capsule

Capsule through One

Capsule CRM is a streamlined cloud-based CRM designed for small businesses and sales teams, furnishing contact and organisation management, sales pipelines, tasks, projects, and analytics in one place for improved productivity and customer relationships.

One exposes Capsule through four MCP tools. The table below carries real action ids from One's knowledge base, so for a common operation you can skip search and go straight to reading the action's parameters.

How to run an action

1. Find the action in the table below, or call search_one_platform_actions with platform capsule if it is not listed.
2. Call get_one_action_knowledge with the action id. Do this every time, including for actions in this table. The table gives you the id, not the parameters.
3. Call execute_one_action with parameters copied from that knowledge.

Never guess a parameter name, a body field, or an enum value. The knowledge has the real schema, and a guessed field is either a 400 or a silent write of the wrong thing.

Before you start

Call list_one_integrations once and confirm Capsule is connected. If it is missing, the user has not connected it: say so and point them at https://app.withone.ai rather than reaching for raw HTTP.

Each connection carries an access field. If it reports {"policy": "methods", "methods": ["GET"]} the agent is read-only here, so plan a read-only answer instead of attempting a write that will be refused.

Before a write

Creates, updates, deletes and sends land on a real Capsule account and cannot be recalled. State the action and the specific target in one line before the first write in a task, and let the user stop you. Reads need no confirmation.

Actions

Opportunities

Action	Method	Path	Action id
List a Party’s Opportunities	GET	/api/v2/parties/{{partyId}}/opportunities	conn_mod_def::GJ1DgabbNmY::fCoUI4TcSPizrFGvFIPVOA
List Deleted Opportunities	GET	/api/v2/opportunities/deleted	conn_mod_def::GJ1DgDGFR_E::dB-kW8wBTkGdvXHGQFro6g
List Multiple Opportunities by IDs	GET	/api/v2/opportunities/{{opportunityIds}}	conn_mod_def::GJ1Dg01axwU::v6Dka7AERyC7HnYYvs4qNQ
List Opportunities	GET	/api/v2/opportunities	conn_mod_def::GJ1DgNZdoSw::vzKL0rW3RkWtnJa1rYW8HA
Search Opportunities	GET	/api/v2/opportunities/search	conn_mod_def::GJ1DgtjVLOo::tvC-KY2zSEe9I9SavJv-PQ
Show an Opportunity	GET	/api/v2/opportunities/{{opportunityId}}	conn_mod_def::GJ1Dg-UguCs::0xqH-uRDTR2ViH0ztM35Ew
Add an Additional Contact to an Opportunity	POST	/api/v2/opportunities/{{opportunityId}}/parties/{{partyId}}	conn_mod_def::GJ1DfXNRZII::vXC0szM-SDq_fL800oV2mg
Create an Opportunity	POST	/api/v2/opportunities	conn_mod_def::GJ1DffudlNA::jKN7N7vfQLalZ-Vc7JXDTw
Delete an Opportunity	DELETE	/api/v2/opportunities/{{opportunityId}}	conn_mod_def::GJ1DfnxCxhk::cN6Y7e8ZR1-Qw2JMGZ8yug
Update an Opportunity	PUT	/api/v2/opportunities/{{opportunityId}}	conn_mod_def::GJ1DhJ02v0E::U3WghnIlT9q_eDGLVLrxbQ