# 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](https://toolhouse.app/auth-connections?authkit_slugs=capsule_crm). ## Tools (109) ### `Capsule Crm Add Project Party` Integration 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. | Parameter | Type | Required | Example | Description | | ------------ | ------- | :------: | ----------- | --------------------------------------------------------------------------------------- | | `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` Integration 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. | Parameter | Type | Required | Example | Description | | --------- | ------ | :------: | -------------- | ----------------------------------------------------------------------------------------------------- | | `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` Integration 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. | Parameter | Type | Required | Example | Description | | ------------- | ------- | :------: | -------------------------------------------- | ----------------------------------------------------------------------------------------------------------------------------------------------- | | `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` Integration 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. | Parameter | Type | Required | Example | Description | | -------------- | ------- | :------: | ----------------------------------------------------------------- | ----------------------------------------------------------------------------------------------------------------------------------- | | `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` Integration 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. | Parameter | Type | Required | Example | Description | | ----------------------- | ------- | :------: | ------------------ | ---------------------------------------------------------------------------------------------------------------------------------------------------------- | | `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` Integration 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. | Parameter | Type | Required | Example | Description | | ------------- | ------- | :------: | --------------------------------------------------------------- | ------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------ | | `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` Integration 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. | Parameter | Type | Required | Example | Description | | ----------------- | ------- | :------: | ---------------------------------------------------------- | ------------------------------------------------------------------------------------ | | `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` Integration 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. | Parameter | Type | Required | Example | Description | | ---------------- | ------- | :------: | ----------- | --------------------------------------------------------------------------------------------------- | | `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` Integration 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. | Parameter | Type | Required | Example | Description | | ---------------- | ------ | :------: | ------- | ------------------------------------------------- | | `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` Integration 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. | Parameter | Type | Required | Example | Description | | ----------------- | ------- | :------: | ------------------------------------------------- | ----------------------------------------------------------------------- | | `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` Integration 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. | Parameter | Type | Required | Example | Description | | -------------- | ------- | :------: | -------------------------------- | ------------------------------------------------------------------------------------- | | `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` Integration 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. | Parameter | Type | Required | Example | Description | | ------------- | ------ | :------: | ----------------------------------------------- | ------------------------------------------------------------------------------------------------------------ | | `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` Integration 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. | Parameter | Type | Required | Example | Description | | ------------- | ------ | :------: | ------- | ----------------------------------- | | `personTitle` | object | ✅ | — | Container object for the title data | *** ### `Capsule Crm Create Track` Integration 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. | Parameter | Type | Required | Example | Description | | ------------- | ------- | :------: | ------------------ | ----------------------------------------------------------------------------------------------------- | | `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` Integration 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. | Parameter | Type | Required | Example | Description | | ----------------- | ------ | :------: | --------------------------- | -------------------------------------------------------------------------------------------------------------------------------------------- | | `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` Integration 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. | Parameter | Type | Required | Example | Description | | ---------- | ------- | :------: | ------- | ---------------------------------------------------------- | | `board_id` | integer | ✅ | `62139` | The unique identifier (integer ID) of the board to delete. | *** ### `Capsule Crm Delete Category` Integration 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. | Parameter | Type | Required | Example | Description | | ------------- | ------ | :------: | ----------- | ------------------------------------------------ | | `category_id` | string | ✅ | `"2574350"` | The unique identifier of the category to delete. | *** ### `Capsule Crm Delete Custom Field Definition` Integration 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. | Parameter | Type | Required | Example | Description | | ---------- | ------- | :------: | ----------- | ------------------------------------------------------------------------------------------------------------- | | `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` Integration 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. | Parameter | Type | Required | Example | Description | | --------- | ------- | :------: | ----------- | ----------------------------------------------------------------------------------------------- | | `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` Integration 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. | Parameter | Type | Required | Example | Description | | --------- | ------- | :------: | ----------- | ------------------------------------ | | `id` | integer | ✅ | `470272845` | The unique ID of the entry to delete | *** ### `Capsule Crm Delete Lost Reason` Integration 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. | Parameter | Type | Required | Example | Description | | ---------------- | ------- | :------: | --------- | ---------------------------------------------------------------- | | `lost_reason_id` | integer | ✅ | `3045104` | The unique identifier (integer ID) of the lost reason to delete. | *** ### `Capsule Crm Delete Milestone` Integration 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. | Parameter | Type | Required | Example | Description | | -------------- | ------- | :------: | --------- | -------------------------------------------------------------- | | `milestone_id` | integer | ✅ | `2841257` | The unique identifier (integer ID) of the milestone to delete. | *** ### `Capsule Crm Delete Opportunity` Integration 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. | Parameter | Type | Required | Example | Description | | ---------------- | ------- | :------: | ---------- | ---------------------------------------------------------------- | | `opportunity_id` | integer | ✅ | `19348619` | The unique identifier (integer ID) of the opportunity to delete. | *** ### `Capsule Crm Delete Opportunity Party` Integration 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. | Parameter | Type | Required | Example | Description | | ---------------- | ------- | :------: | ----------- | ------------------------------------------------------------------------------------------------ | | `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` Integration 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. | Parameter | Type | Required | Example | Description | | ---------- | ------- | :------: | -------- | ----------------------------------------------------------------------------------- | | `party_id` | integer | ✅ | `123456` | The unique identifier (integer ID) of the party (person or organisation) to delete. | *** ### `Capsule Crm Delete Project` Integration 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. | Parameter | Type | Required | Example | Description | | ------------ | ------- | :------: | --------- | ------------------------------------------------------------ | | `project_id` | integer | ✅ | `5733456` | The unique identifier (integer ID) of the project to delete. | *** ### `Capsule Crm Delete Project Party` Integration 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. | Parameter | Type | Required | Example | Description | | ------------ | ------- | :------: | ----------- | -------------------------------------------------------------------------------------------- | | `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` Integration 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. | Parameter | Type | Required | Example | Description | | ---------- | ------- | :------: | -------- | ---------------------------------------------------------- | | `stage_id` | integer | ✅ | `310396` | The unique identifier (integer ID) of the stage to delete. | *** ### `Capsule Crm Delete Task` Integration 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. | Parameter | Type | Required | Example | Description | | --------- | ------- | :------: | ----------- | --------------------------------------------------------- | | `task_id` | integer | ✅ | `157972808` | The unique identifier (integer ID) of the task to delete. | *** ### `Capsule Crm Delete Title` Integration 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. | Parameter | Type | Required | Example | Description | | ---------- | ------- | :------: | --------- | ---------------------------------------------------------- | | `title_id` | integer | ✅ | `2267309` | The unique identifier (integer ID) of the title to delete. | *** ### `Capsule Crm Delete Track` Integration 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. | Parameter | Type | Required | Example | Description | | ---------- | ------- | :------: | ---------- | ---------------------------------------------------------- | | `track_id` | integer | ✅ | `11331507` | The unique identifier (integer ID) of the track to delete. | *** ### `Capsule Crm Delete Track Definition` Integration 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. | Parameter | Type | Required | Example | Description | | --------------------- | ------- | :------: | -------- | --------------------------------------------------------------------- | | `track_definition_id` | integer | ✅ | `163116` | The unique identifier (integer ID) of the track definition to delete. | *** ### `Capsule Crm Get Activity Type` Integration 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. | Parameter | Type | Required | Example | Description | | ---------------- | ------- | :------: | ------- | ---------------------------------------------- | | `activityTypeId` | integer | ✅ | `1` | The unique ID of the activity type to retrieve | *** ### `Capsule Crm Get Attachment` Integration 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. | Parameter | Type | Required | Example | Description | | --------------- | ------- | :------: | ----------- | --------------------------------------------------- | | `attachment_id` | integer | ✅ | `336023340` | The unique identifier of the attachment to retrieve | *** ### `Capsule Crm Get Board` Integration 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. | Parameter | Type | Required | Example | Description | | --------- | ------- | :------: | ------- | ---------------------------------------------- | | `boardId` | integer | ✅ | `62139` | The unique identifier of the board to retrieve | *** ### `Capsule Crm Get Category` Integration 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. | Parameter | Type | Required | Example | Description | | ------------ | ------- | :------: | --------- | -------------------------------------------------- | | `categoryId` | integer | ✅ | `2565899` | The unique identifier of the category to retrieve. | *** ### `Capsule Crm Get Current User` Integration 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. | Parameter | Type | Required | Example | Description | | --------- | ----- | :------: | ----------- | -------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------- | | `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` Integration 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. | Parameter | Type | Required | Example | Description | | ---------- | ------- | :------: | ----------- | ------------------------------------------------------------- | | `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` Integration 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. | Parameter | Type | Required | Example | Description | | --------- | ------- | :------: | ----------- | ------------------------------------------------------------------------------------------------- | | `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` Integration 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. | Parameter | Type | Required | Example | Description | | --------- | ------- | :------: | ----------- | -------------------------------------- | | `id` | integer | ✅ | `468533427` | The unique ID of the entry to retrieve | *** ### `Capsule Crm Get Lost Reason` Integration 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. | Parameter | Type | Required | Example | Description | | -------------- | ------- | :------: | --------- | ------------------------------------------------------------ | | `lostReasonId` | integer | ✅ | `3036354` | Numeric identifier for the specific lost reason to retrieve. | *** ### `Capsule Crm Get Milestone` Integration 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. | Parameter | Type | Required | Example | Description | | -------------- | ------- | :------: | --------- | --------------------------------------------------- | | `milestone_id` | integer | ✅ | `2829267` | The unique identifier of the milestone to retrieve. | *** ### `Capsule Crm Get Opportunity` Integration 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. | Parameter | Type | Required | Example | Description | | ---------------- | ------- | :------: | ---------- | --------------------------------------------- | | `opportunity_id` | integer | ✅ | `19348622` | The unique ID of the opportunity to retrieve. | *** ### `Capsule Crm Get Pipeline` Integration 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. | Parameter | Type | Required | Example | Description | | ------------ | ------- | :------: | -------- | ------------------------------------------------- | | `pipelineId` | integer | ✅ | `329107` | The unique identifier of the pipeline to retrieve | *** ### `Capsule Crm Get Project` Integration 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. | Parameter | Type | Required | Example | Description | | ------------ | ------- | :------: | --------- | ----------------------------------------- | | `project_id` | integer | ✅ | `5733458` | The unique ID of the project to retrieve. | *** ### `Capsule Crm Get Stage` Integration 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. | Parameter | Type | Required | Example | Description | | --------- | ------- | :------: | -------- | ---------------------------------------------- | | `stageId` | integer | ✅ | `310389` | The unique identifier of the stage to retrieve | *** ### `Capsule Crm Get Task` Integration 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. | Parameter | Type | Required | Example | Description | | --------- | ------- | :------: | ----------- | ------------------------------------- | | `taskId` | integer | ✅ | `157972806` | The unique ID of the task to retrieve | *** ### `Capsule Crm Get Track` Integration 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. | Parameter | Type | Required | Example | Description | | --------- | ------- | :------: | ---------- | ----------------------------------------------------------------------------------------------------------- | | `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` Integration 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. | Parameter | Type | Required | Example | Description | | ------------------- | ------- | :------: | -------- | ---------------------------------------------------------- | | `trackDefinitionId` | integer | ✅ | `163116` | The unique identifier of the track definition to retrieve. | *** ### `Capsule Crm Get User` Integration 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. | Parameter | Type | Required | Example | Description | | --------- | ------- | :------: | ----------- | -------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------- | | `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` Integration 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` Integration 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` Integration 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` Integration 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. | Parameter | Type | Required | Example | Description | | --------- | ------- | :------: | ---------- | -------------------------------------------- | | `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` Integration 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` Integration 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` Integration 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` Integration 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. | Parameter | Type | Required | Example | Description | | --------- | ------ | :------: | ----------- | --------------------------------------------------------------------------------------------------------- | | `entity` | string | ✅ | `"parties"` | Entity type to retrieve field definitions for. Must be 'parties', 'opportunities', or 'kases' (projects). | *** ### `Capsule Crm List Deleted Opportunities` Integration 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. | Parameter | Type | Required | Example | Description | | --------- | ------ | :------: | ------------------------ | ------------------------------------------------------------------------------------------------------------------------------------ | | `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` Integration 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. | Parameter | Type | Required | Example | Description | | --------- | ------ | :------: | ------------------------ | --------------------------------------------------------------------------------------------------------------------- | | `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` Integration 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. | Parameter | Type | Required | Example | Description | | --------- | ------ | :------: | ------------------------ | ------------------------------------------------------------------------------------------------------------------------------- | | `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` Integration 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. | Parameter | Type | Required | Example | Description | | ---------- | ------- | :------: | --------------------- | ------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------ | | `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` Integration 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. | Parameter | Type | Required | Example | Description | | --------- | ------ | :------: | ----------- | --------------------------------------------------------------------------------------------------------------------------------- | | `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` Integration 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. | Parameter | Type | Required | Example | Description | | ---------- | ------- | :------: | ----------------- | ----------------------------------------------------------------------------------------------------------- | | `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` Integration 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. | Parameter | Type | Required | Example | Description | | --------- | ------- | :------: | --------------------- | ------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------ | | `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` Integration 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. | Parameter | Type | Required | Example | Description | | --------- | ------- | :------: | ------- | ---------------------------------------------- | | `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` Integration 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` Integration 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. | Parameter | Type | Required | Example | Description | | --------- | ------- | :------: | ------- | --------------------------------------------------- | | `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` Integration 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. | Parameter | Type | Required | Example | Description | | --------- | ------- | :------: | ------------------------ | ------------------------------------------------------------------------------------------------------------------- | | `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` Integration 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. | Parameter | Type | Required | Example | Description | | --------------- | ------- | :------: | ------------------------- | ------------------------------------------------------------------------------------------------------------- | | `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` Integration 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. | Parameter | Type | Required | Example | Description | | --------------- | ------- | :------: | --------------- | ------------------------------------------------------------------------------------------------------------------------------ | | `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` Integration 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. | Parameter | Type | Required | Example | Description | | ---------- | ------- | :------: | ------------------- | -------------------------------------------------------------------------------------------------------------- | | `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` Integration 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. | Parameter | Type | Required | Example | Description | | --------- | ------- | :------: | ------------------------- | ----------------------------------------------------------------------------------------------------------------------------- | | `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` Integration 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. | Parameter | Type | Required | Example | Description | | --------- | ------- | :------: | ----------- | -------------------------------------------------------- | | `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` Integration 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. | Parameter | Type | Required | Example | Description | | --------- | ------- | :------: | --------------- | ------------------------------------------------------------------------------------------------------------------------------ | | `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` Integration 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. | Parameter | Type | Required | Example | Description | | ------------ | ------- | :------: | -------- | --------------------------------------------------- | | `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` Integration 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. | Parameter | Type | Required | Example | Description | | ---------------- | ------- | :------: | ------- | -------------------------------------------------------------- | | `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` Integration 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. | Parameter | Type | Required | Example | Description | | ----------- | ------- | :------: | ------------------------- | ------------------------------------------------------------------------------------------------------------- | | `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` Integration 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. | Parameter | Type | Required | Example | Description | | --------- | ------- | :------: | ------------------------ | ------------------------------------------------------------------------------------------------------------------------------ | | `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` Integration 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` Integration 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` Integration 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. | Parameter | Type | Required | Example | Description | | ----------------------- | ------- | :------: | ---------- | ------------------------------------------------------------------------ | | `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` Integration 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. | Parameter | Type | Required | Example | Description | | --------- | ------- | :------: | -------------------- | ------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------ | | `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` Integration 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. | Parameter | Type | Required | Example | Description | | --------- | ------ | :------: | --------------- | -------------------------------------------------------------------------------------------------- | | `embed` | string | | `"memberships"` | Additional data to include in the response. Use 'memberships' to include team members information. | *** ### `Capsule Crm List Titles` Integration 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` Integration 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. | Parameter | Type | Required | Example | Description | | --------- | ------- | :------: | ------- | ---------------------------------------------------------- | | `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` Integration 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. | Parameter | Type | Required | Example | Description | | --------- | ----- | :------: | ----------- | -------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------- | | `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` Integration 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. | Parameter | Type | Required | Example | Description | | ---------- | ------- | :------: | ------- | ----------------------------------------------------------- | | `board_id` | integer | ✅ | `62139` | The unique identifier (integer ID) of the board to restore. | *** ### `Capsule Crm Run Filter Query` Integration 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. | Parameter | Type | Required | Example | Description | | --------- | ------- | :------: | ------- | ---------------------------------------------------------------------------------- | | `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` Integration 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. | Parameter | Type | Required | Example | Description | | --------- | ------- | :------: | ------------------- | ---------------------------------------------------------------------------- | | `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` Integration 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. | Parameter | Type | Required | Example | Description | | --------- | ------- | :------: | ------------ | ----------------------------------------------------------------------------- | | `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` Integration 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. | Parameter | Type | Required | Example | Description | | --------- | ------- | :------: | ------------------- | ------------------------------------------------------------------------ | | `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` Integration 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. | Parameter | Type | Required | Example | Description | | --------- | ------- | :------: | ------- | ---------------------------------------- | | `board` | object | ✅ | — | Board object containing fields to update | | `boardId` | integer | ✅ | `62139` | The ID of the board to update | *** ### `Capsule Crm Update Category` Integration 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. | Parameter | Type | Required | Example | Description | | ------------ | ------- | :------: | --------- | ---------------------------------------------------------- | | `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` Integration 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. | Parameter | Type | Required | Example | Description | | ------------ | ------- | :------: | ----------- | ------------------------------------------------------------------------------------------------------------ | | `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` Integration 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. | Parameter | Type | Required | Example | Description | | --------- | ------- | :------: | ----------- | ---------------------------------------------------------------------------------------------- | | `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` Integration 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. | Parameter | Type | Required | Example | Description | | --------- | ------- | :------: | ----------- | ------------------------------------ | | `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` Integration 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. | Parameter | Type | Required | Example | Description | | -------------- | ------- | :------: | --------- | ------------------------------------------------------------------- | | `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` Integration 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. | Parameter | Type | Required | Example | Description | | ------------- | ------- | :------: | --------- | ------------------------------------------------ | | `milestone` | object | ✅ | — | Milestone object containing fields to update | | `milestoneId` | integer | ✅ | `2841255` | The unique identifier of the milestone to update | *** ### `Capsule Crm Update Opportunity` Integration 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. | Parameter | Type | Required | Example | Description | | --------------- | ------- | :------: | ---------- | ------------------------------------------ | | `opportunity` | object | ✅ | — | Fields to update on the opportunity object | | `opportunityId` | integer | ✅ | `19348616` | Unique ID of the opportunity to update | *** ### `Capsule Crm Update Party` Integration 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. | Parameter | Type | Required | Example | Description | | --------- | ------- | :------: | ------- | ------------------------------------------------------------------------------------------- | | `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` Integration 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. | Parameter | Type | Required | Example | Description | | ------------ | ------- | :------: | -------- | ------------------------------------------------------------------------------- | | `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` Integration 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. | Parameter | Type | Required | Example | Description | | ----------- | ------- | :------: | --------------- | ------------------------------------------------------------------------------------------------------------------------------ | | `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` Integration 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. | Parameter | Type | Required | Example | Description | | --------- | ------- | :------: | -------- | ---------------------------------------- | | `stage` | object | ✅ | — | Stage object containing updatable fields | | `stageId` | integer | ✅ | `310389` | The identifier of the stage to update | *** ### `Capsule Crm Update Task` Integration 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. | Parameter | Type | Required | Example | Description | | --------- | ------- | :------: | ----------- | ----------------------------------- | | `task` | object | ✅ | — | Fields to update on the task object | | `taskId` | integer | ✅ | `157972811` | The unique ID of the task to update | *** ### `Capsule Crm Update Track` Integration 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. | Parameter | Type | Required | Example | Description | | --------- | ------- | :------: | ---------- | ------------------------------------------------------------------------------- | | `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` Integration 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. | Parameter | Type | Required | Example | Description | | ------------------- | ------- | :------: | -------- | ---------------------------------------------------------------------------------- | | `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` Integration 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. | Parameter | Type | Required | Example | Description | | --------- | ------- | :------: | -------- | --------------------------------------------------------------------------------------------------------- | | `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` Integration 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. | Parameter | Type | Required | Example | Description | | --------- | ------ | :------: | ------- | ------------------------------------------ | | `file` | object | ✅ | — | File to upload. Maximum file size is 25MB. | --- # Agent Instructions: Querying This Documentation If you need additional information that is not directly available in this page, you can query the documentation dynamically by asking a question. Perform an HTTP GET request on the current page URL with the `ask` query parameter: ``` GET https://docs.toolhouse.ai/toolhouse/integrations/capsule-crm.md?ask= ``` The question should be specific, self-contained, and written in natural language. The response will contain a direct answer to the question and relevant excerpts and sources from the documentation. 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