Capsule CRM#

Operate Capsule CRM through your OOMOL-connected account. This skill calls the capsule_crm connector with the 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 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/app-connections?provider=capsule_crm
  
  

• HTTP 402 / OOMOL_INSUFFICIENT_CREDIT — billing stop. Recharge at https://console.oomol.com/billing/token-recharge before retrying.

Resources#

• Capsule CRM homepage: https://capsulecrm.com