capsule_crm-automation

Capsule CRM Automation via Rube MCP

Automate Capsule CRM operations through Composio's Capsule CRM toolkit via Rube MCP.

Toolkit docs: composio.dev/toolkits/capsule_crm

Prerequisites

• Rube MCP must be connected (RUBE_SEARCH_TOOLS available)
• Active Capsule CRM connection via RUBE_MANAGE_CONNECTIONS with toolkit capsule_crm
• Always call RUBE_SEARCH_TOOLS first to get current tool schemas

Setup

Get Rube MCP: Add https://rube.app/mcp as an MCP server in your client configuration. No API keys needed — just add the endpoint and it works.

1. Verify Rube MCP is available by confirming RUBE_SEARCH_TOOLS responds
2. Call RUBE_MANAGE_CONNECTIONS with toolkit capsule_crm
3. If connection is not ACTIVE, follow the returned auth link to complete setup
4. Confirm connection status shows ACTIVE before running any workflows

Tool Discovery

Always discover available tools before executing workflows:

RUBE_SEARCH_TOOLS: queries=[{"use_case": "contacts, opportunities, cases, tasks, and pipeline management", "known_fields": ""}]

This returns:

• Available tool slugs for Capsule CRM
• Recommended execution plan steps
• Known pitfalls and edge cases
• Input schemas for each tool

Core Workflows

1. Discover Available Capsule CRM Tools

RUBE_SEARCH_TOOLS:
  queries:
    - use_case: "list all available Capsule CRM tools and capabilities"

Review the returned tools, their descriptions, and input schemas before proceeding.

2. Execute Capsule CRM Operations

After discovering tools, execute them via:

RUBE_MULTI_EXECUTE_TOOL:
  tools:
    - tool_slug: "<discovered_tool_slug>"
      arguments: {<schema-compliant arguments>}
  memory: {}
  sync_response_to_workbench: false

3. Multi-Step Workflows

For complex workflows involving multiple Capsule CRM operations:

1. Search for all relevant tools: RUBE_SEARCH_TOOLS with specific use case
2. Execute prerequisite steps first (e.g., fetch before update)
3. Pass data between steps using tool responses
4. Use RUBE_REMOTE_WORKBENCH for bulk operations or data processing