/capsule_crm-automation

name: capsule_crm-automation
description: "Automate Capsule CRM tasks via Rube MCP (Composio): contacts, opportunities, cases, tasks, and pipeline management. Always search tools first for current schemas."
requires:
  mcp: [rube]

Capsule CRM Automation via Rube MCP

Automate Capsule CRM operations through Composio's Capsule CRM toolkit via Rube MCP.

**Toolkit docs**: [composio.dev/toolkits/capsule_crm](https://composio.dev/toolkits/capsule_crm)

Prerequisites

• Rube MCP must be connected (RUBE_SEARCH_TOOLS available)
• Active Capsule CRM connection via `RUBE_MANAGE_CONNECTIONS` with toolkit `capsule_crm`
• Always call `RUBE_SEARCH_TOOLS` first to get current tool schemas

Setup

**Get Rube MCP**: Add `https://rube.app/mcp` as an MCP server in your client configuration. No API keys needed — just add the endpoint and it works.

1. Verify Rube MCP is available by confirming `RUBE_SEARCH_TOOLS` responds 2. Call `RUBE_MANAGE_CONNECTIONS` with toolkit `capsule_crm` 3. If connection is not ACTIVE, follow the returned auth link to complete setup 4. Confirm connection status shows ACTIVE before running any workflows

Tool Discovery

Always discover available tools before executing workflows:

RUBE_SEARCH_TOOLS: queries=[{"use_case": "contacts, opportunities, cases, tasks, and pipeline management", "known_fields": ""}]

This returns:

• Available tool slugs for Capsule CRM
• Recommended execution plan steps
• Known pitfalls and edge cases
• Input schemas for each tool

Core Workflows

1. Discover Available Capsule CRM Tools

RUBE_SEARCH_TOOLS:
  queries:
    - use_case: "list all available Capsule CRM tools and capabilities"

Review the returned tools, their descriptions, and input schemas before proceeding.

2. Execute Capsule CRM Operations

After discovering tools, execute them via:

RUBE_MULTI_EXECUTE_TOOL:
  tools:
    - tool_slug: "<discovered_tool_slug>"
      arguments: {<schema-compliant arguments>}
  memory: {}
  sync_response_to_workbench: false

3. Multi-Step Workflows

For complex workflows involving multiple Capsule CRM operations:

1. Search for all relevant tools: `RUBE_SEARCH_TOOLS` with specific use case 2. Execute prerequisite steps first (e.g., fetch before update) 3. Pass data between steps using tool responses 4. Use `RUBE_REMOTE_WORKBENCH` for bulk operations or data processing

Common Patterns

Search Before Action

Always search for existing resources before creating new ones to avoid duplicates.

Pagination

Many list operations support pagination. Check responses for `next_cursor` or `page_token` and continue fetching until exhausted.

Error Handling

• Check tool responses for errors before proceeding
• If a tool fails, verify the connection is still ACTIVE
• Re-authenticate via `RUBE_MANAGE_CONNECTIONS` if connection expired

Batch Operations

For bulk operations, use `RUBE_REMOTE_WORKBENCH` with `run_composio_tool()` in a loop with `ThreadPoolExecutor` for parallel execution.

Known Pitfalls

• **Always search tools first**: Tool schemas and available operations may change. Never hardcode tool slugs without first discovering them via `RUBE_SEARCH_TOOLS`.
• **Check connection status**: Ensure the Capsule CRM connection is ACTIVE before executing any tools. Expired OAuth tokens require re-authentication.
• **Respect rate limits**: If you receive rate limit errors, reduce request frequency and implement backoff.
• **Validate schemas**: Always pass strictly schema-compliant arguments. Use `RUBE_GET_TOOL_SCHEMAS` to load full input schemas when `schemaRef` is returned instead of `input_schema`.

Quick Reference

| Operation | Approach | |-----------|----------| | Find tools | `RUBE_SEARCH_TOOLS` with Capsule CRM-specific use case | | Connect | `RUBE_MANAGE_CONNECTIONS` with toolkit `capsule_crm` | | Execute | `RUBE_MULTI_EXECUTE_TOOL` with discovered tool slugs | | Bulk ops | `RUBE_REMOTE_WORKBENCH` with `run_composio_tool()` | | Full schema | `RUBE_GET_TOOL_SCHEMAS` for tools with `schemaRef` |

> **Toolkit docs**: [composio.dev/toolkits/capsule_crm](https://composio.dev/toolkits/capsule_crm)