Integration
Connect Capsule CRM and SQL Server
When New case fires in Capsule CRM, your agent runs Add Row in SQL Server, or New or Updated Row in SQL Server 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 SQL Server 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 people, organizations, cases and opportunities your team works on, while SQL Server holds the billing, product and account tables behind them. Connecting the two lets a new record in Capsule CRM write a row in SQL Server, and lets a changed row in your database update the matching opportunity, person or note in Capsule CRM.
Example flows
What Capsule CRM and SQL Server can do together
From Capsule CRM to SQL Server
When New case in Capsule CRM
then Add Row in SQL Server
From SQL Server to 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 SQL Server
Triggers and actions 12 triggers · 69 actions
- List projects
list projects (cases/kases), surfacing new ones over time
- List tasks
list tasks, surfacing new ones over time
- New case
Polls for newly created cases in Capsule CRM.
- New opportunity
Polls for newly created opportunities in Capsule CRM.
- New organization
Polls for newly created organizations in Capsule CRM.
- New person
Polls for newly created people in Capsule CRM.
- New task
Polls for newly created tasks in Capsule CRM.
- New user
Polls for newly created user accounts in Capsule CRM.
- Add additional party to opportunity
add an additional party to an opportunity
- Add Task
Add a task in Capsule CRM, optionally linked to a party.
- Complete a task
Marks a task as completed in Capsule CRM.
- Create a case
Creates a new case (kase) in Capsule CRM, optionally linked to a party.
- Create a new task for organization
This action creates a new task for the specified organization.
- Create an open case for organization
This action creates a new open case for the specified organization.
- Create an open case for person
This action creates a new open case for the specified person.
- Create an organization
Creates a new organization party in Capsule CRM.
- Create a note
Creates a new note (entry) attached to a party, opportunity, or case in Capsule CRM.
- Create a person
Creates a new person party in Capsule CRM.
- Create a tag for organization
This action creates a new tag for the specified organization.
- Create a tag for person
This action creates a new tag for the specified person.
- Create entry
create an activity entry
- Create opportunity
create an opportunity
- Create party
create a party (person or organization)
- Create project
create a project (case)
- Create tag
create a tag for an entity type
- Delete a party
Deletes a party by id in Capsule CRM.
- Delete entry
delete an activity entry
- Delete opportunity
delete an opportunity
- Delete project
delete a project
- Delete tag
delete a tag
- Delete task
delete a task
- Get Party
Get a party (person or organization) in Capsule CRM, including its custom fields both raw and flattened by field-definition id.
- List additional parties for opportunity
list additional parties on an opportunity
- List cases
Lists cases (kases) in Capsule CRM.
- List deleted opportunities
list deleted opportunities
- List deleted parties
list deleted parties
- List deleted projects
list deleted projects
- List employees of party
list people employed at an organization party
- List entries by date
list activity entries by date
- List entries for entity
list activity entries for a party/opportunity/project
- List opportunities
Lists sales opportunities in Capsule CRM.
- List opportunities by party
list opportunities for a party
- List parties
Lists parties (people and organizations) in Capsule CRM.
- List projects associated with opportunity
list projects associated with an opportunity
- List projects by party
list projects for a party
- List tags
list tags for an entity type
- List teams
list teams
- List tracks for entity
list tracks for an entity
- List users
list users
- Remove additional party from opportunity
remove an additional party from an opportunity
- Run filter query
run a saved/ad-hoc filter query for an entity
- Search opportunities
search opportunities
- Search parties
Searches parties by a free-text query in Capsule CRM.
- Search projects
search projects
- Show current user
get the authenticated user
- Show entry
retrieve an activity entry by ID
- Show opportunity
retrieve an opportunity by ID
- Show project
retrieve a project by ID
- Show site config
get account/site configuration
- Show tag
retrieve a tag by ID
- Show task
retrieve a task by ID
- Show user
retrieve a user by ID
- Update entry
update an activity entry
- Update opportunity
update an opportunity
- Update party
update a party
- Update project
update a project
- Update tag
update a tag
- Update task
update a task
- Update user
update a user
- Upload attachment
upload an attachment
- New or Updated Row
Triggers when a new row is added or modified.
- New or Updated Row (Custom Query)
Fires for each new or changed row returned by a SELECT statement you write against the connected SQL Server database.
- New Row
Triggers when you add a new row.
- New Table
Fires when a new table appears in the connected SQL Server database.
- Add Row
Add one row to a table on the connected SQL Server database.
- Delete Row
Delete the rows in a table whose chosen column equals a value.
- Find Row
Find the first row in a table whose chosen column matches a value.
- Find Rows via Custom Query
Runs a SELECT statement you write against the connected SQL Server database and returns every row it matches.
- Find Row via Custom Query
Runs a SELECT statement you write against the connected SQL Server database and returns the first row it matches.
- Run Custom Statement
Runs a statement you write against the connected SQL Server database that changes data rather than returning rows, and reports how many rows it changed.
- Update Row
Change column values on every row of a table whose chosen column matches a value.
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
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Questions
Capsule CRM and SQL Server, answered
Can I match a Capsule CRM record to an existing row before writing anything?
Yes. The Find Row and Find Row via Custom Query actions in SQL Server look up a row by a column value or a SELECT statement you write, so the run can stop or continue based on whether that row exists.
How does the agent know a row in SQL Server changed?
SQL Server offers New Row, New or Updated Row, and New or Updated Row (Custom Query) triggers, so you can watch a whole table or only the rows your own SELECT returns. From there the agent can create or update the matching record in Capsule CRM.
What can start an automation from Capsule CRM?
Any of Capsule CRM's 8 triggers in the catalog, including New case, New opportunity, New person and New organization. Describe the moment in plain language and your agent picks the right one.
What can your agent do in SQL Server when something happens in Capsule CRM?
Any of SQL Server's 7 actions, including Add Row, Find Row, Run Custom Statement and Update Row. Your agent maps the data both ways and tests every scenario before it ships.
Can it also run from SQL Server to Capsule CRM?
Yes. When something happens in SQL Server, your agent can act in Capsule CRM too. This page covers both directions: SQL Server's triggers and Capsule CRM's actions are listed here as well.
Do I have to build a connector for Capsule CRM or SQL Server?
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 SQL Server 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.