Capsule CRM

Get instant customer insights

Category: Pending
Primary Subcategory: Pending

Integration details

Description

Chat with your Capsule CRM directly in ChatGPT and Codex. Ask who you should follow up with, find contacts, review your pipeline, prep for meetings, or get quick reports on what matters most - in plain, everyday language. You can also ask to update custom fields on contacts, opportunities and projects. ChatGPT and Codex use your live Capsule data and respects your existing permissions. Available on Growth plan and above.

Integration type: Plugin
Verification status: Not applicable
Platform: ChatGPT
Category: Pending
Primary Subcategory: Pending
Secondary Subcategories: None listed
Brand: Unknown
Access: Account required
First tracked: 2026-09-25
Tool count: 47
Geography: US

ChatGPT Plugin Discovery Score

ChatGPT Plugin discovery is coming soon

ChatGPT can surface a Plugin when it matches a user's request.Your Plugin Discovery Score measures how often yours appears.

No spam. Unsubscribe any time.

ChatGPT recommends Airtable when a user asks it to update a CRM. — ChatGPT surfaces Airtable because it matches the user's request.

Primary Subcategory

Competitive lineup

No Primary Subcategory assigned yetOnce Capsule CRM has a Primary Subcategory, the Plugins and Connectors it competes with will appear here with their scores.

Tools

47 tools agents can invoke

Update a Contact. Only adding/updating custom fields is currently supported. Deleting is NOT allowed but updates will overwrite existing values.
update_contact
Update an Opportunity. Only adding/updating custom fields is currently supported. Deleting is NOT allowed but updates will overwrite existing values.
update_opportunity
Update a Project. Only adding/updating custom fields is currently supported. Deleting is NOT allowed but updates will overwrite existing values.
update_project
Get Total & Projected Values for Opportunities with comprehensive filtering ability
Create a Contact - Person or Organisation
Create a note Entry. An Entry can optionally be linked to at most one of: a Contact, an Opportunity, or a Project. Attachments are not currently supported.
Create an Opportunity. An Opportunity must be linked to a Contact and placed on a Milestone.
Create a Project. A Project must be linked to a Contact. Any references to kase/case are internal/legacy names for Projects
Create a Task. A Task can optionally be linked to at most one of: a Contact, an Opportunity, or a Project.
Get the current Capsule account: name, subdomain, URL, and the URL templates for linking to a Contact, Opportunity or Project in the Capsule web app. The `tasks` template links to the Tasks list; individual tasks do not have a dedicated URL.
Get a Project Board by ID
Get a Contact
Get the current User
Get Custom Field Definition by ID for a Contact, Opportunity, or Project
Get an Entry (notes, emails and completed tasks) by ID
Get a Lost Reason by ID
Get a Milestone by ID
Get an Opportunity by ID
Get a Pipeline by ID
Get a Project by ID
Get a Project Stage by ID
Get Tag Definition by ID for a Contact, Opportunity, or Project
Get a Task by ID
Get a Team by ID
Get Track by ID
Get a Track Definition by ID. Tracks define a sequence of Tasks
Get User by ID
List Activities with basic filtering ability
List Activity Types
List Boards for Projects, with optional searching by name
List Contacts with comprehensive filtering ability
List Custom Fields defined for Contacts, Opportunities, or Projects (does not include DataTag fields)
List Custom Fields defined for a DataTag (a type of Tag used to group Custom Fields together) for a Contact, Opportunity, or Project
List notes, emails and completed tasks for a Contact, Opportunity, or Project
List Lost Reasons, with optional searching by name. Lost Reasons allow users to record the reason an Opportunity is lost
List Milestones for a Sales Pipeline, or across all Pipelines if no pipelineId is given
List Opportunities with comprehensive filtering ability
List Sales Pipelines for Opportunities, with optional searching by name
List Projects with comprehensive filtering ability. Any references to kase/case are internal/legacy names for Projects
List Stages for a Project Board, or across all Boards if no boardId is given
List Tag Definitions for Contacts, Opportunities, or Projects
List Task Categories, with optional searching by name
List Tasks with basic filtering ability. By default only Tasks with a status of 'OPEN' are returned.
List Teams and team members
List Track Definition, optionally filtering by Track record type (Contacts, Opportunities or Projects). Tracks define a sequence of Tasks
List Tracks for a Contact, Opportunity, or Project
List Users

Capsule CRM FAQ

How do I improve a ChatGPT Plugin's discoverability?

The levers are the listing surface agents actually read: names, descriptions, keywords, tool metadata, and registry health. Which lever matters depends on where discovery breaks, which is what continuous measurement shows.

Where is this profile measured?

This profile uses the geography attached to the latest public registry snapshot: US. Locale tags are intentionally omitted.

Get alerts for Capsule CRM

ChatGPT Plugin discovery is coming soon

Competitive lineup

47 tools agents can invoke