A powerful Openclaw Skills integration for Capsule CRM that automates customer management, sales pipeline tracking, and project organization.
Install & Download
1. ClawHub CLI
The fastest way to install a skill directly from the registry.
npx clawhub@latest install capsule-crm-integration
2. Manual Installation
Copy the skill folder to one of these locations
~/.openclaw/skills/ <project>/skills/ Priority: Workspace > Local > Bundled
3. Prompt Installation
Copy this prompt to OpenClaw to install it automatically.
Help me install capsule-crm-integration using Clawhub. If Clawhub is not installed, install it first (npm i -g clawhub).
Prefer to download?
Get the raw skill files in a ZIP archive.
What is Capsule CRM Skill?
The Capsule CRM skill is a robust integration designed for Openclaw Skills to streamline your customer relationship management. By leveraging the Membrane framework, this skill empowers AI agents to interact directly with Capsule CRM data, including opportunities, tracks, cases, and organizations. It simplifies complex CRM workflows by providing a standardized interface for sales teams and account managers to track leads and nurture relationships without manual overhead.
This integration ensures that your AI agents have real-time access to customer insights and sales progress. By using Openclaw Skills to bridge the gap between communication and data management, businesses can maintain a cleaner CRM and faster response times for potential leads.
Capsule CRM Skill Use Cases
- Automating the creation of new sales opportunities from lead generation conversations.
- Synchronizing contact information and organizations between external tools and Capsule CRM.
- Tracking project milestones and tasks automatically based on agent-driven project updates.
- Retrieving comprehensive customer histories and party details during live support or sales sessions using Openclaw Skills.
How Capsule CRM Skill Works
- The AI agent initiates the skill using the Membrane CLI to establish a secure connection.
- Authentication is handled server-side, ensuring credentials never leave the secure environment and maintaining the integrity of Openclaw Skills.
- The agent searches for specific CRM actions such as listing users, projects, or tasks based on the current intent.
- Requests are processed through a proxy that injects required authentication headers and manages token refreshes automatically.
- Data is returned in a structured format, allowing the agent to perform follow-up actions or update the user immediately.
Capsule CRM Skill Setup
To get started with the Capsule CRM skill within Openclaw Skills, follow these installation steps:
Install the Membrane CLI:
npm install -g @membranehq/cli@latest
Authenticate with your agent type:
membrane login --tenant --clientName=openclaw
Establish the connection to Capsule CRM:
membrane connection ensure "https://capsulecrm.com/" --json
Verify the connection status using the generated connection ID. If the state is not READY, follow the clientAction instructions provided in the JSON output to complete the OAuth process in your browser.
Capsule CRM Skill Data Schema & Taxonomy
The Capsule CRM skill organizes data into several primary entities accessible via Openclaw Skills. The following table outlines the key data structures:
| Entity | Key Fields | Purpose |
|---|---|---|
| Party | id, name, type | Represents individual people or organizations. |
| Opportunity | id, name, value, milestone | Tracks potential sales deals and pipeline stages. |
| Task | id, description, due date | Actionable items linked to contacts or projects. |
| Project | id, name, status | Tracks ongoing initiatives or client deliverables. |
| Case | id, subject, status | Manages support tickets or specific customer inquiries. |
Capsule CRM Skill Advanced Features
- Natural language intent discovery for finding relevant CRM actions dynamically without hardcoding IDs.
- Direct API proxy support for executing custom endpoints not covered by standard pre-built actions.
- Multi-agent support via tenant-based authentication within the Openclaw Skills ecosystem.
- Transparent credential management that eliminates the need for manual API key rotation or local secret storage.
- Machine-readable JSON output for all commands, enabling complex agentic chaining and automation.
SKILL.md
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