Is capsule-crm safe to install?

SaferSkills independently audited capsule-crm (Agent Skill) and scored it 100/100 (green). The audit ran 55 deterministic rules across Security, Supply Chain, Maintenance, Transparency, and Community; it found 0 high-severity and 0 lower-severity findings. The full rule-by-rule trace and per-finding evidence are below. Free, methodology-open.

CategoryWeightCategory scoreContribution

Securityprompt, exec, net, exfil, eval

35%

100

35.0 pts

Supply chainhash, typosquat, maintainer, lockfile

20%

100

20.0 pts

Maintenancestaleness, pinning, CI

15%

100

15.0 pts

TransparencySKILL.md, perms, README

15%

100

15.0 pts

Communityinstalls, verify, response

15%

100

15.0 pts

Findings & checks · 0 flagged

Securityscore 100 · 0 findings

✓—All security checks passedNo findings in this category for the latest scan.pass

Supply chainscore 100 · 0 findings

✓—All supply chain checks passedNo findings in this category for the latest scan.pass

Maintenancescore 100 · 0 findings

✓—All maintenance checks passedNo findings in this category for the latest scan.pass

Transparencyscore 100 · 0 findings

✓—All transparency checks passedNo findings in this category for the latest scan.pass

Communityscore 100 · 0 findings

✓—All community checks passedNo findings in this category for the latest scan.pass

The primary manifest — the file an agent reads to learn what this artifact does.

clawhub-skills/capsule-crm/SKILL.md · 1 file

clawhub-skills/capsule-crm/SKILL.md15.0 KB · Markdown

name: capsule-crm

description: Capsule CRM API integration with managed OAuth. Manage contacts, organizations, opportunities, projects, tasks, tracks, milestones, entries, and custom fields. Use this skill when users want to search contacts, track sales opportunities, manage projects, create tasks, or configure pipelines in Capsule CRM.

Capsule CRM

Capsule CRM is a simple yet powerful customer relationship management platform for managing contacts, organizations, sales opportunities, and projects. This integration provides comprehensive CRUD operations across all Capsule CRM entities through ClawLink's hosted OAuth flow.

Setup in 3 Steps

Step 1: Install	Step 2: Pair Account	Step 3: Connect Capsule CRM
		App-specific connection GIF coming soon
Run the install command in OpenClaw	Sign in and approve the device	Open the dashboard and connect Capsule CRM

How It Works

┌─────────────────┐     ┌──────────────┐     ┌──────────────────┐
│   OpenClaw      │────>│   ClawLink   │────>│ Capsule CRM API  │
│   (User Chat)   │     │   (OAuth)    │     │                  │
└─────────────────┘     └──────────────┘     └──────────────────┘

Install

openclaw plugins install clawhub:clawlink-plugin
openclaw config set tools.alsoAllow '["clawlink-plugin"]' --strict-json
openclaw gateway restart

Quick Start

Search for contacts -- capsule_crm_search_parties
Create an opportunity -- capsule_crm_create_opportunity
List tasks -- capsule_crm_list_tasks

Authentication

ClawLink handles OAuth automatically. When you connect Capsule CRM through the dashboard, ClawLink obtains and refreshes tokens on your behalf. No API keys needed.

Connect at: https://claw-link.dev/dashboard?add=capsule-crm

Connection Management

List connections: clawlink_list_integrations
Verify connection: clawlink_list_tools --integration capsule-crm
Reconnect: Visit https://claw-link.dev/dashboard?add=capsule-crm

Security & Permissions

Read operations are safe. Write operations require confirmation. Delete operations are permanent and require explicit approval. Some operations (restoring boards, updating stages) require an Administrator role.

Tool Reference

Party (Contact & Organisation) Operations

Tool	Description	Mode
`capsule_crm_list_parties`	List all parties (contacts and organisations)	Read
`capsule_crm_search_parties`	Search parties by query string	Read
`capsule_crm_create_party`	Create a new person or organisation	Write
`capsule_crm_update_party`	Update an existing party	Write
`capsule_crm_delete_party`	Fully delete a party	Write
`capsule_crm_list_deleted_parties`	List parties deleted since a given date	Read
`capsule_crm_list_org_employees`	List employees linked to an organisation	Read

Opportunity Operations

Tool	Description	Mode
`capsule_crm_list_opportunities`	List all opportunities with pagination and filtering	Read
`capsule_crm_search_opportunities`	Search opportunities by query string	Read
`capsule_crm_get_opportunity`	Retrieve a specific opportunity by ID	Read
`capsule_crm_create_opportunity`	Create a new opportunity	Write
`capsule_crm_update_opportunity`	Update an existing opportunity	Write
`capsule_crm_delete_opportunity`	Delete an opportunity (restorable for 30 days)	Write
`capsule_crm_list_deleted_opportunities`	List deleted opportunities since a date	Read
`capsule_crm_list_opportunity_parties`	List parties associated with an opportunity	Read
`capsule_crm_create_opportunity_party`	Add a party to an opportunity	Write
`capsule_crm_delete_opportunity_party`	Remove a party from an opportunity	Write
`capsule_crm_list_party_opportunities`	List opportunities for a specific party	Read
`capsule_crm_list_opportunity_projects`	List projects associated with an opportunity	Read

Project (Case) Operations

Tool	Description	Mode
`capsule_crm_list_projects`	List projects with pagination and filtering	Read
`capsule_crm_search_projects`	Search projects by query string	Read
`capsule_crm_get_project`	Retrieve a specific project by ID	Read
`capsule_crm_create_project`	Create a new project (case)	Write
`capsule_crm_update_project`	Update an existing project	Write
`capsule_crm_delete_project`	Delete a project (restorable for 30 days)	Write
`capsule_crm_list_deleted_projects`	List deleted projects since a date	Read
`capsule_crm_list_project_parties`	List parties associated with a project	Read
`capsule_crm_add_project_party`	Add a party to a project	Write
`capsule_crm_delete_project_party`	Remove a party from a project	Write
`capsule_crm_list_party_projects`	List projects for a specific party	Read

Task Operations

Tool	Description	Mode
`capsule_crm_list_tasks`	List tasks with filters and embedded data	Read
`capsule_crm_get_task`	Get a specific task by ID	Read
`capsule_crm_create_task`	Create a new task	Write
`capsule_crm_update_task`	Update an existing task	Write
`capsule_crm_delete_task`	Delete a specific task	Write

Entry (Note) Operations

Tool	Description	Mode
`capsule_crm_list_entity_entries`	List entries for a party, opportunity, or project	Read
`capsule_crm_list_entries_by_date`	List entries in descending date order	Read
`capsule_crm_get_entry`	Retrieve a specific entry by ID	Read
`capsule_crm_create_entry`	Create a new note entry	Write
`capsule_crm_update_entry`	Update an existing entry	Write
`capsule_crm_delete_entry`	Delete an entry	Write

Track Operations

Tool	Description	Mode
`capsule_crm_list_track_definitions`	List all track definitions	Read
`capsule_crm_get_track_definition`	Get a specific track definition	Read
`capsule_crm_create_track_definition`	Create a new track definition	Write
`capsule_crm_update_track_definition`	Update a track definition	Write
`capsule_crm_delete_track_definition`	Delete a track definition	Write
`capsule_crm_list_entity_tracks`	List tracks applied to an entity	Read
`capsule_crm_get_track`	Get a specific track by ID	Read
`capsule_crm_create_track`	Apply a track to an entity	Write
`capsule_crm_update_track`	Update a track instance	Write
`capsule_crm_delete_track`	Delete a track	Write

Pipeline & Milestone Operations

Tool	Description	Mode
`capsule_crm_list_pipelines`	List all sales pipelines	Read
`capsule_crm_get_pipeline`	Get a specific pipeline	Read
`capsule_crm_update_pipeline`	Update a pipeline	Write
`capsule_crm_list_pipeline_milestones`	List milestones for a pipeline	Read
`capsule_crm_list_milestones`	List all milestones	Read
`capsule_crm_get_milestone`	Get a specific milestone	Read
`capsule_crm_create_milestone`	Create a new milestone	Write
`capsule_crm_update_milestone`	Update a milestone	Write
`capsule_crm_delete_milestone`	Delete a milestone	Write

Board & Stage Operations

Tool	Description	Mode
`capsule_crm_list_boards`	List all boards	Read
`capsule_crm_get_board`	Get a specific board	Read
`capsule_crm_update_board`	Update a board (Admin required)	Write
`capsule_crm_restore_board`	Restore a deleted board (Admin required)	Write
`capsule_crm_delete_board`	Delete (archive) a board	Write
`capsule_crm_list_board_stages`	List stages for a board	Read
`capsule_crm_list_stages`	List all stages	Read
`capsule_crm_get_stage`	Get a specific stage	Read
`capsule_crm_create_stage`	Create a new stage	Write
`capsule_crm_update_stage`	Update a stage (Admin required)	Write
`capsule_crm_delete_stage`	Delete a stage	Write

Category Operations

Tool	Description	Mode
`capsule_crm_list_categories`	List all task categories	Read
`capsule_crm_get_category`	Get a specific category	Read
`capsule_crm_create_category`	Create a new task category	Write
`capsule_crm_update_category`	Update a category	Write
`capsule_crm_delete_category`	Delete a category	Write

Custom Field Operations

Tool	Description	Mode
`capsule_crm_list_custom_field_definitions`	List custom field definitions	Read
`capsule_crm_get_custom_field_definition`	Get a custom field definition	Read
`capsule_crm_create_custom_field_definition`	Create a custom field definition	Write
`capsule_crm_update_custom_field_definition`	Update a custom field definition	Write
`capsule_crm_delete_custom_field_definition`	Delete a custom field definition	Write

Tag Operations

Tool	Description	Mode
`capsule_crm_list_entity_tags`	List tags for an entity type	Read
`capsule_crm_get_entity_tag`	Get a specific tag	Read
`capsule_crm_update_entity_tag`	Update a tag	Write
`capsule_crm_delete_entity_tag`	Delete a tag from all entities	Write

Lost Reason Operations

Tool	Description	Mode
`capsule_crm_list_lost_reasons`	List all lost reasons	Read
`capsule_crm_get_lost_reason`	Get a specific lost reason	Read
`capsule_crm_create_lost_reason`	Create a new lost reason	Write
`capsule_crm_update_lost_reason`	Update a lost reason	Write
`capsule_crm_delete_lost_reason`	Delete a lost reason	Write

Title Operations

Tool	Description	Mode
`capsule_crm_list_titles`	List all custom person titles	Read
`capsule_crm_create_title`	Create a new title	Write
`capsule_crm_delete_title`	Delete a title	Write

User Operations

Tool	Description	Mode
`capsule_crm_get_current_user`	Get current authenticated user details	Read
`capsule_crm_list_users`	List all users	Read
`capsule_crm_get_user`	Get a specific user by ID	Read
`capsule_crm_update_user`	Update user preferences	Write

Attachment Operations

Tool	Description	Mode
`capsule_crm_get_attachment`	Retrieve a specific attachment	Read
`capsule_crm_upload_attachment`	Upload an attachment (max 25MB)	Write

Search & Query Operations

Tool	Description	Mode
`capsule_crm_run_filter_query`	Run structured filter queries on parties, opportunities, or cases	Read

Reference Data Operations

Tool	Description	Mode
`capsule_crm_list_site`	Retrieve site (account) information	Read
`capsule_crm_list_countries`	List all countries with ISO codes	Read
`capsule_crm_list_currencies`	List available currencies	Read
`capsule_crm_list_teams`	List all teams	Read
`capsule_crm_list_goals`	List all goals	Read
`capsule_crm_list_rest_hooks`	List REST hook (webhook) subscriptions	Read
`capsule_crm_list_activity_types`	List all activity types	Read
`capsule_crm_list_activity_type_icons`	List available activity type icons	Read

Code Examples

Search for a contact

{
  "tool": "capsule_crm_search_parties",
  "args": { "query": "Acme Corp" }
}

Create an opportunity

{
  "tool": "capsule_crm_create_opportunity",
  "args": {
    "name": "New website project",
    "party_id": 11587,
    "value": 50000,
    "milestone_id": 42
  }
}

Create a task

{
  "tool": "capsule_crm_create_task",
  "args": {
    "description": "Follow up on proposal",
    "due_date": "2025-02-15",
    "party_id": 11587
  }
}

Add a note to a party

{
  "tool": "capsule_crm_create_entry",
  "args": {
    "party_id": 11587,
    "type": "note",
    "note": "Discussed requirements for the new project."
  }
}

Discovery Workflow

Call clawlink_list_integrations to confirm capsule-crm is connected.
Call clawlink_list_tools --integration capsule-crm to see the live catalog.
Use capsule_crm_list_pipelines to discover sales pipelines and milestones.
Use capsule_crm_list_boards to find project boards and stages.

Execution Workflow

Read path:  User asks "Find contact Acme"       -> capsule_crm_search_parties
Write path: User asks "Create a new deal"        -> Confirm -> capsule_crm_create_opportunity
Delete path: User asks "Remove contact X"        -> Confirm -> capsule_crm_delete_party

Notes

Deleted opportunities and projects can be restored within 30 days via the web interface.
Milestones cannot be deleted while being used on an opportunity.
Stages cannot be deleted while being used by open projects.
Some operations (update/restore boards, update stages) require an Administrator role.
Only note-type entries can be created via the API (emails and tasks are view-only).
Attachment uploads are limited to 25MB per file.

Error Handling

Status / Error	Meaning
Tool not found	Capsule CRM integration not connected
Missing connection	Authenticate via https://claw-link.dev/dashboard?add=capsule-crm
403 Forbidden	Missing Administrator role for restricted operations
404 Not Found	Party, opportunity, or project ID does not exist
Validation error	Invalid data format or missing required fields

Troubleshooting

Tools Not Visible

Run clawlink_list_tools --integration capsule-crm to confirm the connection is active.

Opportunity Creation Fails

Verify the party_id and milestone_id are valid. Use capsule_crm_list_parties and capsule_crm_list_milestones to discover IDs.

Resources

Capsule CRM API Docs: https://developer.capsulecrm.com/
ClawLink: https://claw-link.dev/?utm_source=clawhub&utm_medium=referral&utm_content=capsule-crm
ClawLink Docs: https://docs.claw-link.dev/openclaw

Powered by [ClawLink](https://claw-link.dev/?utm_source=clawhub&utm_medium=referral&utm_content=capsule-crm) -- an integration hub for OpenClaw

capsule-crm— agent skill

Is capsule-crm safe to install?

Capsule CRM

Setup in 3 Steps

How It Works

Install

Quick Start

Authentication

Connection Management

Security & Permissions

Tool Reference

Party (Contact & Organisation) Operations

Opportunity Operations

Project (Case) Operations

Task Operations

Entry (Note) Operations

Track Operations

Pipeline & Milestone Operations

Board & Stage Operations

Category Operations

Custom Field Operations

Tag Operations

Lost Reason Operations

Title Operations

User Operations

Attachment Operations

Search & Query Operations

Reference Data Operations

Code Examples

Discovery Workflow

Execution Workflow

Notes

Error Handling

Troubleshooting

Tools Not Visible

Opportunity Creation Fails

Resources

Audit the pieces. Scan the whole. Decide.