Capsule CRM

Capsule CRM (capsulecrm.com). Use this skill for ANY Capsule CRM request — reading, creating, updating, and deleting data. Whenever a task involves Capsule CRM, use this skill instead of calling the API directly.

Operate Capsule CRM through your OOMOL-connected account. This skill calls the capsule_crm connector with the oo CLI; OOMOL injects credentials server-side, so you never handle raw tokens.

Running an action

Assume the user has already installed the oo CLI, signed in, and connected Capsule CRM. Do not run oo auth login or open the connection URL proactively — just run the action. Fall back to First-time setup only when a command actually fails with an auth or connection error.

1. Inspect the contract to get the authoritative input/output schema before building a payload:

oo connector schema "capsule_crm" --action "<action_name>"

2. Run the action with a JSON payload that matches the input schema:

oo connector run "capsule_crm" --action "<action_name>" --data '<json>' --json

• --data takes a JSON object string or @path/to/file.json; omit it to send {}.
• The response is { "data": ..., "meta": { "executionId": "..." } }; the execution id lives under meta.executionId.

Each action is listed below with a one-line description; actions that change state carry a [write] or [destructive] tag. Before constructing --data, fetch the action's live schema with oo connector schema to get its authoritative input fields.

Available actions

• create_opportunity — Create a Capsule CRM opportunity. [write]
• create_party — Create a Capsule CRM party. [write]
• create_task — Create a Capsule CRM task. [write]
• delete_opportunity — Delete a Capsule CRM opportunity. [destructive]
• delete_party — Delete a Capsule CRM party. [destructive]
• delete_task — Delete a Capsule CRM task. [destructive]
• get_current_user — Read the Capsule CRM user associated with the access token.
• get_opportunity — Read one Capsule CRM opportunity by ID.
• get_party — Read one Capsule CRM party by ID.
• get_task — Read one Capsule CRM task by ID.
• list_categories — List Capsule CRM task categories.
• list_countries — List countries supported by Capsule CRM.
• list_currencies — List currencies supported by Capsule CRM.
• list_opportunities — List Capsule CRM opportunities with pagination, optional change filtering, and embeds.
• list_parties — List Capsule CRM parties with pagination, optional change filtering, and embeds.
• list_pipeline_milestones — List milestones for a Capsule CRM pipeline.
• list_pipelines — List Capsule CRM sales pipelines.
• list_stages — List stages for a Capsule CRM board.
• list_tasks — List Capsule CRM tasks with pagination, status filtering, and embeds.
• list_users — List Capsule CRM users.
• search_opportunities — Search Capsule CRM opportunities by query text.
• search_parties — Search Capsule CRM parties by query text.
• update_opportunity — Update a Capsule CRM opportunity. [write]
• update_party — Update a Capsule CRM party. [write]
• update_task — Update a Capsule CRM task. [write]

Safety

• Untagged actions are reads (get / list / search) — safe to run directly.
• Actions tagged [write] change Capsule CRM state — confirm the exact payload and effect with the user before running.
• Actions tagged [destructive] remove or overwrite data — always confirm the target and get explicit approval first.

First-time setup

These are one-time steps — do not repeat them on every call. Run a step only when a command fails for the matching reason.

• oo: command not found — install the oo CLI (other platforms: https://cli.oomol.com/install-guide.md):

  curl -fsSL https://cli.oomol.com/install.sh | bash    # macOS / Linux
  

  irm https://cli.oomol.com/install.ps1 | iex           # Windows PowerShell
  

• Not signed in / authentication error — sign in to your OOMOL account once:

  oo auth login
  

• scope_missing / credential_expired / app_not_ready / app_not_found — Capsule CRM is not connected, or the connection expired or lacks a scope. Connect once (auth type: API key) at:

  https://console.oomol.com/app-connections?provider=capsule_crm
  

• HTTP 402 / OOMOL_INSUFFICIENT_CREDIT — billing stop. Recharge at https://console.oomol.com/billing/token-recharge before retrying.

Resources

• Capsule CRM homepage: https://capsulecrm.com