Capsule CRM
Your Toolhouse AI Worker can connect to Capsule CRM using 109 specialized tools.
Auth Connection
This service requires an auth connection to use its tools. You can set this up in your Toolhouse dashboard under Auth Connections.
Tools (109)
Capsule Crm Add Project Party
Capsule Crm Add Project PartyIntegration name: CAPSULE_CRM_ADD_PROJECT_PARTY
Tool to add a party (person or organisation) to a project in Capsule CRM. Use when you need to associate an additional contact with a specific project beyond the primary assigned party.
Parameters
Your Toolhouse AI worker will automatically pass these parameters as input when the tool is called.
party_id
integer
✅
281193051
The unique identifier (integer ID) of the person or organisation to add to the project.
project_id
integer
✅
5733457
The unique identifier (integer ID) of the project to add the party to.
Capsule Crm Create Category
Capsule Crm Create CategoryIntegration name: CAPSULE_CRM_CREATE_CATEGORY
Tool to create a new task category in Capsule CRM. Use when you need to add a new category for organizing tasks with a specific name and color.
Parameters
Your Toolhouse AI worker will automatically pass these parameters as input when the tool is called.
name
string
✅
"Phone Call"
The name of the category
colour
string
✅
"#EF4444"
The color of the category in hex format (e.g., #EF4444, #d1c21a, #444444). Must include the # prefix.
Capsule Crm Create Custom Field Definition
Capsule Crm Create Custom Field DefinitionIntegration name: CAPSULE_CRM_CREATE_CUSTOM_FIELD_DEFINITION
Tool to create a new custom field definition for parties, opportunities, or projects in Capsule CRM. Use when you need to extend standard entity fields with custom attributes.
Parameters
Your Toolhouse AI worker will automatically pass these parameters as input when the tool is called.
tag
object
—
Reference to a data tag for grouping custom fields.
name
string
✅
"Customer Type"
The label/name for this custom field that will be displayed in the UI.
type
string
✅
—
Data type of the custom field. Determines how values are stored and displayed.
entity
string
✅
"parties"
Entity type to create the custom field for. Use 'parties' for contacts, 'opportunities' for sales opportunities, or 'kases' for projects/cases.
options
array
—
List of valid values for 'list' or 'multiselectlist' field types. Required for those types, ignored for others.
important
boolean
—
Marks whether the field should be highlighted as critical or important in the UI.
captureRule
string
—
Restricts applicability of party custom fields to person or organisation.
description
string
"Select the type of customer relationship"
Extended explanation of the field's purpose or usage instructions.
Capsule Crm Create Entry
Capsule Crm Create EntryIntegration name: CAPSULE_CRM_CREATE_ENTRY
Tool to create a new note entry in Capsule CRM. Note: Only note type entries can be created via API. Emails and tasks can be viewed but not created through this endpoint. Use when you need to add a new note record linked to a party, opportunity, or project.
Parameters
Your Toolhouse AI worker will automatically pass these parameters as input when the tool is called.
kase
object
—
Project (kase) to link the entry to. Exactly one of party, opportunity, or kase must be provided.
type
string
✅
"note"
Type of entry. Only 'note' is supported for creation via API. Emails and tasks can be viewed but not created through this endpoint.
party
object
—
Party (person or organisation) to link the entry to. Exactly one of party, opportunity, or kase must be provided.
content
string
✅
"Test entry created via API - verifying endpoint functionality"
Text content of the entry.
entryAt
string
"2024-01-15T10:30:00Z"
Timestamp for the entry in ISO8601 format. Defaults to current time if not provided.
attachments
array
—
Array of attachment references with tokens from the Upload Attachment endpoint.
opportunity
object
—
Opportunity to link the entry to. Exactly one of party, opportunity, or kase must be provided.
activityType
integer
—
Activity type ID. Common values: -1 for Note, -4 for Task completed.
Capsule Crm Create Lost Reason
Capsule Crm Create Lost ReasonIntegration name: CAPSULE_CRM_CREATE_LOST_REASON
Tool to create a new lost reason in Capsule CRM. Use when you need to add a new reason option for tracking why opportunities were lost. Lost reasons help categorize unsuccessful deals and can be included or excluded from conversion rate calculations.
Parameters
Your Toolhouse AI worker will automatically pass these parameters as input when the tool is called.
name
string
✅
"Price too high"
The name of the lost reason. This will appear in dropdown lists when marking opportunities as lost.
includedForConversion
boolean
—
Whether to include this lost reason in conversion rate calculations. Set to true to include, false to exclude. If omitted, defaults to the system setting.
Capsule Crm Create Milestone
Capsule Crm Create MilestoneIntegration name: CAPSULE_CRM_CREATE_MILESTONE
Tool to create a new milestone in Capsule CRM. Use when you need to add a new stage to a sales pipeline with defined probability and staleness criteria.
Parameters
Your Toolhouse AI worker will automatically pass these parameters as input when the tool is called.
name
string
✅
"Prospect"
Milestone identifier name. This is the stage name that will be displayed in the sales pipeline.
description
string
"The potential buyer has shared a goal or a problem with you"
Detailed explanation of the milestone. Provides additional context about what this stage represents.
probability
integer
✅
10
Win probability percentage (0-100). Indicates the likelihood of closing deals at this stage. Required field. Note: Must be exactly 0 or 100 if the milestone represents a complete/closed stage.
Capsule Crm Create Opportunity
Capsule Crm Create OpportunityIntegration name: CAPSULE_CRM_CREATE_OPPORTUNITY
Tool to create a new opportunity in Capsule CRM. Use when you need to track a potential sale with a party in the sales pipeline.
Parameters
Your Toolhouse AI worker will automatically pass these parameters as input when the tool is called.
name
string
✅
"Q1 Enterprise Deal"
The name/title of the opportunity. Required.
tags
array
—
Tags to associate with the opportunity. Optional.
party
object
✅
—
Party (person or organisation) associated with this opportunity. Required.
value
object
—
Value of the opportunity.
fields
array
—
Custom field values for the opportunity. Optional.
tracks
array
—
List of tracks to associate with the opportunity. Optional.
duration
integer
—
Duration value (used with durationBasis). Optional.
milestone
object
✅
—
Milestone in the sales pipeline. Required by API validation.
description
string
"Potential enterprise contract for annual subscription."
Description of the opportunity. Optional.
probability
integer
75
Probability percentage (0-100) of closing the deal. Optional.
durationBasis
string
—
Duration basis for the opportunity (e.g., 'DAY', 'WEEK', 'MONTH', 'YEAR'). Optional.
expectedCloseOn
string
"2024-12-31"
Expected close date in ISO date format (YYYY-MM-DD). Optional.
Capsule Crm Create Opportunity Party
Capsule Crm Create Opportunity PartyIntegration name: CAPSULE_CRM_CREATE_OPPORTUNITY_PARTY
Tool to add a party (person or organisation) to an opportunity in Capsule CRM. Use when you need to associate an additional party with an existing opportunity.
Parameters
Your Toolhouse AI worker will automatically pass these parameters as input when the tool is called.
party_id
integer
✅
281193066
The unique identifier (integer ID) of the party (person or organisation) to add to the opportunity.
opportunity_id
integer
✅
19348624
The unique identifier (integer ID) of the opportunity to add the party to.
Capsule Crm Create Party
Capsule Crm Create PartyIntegration name: CAPSULE_CRM_CREATE_PARTY
Tool to create a Party in Capsule CRM. Use when you have collected a person's or organisation's details and need to add a new record.
Parameters
Your Toolhouse AI worker will automatically pass these parameters as input when the tool is called.
name
string
—
Name for organisation when type='organisation'.
tags
array
—
List of tags to apply to the party.
team
object
—
Assign team ID or clear by setting null.
type
string
✅
—
Set to 'person' or 'organisation'.
about
string
—
Free-text description.
owner
object
—
Assign owner user ID or clear by setting null.
title
string
—
Person title, e.g. 'Mr' or 'Ms'.
fields
array
—
List of custom fields for the party.
jobTitle
string
—
Job title for the person.
lastName
string
—
Required when type='person'.
websites
array
—
List of website URLs for the party.
addresses
array
—
List of postal addresses for the party.
firstName
string
—
Required when type='person'.
organisation
object
—
Link a person to an organisation by ID or name.
phoneNumbers
array
—
List of phone numbers for the party.
emailAddresses
array
—
List of email addresses for the party.
Capsule Crm Create Project
Capsule Crm Create ProjectIntegration name: CAPSULE_CRM_CREATE_PROJECT
Tool to create a new project (case) in Capsule CRM. Use when you need to create a project associated with a party (person or organisation) to track work or engagements.
Parameters
Your Toolhouse AI worker will automatically pass these parameters as input when the tool is called.
name
string
✅
"API Integration"
Name of the project. Required.
party
object
✅
—
Party (person or organisation) to associate with the project. Required.
stage
integer
123456
ID of the project stage. Optional.
fields
array
—
Custom field values for the project. Optional.
status
string
✅
"OPEN"
Project status. Common values: 'OPEN', 'CLOSED'. Required.
tracks
array
—
List of tracks to associate with the project. Optional.
description
string
"This project tracks our API integration work."
Description of the project. Optional.
opportunity
object
{"id":19348617}
Reference to an existing opportunity.
expectedCloseOn
string
"2024-12-31"
Expected close date in ISO date format (YYYY-MM-DD). Optional.
Capsule Crm Create Stage
Capsule Crm Create StageIntegration name: CAPSULE_CRM_CREATE_STAGE
Tool to create a new stage in a board in Capsule CRM. Use when you need to add a new workflow stage to an existing board with a specific display order.
Parameters
Your Toolhouse AI worker will automatically pass these parameters as input when the tool is called.
name
string
✅
"Project Brief"
The name of the stage. This identifies the stage within the board.
board
integer
✅
34
The board ID to which this stage belongs. Must be a valid existing board ID.
description
string
"Define what needs to be done"
A description of what the stage represents. Provides context for the stage's purpose.
displayOrder
integer
✅
1
The position of the stage in the board workflow. Lower numbers appear first.
Capsule Crm Create Task
Capsule Crm Create TaskIntegration name: CAPSULE_CRM_CREATE_TASK
Tool to create a new task in Capsule CRM. Use when you need to add a task with a description and due date, optionally linking it to parties, opportunities, or projects.
Parameters
Your Toolhouse AI worker will automatically pass these parameters as input when the tool is called.
kase
object
—
Project (case) to associate with the task. Only one of party, opportunity, or kase can be set.
dueOn
string
✅
"2026-02-20"
Due date in YYYY-MM-DD format (required)
owner
object
—
User to assign as task owner (specify by ID)
party
object
—
Party (contact/organization) to associate with the task. Only one of party, opportunity, or kase can be set.
detail
string
"Discuss pricing and timeline for Q1 project"
Additional details about the task
repeat
object
—
Set up recurring task with interval and frequency
dueTime
string
"14:30:00"
Due time in HH:MM:SS format (e.g., '14:30:00')
category
object
—
Task category to assign (specify by ID)
description
string
✅
"Follow up with client"
Short description of the task (required)
opportunity
object
—
Opportunity to associate with the task. Only one of party, opportunity, or kase can be set.
Capsule Crm Create Title
Capsule Crm Create TitleIntegration name: CAPSULE_CRM_CREATE_TITLE
Tool to create a new custom person title in Capsule CRM. Use when you need to add a new title option (e.g., 'Madam', 'Sir', 'Dr') for person records.
Parameters
Your Toolhouse AI worker will automatically pass these parameters as input when the tool is called.
personTitle
object
✅
—
Container object for the title data
Capsule Crm Create Track
Capsule Crm Create TrackIntegration name: CAPSULE_CRM_CREATE_TRACK
Tool to create a new track in Capsule CRM by applying a track definition to a project or opportunity. Use when you need to apply a predefined sequence of tasks to a specific entity.
Parameters
Your Toolhouse AI worker will automatically pass these parameters as input when the tool is called.
kase
integer
123456
The project (kase) ID to apply the track to. Either kase or opportunity must be provided, not both.
definition
integer
✅
163117
The track definition ID to apply. Required.
description
string
"API Test Track"
Custom description for this track instance. Optional.
opportunity
integer
19348616
The opportunity ID to apply the track to. Either kase or opportunity must be provided, not both.
trackDateOn
string
✅
"2026-02-16"
The date to associate with the track, used to calculate task due dates. Format: YYYY-MM-DD. Required.
Capsule Crm Create Track Definition
Capsule Crm Create Track DefinitionIntegration name: CAPSULE_CRM_CREATE_TRACK_DEFINITION
Tool to create a new track definition in Capsule CRM. Use when you need to define a reusable sequence of tasks for business processes that can be applied to opportunities or projects.
Parameters
Your Toolhouse AI worker will automatically pass these parameters as input when the tool is called.
tag
string
"sales,high-priority"
Comma-separated tags that will be automatically applied when the track is activated.
direction
string
✅
—
Determines the reference point for task timing. Currently only START_DATE is supported.
captureRule
string
✅
—
Specifies where the track can be applied. OPPORTUNITY: track is available for opportunities. KASE: track is available for projects.
description
string
✅
"Sales Follow-up Process"
Name/title of the track definition. This identifies the track template.
taskDefinitions
array
✅
—
Collection of task definition templates. These define the tasks that will be created when the track is applied to an opportunity or project.
Capsule Crm Delete Board
Capsule Crm Delete BoardIntegration name: CAPSULE_CRM_DELETE_BOARD
Tool to delete (archive) a specific board in Capsule CRM. Use when you need to remove a board that is no longer needed.
Parameters
Your Toolhouse AI worker will automatically pass these parameters as input when the tool is called.
board_id
integer
✅
62139
The unique identifier (integer ID) of the board to delete.
Capsule Crm Delete Category
Capsule Crm Delete CategoryIntegration name: CAPSULE_CRM_DELETE_CATEGORY
Tool to delete a category from Capsule CRM. Use when you need to remove a category that is no longer needed.
Parameters
Your Toolhouse AI worker will automatically pass these parameters as input when the tool is called.
category_id
string
✅
"2574350"
The unique identifier of the category to delete.
Capsule Crm Delete Custom Field Definition
Capsule Crm Delete Custom Field DefinitionIntegration name: CAPSULE_CRM_DELETE_CUSTOM_FIELD_DEFINITION
Tool to delete a custom field definition from an entity type in Capsule CRM. This removes the field value from any parties, opportunities, or projects it was assigned to. Use when you need to permanently remove a custom field definition.
Parameters
Your Toolhouse AI worker will automatically pass these parameters as input when the tool is called.
entity
string
✅
"parties"
The entity type to delete the custom field definition from. Must be one of: parties, opportunities, or kases.
field_id
integer
✅
949102
The unique identifier (integer ID) of the custom field definition to delete.
Capsule Crm Delete Entity Tag
Capsule Crm Delete Entity TagIntegration name: CAPSULE_CRM_DELETE_ENTITY_TAG
Tool to delete a tag from an entity type (parties, opportunities, or kases) in Capsule CRM. Use when you need to remove a specific tag from all entities of a given type.
Parameters
Your Toolhouse AI worker will automatically pass these parameters as input when the tool is called.
entity
string
✅
"parties"
The entity type to delete the tag from. Must be one of: 'parties', 'opportunities', or 'kases'.
tag_id
integer
✅
5763721
The unique numeric identifier of the tag to delete from the entity type.
Capsule Crm Delete Entry
Capsule Crm Delete EntryIntegration name: CAPSULE_CRM_DELETE_ENTRY
Tool to delete an entry (note, email, or task) from Capsule CRM. Use when you need to remove an entry by its ID.
Parameters
Your Toolhouse AI worker will automatically pass these parameters as input when the tool is called.
id
integer
✅
470272845
The unique ID of the entry to delete
Capsule Crm Delete Lost Reason
Capsule Crm Delete Lost ReasonIntegration name: CAPSULE_CRM_DELETE_LOST_REASON
Tool to delete a lost reason from Capsule CRM. The deleted reason remains available for historical reporting but cannot be assigned to new opportunities.
Parameters
Your Toolhouse AI worker will automatically pass these parameters as input when the tool is called.
lost_reason_id
integer
✅
3045104
The unique identifier (integer ID) of the lost reason to delete.
Capsule Crm Delete Milestone
Capsule Crm Delete MilestoneIntegration name: CAPSULE_CRM_DELETE_MILESTONE
Tool to delete a specific milestone from Capsule CRM. Use when you need to remove a milestone that is no longer needed. Note: Cannot delete a milestone while it is being used on an opportunity.
Parameters
Your Toolhouse AI worker will automatically pass these parameters as input when the tool is called.
milestone_id
integer
✅
2841257
The unique identifier (integer ID) of the milestone to delete.
Capsule Crm Delete Opportunity
Capsule Crm Delete OpportunityIntegration name: CAPSULE_CRM_DELETE_OPPORTUNITY
Tool to delete an opportunity from Capsule CRM. The opportunity can be restored within 30 days via the web interface. Use when you need to remove an opportunity.
Parameters
Your Toolhouse AI worker will automatically pass these parameters as input when the tool is called.
opportunity_id
integer
✅
19348619
The unique identifier (integer ID) of the opportunity to delete.
Capsule Crm Delete Opportunity Party
Capsule Crm Delete Opportunity PartyIntegration name: CAPSULE_CRM_DELETE_OPPORTUNITY_PARTY
Tool to remove a party (person or organisation) from an opportunity in Capsule CRM. Use when you need to disassociate a contact from a specific opportunity.
Parameters
Your Toolhouse AI worker will automatically pass these parameters as input when the tool is called.
party_id
integer
✅
280707916
The unique identifier (integer ID) of the person or organisation to remove from the opportunity.
opportunity_id
integer
✅
19348616
The unique identifier (integer ID) of the opportunity from which to remove the party.
Capsule Crm Delete Party
Capsule Crm Delete PartyIntegration name: CAPSULE_CRM_DELETE_PARTY
Tool to fully delete a specific party (person or organisation) from Capsule CRM. Use when you need to completely remove a party after confirming no active references remain.
Parameters
Your Toolhouse AI worker will automatically pass these parameters as input when the tool is called.
party_id
integer
✅
123456
The unique identifier (integer ID) of the party (person or organisation) to delete.
Capsule Crm Delete Project
Capsule Crm Delete ProjectIntegration name: CAPSULE_CRM_DELETE_PROJECT
Tool to delete a project (case) from Capsule CRM. The project can be restored within 30 days via the web interface. Use when you need to remove a project.
Parameters
Your Toolhouse AI worker will automatically pass these parameters as input when the tool is called.
project_id
integer
✅
5733456
The unique identifier (integer ID) of the project to delete.
Capsule Crm Delete Project Party
Capsule Crm Delete Project PartyIntegration name: CAPSULE_CRM_DELETE_PROJECT_PARTY
Tool to remove a party (person or organisation) from a project in Capsule CRM. Use when you need to disassociate a contact from a specific project.
Parameters
Your Toolhouse AI worker will automatically pass these parameters as input when the tool is called.
party_id
integer
✅
280707890
The unique identifier (integer ID) of the person or organisation to remove from the project.
project_id
integer
✅
5733455
The unique identifier (integer ID) of the project from which to remove the party.
Capsule Crm Delete Stage
Capsule Crm Delete StageIntegration name: CAPSULE_CRM_DELETE_STAGE
Tool to delete a specific stage from a board in Capsule CRM. Use when you need to remove a stage that is no longer needed. Note: Cannot delete a stage while it is being used by open projects.
Parameters
Your Toolhouse AI worker will automatically pass these parameters as input when the tool is called.
stage_id
integer
✅
310396
The unique identifier (integer ID) of the stage to delete.
Capsule Crm Delete Task
Capsule Crm Delete TaskIntegration name: CAPSULE_CRM_DELETE_TASK
Tool to delete a specific task from Capsule CRM. Use when you need to remove a task by its ID.
Parameters
Your Toolhouse AI worker will automatically pass these parameters as input when the tool is called.
task_id
integer
✅
157972808
The unique identifier (integer ID) of the task to delete.
Capsule Crm Delete Title
Capsule Crm Delete TitleIntegration name: CAPSULE_CRM_DELETE_TITLE
Tool to delete a specific title from Capsule CRM. Use when you need to remove a title that is no longer needed.
Parameters
Your Toolhouse AI worker will automatically pass these parameters as input when the tool is called.
title_id
integer
✅
2267309
The unique identifier (integer ID) of the title to delete.
Capsule Crm Delete Track
Capsule Crm Delete TrackIntegration name: CAPSULE_CRM_DELETE_TRACK
Tool to delete a specific track from Capsule CRM. Use when you need to remove a track that is no longer needed.
Parameters
Your Toolhouse AI worker will automatically pass these parameters as input when the tool is called.
track_id
integer
✅
11331507
The unique identifier (integer ID) of the track to delete.
Capsule Crm Delete Track Definition
Capsule Crm Delete Track DefinitionIntegration name: CAPSULE_CRM_DELETE_TRACK_DEFINITION
Tool to delete a specific track definition from Capsule CRM. Use when you need to remove a track definition that is no longer needed.
Parameters
Your Toolhouse AI worker will automatically pass these parameters as input when the tool is called.
track_definition_id
integer
✅
163116
The unique identifier (integer ID) of the track definition to delete.
Capsule Crm Get Activity Type
Capsule Crm Get Activity TypeIntegration name: CAPSULE_CRM_GET_ACTIVITY_TYPE
Tool to get a specific activity type by ID. Use when you need to retrieve details about a particular activity type including its name, icon, and whether it updates the last contacted date.
Parameters
Your Toolhouse AI worker will automatically pass these parameters as input when the tool is called.
activityTypeId
integer
✅
1
The unique ID of the activity type to retrieve
Capsule Crm Get Attachment
Capsule Crm Get AttachmentIntegration name: CAPSULE_CRM_GET_ATTACHMENT
Tool to retrieve a specific attachment by ID from Capsule CRM. Returns the file content along with metadata (filename, content type). Use when you need to download an attachment that is associated with an entry (note, email, or completed task).
Parameters
Your Toolhouse AI worker will automatically pass these parameters as input when the tool is called.
attachment_id
integer
✅
336023340
The unique identifier of the attachment to retrieve
Capsule Crm Get Board
Capsule Crm Get BoardIntegration name: CAPSULE_CRM_GET_BOARD
Tool to get a specific board by ID from Capsule CRM. Use when you need to retrieve details of a particular board including its name, description, and timestamps.
Parameters
Your Toolhouse AI worker will automatically pass these parameters as input when the tool is called.
boardId
integer
✅
62139
The unique identifier of the board to retrieve
Capsule Crm Get Category
Capsule Crm Get CategoryIntegration name: CAPSULE_CRM_GET_CATEGORY
Tool to get a specific category by ID. Use when you need to retrieve details of a particular category including its name and colour.
Parameters
Your Toolhouse AI worker will automatically pass these parameters as input when the tool is called.
categoryId
integer
✅
2565899
The unique identifier of the category to retrieve.
Capsule Crm Get Current User
Capsule Crm Get Current UserIntegration name: CAPSULE_CRM_GET_CURRENT_USER
Tool to retrieve the current authenticated user's details including id, username, name, locale, currency, status, timezone, lastLoginAt, and taskReminder settings. Use when you need to identify the current user or access their preferences and settings.
Parameters
Your Toolhouse AI worker will automatically pass these parameters as input when the tool is called.
embed
array
["party"]
List of additional data to embed. Use ['party'] to include full party details (addresses, phone numbers, email addresses, etc.). Without this parameter, only basic party info is returned.
Capsule Crm Get Custom Field Definition
Capsule Crm Get Custom Field DefinitionIntegration name: CAPSULE_CRM_GET_CUSTOM_FIELD_DEFINITION
Tool to get a specific custom field definition by ID from Capsule CRM. Use when you need to retrieve details about a custom field including its type, options, and configuration.
Parameters
Your Toolhouse AI worker will automatically pass these parameters as input when the tool is called.
entity
string
✅
"parties"
Entity type - must be 'parties', 'opportunities', or 'kases'.
field_id
integer
✅
943695
The unique identifier of the custom field definition.
Capsule Crm Get Entity Tag
Capsule Crm Get Entity TagIntegration name: CAPSULE_CRM_GET_ENTITY_TAG
Tool to retrieve a specific tag by ID for an entity type (parties, opportunities, or kases) in Capsule CRM. Use when you need details about a specific tag associated with an entity type.
Parameters
Your Toolhouse AI worker will automatically pass these parameters as input when the tool is called.
entity
string
✅
"parties"
The entity type to retrieve the tag from. Must be one of: 'parties', 'opportunities', or 'kases'.
tag_id
integer
✅
5755664
The unique numeric identifier of the tag to retrieve.
Capsule Crm Get Entry
Capsule Crm Get EntryIntegration name: CAPSULE_CRM_GET_ENTRY
Tool to retrieve a specific entry by ID. Use when you need to fetch details of a note, email, or task entry.
Parameters
Your Toolhouse AI worker will automatically pass these parameters as input when the tool is called.
id
integer
✅
468533427
The unique ID of the entry to retrieve
Capsule Crm Get Lost Reason
Capsule Crm Get Lost ReasonIntegration name: CAPSULE_CRM_GET_LOST_REASON
Tool to retrieve a specific lost reason by ID from Capsule CRM. Use when you need details about a particular lost reason, such as its name or conversion tracking status.
Parameters
Your Toolhouse AI worker will automatically pass these parameters as input when the tool is called.
lostReasonId
integer
✅
3036354
Numeric identifier for the specific lost reason to retrieve.
Capsule Crm Get Milestone
Capsule Crm Get MilestoneIntegration name: CAPSULE_CRM_GET_MILESTONE
Tool to get a specific milestone by ID from Capsule CRM. Use when you need to retrieve details of a particular milestone including its name, description, completion status, and probability.
Parameters
Your Toolhouse AI worker will automatically pass these parameters as input when the tool is called.
milestone_id
integer
✅
2829267
The unique identifier of the milestone to retrieve.
Capsule Crm Get Opportunity
Capsule Crm Get OpportunityIntegration name: CAPSULE_CRM_GET_OPPORTUNITY
Tool to retrieve a specific opportunity by its ID from Capsule CRM. Use when you need detailed information about a single opportunity including value, milestone, and associated parties.
Parameters
Your Toolhouse AI worker will automatically pass these parameters as input when the tool is called.
opportunity_id
integer
✅
19348622
The unique ID of the opportunity to retrieve.
Capsule Crm Get Pipeline
Capsule Crm Get PipelineIntegration name: CAPSULE_CRM_GET_PIPELINE
Tool to get a specific pipeline by ID from Capsule CRM. Use when you need to retrieve details of a particular pipeline including its name, description, and timestamps.
Parameters
Your Toolhouse AI worker will automatically pass these parameters as input when the tool is called.
pipelineId
integer
✅
329107
The unique identifier of the pipeline to retrieve
Capsule Crm Get Project
Capsule Crm Get ProjectIntegration name: CAPSULE_CRM_GET_PROJECT
Tool to retrieve a specific project (case) by its ID from Capsule CRM. Use when you need detailed information about a single project.
Parameters
Your Toolhouse AI worker will automatically pass these parameters as input when the tool is called.
project_id
integer
✅
5733458
The unique ID of the project to retrieve.
Capsule Crm Get Stage
Capsule Crm Get StageIntegration name: CAPSULE_CRM_GET_STAGE
Tool to get a specific stage by ID from Capsule CRM. Use when you need to retrieve details of a particular stage including its name, description, board, and display order.
Parameters
Your Toolhouse AI worker will automatically pass these parameters as input when the tool is called.
stageId
integer
✅
310389
The unique identifier of the stage to retrieve
Capsule Crm Get Task
Capsule Crm Get TaskIntegration name: CAPSULE_CRM_GET_TASK
Tool to get a specific task by ID. Use when you need to retrieve full details of a task including description, due date, status, and associations.
Parameters
Your Toolhouse AI worker will automatically pass these parameters as input when the tool is called.
taskId
integer
✅
157972806
The unique ID of the task to retrieve
Capsule Crm Get Track
Capsule Crm Get TrackIntegration name: CAPSULE_CRM_GET_TRACK
Tool to get a specific track by ID. Use when you need to retrieve details of a track including its description, date, direction, and optionally its associated tasks.
Parameters
Your Toolhouse AI worker will automatically pass these parameters as input when the tool is called.
embed
array
["task"]
Array of strings to include related data. Allowed value: 'task' to include tasks associated with the track.
trackId
integer
✅
11331506
The unique identifier of the track to retrieve
Capsule Crm Get Track Definition
Capsule Crm Get Track DefinitionIntegration name: CAPSULE_CRM_GET_TRACK_DEFINITION
Tool to get a specific track definition by ID from Capsule CRM. Use when you need to retrieve details of a track definition including its description, capture rule, direction, and associated task definitions.
Parameters
Your Toolhouse AI worker will automatically pass these parameters as input when the tool is called.
trackDefinitionId
integer
✅
163116
The unique identifier of the track definition to retrieve.
Capsule Crm Get User
Capsule Crm Get UserIntegration name: CAPSULE_CRM_GET_USER
Tool to get a specific user by ID. Use when you need to retrieve full details of a user including username, email preferences, timezone settings, and optionally their associated party information.
Parameters
Your Toolhouse AI worker will automatically pass these parameters as input when the tool is called.
embed
array
["party"]
List of additional data to embed. Use ['party'] to include full party details (createdAt, updatedAt, owner, team, addresses, phoneNumbers, emailAddresses, websites). Without this parameter, only basic party info (id, type, name, pictureURL) is returned.
userId
integer
✅
703743
The unique ID of the user to retrieve
Capsule Crm List Activity Type Icons
Capsule Crm List Activity Type IconsIntegration name: CAPSULE_CRM_LIST_ACTIVITY_TYPE_ICONS
Tool to list available activity type icons in Capsule CRM. Use when you need to retrieve the set of icons available for categorizing activities or when creating/updating activity types. Returns system and custom icons with their identifiers, display names, and order.
Parameters
Your Toolhouse AI worker will automatically pass these parameters as input when the tool is called.
No parameters required.
Capsule Crm List Activity Types
Capsule Crm List Activity TypesIntegration name: CAPSULE_CRM_LIST_ACTIVITY_TYPES
Tool to list all activity types on the Capsule account. Use when you need to retrieve available activity types for categorizing activities or understanding what activity classifications are available in the CRM.
Parameters
Your Toolhouse AI worker will automatically pass these parameters as input when the tool is called.
No parameters required.
Capsule Crm List Boards
Capsule Crm List BoardsIntegration name: CAPSULE_CRM_LIST_BOARDS
Tool to list all boards on the Capsule CRM account. Use when you need to fetch all boards to view their names, descriptions, and metadata.
Parameters
Your Toolhouse AI worker will automatically pass these parameters as input when the tool is called.
No parameters required.
Capsule Crm List Board Stages
Capsule Crm List Board StagesIntegration name: CAPSULE_CRM_LIST_BOARD_STAGES
Tool to list stages associated with a board in Capsule CRM. Use when you need to retrieve all stages for a specific board with optional status filtering.
Parameters
Your Toolhouse AI worker will automatically pass these parameters as input when the tool is called.
page
integer
1
Pagination control. Starts at 1. Default: 1.
status
string
"active"
Status filter for stages.
boardId
integer
✅
62139
The unique identifier of the board.
perPage
integer
25
Results per page (1-100 range). Default: 50.
Capsule Crm List Categories
Capsule Crm List CategoriesIntegration name: CAPSULE_CRM_LIST_CATEGORIES
Tool to list all task categories on the Capsule account. Use when you need to retrieve available categories for tasks or filter tasks by category.
Parameters
Your Toolhouse AI worker will automatically pass these parameters as input when the tool is called.
No parameters required.
Capsule Crm List Countries
Capsule Crm List CountriesIntegration name: CAPSULE_CRM_LIST_COUNTRIES
Tool to list all countries on the Capsule CRM account. Returns ISO country codes (alpha2, alpha3, numeric) and country names. Use when you need to reference valid country codes for addresses or other location-based data.
Parameters
Your Toolhouse AI worker will automatically pass these parameters as input when the tool is called.
No parameters required.
Capsule Crm List Currencies
Capsule Crm List CurrenciesIntegration name: CAPSULE_CRM_LIST_CURRENCIES
Tool to list all available currencies on the Capsule account. Returns ISO 4217 currency codes with their symbols and names. Use when you need to display currency options or validate currency codes for opportunities.
Parameters
Your Toolhouse AI worker will automatically pass these parameters as input when the tool is called.
No parameters required.
Capsule Crm List Custom Field Definitions
Capsule Crm List Custom Field DefinitionsIntegration name: CAPSULE_CRM_LIST_CUSTOM_FIELD_DEFINITIONS
Tool to list all custom field definitions for parties, opportunities, or projects (kases). Use when you need to discover what custom fields are available for a specific entity type.
Parameters
Your Toolhouse AI worker will automatically pass these parameters as input when the tool is called.
entity
string
✅
"parties"
Entity type to retrieve field definitions for. Must be 'parties', 'opportunities', or 'kases' (projects).
Capsule Crm List Deleted Opportunities
Capsule Crm List Deleted OpportunitiesIntegration name: CAPSULE_CRM_LIST_DELETED_OPPORTUNITIES
Tool to list opportunities deleted or restricted since a given date. Use when you need to identify recently deleted or restricted opportunities.
Parameters
Your Toolhouse AI worker will automatically pass these parameters as input when the tool is called.
since
string
✅
"2021-01-01T00:00:00Z"
ISO8601 date/time. Returns only opportunities that have been deleted or made restricted after this date. This parameter is required.
Capsule Crm List Deleted Parties
Capsule Crm List Deleted PartiesIntegration name: CAPSULE_CRM_LIST_DELETED_PARTIES
Tool to retrieve parties deleted since a given date. Use when you need to sync deletions.
Parameters
Your Toolhouse AI worker will automatically pass these parameters as input when the tool is called.
since
string
✅
"2015-07-14T11:26:19Z"
The since date is required to return only entities that have been deleted after this date. Must be in ISO8601 format.
Capsule Crm List Deleted Projects
Capsule Crm List Deleted ProjectsIntegration name: CAPSULE_CRM_LIST_DELETED_PROJECTS
Tool to list projects deleted or restricted since a given date. Use when you need to identify recently deleted or restricted projects.
Parameters
Your Toolhouse AI worker will automatically pass these parameters as input when the tool is called.
since
string
✅
"2024-01-01T00:00:00Z"
ISO8601 date/time. Returns only projects that have been deleted or made restricted after this date. This parameter is required.
Capsule Crm List Entity Entries
Capsule Crm List Entity EntriesIntegration name: CAPSULE_CRM_LIST_ENTITY_ENTRIES
Tool to list entries (notes, emails, tasks) for a specific party, opportunity, or project. Use when you need to retrieve all activity entries associated with an entity.
Parameters
Your Toolhouse AI worker will automatically pass these parameters as input when the tool is called.
page
integer
1
Page number for pagination. Default: 1
embed
array
["party","creator"]
List of additional data to embed in the response. Allowed values: 'party' (linked party), 'kase' (linked project), 'opportunity' (linked opportunity), 'creator' (user who created entry), 'activityType' (activity classification).
entity
string
✅
"parties"
Entity type to list entries for: 'parties' (contacts), 'opportunities' (deals), or 'kases' (projects)
perPage
integer
10
Number of entries to return per page (1-50). Default: 50
entityId
integer
✅
281193047
ID of the party, opportunity, or project to list entries for
Capsule Crm List Entity Tags
Capsule Crm List Entity TagsIntegration name: CAPSULE_CRM_LIST_ENTITY_TAGS
Tool to list all tag definitions for a specific entity type (parties, opportunities, or kases). Use when you need to retrieve available tags that can be applied to entities.
Parameters
Your Toolhouse AI worker will automatically pass these parameters as input when the tool is called.
entity
string
✅
"parties"
Entity type to list tags for. Must be one of: 'parties' (contacts), 'opportunities' (sales opportunities), or 'kases' (projects).
Capsule Crm List Entity Tracks
Capsule Crm List Entity TracksIntegration name: CAPSULE_CRM_LIST_ENTITY_TRACKS
Tool to list tracks applied to a specific opportunity or project. Use when you need to retrieve all tracks associated with an entity, optionally including their tasks.
Parameters
Your Toolhouse AI worker will automatically pass these parameters as input when the tool is called.
page
integer
1
The page of results to return. Default: 1.
embed
array
["task"]
Array of strings to include related data. Allowed value: 'task' to include tasks associated with the track.
entity
string
✅
"opportunities"
Entity type - must be 'opportunities' or 'kases' (projects)
perPage
integer
25
Number of results per page (1-100). Default: 50.
entityId
integer
✅
19348616
The unique identifier for the specific opportunity or project
Capsule Crm List Entries By Date
Capsule Crm List Entries By DateIntegration name: CAPSULE_CRM_LIST_ENTRIES_BY_DATE
Tool to list notes, emails, and completed party tasks in descending order by entry date. Use when you need the most recent entries first after authenticating.
Parameters
Your Toolhouse AI worker will automatically pass these parameters as input when the tool is called.
page
integer
1
The page of results to return. Default: 1
embed
array
["party","creator"]
List of additional data to embed in the response. Allowed values: 'party' (linked party), 'kase' (linked project), 'opportunity' (linked opportunity), 'creator' (user who created entry), 'activityType' (activity classification).
perPage
integer
25
The number of entries to return per page (1-100). Default: 50
Capsule Crm List Goals
Capsule Crm List GoalsIntegration name: CAPSULE_CRM_LIST_GOALS
Tool to list all goals on the Capsule account. Use when you need to retrieve goals with pagination support.
Parameters
Your Toolhouse AI worker will automatically pass these parameters as input when the tool is called.
page
integer
1
The page of results to return. Default: 1.
perPage
integer
50
Number of goals per page (1-100). Default: 50.
Capsule Crm List Lost Reasons
Capsule Crm List Lost ReasonsIntegration name: CAPSULE_CRM_LIST_LOST_REASONS
Tool to list all lost reasons on the Capsule account. Use when you need to retrieve available reasons for marking opportunities as lost.
Parameters
Your Toolhouse AI worker will automatically pass these parameters as input when the tool is called.
No parameters required.
Capsule Crm List Milestones
Capsule Crm List MilestonesIntegration name: CAPSULE_CRM_LIST_MILESTONES
Tool to list all milestones on the Capsule account. Use when you need to retrieve available milestones for pipelines or opportunities.
Parameters
Your Toolhouse AI worker will automatically pass these parameters as input when the tool is called.
page
integer
1
The page of results to return. Default: 1.
perPage
integer
25
Number of milestones per page (1-100). Default: 50.
Capsule Crm List Opportunities
Capsule Crm List OpportunitiesIntegration name: CAPSULE_CRM_LIST_OPPORTUNITIES
Tool to list all opportunities from Capsule CRM with pagination and filtering. Use when you need to retrieve sales opportunities with optional filters for date changes or embed additional data like tags, custom fields, party details, or milestones.
Parameters
Your Toolhouse AI worker will automatically pass these parameters as input when the tool is called.
page
integer
1
The page of results to return (starts at 1). Default: 1.
embed
array
["tags","party"]
List of additional data to embed. Allowed values: 'tags', 'fields', 'party', 'milestone', 'missingImportantFields'.
since
string
"2024-01-01T00:00:00Z"
Include only opportunities changed after this date (ISO8601 format, e.g., '2024-01-01T00:00:00Z').
perPage
integer
50
Number of opportunities per page (1-100). Default: 50.
Capsule Crm List Opportunity Parties
Capsule Crm List Opportunity PartiesIntegration name: CAPSULE_CRM_LIST_OPPORTUNITY_PARTIES
Tool to list additional parties associated with an opportunity in Capsule CRM. Use when you need to retrieve contacts related to a specific opportunity.
Parameters
Your Toolhouse AI worker will automatically pass these parameters as input when the tool is called.
page
integer
1
Page number of results to return (>=1). Default: 1.
embed
array
["tags","organisation"]
List of additional data to embed. Allowed values: 'tags', 'fields', 'organisation', 'missingImportantFields'.
perPage
integer
50
Number of parties per page (1-100). Default: 50.
opportunityId
integer
✅
19348620
The unique identifier of the opportunity to list parties for.
Capsule Crm List Opportunity Projects
Capsule Crm List Opportunity ProjectsIntegration name: CAPSULE_CRM_LIST_OPPORTUNITY_PROJECTS
Tool to list projects (cases) associated with a specific opportunity in Capsule CRM. Use when you need to retrieve all projects linked to an opportunity.
Parameters
Your Toolhouse AI worker will automatically pass these parameters as input when the tool is called.
page
integer
1
The page of results to return (starts at 1). Default: 1.
embed
string
"tags,fields"
Comma-separated list of additional data to embed. Options: 'tags', 'fields', 'party', 'opportunity', 'missingImportantFields'.
perPage
integer
50
Number of projects per page (1-100). Default: 50.
opportunityId
integer
✅
19348617
The unique identifier of the opportunity to retrieve projects for.
Capsule Crm List Org Employees
Capsule Crm List Org EmployeesIntegration name: CAPSULE_CRM_LIST_ORG_EMPLOYEES
Tool to list employees linked to a specific organisation (party). Use when you need to retrieve all employees under a given organisation.
Parameters
Your Toolhouse AI worker will automatically pass these parameters as input when the tool is called.
page
integer
—
Page number of results to return, must be at least 1
embed
array
["tags","fields"]
List of additional data to include; allowed values: 'tags', 'fields', 'organisation', 'missingImportantFields'
perPage
integer
—
Number of results per page, must be between 1 and 100
party_id
integer
✅
1234
ID of the organisation (party) to list employees for
Capsule Crm List Parties
Capsule Crm List PartiesIntegration name: CAPSULE_CRM_LIST_PARTIES
Tool to list all parties (contacts) on the account. Use when you need to fetch contacts with optional filters or embed additional related data.
Parameters
Your Toolhouse AI worker will automatically pass these parameters as input when the tool is called.
page
integer
1
Page number of results to return (>=1). Default: 1.
embed
array
["tags","organisation"]
Comma-separated list of additional data to embed. Allowed values: 'tags', 'fields', 'organisation', 'missingImportantFields'.
since
string
"2023-01-01T00:00:00Z"
Include only parties changed after this date (ISO8601 format).
perPage
integer
50
Number of parties per page (1-100). Default: 50.
Capsule Crm List Party Opportunities
Capsule Crm List Party OpportunitiesIntegration name: CAPSULE_CRM_LIST_PARTY_OPPORTUNITIES
Tool to list all opportunities associated with a specific party in Capsule CRM. Use when you need to view all sales opportunities for a particular contact or organisation.
Parameters
Your Toolhouse AI worker will automatically pass these parameters as input when the tool is called.
page
integer
1
The page of results to return (starts at 1). Default: 1.
partyId
integer
✅
281193047
The ID of the party to list opportunities for. Required.
perPage
integer
50
Number of opportunities per page (1-100). Default: 50.
Capsule Crm List Party Projects
Capsule Crm List Party ProjectsIntegration name: CAPSULE_CRM_LIST_PARTY_PROJECTS
Tool to list projects associated with a specific party in Capsule CRM. Use when you need to retrieve all projects linked to a contact or organisation.
Parameters
Your Toolhouse AI worker will automatically pass these parameters as input when the tool is called.
page
integer
1
The page of results to return (starts at 1). Default: 1.
embed
string
"tags,fields"
Comma-separated list of additional data to embed. Options: 'tags', 'fields', 'party', 'opportunity', 'missingImportantFields'.
partyId
integer
✅
281193047
The unique identifier of the party to retrieve projects for.
perPage
integer
50
Number of projects per page (1-100). Default: 50.
Capsule Crm List Pipeline Milestones
Capsule Crm List Pipeline MilestonesIntegration name: CAPSULE_CRM_LIST_PIPELINE_MILESTONES
Tool to list milestones associated with a specific pipeline in Capsule CRM. Use when you need to retrieve all milestones for a pipeline to view their names, completion status, and probability.
Parameters
Your Toolhouse AI worker will automatically pass these parameters as input when the tool is called.
page
integer
1
The page of results to return. Default: 1.
perPage
integer
25
Number of milestones per page (1-100). Default: 50.
pipelineId
integer
✅
329107
The unique identifier of the pipeline.
Capsule Crm List Pipelines
Capsule Crm List PipelinesIntegration name: CAPSULE_CRM_LIST_PIPELINES
Tool to list all sales pipelines on the Capsule account. Pipelines contain milestones that track opportunity progress. Use when you need to retrieve available pipelines for opportunity management or to reference pipeline IDs.
Parameters
Your Toolhouse AI worker will automatically pass these parameters as input when the tool is called.
page
integer
1
The page of results to return. Default: 1.
perPage
integer
50
Number of pipelines per page (1-100). Default: 50.
includeDeleted
boolean
false
Include archived/deleted pipelines in results. Default: false.
Capsule Crm List Project Parties
Capsule Crm List Project PartiesIntegration name: CAPSULE_CRM_LIST_PROJECT_PARTIES
Tool to list parties associated with a specific project in Capsule CRM. Use when you need to retrieve all contacts linked to a project with optional filters and embedded data.
Parameters
Your Toolhouse AI worker will automatically pass these parameters as input when the tool is called.
page
integer
1
The page of results to return (starts at 1). Default: 1.
embed
array
["tags","organisation"]
Request additional data to embed. Allowed values: 'tags', 'fields', 'organisation', 'missingImportantFields'.
perPage
integer
50
Number of parties per page (1-100). Default: 50.
projectId
integer
✅
5733453
The unique identifier of the project to retrieve parties for.
Capsule Crm List Projects
Capsule Crm List ProjectsIntegration name: CAPSULE_CRM_LIST_PROJECTS
List projects (cases) from Capsule CRM with pagination and filtering options. Projects (called 'kases' in the API) are used to track work or engagements related to parties. Supports filtering by status, search terms, date modified, and embedding additional data like tags, custom fields, party details, and opportunities.
Parameters
Your Toolhouse AI worker will automatically pass these parameters as input when the tool is called.
page
integer
1
The page of results to return (starts at 1). Default: 1.
embed
string
"tags,fields"
Comma-separated list of additional data to embed. Options: 'tags', 'fields', 'party', 'opportunity', 'missingImportantFields'.
since
string
"2024-01-01T00:00:00Z"
ISO8601 date/datetime to filter projects modified after this date (e.g., '2024-01-01T00:00:00Z').
search
string
"API integration"
Search term to filter project names or descriptions.
status
string
"OPEN"
Filter by project status (e.g., 'OPEN', 'CLOSED').
perPage
integer
50
Number of projects per page (1-100). Default: 50.
Capsule Crm List Rest Hooks
Capsule Crm List Rest HooksIntegration name: CAPSULE_CRM_LIST_REST_HOOKS
Tool to list all REST hook subscriptions on the Capsule CRM account. REST hooks are webhook subscriptions that notify your application of events like party/opportunity/project created/updated/deleted. Use when you need to view existing webhook configurations or audit active subscriptions.
Parameters
Your Toolhouse AI worker will automatically pass these parameters as input when the tool is called.
No parameters required.
Capsule Crm List Site
Capsule Crm List SiteIntegration name: CAPSULE_CRM_LIST_SITE
Tool to retrieve site (account) information for the authenticated Capsule CRM account. Returns the site URL, subdomain, and organization name. Use this when you need to identify which Capsule account is being accessed or retrieve basic account details.
Parameters
Your Toolhouse AI worker will automatically pass these parameters as input when the tool is called.
No parameters required.
Capsule Crm List Stages
Capsule Crm List StagesIntegration name: CAPSULE_CRM_LIST_STAGES
Tool to list all stages on the Capsule CRM account. Use when you need to retrieve stages across all boards with optional status filtering and pagination.
Parameters
Your Toolhouse AI worker will automatically pass these parameters as input when the tool is called.
page
integer
1
Specifies which results page to retrieve. Default: 1.
status
string
"active"
Status filter for stages.
perPage
integer
25
Sets the number of results per page (1-100 range). Default: 50.
includeOnDeletedBoard
boolean
false
When true, returns stages residing on archived boards. Default is false.
Capsule Crm List Tasks
Capsule Crm List TasksIntegration name: CAPSULE_CRM_LIST_TASKS
Tool to list tasks on the Capsule account. Use when you need to retrieve tasks with filters or embedded related data.
Parameters
Your Toolhouse AI worker will automatically pass these parameters as input when the tool is called.
page
integer
1
The page of results to return. Default: 1.
embed
array
["party","owner"]
Comma-separated list of additional data to embed. Allowed values: 'party', 'opportunity', 'kase', 'owner', 'nextTask'. WARNING: Embedding 'owner' or 'party' returns full nested objects with 15+ fields each, significantly increasing response size. For simple filtering by owner name, consider using the API without embed and filtering results client-side.
status
array
["open","pending"]
Comma-separated list of task statuses to filter by. Allowed values: 'open', 'completed', 'pending'.
perPage
integer
25
Number of tasks per page (1-100). Default: 50.
Capsule Crm List Teams
Capsule Crm List TeamsIntegration name: CAPSULE_CRM_LIST_TEAMS
Tool to list all teams on the Capsule CRM account. Returns team details including id, name, createdAt, and updatedAt timestamps. Optionally embed team membership information using the embed parameter.
Parameters
Your Toolhouse AI worker will automatically pass these parameters as input when the tool is called.
embed
string
"memberships"
Additional data to include in the response. Use 'memberships' to include team members information.
Capsule Crm List Titles
Capsule Crm List TitlesIntegration name: CAPSULE_CRM_LIST_TITLES
Tool to list all custom person titles on the Capsule account. Returns title IDs and text values. Use when you need to retrieve available title options for person records or reference title IDs for other operations.
Parameters
Your Toolhouse AI worker will automatically pass these parameters as input when the tool is called.
No parameters required.
Capsule Crm List Track Definitions
Capsule Crm List Track DefinitionsIntegration name: CAPSULE_CRM_LIST_TRACK_DEFINITIONS
Tool to list all track definitions on the Capsule account. Use when you need to retrieve track templates that define sequences of tasks for opportunities or projects.
Parameters
Your Toolhouse AI worker will automatically pass these parameters as input when the tool is called.
page
integer
1
The page of results to return. Default: 1.
perPage
integer
25
Number of track definitions per page (1-100). Default: 50.
Capsule Crm List Users
Capsule Crm List UsersIntegration name: CAPSULE_CRM_LIST_USERS
List all users on the Capsule CRM account. Returns user details including id, username, name, locale, currency, status, timezone, lastLoginAt, and taskReminder settings. Optionally embed full party details (addresses, phone numbers, emails) using the embed parameter. Use this for user management, auditing, or when you need to reference user IDs for other operations.
Parameters
Your Toolhouse AI worker will automatically pass these parameters as input when the tool is called.
embed
array
["party"]
List of additional data to embed. Use ['party'] to include full party details (createdAt, updatedAt, owner, team, addresses, phoneNumbers, emailAddresses, websites). Without this parameter, only basic party info (id, type, name, pictureURL) is returned.
Capsule Crm Restore Board
Capsule Crm Restore BoardIntegration name: CAPSULE_CRM_RESTORE_BOARD
Tool to restore a deleted board in Capsule CRM. Use when you need to recover a previously deleted board. Requires Administrator role.
Parameters
Your Toolhouse AI worker will automatically pass these parameters as input when the tool is called.
board_id
integer
✅
62139
The unique identifier (integer ID) of the board to restore.
Capsule Crm Run Filter Query
Capsule Crm Run Filter QueryIntegration name: CAPSULE_CRM_RUN_FILTER_QUERY
Tool to run structured filter queries on parties, opportunities or kases. Use when you need to retrieve entities matching specific filter conditions.
Parameters
Your Toolhouse AI worker will automatically pass these parameters as input when the tool is called.
page
integer
—
Page of results to return. Default is 1.
embed
array
—
Additional data to include, comma-separated list. Supported values vary by entity.
entity
string
✅
—
Entity type to filter: parties, opportunities, or kases (projects).
filter
object
✅
—
Filter object containing conditions and optional sort order.
perPage
integer
—
Number of entities per page (1-100). Default is 50.
Capsule Crm Search Opportunities
Capsule Crm Search OpportunitiesIntegration name: CAPSULE_CRM_SEARCH_OPPORTUNITIES
Tool to search for opportunities in Capsule CRM by query string. Use when you need to find specific opportunities by searching their names or descriptions.
Parameters
Your Toolhouse AI worker will automatically pass these parameters as input when the tool is called.
q
string
✅
"API integration"
The search query string to match against opportunity names and descriptions.
page
integer
1
The page of results to return (starts at 1). Default: 1.
perPage
integer
50
Number of opportunities per page (1-100). Default: 50.
Capsule Crm Search Parties
Capsule Crm Search PartiesIntegration name: CAPSULE_CRM_SEARCH_PARTIES
Tool to search for parties (contacts/organisations) in Capsule CRM by query string. Use when you need to find specific parties by searching their names, contact info, or tags.
Parameters
Your Toolhouse AI worker will automatically pass these parameters as input when the tool is called.
q
string
✅
"John Doe"
The search query string to match against party names, contact info, and tags.
page
integer
1
The page of results to return (starts at 1). Default: 1.
perPage
integer
50
Number of parties per page (1-100). Default: 50.
Capsule Crm Search Projects
Capsule Crm Search ProjectsIntegration name: CAPSULE_CRM_SEARCH_PROJECTS
Tool to search for projects (cases) in Capsule CRM by query string. Use when you need to find specific projects by searching their names or descriptions.
Parameters
Your Toolhouse AI worker will automatically pass these parameters as input when the tool is called.
q
string
✅
"API integration"
The search query string to match against project names and descriptions.
page
integer
1
The page of results to return (starts at 1). Default: 1.
perPage
integer
50
Number of projects per page (1-100). Default: 50.
Capsule Crm Update Board
Capsule Crm Update BoardIntegration name: CAPSULE_CRM_UPDATE_BOARD
Tool to update an existing board in Capsule CRM. Use when you need to modify the name or description of a board. Requires Administrator role on the Capsule account.
Parameters
Your Toolhouse AI worker will automatically pass these parameters as input when the tool is called.
board
object
✅
—
Board object containing fields to update
boardId
integer
✅
62139
The ID of the board to update
Capsule Crm Update Category
Capsule Crm Update CategoryIntegration name: CAPSULE_CRM_UPDATE_CATEGORY
Tool to update an existing category in Capsule CRM. Use when you need to modify the name or color of a category.
Parameters
Your Toolhouse AI worker will automatically pass these parameters as input when the tool is called.
category
object
✅
—
Category object with fields to update (name and/or colour)
categoryId
integer
✅
2565899
The ID of the category to update
Capsule Crm Update Custom Field Definition
Capsule Crm Update Custom Field DefinitionIntegration name: CAPSULE_CRM_UPDATE_CUSTOM_FIELD_DEFINITION
Tool to update an existing custom field definition in Capsule CRM. Use when you need to modify the name or data tag association of a custom field for parties, opportunities, or projects.
Parameters
Your Toolhouse AI worker will automatically pass these parameters as input when the tool is called.
entity
string
✅
"parties"
The entity type to update the custom field definition for. Must be one of: parties, opportunities, or kases.
field_id
integer
✅
943695
The unique identifier (integer ID) of the custom field definition to update.
definition
object
✅
—
Field definition object containing the updated name and optionally a data tag
Capsule Crm Update Entity Tag
Capsule Crm Update Entity TagIntegration name: CAPSULE_CRM_UPDATE_ENTITY_TAG
Tool to update an existing tag for an entity type (parties, opportunities, or kases) in Capsule CRM. Use when you need to modify the name of a tag.
Parameters
Your Toolhouse AI worker will automatically pass these parameters as input when the tool is called.
tag
object
✅
—
Tag object with fields to update (name)
entity
string
✅
"parties"
The entity type to update the tag for. Must be one of: 'parties', 'opportunities', or 'kases'.
tag_id
integer
✅
5755664
The unique numeric identifier of the tag to update.
Capsule Crm Update Entry
Capsule Crm Update EntryIntegration name: CAPSULE_CRM_UPDATE_ENTRY
Tool to update an existing entry (note, email, or task) in Capsule CRM. Use when you need to modify the content of an entry or manage its attachments.
Parameters
Your Toolhouse AI worker will automatically pass these parameters as input when the tool is called.
id
integer
✅
470272849
The unique ID of the entry to update
entry
object
✅
—
Fields to update on the entry object
Capsule Crm Update Lost Reason
Capsule Crm Update Lost ReasonIntegration name: CAPSULE_CRM_UPDATE_LOST_REASON
Tool to update an existing lost reason in Capsule CRM. Use when you need to modify the name or conversion tracking setting of a lost reason after confirming its ID.
Parameters
Your Toolhouse AI worker will automatically pass these parameters as input when the tool is called.
lostReason
object
✅
—
Lost reason object containing name and includedForConversion fields
lostReasonId
integer
✅
3045102
The ID of the lost reason to update
Capsule Crm Update Milestone
Capsule Crm Update MilestoneIntegration name: CAPSULE_CRM_UPDATE_MILESTONE
Tool to update an existing milestone in Capsule CRM. Use when you need to modify the name, description, or probability of a milestone stage in the sales pipeline.
Parameters
Your Toolhouse AI worker will automatically pass these parameters as input when the tool is called.
milestone
object
✅
—
Milestone object containing fields to update
milestoneId
integer
✅
2841255
The unique identifier of the milestone to update
Capsule Crm Update Opportunity
Capsule Crm Update OpportunityIntegration name: CAPSULE_CRM_UPDATE_OPPORTUNITY
Tool to update an existing opportunity in Capsule CRM. Use when you need to modify details such as name, value, milestone, probability, or custom fields after confirming the opportunity ID.
Parameters
Your Toolhouse AI worker will automatically pass these parameters as input when the tool is called.
opportunity
object
✅
—
Fields to update on the opportunity object
opportunityId
integer
✅
19348616
Unique ID of the opportunity to update
Capsule Crm Update Party
Capsule Crm Update PartyIntegration name: CAPSULE_CRM_UPDATE_PARTY
Tool to update an existing person or organisation (Party) in Capsule CRM. Use when you need to modify specific fields of a party after confirming its ID. Example: "Update party 11587 to remove phone number 12136 and add a new work email."
Parameters
Your Toolhouse AI worker will automatically pass these parameters as input when the tool is called.
embed
array
—
Additional data to embed in response: tags, fields, organisation, or missingImportantFields
party
object
✅
—
Fields to update on the party object
partyId
integer
✅
11587
Unique ID of the party to update
Capsule Crm Update Pipeline
Capsule Crm Update PipelineIntegration name: CAPSULE_CRM_UPDATE_PIPELINE
Tool to update an existing pipeline in Capsule CRM. Use when you need to modify the name or description of a pipeline.
Parameters
Your Toolhouse AI worker will automatically pass these parameters as input when the tool is called.
pipeline
object
✅
—
Pipeline object containing fields to update. Only included fields are modified.
pipelineId
integer
✅
329107
The unique identifier of the pipeline to update
Capsule Crm Update Project
Capsule Crm Update ProjectIntegration name: CAPSULE_CRM_UPDATE_PROJECT
Tool to update an existing project (case) in Capsule CRM. Use when you need to modify project details such as name, description, status, or custom fields after confirming the project ID.
Parameters
Your Toolhouse AI worker will automatically pass these parameters as input when the tool is called.
kase
object
✅
—
Fields to update on the project object
embed
string
"tags,fields"
Comma-separated list of additional data to embed. Options: 'tags', 'fields', 'party', 'opportunity', 'missingImportantFields'.
projectId
integer
✅
5733461
Unique ID of the project to update
Capsule Crm Update Stage
Capsule Crm Update StageIntegration name: CAPSULE_CRM_UPDATE_STAGE
Tool to update an existing stage in Capsule CRM. Use when you need to modify the name, description, or display order of a stage within a board. Requires Administrator role on the Capsule account.
Parameters
Your Toolhouse AI worker will automatically pass these parameters as input when the tool is called.
stage
object
✅
—
Stage object containing updatable fields
stageId
integer
✅
310389
The identifier of the stage to update
Capsule Crm Update Task
Capsule Crm Update TaskIntegration name: CAPSULE_CRM_UPDATE_TASK
Tool to update an existing task in Capsule CRM. Use when you need to modify task details, change status to completed, or update due dates.
Parameters
Your Toolhouse AI worker will automatically pass these parameters as input when the tool is called.
task
object
✅
—
Fields to update on the task object
taskId
integer
✅
157972811
The unique ID of the task to update
Capsule Crm Update Track
Capsule Crm Update TrackIntegration name: CAPSULE_CRM_UPDATE_TRACK
Tool to update an existing track in Capsule CRM. Use when you need to modify the description or trackDateOn of a track instance. Only description and trackDateOn can be modified.
Parameters
Your Toolhouse AI worker will automatically pass these parameters as input when the tool is called.
embed
array
—
Additional data to embed in response. Use 'task' to include tasks on the track.
track
object
✅
—
Track object containing fields to update
trackId
integer
✅
11331508
The unique identifier of the track to update
Capsule Crm Update Track Definition
Capsule Crm Update Track DefinitionIntegration name: CAPSULE_CRM_UPDATE_TRACK_DEFINITION
Tool to update an existing track definition in Capsule CRM. Use when you need to modify the description or manage task definitions within a track.
Parameters
Your Toolhouse AI worker will automatically pass these parameters as input when the tool is called.
trackDefinition
object
✅
—
Track definition object with fields to update (description and/or taskDefinitions)
trackDefinitionId
integer
✅
163119
The ID of the track definition to update
Capsule Crm Update User
Capsule Crm Update UserIntegration name: CAPSULE_CRM_UPDATE_USER
Tool to update an existing user in Capsule CRM. Use when you need to modify user preferences such as task reminders, locale, currency, timezone, or email settings.
Parameters
Your Toolhouse AI worker will automatically pass these parameters as input when the tool is called.
user
object
✅
—
User fields to update
embed
string
—
Comma-separated values to include additional data. Supported value: 'party' to include full party details
userId
integer
✅
703743
The unique ID of the user to update
Capsule Crm Upload Attachment
Capsule Crm Upload AttachmentIntegration name: CAPSULE_CRM_UPLOAD_ATTACHMENT
Tool to upload an attachment to Capsule CRM. Returns a token that can be used to associate the attachment with entries when creating or updating them. Maximum file size is 25MB.
Parameters
Your Toolhouse AI worker will automatically pass these parameters as input when the tool is called.
file
object
✅
—
File to upload. Maximum file size is 25MB.
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