Integration
Connect Capsule CRM and JIRA
When New case fires in Capsule CRM, your agent runs Create Issue in JIRA, or New Issue in JIRA to Add Task in Capsule CRM. Describe the whole flow and it is built, tested on every scenario and kept running.
What the catalog holds today. Ask for anything missing and your agent reads the API documentation and adds it.
Build solutions, not workarounds.
What do you want Capsule CRM and JIRA to do together?
Ask the assistant
Connect your AI client
Give your AI client this address.
https://mcp.apiant.aiOne connection does both: ask your client to act in an app once, or have it build an automation that keeps running. Any client that takes a remote MCP server. Nothing to install. Create your free account, then sign in once in your browser.
Set it up in your client
Claude Code
Run this in the directory you want to work in.
claude mcp add --transport http -s project apiant-ai https://mcp.apiant.aiStart Claude Code there, approve the server, and sign in in the browser page it opens.
Claude Code guide (opens in a new tab)Claude, web and desktop
Open Customize, then Connectors, then Add custom connector, and paste the address. On Team and Enterprise an owner adds it first.
Setup guide (opens in a new tab)Cursor
Add the address to your MCP configuration as a server URL. Cursor signs you in in your browser.
Setup guide (opens in a new tab)Zed
Open Settings, then AI, then MCP Servers, then Add Server, then Add Remote Server.
Setup guide (opens in a new tab)Codex and the ChatGPT desktop app
Open Settings, then MCP servers, then Add server, and choose Streamable HTTP. From the terminal, Codex takes the address with its own add command and then signs you in.
Setup guide (opens in a new tab)Any other MCP client
Paste the address where the client asks for a remote MCP server URL, and name the server apiant-ai where it lets you. APIANT's skills reach the client over the same connection.
Setup guide (opens in a new tab)Capsule CRM holds the accounts, cases and opportunities your sales side works from, while JIRA holds the work your delivery and support teams pick up. Connecting them means a case or deal in Capsule can open the matching JIRA issue, and issue activity in JIRA can come back as tasks and notes on the right Capsule record.
Example flows
What Capsule CRM and JIRA can do together
From Capsule CRM to JIRA
When New case in Capsule CRM
then Create Issue in JIRA
When New opportunity in Capsule CRM
then Add Comment to Issue in JIRA
From JIRA to Capsule CRM
When New Issue in JIRA
then Add Task in Capsule CRM
When New or Updated Issue in JIRA
then Create a new task for organization in Capsule CRM
Starting points drawn from the triggers and actions in the catalog today. Describe the flow you need, at any depth, and your agent builds it and tests every scenario before it ships.
Everything your agent can do with Capsule CRM and JIRA
Triggers and actions 10 triggers · 200 actions
Trigger
List projectslist projects (cases/kases), surfacing new ones over time
Trigger
List taskslist tasks, surfacing new ones over time
Trigger
New casePolls for newly created cases in Capsule CRM.
Trigger
New opportunityPolls for newly created opportunities in Capsule CRM.
Trigger
New organizationPolls for newly created organizations in Capsule CRM.
Trigger
New personPolls for newly created people in Capsule CRM.
Trigger
New taskPolls for newly created tasks in Capsule CRM.
Trigger
New userPolls for newly created user accounts in Capsule CRM.
Action
Add additional party to opportunityadd an additional party to an opportunity
Action
Add TaskAdd a task in Capsule CRM, optionally linked to a party.
Action
Complete a taskMarks a task as completed in Capsule CRM.
Action
Create a caseCreates a new case (kase) in Capsule CRM, optionally linked to a party.
Action
Create a new task for organizationThis action creates a new task for the specified organization.
Action
Create an open case for organizationThis action creates a new open case for the specified organization.
Action
Create an open case for personThis action creates a new open case for the specified person.
Action
Create an organizationCreates a new organization party in Capsule CRM.
Action
Create a noteCreates a new note (entry) attached to a party, opportunity, or case in Capsule CRM.
Action
Create a personCreates a new person party in Capsule CRM.
Action
Create a tag for organizationThis action creates a new tag for the specified organization.
Action
Create a tag for personThis action creates a new tag for the specified person.
Action
Create entrycreate an activity entry
Action
Create opportunitycreate an opportunity
Action
Create partycreate a party (person or organization)
Action
Create projectcreate a project (case)
Action
Create tagcreate a tag for an entity type
Action
Delete a partyDeletes a party by id in Capsule CRM.
Action
Delete entrydelete an activity entry
Action
Delete opportunitydelete an opportunity
Action
Delete projectdelete a project
Action
Delete tagdelete a tag
Action
Delete taskdelete a task
Action
Get PartyGet a party (person or organization) in Capsule CRM, including its custom fields both raw and flattened by field-definition id.
Action
List additional parties for opportunitylist additional parties on an opportunity
Action
List casesLists cases (kases) in Capsule CRM.
Action
List deleted opportunitieslist deleted opportunities
Action
List deleted partieslist deleted parties
Action
List deleted projectslist deleted projects
Action
List employees of partylist people employed at an organization party
Action
List entries by datelist activity entries by date
Action
List entries for entitylist activity entries for a party/opportunity/project
Action
List opportunitiesLists sales opportunities in Capsule CRM.
Action
List opportunities by partylist opportunities for a party
Action
List partiesLists parties (people and organizations) in Capsule CRM.
Action
List projects associated with opportunitylist projects associated with an opportunity
Action
List projects by partylist projects for a party
Action
List tagslist tags for an entity type
Action
List teamslist teams
Action
List tracks for entitylist tracks for an entity
Action
List userslist users
Action
Remove additional party from opportunityremove an additional party from an opportunity
Action
Run filter queryrun a saved/ad-hoc filter query for an entity
Action
Search opportunitiessearch opportunities
Action
Search partiesSearches parties by a free-text query in Capsule CRM.
Action
Search projectssearch projects
Action
Show current userget the authenticated user
Action
Show entryretrieve an activity entry by ID
Action
Show opportunityretrieve an opportunity by ID
Action
Show projectretrieve a project by ID
Action
Show site configget account/site configuration
Action
Show tagretrieve a tag by ID
Action
Show taskretrieve a task by ID
Action
Show userretrieve a user by ID
Action
Update entryupdate an activity entry
Action
Update opportunityupdate an opportunity
Action
Update partyupdate a party
Action
Update projectupdate a project
Action
Update tagupdate a tag
Action
Update taskupdate a task
Action
Update userupdate a user
Action
Upload attachmentupload an attachment
Trigger
New IssuePolls for newly created issues in a project (ordered by creation date).
Trigger
New or Updated IssuePolls for issues created or updated recently (ordered by updated date).
Action
Add attachmentadd an attachment to an issue
Action
Add commentadd a comment to an issue
Action
Add Comment to IssueAdds a comment to the specified issue.
Action
Add filter as favoriteAdd filter as favorite
Action
Add gadget to dashboardAdd gadget to dashboard
Action
Add user to groupadd a user to a group
Action
Add voteadd the current user's vote to an issue
Action
Add worklogadd a worklog to an issue
Action
Archive issues by ID or keyarchive issues by ID/key
Action
Archive issue(s) by JQLArchive issue(s) by JQL
Action
Assign IssueAssigns an issue to a user by account ID.
Action
Bulk create issuebulk create issues
Action
Bulk create statusesBulk create statuses
Action
Bulk delete issuesbulk delete issues
Action
Bulk delete StatusesBulk delete Statuses
Action
Bulk delete worklogsbulk delete worklogs on an issue
Action
Bulk edit dashboardsBulk edit dashboards
Action
Bulk edit issuesbulk edit issue fields
Action
Bulk fetch issuesbulk fetch issues by ID/key
Action
Bulk move issuesbulk move issues
Action
Bulk move worklogsbulk move worklogs
Action
Bulk transition issue statusesbulk transition issue statuses
Action
Bulk unwatch issuesbulk unwatch issues
Action
Bulk watch issuesbulk watch issues
Action
Change filter ownerChange filter owner
Action
Copy dashboardCopy dashboard
Action
Create componentCreate component
Action
Create custom fieldCreate custom field
Action
Create dashboardCreate dashboard
Action
Create filterCreate filter
Action
Create groupCreate group
Action
Create IssueCreates a new issue in the specified project.
Action
Create issue linkcreate a link between two issues
Action
Create issue link typecreate an issue link type
Action
Create issue typecreate an issue type
Action
Create projectcreate a project
Action
Create project categorycreate a project category
Action
Create related workCreate related work
Action
Create usercreate a user
Action
Create versionCreate version
Action
Delete and replace versionDelete and replace version
Action
Delete attachmentdelete an attachment
Action
Delete commentdelete a comment
Action
Delete componentDelete component
Action
Delete custom fieldDelete custom field
Action
Delete dashboardDelete dashboard
Action
Delete filterDelete filter
Action
Delete IssueDeletes an issue by its key or ID.
Action
Delete issue linkdelete an issue link
Action
Delete issue link typedelete an issue link type
Action
Delete issue typedelete an issue type
Action
Delete projectdelete a project
Action
Delete project asynchronouslydelete a project asynchronously
Action
Delete project categorydelete a project category
Action
Delete related workDelete related work
Action
Delete userdelete a user
Action
Delete versionDelete version
Action
Delete voteremove the current user's vote from an issue
Action
Delete watcherremove a watcher from an issue
Action
Delete worklogdelete a worklog
Action
Export Archived IssuesExport archived issue(s)
Action
Get all dashboardsGet all dashboards
Action
Get all projectsGet all projects
Action
Get attachment contentget attachment content
Action
Get attachment metadataget attachment metadata
Action
Get available transitionsGet available transitions
Action
Get bulk available transitionsget transitions available for bulk transition
Action
Get commentget a single comment
Action
Get comments by IDsget comments by IDs
Action
Get componentGet component
Action
Get create issue metadataGet create issue metadata
Action
Get create metadata issue types for a projectget create-metadata issue types for a project
Action
Get custom fieldFetches a custom field's definition by its ID, including its name, description and field type. Returns found = false when no field has that ID.
Action
Get dashboardGet dashboard
Action
Get edit issue metadataget edit metadata for an issue
Action
Get favorite filtersGet favorite filters
Action
Get filterGet filter
Action
Get groupGet group
Action
Get IssueReturns the details of a single issue by its key or ID.
Action
Get Issue CommentsReturns all comments for the specified issue.
Action
Get issue linkget an issue link
Action
Get issue link typeget an issue link type
Action
Get issue link typeslist issue link types
Action
Get Issue TransitionsReturns the workflow transitions available for the specified issue.
Action
Get issue typeget an issue type
Action
Get issue watchersget watchers of an issue
Action
Get issue worklogsget worklogs on an issue
Action
Get is watching issue bulkcheck watching status for multiple issues
Action
Get my filtersGet my filters
Action
Get ProjectReturns the details of a single project by its key or ID.
Action
Get project categoryFetches a project category by ID, with its name and description. An error occurs if the category is not found.
Action
Get project componentsget all components of a project
Action
Get project versionsget all versions of a project
Action
Get recent projectsget recently viewed projects
Action
Get related workGet related work
Action
Get statusGet status
Action
Get status categoryGet status category
Action
Get transitionsget available transitions for an issue
Action
Get userget a user
Action
Get user groupsget groups a user belongs to
Action
Get users from grouplist members of a group
Action
Get versionGet version
Action
Get votesget votes on an issue
Action
Get worklogget a worklog
Action
Get worklogs by IDsget worklogs by IDs
Action
Get worklogs by issue ID and worklog IDget worklogs by issue ID and worklog ID (internal)
Action
List Project Issue TypesReturns the issue types available, optionally for a given project.
Action
List ProjectsReturns a paginated list of projects visible to the user.
Action
List usersLists the users visible to the connected Jira account. Takes no search criterion.
Action
Merge versionsmerge one version into another
Action
Move versionMove version
Action
Remove filter as favoriteRemove filter as favorite
Action
Remove gadget from dashboardRemove gadget from dashboard
Action
Remove groupRemove group
Action
Remove user from groupremove a user from a group
Action
Restore custom field from trashRestore custom field from trash
Action
Restore deleted or archived projectrestore a deleted or archived project
Action
Search for dashboardsSearch for dashboards
Action
Search for filtersSearch for filters
Action
Search for issues using JQL enhanced search (GET)Search for issues using JQL enhanced search (GET)
Action
Search for issues using JQL enhanced search (POST)search for issues using enhanced JQL (POST)
Action
Search Issues (JQL)Searches for issues using a JQL query.
Action
Transition IssueMoves an issue to a new status by performing a workflow transition.
Action
Unarchive issues by keys or IDunarchive issues by key/ID
Action
Update commentupdate a comment
Action
Update componentUpdate component
Action
Update custom fieldUpdate custom field
Action
Update dashboardUpdate dashboard
Action
Update filterUpdate filter
Action
Update gadget on dashboardUpdate gadget on dashboard
Action
Update Issueedit an issue
Action
Update issue link typeupdate an issue link type
Action
Update issue typeupdate an issue type
Action
Update projectupdate a project
Action
Update project categoryupdate a project category
Action
Update related workUpdate one related-work link on a Jira project version. Reads the version's existing related work, overlays only the fields you supply, then writes the merged object back — so anything you leave blank keeps its current value.
Action
Update versionUpdate version
Action
Update worklogupdate a worklog
No trigger or action matches that. Ask your agent to add it: it reads the API documentation and builds what you describe.
Each app on its own
Reviews
What our customers say
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Questions
Capsule CRM and JIRA, answered
Can the JIRA issue carry details from the Capsule CRM record it came from?
Yes. The flow can read the linked party with Get Party in Capsule CRM first, then use those details when it runs Create Issue in JIRA. You can also write the issue key back onto the case with Create a note.
Does work in JIRA show up for the account owner in Capsule CRM?
It can. The New Issue and New or Updated Issue triggers in JIRA can lead to Add Task or Create a note in Capsule CRM, attached to the party or case you name. Capsule then shows the follow-up alongside the rest of the account history.
What can start an automation from Capsule CRM?
Any of Capsule CRM's 8 triggers in the catalog, including New case, New opportunity, New organization and New person. Describe the moment in plain language and your agent picks the right one.
What can your agent do in JIRA when something happens in Capsule CRM?
Any of JIRA's 138 actions, including Create component, Create Issue, Create custom field and Create dashboard. Your agent maps the data both ways and tests every scenario before it ships.
Can it also run from JIRA to Capsule CRM?
Yes. When something happens in JIRA, your agent can act in Capsule CRM too. This page covers both directions: JIRA's triggers and Capsule CRM's actions are listed here as well.
Do I have to build a connector for Capsule CRM or JIRA?
No. Both are in the catalog with their triggers and actions. You describe the automation; your agent builds it, tests every scenario and keeps it running.
Can my AI client use Capsule CRM and JIRA without building an automation?
Yes. With your AI client connected to APIANT, ask it to do something in either app once and it runs that action on the spot. Ask for an automation and your agent builds it, tests every scenario and keeps it running. One connection covers both.
What happens when something fails?
Your agent works that out for you. It plans the failure paths along with the happy path, then tests every scenario before it ships.
Is there a free plan?
Yes. Every plan includes the agent, including free, and building from your own AI client spends no assistant credits.