    }
  },
  "required": [
    "PCID",
    "opportunityId",
    "opportunity"
  ]
}

capsulecrm_update_party

Update a party Parameters:

Parameter	Type	Required	Default	Description
`partyId`	integer	Yes	—	The party identifier.
`embed`	string	No	—	Comma-separated list of additional data to include.
`party`	object	Yes	—	The party value

Show inputSchema

{
  "type": "object",
  "properties": {
    "PCID": {
      "type": "string",
      "description": "Pink Connect ID for the authenticated connection"
    },
    "partyId": {
      "type": "integer",
      "description": "The party identifier."
    },
    "embed": {
      "type": "string",
      "description": "Comma-separated list of additional data to include."
    },
    "party": {
      "type": "object",
      "description": "The party value",
      "properties": {
        "type": {
          "type": "string",
          "description": "Type of party: person or organisation."
        },
        "title": {
          "type": "string",
          "description": "The title value"
        },
        "firstName": {
          "type": "string",
          "description": "First Name"
        },
        "lastName": {
          "type": "string",
          "description": "Last Name"
        },
        "jobTitle": {
          "type": "string",
          "description": "Job Title"
        },
        "about": {
          "type": "string",
          "description": "The about value"
        },
        "organisation": {
          "type": "object",
          "description": "The organisation value"
        },
        "owner": {
          "type": "object",
          "description": "The owner value"
        },
        "emailAddresses": {
          "type": "array",
          "description": "Email Addresses"
        },
        "phoneNumbers": {
          "type": "array",
          "description": "Phone Numbers"
        },
        "addresses": {
          "type": "array",
          "description": "The addresses value"
        },
        "websites": {
          "type": "array",
          "description": "The websites value"
        },
        "tags": {
          "type": "array",
          "description": "The tags value"
        },
        "fields": {
          "type": "array",
          "description": "The fields value"
        }
      }
    }
  },
  "required": [
    "PCID",
    "partyId",
    "party"
  ]
}

capsulecrm_update_project

Update a project Parameters:

Parameter	Type	Required	Default	Description
`projectId`	integer	Yes	—	The project identifier.
`embed`	string	No	—	Comma-separated list of additional data to include.
`kase`	object	Yes	—	The kase value

Show inputSchema

{
  "type": "object",
  "properties": {
    "PCID": {
      "type": "string",
      "description": "Pink Connect ID for the authenticated connection"
    },
    "projectId": {
      "type": "integer",
      "description": "The project identifier."
    },
    "embed": {
      "type": "string",
      "description": "Comma-separated list of additional data to include."
    },
    "kase": {
      "type": "object",
      "description": "The kase value",
      "properties": {
        "name": {
          "type": "string",
          "description": "The name value"
        },
        "description": {
          "type": "string",
          "description": "The description value"
        },
        "status": {
          "type": "string",
          "description": "The status value"
        },
        "party": {
          "type": "object",
          "description": "The party value"
        },
        "opportunity": {
          "type": "object",
          "description": "The opportunity value"
        },
        "expectedCloseOn": {
          "type": "string",
          "description": "Expected Close On"
        },
        "owner": {
          "type": "object",
          "description": "The owner value"
        },
        "tags": {
          "type": "array",
          "description": "The tags value"
        },
        "fields": {
          "type": "array",
          "description": "The fields value"
        }
      }
    }
  },
  "required": [
    "PCID",
    "projectId",
    "kase"
  ]
}

capsulecrm_update_task

Update a task Parameters:

Parameter	Type	Required	Default	Description
`taskId`	integer	Yes	—	The task identifier.
`embed`	string	No	—	Comma-separated list of additional data to include.
`task`	object	Yes	—	The task value

Show inputSchema

{
  "type": "object",
  "properties": {
    "PCID": {
      "type": "string",
      "description": "Pink Connect ID for the authenticated connection"
    },
    "taskId": {
      "type": "integer",
      "description": "The task identifier."
    },
    "embed": {
      "type": "string",
      "description": "Comma-separated list of additional data to include."
    },
    "task": {
      "type": "object",
      "description": "The task value",
      "properties": {
        "description": {
          "type": "string",
          "description": "The task description (required for creation)."
        },
        "detail": {
          "type": "string",
          "description": "The detail value"
        },
        "dueOn": {
          "type": "string",
          "description": "Due date in YYYY-MM-DD format."
        },
        "dueTime": {
          "type": "string",
          "description": "Due time in HH:MM:SS format."
        },
        "party": {
          "type": "object",
          "description": "The party value"
        },
        "opportunity": {
          "type": "object",
          "description": "The opportunity value"
        },
        "kase": {
          "type": "object",
          "description": "The kase value"
        },
        "owner": {
          "type": "object",
          "description": "The owner value"
        },
        "category": {
          "type": "object",
          "description": "The category value"
        }
      }
    }
  },
  "required": [
    "PCID",
    "taskId",
    "task"
  ]
}

Triggers API

Platform API

Embedded MCP Servers

Application MCP Servers

Skills Guides

Documentation Index

​Tools

​capsulecrm_create_entry

​capsulecrm_create_opportunity

​capsulecrm_create_party

​capsulecrm_create_project

​capsulecrm_create_task

​capsulecrm_delete_entry

​capsulecrm_delete_opportunity

​capsulecrm_delete_party

​capsulecrm_delete_project

​capsulecrm_delete_task

​capsulecrm_get_current_user

​capsulecrm_get_entry

​capsulecrm_get_opportunity

​capsulecrm_get_party

​capsulecrm_get_project

​capsulecrm_get_task

​capsulecrm_get_user

​capsulecrm_list_entries

​capsulecrm_list_opportunities

​capsulecrm_list_opportunity_entries

​capsulecrm_list_opportunity_tags

​capsulecrm_list_parties

​capsulecrm_list_party_employees

​capsulecrm_list_party_entries

​capsulecrm_list_party_opportunities

​capsulecrm_list_party_projects

​capsulecrm_list_party_tags

​capsulecrm_list_project_entries

​capsulecrm_list_project_tags

​capsulecrm_list_projects

​capsulecrm_list_tasks

​capsulecrm_list_users

​capsulecrm_search_opportunities

​capsulecrm_search_parties

​capsulecrm_search_projects

​capsulecrm_update_entry

​capsulecrm_update_opportunity

​capsulecrm_update_party

​capsulecrm_update_project

​capsulecrm_update_task

Tools

capsulecrm_create_entry

capsulecrm_create_opportunity

capsulecrm_create_party

capsulecrm_create_project

capsulecrm_create_task

capsulecrm_delete_entry

capsulecrm_delete_opportunity

capsulecrm_delete_party

capsulecrm_delete_project

capsulecrm_delete_task

capsulecrm_get_current_user

capsulecrm_get_entry

capsulecrm_get_opportunity

capsulecrm_get_party

capsulecrm_get_project

capsulecrm_get_task

capsulecrm_get_user

capsulecrm_list_entries

capsulecrm_list_opportunities

capsulecrm_list_opportunity_entries

capsulecrm_list_opportunity_tags

capsulecrm_list_parties

capsulecrm_list_party_employees

capsulecrm_list_party_entries

capsulecrm_list_party_opportunities

capsulecrm_list_party_projects

capsulecrm_list_party_tags

capsulecrm_list_project_entries

capsulecrm_list_project_tags

capsulecrm_list_projects

capsulecrm_list_tasks

capsulecrm_list_users

capsulecrm_search_opportunities

capsulecrm_search_parties

capsulecrm_search_projects

capsulecrm_update_entry

capsulecrm_update_opportunity

capsulecrm_update_party

capsulecrm_update_project

capsulecrm_update_task