Does this skill support custom fields in CRM records?

Yes, you can both update and filter by custom fields using the 'custom:{fieldId}' syntax within your natural language requests.

Can I filter contacts by specific geographic regions?

Yes, you can filter by city, state, or country. For country filters, ensure you use ISO 3166-1 alpha-2 codes like 'US', 'GB', or 'CA' for accuracy.

How do I connect my Capsule CRM account to Claude?

Add the Composio MCP server (https://rube.app/mcp) to your client configuration and follow the OAuth prompt to securely authenticate your Capsule CRM account.

How do I delete items using this skill?

To delete sub-items like specific emails or tags during an update, you must provide the item's ID and the '_delete: true' parameter via the UPDATE_PARTY tool.

What is a 'kase' in the context of this skill?

In the Capsule CRM API, projects are referred to as 'kases'. This skill handles the mapping so you can simply ask to manage your projects.

Capsule CRM Automation

Name: Capsule CRM Automation
Author: hameed0342j

byhameed0342j

0•

Productividad y Flujo de Trabajo

Automates Capsule CRM workflows including contact management, task tracking, and project filtering using natural language commands.

This skill integrates Capsule CRM with Claude Code via the Composio MCP server, enabling users to manage their sales pipeline and customer relationships entirely through natural language. It allows for complex structured queries to find VIP contacts, automated creation of organizations and people, and seamless tracking of tasks and project activities. By abstracting the API complexities—such as ISO country codes and internal entity names like 'kases'—it streamlines CRM maintenance for sales teams and developers within their existing coding environment.

Características Principales

01Support for custom fields, tags, and relationship linking

02Advanced structured filtering for parties, opportunities, and projects

03Project (Case) browsing and activity log retrieval

040 GitHub stars

05Full CRUD operations for people and organization contacts

06Automated task management with status tracking

Casos de Uso

01Identifying high-value contacts based on specific criteria like tags or geography

02Automating the logging of notes and follow-up tasks directly into the CRM

03Managing project status updates and team activity from a developer terminal

What are Skills?·How to Install

Install with 🐟 Skill.Fish

npx skillfish add hameed0342j/svh capsule-crm-automation

For use in Claude.ai and ChatGPT

Características Principales

01Support for custom fields, tags, and relationship linking

02Advanced structured filtering for parties, opportunities, and projects

03Project (Case) browsing and activity log retrieval

040 GitHub stars

05Full CRUD operations for people and organization contacts

06Automated task management with status tracking

Casos de Uso

01Identifying high-value contacts based on specific criteria like tags or geography

02Automating the logging of notes and follow-up tasks directly into the CRM

03Managing project status updates and team activity from a developer terminal

What are Skills?·How to Install

Install with 🐟 Skill.Fish

npx skillfish add hameed0342j/svh capsule-crm-automation

For use in Claude.ai and ChatGPT