Capsule CRM

--- name: oo-capsule-crm description: "Capsule CRM (capsulecrm.com). Use this skill for ANY Capsule CRM request — reading, creating, updating, and deleting data. Whenever a task involves Capsule CRM, use this skill instead of calling the API directly." allowed-tools: [Bash(oo *)] metadata: title: "Capsule CRM" author: "OOMOL" version: "1.0.5" services: ["capsule_crm"] icon: "https://static.oomol.com/logo/third-party/capsule_crm.svg" --- # Capsule CRM Operate **Capsule CRM** through your OOMOL-connected account. This skill calls the `capsule_crm` connector with the [oo CLI](https://github.com/oomol-lab/oo-cli); OOMOL injects credentials server-side, so you never handle raw tokens. ## Running an action Assume the user has already installed the oo CLI, signed in, and connected Capsule CRM. **Do not run `oo auth login` or open the connection URL proactively — just run the action.** Fall back to [First-time setup](#first-time-setup) only when a command actually fails with an auth or connection error. **1. Inspect the contract** to get the authoritative input/output schema before building a payload: ```bash oo connector schema "capsule_crm" --action "<action_name>" ``` **2. Run the action** with a JSON payload that matches the input schema: ```bash oo connector run "capsule_crm" --action "<action_name>" --data '<json>' --json ``` - `--data` takes a JSON object string or `@path/to/file.json`; omit it to send `{}`. - The response is `{ "data": ..., "meta": { "executionId": "..." } }`; the execution id lives under `meta.executionId`. Each action is listed below with a one-line description; actions that change state carry a `[write]` or `[destructive]` tag. Before constructing `--data`, fetch the action's live schema with `oo connector schema` to get its authoritative input fields. ## Available actions - `create_opportunity` — Create a Capsule CRM opportunity. [write] - `create_party` — Create a Capsule CRM party. [write] - `create_task` — Create a Capsule CRM task. [write] - `delete_opportunity` — Delete a Capsule CRM opportunity. [destructive] - `delete_party` — Delete a Capsule CRM party. [destructive] - `delete_task` — Delete a Capsule CRM task. [destructive] - `get_current_user` — Read the Capsule CRM user associated with the access token. - `get_opportunity` — Read one Capsule CRM opportunity by ID. - `get_party` — Read one Capsule CRM party by ID. - `get_task` — Read one Capsule CRM task by ID. - `list_categories` — List Capsule CRM task categories. - `list_countries` — List countries supported by Capsule CRM. - `list_currencies` — List currencies supported by Capsule CRM. - `list_opportunities` — List Capsule CRM opportunities with pagination, optional change filtering, and embeds. - `list_parties` — List Capsule CRM parties with pagination, optional change filtering, and embeds. - `list_pipeline_milestones` — List milestones for a Capsule CRM pipeline. - `list_pipelines` — List Capsule CRM sales pipelines. - `list_stages` — List stages for a Capsule CRM board. - `list_tasks` — List Capsule CRM tasks with pagination, status filtering, and embeds. - `list_users` — List Capsule CRM users. - `search_opportunities` — Search Capsule CRM opportunities by query text. - `search_parties` — Search Capsule CRM parties by query text. - `update_opportunity` — Update a Capsule CRM opportunity. [write] - `update_party` — Update a Capsule CRM party. [write] - `update_task` — Update a Capsule CRM task. [write] ## Safety - Untagged actions are reads (get / list / search) — safe to run directly. - **Actions tagged `[write]` change Capsule CRM state — confirm the exact payload and effect with the user before running.** - **Actions tagged `[destructive]` remove or overwrite data — always confirm the target and get explicit approval first.** ## First-time setup These are **one-time** steps — do not repeat them on every call. Run a step only when a command fails for the matching reason. - **`oo: command not found`** — install the oo CLI (other platforms: <https://cli.oomol.com/install-guide.md>): ```bash curl -fsSL https://cli.oomol.com/install.sh | bash # macOS / Linux ``` ```powershell irm https://cli.oomol.com/install.ps1 | iex # Windows PowerShell ``` - **Not signed in / authentication error** — sign in to your OOMOL account once: ```bash oo auth login ``` - **`scope_missing` / `credential_expired` / `app_not_ready` / `app_not_found`** — Capsule CRM is not connected, or the connection expired or lacks a scope. Connect once (auth type: API key) at: ```text https://console.oomol.com/connections/capsule_crm ``` - **`OOMOL_INSUFFICIENT_CREDIT`** — OOMOL billing stop. Recharge at `https://console.oomol.com/billing/token-recharge` before retrying. - **HTTP 402 without `OOMOL_INSUFFICIENT_CREDIT`** — the third-party account itself has no active plan or credit. Report the provider error message as is; do not ask the user to recharge OOMOL. ## Resources - Capsule CRM homepage: https://capsulecrm.com - API documentation: https://developer.capsulecrm.com/v2/overview/authentication

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