{ "data": { "a": { "slug": "capsule-crm", "name": "Capsule CRM", "vendor": "Zestia Limited", "vendorUrl": "https://capsulecrm.com", "kind": "http-api", "category": "crm", "summary": "Capsule is a hosted CRM for small businesses from Zestia Limited in Manchester. Agents reach contacts, opportunities, projects, tasks and notes through REST API v2, or through a hosted MCP server on the Growth plan and above.", "url": "https://www.anchorterminal.com/tools/capsule-crm", "markdownUrl": "https://www.anchorterminal.com/tools/capsule-crm.md", "slimMarkdownUrl": "https://www.anchorterminal.com/tools/capsule-crm.min.md", "jsonUrl": "https://www.anchorterminal.com/api/v1/tools/capsule-crm.json", "license": "Proprietary service under Capsule's Customer Terms", "transports": [ "http" ], "remoteUrl": "https://api.capsulecrm.com/api/v2", "packages": [], "auth": "mixed", "authNotes": "Every call takes a bearer token in the `Authorization` header. A user can create a personal token under My Preferences, API Authentication Tokens, with no review. Apps for other people use OAuth 2 (authorisation code grant) with the scopes `read`, `read write` or `read write user_preference`, refresh tokens and a revocation endpoint. Registering an OAuth app is self-serve in the developer hub and needs a GitHub sign-in. The MCP server accepts only OAuth with a pre-registered client ID and secret, and acts with the connecting user's own access.", "pricing": "freemium", "pricingNotes": "Free plan for up to two users and 250 contacts, and a 14-day trial of paid plans with no card, so an agent's owner can start without a contract. Paid plans are per user per month (Starter, Growth, Advanced, Ultimate). The pricing page draws its numbers by script and we could not read them. Capsule's comparison pages give Starter as $18 a month and the range as $0 to $72 (https://capsulecrm.com/crm-comparisons/copper/). The API has no separate charge in the reviewed pages. The MCP server needs Growth or above. Whether the Free plan includes API access was not found (checked 2026-10-08).", "priceSummary": "$18 / seat-mo", "where": "hosted", "x402": { "level": "no", "evidence": "No x402, MPP or L402 in the developer docs, the pricing page or the terms (checked 2026-10-08).", "endpoints": [] }, "toolCount": null, "popularity": { "githubStars": null, "npmWeekly": null, "pypiWeekly": null, "asOf": "2026-10-08" }, "docsUrl": "https://developer.capsulecrm.com", "capabilities": [ "crm.records", "crm.pipeline", "crm.activities", "crm.search", "crm.webhooks" ], "tags": [ "hosted", "closed-source", "mcp", "oauth", "webhooks", "free-tier", "no-card", "status-page" ], "lastRelease": "2026-09-25", "graded": true, "anchor": { "graded": true, "score": 55.7, "grade": "C", "agentReady": false, "rank": 504, "ranked": true, "rankOf": 722, "categoryRank": 11, "methodology": "0.4", "run": "2026-10-01", "scores": { "ergonomics": 59, "maintenance": 38, "payments": 30, "reliability": 83, "schema": 48, "security": 46, "transparency": 75 }, "pending": [ "performance", "tasks" ], "assessment": { "confidence": "medium", "date": "2026-10-08" }, "negative": 0, "verdict": "REST API v2 covers the whole record with OAuth scopes, a 4,000 requests an hour limit and a status page with no incident in the last 90 days. There is no OpenAPI file, llms.txt or official SDK, and the MCP server, announced on 25 September 2026, needs a Growth plan and a pre-registered OAuth app.", "bestFor": "Small teams already on Capsule who want an agent to read and write contacts, opportunities, projects and tasks over REST with a read-only scope available.", "strengths": [ "132 documented operations across 25 resources, with request and response examples and typed parameter tables", "OAuth 2 with `read` and `write` scopes, refresh tokens, a revocation endpoint and S256 PKCE in the server metadata", "4,000 requests an hour per user, with `X-RateLimit-*` headers on every successful response", "No incident on status.capsulecrm.com between 10 July and 8 October 2026", "Free plan for two users and 250 contacts, and a 14-day trial of paid plans with no card" ], "weaknesses": [ "No OpenAPI file, llms.txt or official SDK was found", "The MCP server needs the Growth plan or above, and clients that only support dynamic client registration can't connect", "Capsule's own pages disagree on what the MCP tools can write, and the tool reference lists only custom-field updates", "No idempotency keys, and no Retry-After header on 429", "The pricing page draws its numbers by script. Only the Starter price and the top of the range were readable" ], "agentNotes": [ "Send `Authorization: Bearer \u003ctoken\u003e` to `https://api.capsulecrm.com/api/v2`. Projects use the old name in paths, `/kases`", "Follow the `Link` header for the next page. `perPage` goes up to 100 and the default is 50", "On 429, wait until the epoch time in `X-RateLimit-Reset`. The docs suggest one second between calls", "Ask for the `read` scope when the task only reads. A write with a read-only token answers 403 with `insufficient_scope`", "For MCP, register an OAuth app in the developer hub first (GitHub sign-in needed) and give the client its ID and secret. Personal API tokens are refused" ], "metrics": { "kind": "remote", "measured": false }, "reviewCount": 0, "avgRating": 0, "history": [ { "basis": "public evidence", "confidence": "medium", "grade": "C", "methodology": "0.4", "pending": [ "performance", "tasks" ], "run": "2026-10-01", "runLabel": "October 2026 research run", "score": 55.7 } ], "editorialScores": { "ergonomics": 59, "maintenance": 38, "payments": 30, "reliability": 83, "schema": 48, "security": 46, "transparency": 64 }, "provenanceScore": 86 }, "connect": { "http": "curl -H \"Authorization: Bearer $CAPSULE_TOKEN\" -H \"Accept: application/json\" https://api.capsulecrm.com/api/v2/parties" }, "letme": { "capability": "https://letme.dev/crm.records", "tool": "https://letme.dev/capsule-crm" }, "area": "business", "unitPrices": [ { "item": "Starter", "unit": "seat-month", "usd": 18, "note": "per Capsule's comparison page, billing period not stated there. Growth and Advanced prices were not readable" }, { "item": "Ultimate", "unit": "seat-month", "usd": 72, "note": "top of the $0 to $72 range on Capsule's comparison page ($432 for six users)" } ], "provenance": { "legalEntity": "Zestia Limited", "domain": "capsulecrm.com", "domainRegistered": "2010-01-11", "endpointOnVendorDomain": true, "terms": "https://capsulecrm.com/terms/", "privacy": "https://capsulecrm.com/privacy/", "statusPage": "https://status.capsulecrm.com", "changelog": "https://developer.capsulecrm.com/v2/overview/announcements-and-changes", "securityTxt": "none", "checked": "2026-10-08", "notes": [ "The Customer Terms name Zestia Limited, registered in England with number 06418281, 20 Dale St, Manchester, M1 1EZ, and are governed by the laws of England and Wales. They cover the service and the API. No date was found on the page.", "The privacy policy was last updated on 21 August 2025. It names Zestia Limited as controller and says Capsulecrm Inc. is certified under the EU-U.S. Data Privacy Framework.", "AI Terms at https://capsulecrm.com/ai-terms/ form part of the agreement and cover the MCP server. A Data Processing Agreement is at https://capsulecrm.com/dpa/.", "The API answers at api.capsulecrm.com and the MCP server at mcp-server.capsulecrm.com.", "capsulecrm.com/.well-known/security.txt and /security.txt return 404. The security page gives support+sensitive@capsulecrm.com for reports.", "RDAP for capsulecrm.com gives a registration date of 2010-01-11." ], "score": 86 }, "pageJsonUrl": "https://www.anchorterminal.com/tools/capsule-crm.json", "live": { "slug": "capsule-crm", "probe": { "target": "https://api.capsulecrm.com/api/v2", "method": "get", "lastAt": "2026-10-08T21:12:07.04188748Z", "lastOk": true, "lastStatus": 200, "lastMs": 419, "authRequired": false, "uptime24h": 100, "uptime30d": 100, "p50ms24h": 430, "p95ms24h": 472, "samples24h": 21, "samples30d": 21, "days": [ { "date": "2026-10-08", "probes": 21, "ok": 21 } ] }, "vendorStatus": { "page": "https://status.capsulecrm.com", "indicator": "none", "summary": "All Systems Operational", "checkedAt": "2026-10-08T21:05:53.545019567Z" }, "updatedAt": "2026-10-08T21:12:07.04188748Z" } }, "answer": "Microsoft Dynamics 365 Sales scores 69.7 (B) on agent readiness against Capsule CRM's 55.7 (C), and leads in 4 of 7 scored categories. Capsule CRM leads on reliability and payments \u0026 pricing.", "b": { "slug": "dynamics-365-sales", "name": "Microsoft Dynamics 365 Sales", "vendor": "Microsoft", "vendorUrl": "https://www.microsoft.com/dynamics-365/products/sales", "kind": "http-api", "category": "crm", "summary": "Microsoft's sales CRM for accounts, contacts, leads and opportunities. Its data is held in Dataverse and reached through the Dataverse Web API (OData v4), SDKs for .NET and Python, and the Dataverse MCP server.", "url": "https://www.anchorterminal.com/tools/dynamics-365-sales", "markdownUrl": "https://www.anchorterminal.com/tools/dynamics-365-sales.md", "slimMarkdownUrl": "https://www.anchorterminal.com/tools/dynamics-365-sales.min.md", "jsonUrl": "https://www.anchorterminal.com/api/v1/tools/dynamics-365-sales.json", "repo": "https://github.com/microsoft/PowerPlatform-DataverseClient-Python", "license": "Proprietary service under the Microsoft Product Terms. The Python SDK and the @microsoft/dataverse npm package are MIT", "transports": [ "http", "stdio" ], "packages": [ { "registry": "pypi", "name": "PowerPlatform-Dataverse-Client" }, { "registry": "npm", "name": "@microsoft/dataverse" }, { "registry": "nuget", "name": "Microsoft.PowerPlatform.Dataverse.Client" } ], "auth": "oauth", "authNotes": "OAuth 2.0 through Microsoft Entra ID is the only route. A person registers an app in the customer's Entra tenant. For delegated access it takes the Dynamics 365 delegated permission (access as organisation users) and the scope `\u003cenvironment-url\u003e/user_impersonation`. For server-to-server access an administrator creates an application user with a security role, and the app uses a client secret or certificate with `\u003cenvironment-url\u003e/.default`. The Dataverse MCP server takes the `mcp.tools` permission, and a Power Platform administrator must allow each client app ID per environment. Only Copilot Studio is allowed by default. No API-key path.", "pricing": "paid", "pricingNotes": "Sales Professional $65, Enterprise $105 and Premium $150 a user a month, paid yearly, per the pricing page, which says prices vary by country. The Web API has no separate charge. An application user needs no paid licence and draws on a tenant pool of requests. Since 15 December 2025, Dataverse MCP calls from agents built outside Copilot Studio are billed in Copilot Credits unless the user holds a Dynamics 365 Premium or Microsoft 365 Copilot licence. A 30-day trial and the free Power Apps Developer Plan let a team start without a contract. Card requirements were not stated (checked 2026-10-08).", "priceSummary": "$65 / seat-mo", "where": "local", "x402": { "level": "no", "evidence": "No x402, MPP or L402 in the Dataverse Web API docs, the Dataverse MCP docs or the pricing page (checked 2026-10-08).", "endpoints": [] }, "toolCount": 15, "popularity": { "githubStars": null, "npmWeekly": 2921, "pypiWeekly": 10702, "asOf": "2026-10-08" }, "docsUrl": "https://learn.microsoft.com/en-us/power-apps/developer/data-platform/webapi/overview", "capabilities": [ "crm.records", "crm.pipeline", "crm.activities", "crm.search", "crm.webhooks" ], "tags": [ "hosted", "official", "oauth", "enterprise", "mcp", "odata", "webhooks", "python", "dotnet", "closed-source", "sla", "audit-log" ], "lastRelease": "2026-10-07", "graded": true, "anchor": { "graded": true, "score": 69.7, "grade": "B", "agentReady": false, "rank": 150, "ranked": true, "rankOf": 722, "categoryRank": 3, "methodology": "0.4", "run": "2026-10-01", "scores": { "ergonomics": 86, "maintenance": 79, "payments": 25, "reliability": 65, "schema": 81, "security": 74, "transparency": 75 }, "pending": [ "performance", "tasks" ], "assessment": { "confidence": "medium", "date": "2026-10-08" }, "negative": 0, "verdict": "Dynamics 365 Sales data sits in Dataverse, reached through the OData v4 Web API or the Dataverse MCP server with 15 tools. Service protection limits are published and 429 responses carry Retry-After. Access needs an Entra app registration and an administrator, and the public service health page showed no history to our reader.", "bestFor": "Organisations already on Dynamics 365 or Microsoft 365 that want an agent to work inside existing security roles.", "strengths": [ "Limits are published per user and web server. 6,000 requests and 20 minutes of execution time per five minutes, and 52 concurrent requests", "429 responses carry Retry-After, and PATCH on an alternate key upserts, so a retried write does not create a duplicate", "OAuth 2.0 through Microsoft Entra ID only, with every call inside the Dataverse security roles of the user or application user", "The Dataverse MCP server is generally available at /api/mcp with 15 tools, and each client app must be allowed per environment", "The October 2026 SLA pays a 25 per cent credit when Sales Enterprise or Professional uptime falls below 99.9 per cent" ], "weaknesses": [ "No public OpenAPI document. The contract is an OData CSDL $metadata document served by each environment behind sign-in", "A person registers an app in Entra ID and a Power Platform administrator enables it. No keyless route was found", "Service health for a tenant sits behind an admin sign-in, and status.cloud.microsoft showed no components or history to our reader", "MCP calls from agents built outside Copilot Studio are billed in Copilot Credits unless the user holds a Premium or Microsoft 365 Copilot licence", "The MCP tools describe_table, list_tables and fetch were removed and search was renamed. The notice in the docs carries no date" ], "agentNotes": [ "Send `OData-MaxVersion: 4.0`, `OData-Version: 4.0` and `Accept: application/json`, and name columns with `$select` on every read", "Page with `Prefer: odata.maxpagesize` (up to 5,000) and follow `@odata.nextLink`. `$skip` is not supported", "On 429, wait the seconds in Retry-After. The `x-ms-ratelimit-*` headers are for debugging, not pacing", "Use PATCH on an alternate key to upsert, and add `If-Match: *` when an update must not create a record", "For MCP, call `describe` for logical table and column names before `read_query`. Update any allow list that still names `describe_table`, `list_tables` or `fetch`" ], "metrics": { "kind": "remote", "measured": false }, "reviewCount": 0, "avgRating": 0, "history": [ { "basis": "public evidence", "confidence": "medium", "grade": "B", "methodology": "0.4", "pending": [ "performance", "tasks" ], "run": "2026-10-01", "runLabel": "October 2026 research run", "score": 69.7 } ], "editorialScores": { "ergonomics": 86, "maintenance": 79, "payments": 25, "reliability": 65, "schema": 81, "security": 74, "transparency": 60 }, "provenanceScore": 90 }, "connect": { "install": "pip install PowerPlatform-Dataverse-Client", "http": "curl \"https://$DATAVERSE_ORG.api.crm.dynamics.com/api/data/v9.2/accounts?\\$select=name\u0026\\$top=5\" \\\n -H \"Authorization: Bearer $DATAVERSE_ACCESS_TOKEN\" \\\n -H \"Accept: application/json\" \\\n -H \"OData-MaxVersion: 4.0\" \\\n -H \"OData-Version: 4.0\"", "claudeCode": "claude mcp add dataverse -t stdio -- npx -y @microsoft/dataverse mcp https://yourorg.crm.dynamics.com", "config": { "mcpServers": { "dataverse": { "args": [ "-y", "@microsoft/dataverse", "mcp", "https://yourorg.crm.dynamics.com" ], "command": "npx" } } } }, "letme": { "capability": "https://letme.dev/crm.records", "tool": "https://letme.dev/dynamics-365-sales" }, "sameCompany": [ "azure-foundry-fine-tuning", "azure-ai-content-safety", "azure-speech-to-text", "azure-text-to-speech", "microsoft-agent-framework", "microsoft-execution-containers", "microsoft-entra-agent-id", "azure-key-vault", "azure-devops-mcp", "microsoft-learn-mcp", "playwright-mcp", "azure-mcp", "azure-maps", "azure-translator", "microsoft-graph-calendar", "microsoft-teams", "power-automate", "microsoft-advertising-api", "microsoft-excel-graph", "outlook-mail-graph" ], "area": "business", "unitPrices": [ { "item": "Sales Professional", "unit": "seat-month", "usd": 65, "note": "paid yearly" }, { "item": "Sales Enterprise", "unit": "seat-month", "usd": 105, "note": "paid yearly" }, { "item": "Sales Premium", "unit": "seat-month", "usd": 150, "note": "paid yearly, MCP access to Dynamics 365 data not charged in Copilot Credits" } ], "provenance": { "legalEntity": "Microsoft Corporation", "domain": "microsoft.com", "domainRegistered": "1991-05-02", "domainNote": "Each environment's API answers on a dynamics.com host such as https://\u003corg\u003e.crm.dynamics.com, a Microsoft domain. microsoft.com publishes a security.txt, but it passed its Expires date on 2026-09-23.", "endpointOnVendorDomain": true, "terms": "https://www.microsoft.com/licensing/terms/productoffering/MicrosoftDynamics365/MCA", "privacy": "https://privacy.microsoft.com/en-us/privacystatement", "statusPage": "https://status.cloud.microsoft", "changelog": "https://learn.microsoft.com/en-us/power-platform/released-versions/dataverse", "securityTxt": "expired", "checked": "2026-10-08", "notes": [ "The terms link is the Microsoft Product Terms page for Dynamics 365 Services under the Microsoft Customer Agreement, which names Sales Professional, Enterprise and Premium. It showed no effective date.", "The Microsoft privacy statement was last updated in September 2026 and says customer agreements control for enterprise and developer products. Customer data is governed by the Products and Services Data Protection Addendum, latest English version 22 May 2026, published only as a .docx download at https://www.microsoft.com/licensing/docs/view/Microsoft-Products-and-Services-Data-Protection-Addendum-DPA.", "www.microsoft.com/.well-known/security.txt carries Expires 2026-09-23T16:00:00.000Z when read on 2026-10-08, with MSRC as the contact.", "status.cloud.microsoft rendered only a title for our reader. Tenant service health is in the Power Platform and Microsoft 365 admin centres behind an admin sign-in.", "RDAP for microsoft.com gives a registration date of 1991-05-02 and MarkMonitor Inc. as registrar. dynamics.com was not looked up." ], "score": 90 }, "pageJsonUrl": "https://www.anchorterminal.com/tools/dynamics-365-sales.json", "live": { "slug": "dynamics-365-sales", "vendorStatus": { "page": "https://status.cloud.microsoft", "indicator": "unknown", "summary": "no machine-readable status found", "checkedAt": "2026-10-08T19:38:27.838807107Z" }, "pages": [ { "url": "https://learn.microsoft.com/en-us/power-platform/released-versions/dataverse", "kind": "changelog", "status": 404, "checkedAt": "2026-10-08T18:21:44.313857877Z", "changedAt": "0001-01-01T00:00:00Z" }, { "url": "https://www.microsoft.com/licensing/terms/productoffering/MicrosoftDynamics365/MCA", "kind": "terms", "status": 502, "checkedAt": "2026-10-08T18:29:16.982750104Z", "changedAt": "0001-01-01T00:00:00Z" } ], "updatedAt": "2026-10-08T19:38:27.838807107Z" } }, "facts": [ { "a": "HTTP API", "b": "HTTP API", "name": "Kind" }, { "a": "Zestia Limited", "b": "Microsoft", "name": "Vendor" }, { "a": "https://api.capsulecrm.com/api/v2", "b": "no (local only)", "name": "Hosted endpoint" }, { "a": "HTTP", "b": "HTTP, stdio", "name": "Transports" }, { "a": "OAuth or key", "b": "OAuth", "name": "Auth" }, { "a": "Freemium", "b": "Paid", "name": "Pricing" }, { "a": "no", "b": "no", "name": "x402" }, { "a": "Proprietary service under Capsule's Customer Terms", "b": "Proprietary service under the Microsoft Product Terms. The Python SDK and the @microsoft/dataverse npm package are MIT", "name": "Licence" }, { "a": "none", "b": "15", "name": "Tools exposed" }, { "a": "yes", "b": "no", "name": "Read-only variant documented" }, { "a": "no", "b": "no", "name": "llms.txt" }, { "a": "2026-09-25", "b": "2026-10-07", "name": "Last release" }, { "a": "no date given", "b": "no date given", "name": "Terms last updated" }, { "a": "2025-08-21", "b": "2026-09-01", "name": "Privacy policy last updated" }, { "a": "not found in the text", "b": "yes", "name": "Customer content may train models" }, { "a": "not found in the text", "b": "not found in the text", "name": "Terms restrict automated access" }, { "a": "not found in the text", "b": "not found in the text", "name": "Terms restrict benchmarking" }, { "a": "yes", "b": "not found in the text", "name": "Terms or service can change without notice" }, { "a": "not found in the text", "b": "not found in the text", "name": "Arbitration or class-action waiver" }, { "a": "none", "b": "2.9k npm/wk, 11k PyPI/wk", "name": "Popularity" } ], "faq": [ { "answer": "Microsoft Dynamics 365 Sales scores 69.7 (B) on agent readiness against Capsule CRM's 55.7 (C), and leads in 4 of 7 scored categories. Capsule CRM leads on reliability and payments \u0026 pricing.", "question": "Which is better for AI agents, Capsule CRM or Microsoft Dynamics 365 Sales?" }, { "answer": "Capsule CRM takes an API key or an OAuth sign-in. Microsoft Dynamics 365 Sales uses an OAuth sign-in.", "question": "Do Capsule CRM and Microsoft Dynamics 365 Sales need an API key?" }, { "answer": "Capsule CRM has a hosted endpoint at https://api.capsulecrm.com/api/v2. Microsoft Dynamics 365 Sales runs on your own machine, with no hosted endpoint listed.", "question": "Can an agent call Capsule CRM and Microsoft Dynamics 365 Sales without installing anything?" } ], "goodFor": [ { "aheadOn": [ "Reliability, 83 against 65", "Payments \u0026 pricing, 30 against 25" ], "also": [ "A hosted endpoint, with nothing to install", "Free to start without a card" ], "goodFor": "Small teams already on Capsule who want an agent to read and write contacts, opportunities, projects and tasks over REST with a read-only scope available.", "slug": "capsule-crm", "watchFor": "No OpenAPI file, llms.txt or official SDK was found" }, { "aheadOn": [ "Schema \u0026 documentation, 81 against 48", "Agent ergonomics, 86 against 59", "Security \u0026 auth, 74 against 46", "Maintenance \u0026 community, 79 against 38" ], "also": [ "Runs on your own machine" ], "goodFor": "Organisations already on Dynamics 365 or Microsoft 365 that want an agent to work inside existing security roles.", "slug": "dynamics-365-sales", "watchFor": "No public OpenAPI document. The contract is an OData CSDL $metadata document served by each environment behind sign-in" } ], "job": { "capability": "crm.records", "name": "Crm records" }, "others": [ { "json": "https://www.anchorterminal.com/compare/affinity-vs-capsule-crm.json", "title": "Affinity vs Capsule CRM", "url": "https://www.anchorterminal.com/compare/affinity-vs-capsule-crm" }, { "json": "https://www.anchorterminal.com/compare/affinity-vs-dynamics-365-sales.json", "title": "Affinity vs Microsoft Dynamics 365 Sales", "url": "https://www.anchorterminal.com/compare/affinity-vs-dynamics-365-sales" }, { "json": "https://www.anchorterminal.com/compare/attio-vs-capsule-crm.json", "title": "Attio API + MCP vs Capsule CRM", "url": "https://www.anchorterminal.com/compare/attio-vs-capsule-crm" }, { "json": "https://www.anchorterminal.com/compare/attio-vs-dynamics-365-sales.json", "title": "Attio API + MCP vs Microsoft Dynamics 365 Sales", "url": "https://www.anchorterminal.com/compare/attio-vs-dynamics-365-sales" }, { "json": "https://www.anchorterminal.com/compare/capsule-crm-vs-close.json", "title": "Capsule CRM vs Close API + MCP", "url": "https://www.anchorterminal.com/compare/capsule-crm-vs-close" }, { "json": "https://www.anchorterminal.com/compare/capsule-crm-vs-copper.json", "title": "Capsule CRM vs Copper API", "url": "https://www.anchorterminal.com/compare/capsule-crm-vs-copper" }, { "json": "https://www.anchorterminal.com/compare/capsule-crm-vs-folk.json", "title": "Capsule CRM vs folk API + MCP", "url": "https://www.anchorterminal.com/compare/capsule-crm-vs-folk" }, { "json": "https://www.anchorterminal.com/compare/capsule-crm-vs-freshsales.json", "title": "Capsule CRM vs Freshsales API", "url": "https://www.anchorterminal.com/compare/capsule-crm-vs-freshsales" }, { "json": "https://www.anchorterminal.com/compare/capsule-crm-vs-hubspot-mcp.json", "title": "Capsule CRM vs HubSpot API + MCP", "url": "https://www.anchorterminal.com/compare/capsule-crm-vs-hubspot-mcp" }, { "json": "https://www.anchorterminal.com/compare/capsule-crm-vs-nutshell.json", "title": "Capsule CRM vs Nutshell", "url": "https://www.anchorterminal.com/compare/capsule-crm-vs-nutshell" }, { "json": "https://www.anchorterminal.com/compare/capsule-crm-vs-pipedrive.json", "title": "Capsule CRM vs Pipedrive API + MCP", "url": "https://www.anchorterminal.com/compare/capsule-crm-vs-pipedrive" }, { "json": "https://www.anchorterminal.com/compare/capsule-crm-vs-salesforce.json", "title": "Capsule CRM vs Salesforce API + MCP", "url": "https://www.anchorterminal.com/compare/capsule-crm-vs-salesforce" }, { "json": "https://www.anchorterminal.com/compare/capsule-crm-vs-streak.json", "title": "Capsule CRM vs Streak API + MCP", "url": "https://www.anchorterminal.com/compare/capsule-crm-vs-streak" }, { "json": "https://www.anchorterminal.com/compare/capsule-crm-vs-twenty.json", "title": "Capsule CRM vs Twenty API + MCP", "url": "https://www.anchorterminal.com/compare/capsule-crm-vs-twenty" }, { "json": "https://www.anchorterminal.com/compare/capsule-crm-vs-zoho-crm.json", "title": "Capsule CRM vs Zoho CRM", "url": "https://www.anchorterminal.com/compare/capsule-crm-vs-zoho-crm" }, { "json": "https://www.anchorterminal.com/compare/close-vs-dynamics-365-sales.json", "title": "Close API + MCP vs Microsoft Dynamics 365 Sales", "url": "https://www.anchorterminal.com/compare/close-vs-dynamics-365-sales" }, { "json": "https://www.anchorterminal.com/compare/copper-vs-dynamics-365-sales.json", "title": "Copper API vs Microsoft Dynamics 365 Sales", "url": "https://www.anchorterminal.com/compare/copper-vs-dynamics-365-sales" }, { "json": "https://www.anchorterminal.com/compare/dynamics-365-sales-vs-folk.json", "title": "Microsoft Dynamics 365 Sales vs folk API + MCP", "url": "https://www.anchorterminal.com/compare/dynamics-365-sales-vs-folk" }, { "json": "https://www.anchorterminal.com/compare/dynamics-365-sales-vs-freshsales.json", "title": "Microsoft Dynamics 365 Sales vs Freshsales API", "url": "https://www.anchorterminal.com/compare/dynamics-365-sales-vs-freshsales" }, { "json": "https://www.anchorterminal.com/compare/dynamics-365-sales-vs-hubspot-mcp.json", "title": "Microsoft Dynamics 365 Sales vs HubSpot API + MCP", "url": "https://www.anchorterminal.com/compare/dynamics-365-sales-vs-hubspot-mcp" }, { "json": "https://www.anchorterminal.com/compare/dynamics-365-sales-vs-nutshell.json", "title": "Microsoft Dynamics 365 Sales vs Nutshell", "url": "https://www.anchorterminal.com/compare/dynamics-365-sales-vs-nutshell" }, { "json": "https://www.anchorterminal.com/compare/dynamics-365-sales-vs-pipedrive.json", "title": "Microsoft Dynamics 365 Sales vs Pipedrive API + MCP", "url": "https://www.anchorterminal.com/compare/dynamics-365-sales-vs-pipedrive" }, { "json": "https://www.anchorterminal.com/compare/dynamics-365-sales-vs-salesforce.json", "title": "Microsoft Dynamics 365 Sales vs Salesforce API + MCP", "url": "https://www.anchorterminal.com/compare/dynamics-365-sales-vs-salesforce" }, { "json": "https://www.anchorterminal.com/compare/dynamics-365-sales-vs-streak.json", "title": "Microsoft Dynamics 365 Sales vs Streak API + MCP", "url": "https://www.anchorterminal.com/compare/dynamics-365-sales-vs-streak" }, { "json": "https://www.anchorterminal.com/compare/dynamics-365-sales-vs-twenty.json", "title": "Microsoft Dynamics 365 Sales vs Twenty API + MCP", "url": "https://www.anchorterminal.com/compare/dynamics-365-sales-vs-twenty" }, { "json": "https://www.anchorterminal.com/compare/dynamics-365-sales-vs-zoho-crm.json", "title": "Microsoft Dynamics 365 Sales vs Zoho CRM", "url": "https://www.anchorterminal.com/compare/dynamics-365-sales-vs-zoho-crm" } ], "scores": [ { "by": 18, "capsule-crm": 83, "dynamics-365-sales": 65, "edge": "capsule-crm", "key": "reliability", "name": "Reliability", "weight": 16 }, { "key": "performance", "name": "Performance", "pending": true, "weight": 10 }, { "by": 33, "capsule-crm": 48, "dynamics-365-sales": 81, "edge": "dynamics-365-sales", "key": "schema", "name": "Schema \u0026 documentation", "weight": 13 }, { "by": 27, "capsule-crm": 59, "dynamics-365-sales": 86, "edge": "dynamics-365-sales", "key": "ergonomics", "name": "Agent ergonomics", "weight": 13 }, { "by": 28, "capsule-crm": 46, "dynamics-365-sales": 74, "edge": "dynamics-365-sales", "key": "security", "name": "Security \u0026 auth", "weight": 14 }, { "by": 5, "capsule-crm": 30, "dynamics-365-sales": 25, "edge": "capsule-crm", "key": "payments", "name": "Payments \u0026 pricing", "weight": 10 }, { "key": "tasks", "name": "Task success", "pending": true, "weight": 10 }, { "by": 41, "capsule-crm": 38, "dynamics-365-sales": 79, "edge": "dynamics-365-sales", "key": "maintenance", "name": "Maintenance \u0026 community", "weight": 7 }, { "by": 0, "capsule-crm": 75, "dynamics-365-sales": 75, "edge": "", "key": "transparency", "name": "Transparency \u0026 trust", "weight": 7 } ], "summary": "Microsoft Dynamics 365 Sales scores 69.7 (B) on agent readiness against Capsule CRM's 55.7 (C), and leads in 4 of 7 scored categories. Capsule CRM leads on reliability and payments \u0026 pricing. Both do crm records.", "verdicts": { "capsule-crm": "REST API v2 covers the whole record with OAuth scopes, a 4,000 requests an hour limit and a status page with no incident in the last 90 days. There is no OpenAPI file, llms.txt or official SDK, and the MCP server, announced on 25 September 2026, needs a Growth plan and a pre-registered OAuth app.", "dynamics-365-sales": "Dynamics 365 Sales data sits in Dataverse, reached through the OData v4 Web API or the Dataverse MCP server with 15 tools. Service protection limits are published and 429 responses carry Retry-After. Access needs an Entra app registration and an administrator, and the public service health page showed no history to our reader." } }, "kind": "anchor.page", "links": { "api": "https://www.anchorterminal.com/api/v1/index.json", "html": "https://www.anchorterminal.com/compare/capsule-crm-vs-dynamics-365-sales", "json": "https://www.anchorterminal.com/compare/capsule-crm-vs-dynamics-365-sales.json", "llms": "https://www.anchorterminal.com/llms.txt", "markdown": "https://www.anchorterminal.com/compare/capsule-crm-vs-dynamics-365-sales.md", "slim": "https://www.anchorterminal.com/compare/capsule-crm-vs-dynamics-365-sales.min.md" }, "markdown": "Microsoft Dynamics 365 Sales scores 69.7 (B) on agent readiness against Capsule CRM's 55.7 (C), and leads in 4 of 7 scored categories. Capsule CRM leads on reliability and payments \u0026 pricing. Both do crm records.\n\n- Capsule CRM: grade C, 55.7/100, rank #504 of 722. Markdown https://www.anchorterminal.com/tools/capsule-crm.md · JSON https://www.anchorterminal.com/api/v1/tools/capsule-crm.json\n- Microsoft Dynamics 365 Sales: grade B, 69.7/100, rank #150 of 722. Markdown https://www.anchorterminal.com/tools/dynamics-365-sales.md · JSON https://www.anchorterminal.com/api/v1/tools/dynamics-365-sales.json\n\n## Which one, for what\n\n### Capsule CRM (C)\n\nGood for: Small teams already on Capsule who want an agent to read and write contacts, opportunities, projects and tasks over REST with a read-only scope available.\n\nAhead on:\n- Reliability, 83 against 65\n- Payments \u0026 pricing, 30 against 25\n\nAlso in its favour:\n- A hosted endpoint, with nothing to install\n- Free to start without a card\n\nWatch for: No OpenAPI file, llms.txt or official SDK was found\n\n### Microsoft Dynamics 365 Sales (B)\n\nGood for: Organisations already on Dynamics 365 or Microsoft 365 that want an agent to work inside existing security roles.\n\nAhead on:\n- Schema \u0026 documentation, 81 against 48\n- Agent ergonomics, 86 against 59\n- Security \u0026 auth, 74 against 46\n- Maintenance \u0026 community, 79 against 38\n\nAlso in its favour:\n- Runs on your own machine\n\nWatch for: No public OpenAPI document. The contract is an OData CSDL $metadata document served by each environment behind sign-in\n\n\n## Score by category\n\n| Category | Weight | Capsule CRM | Microsoft Dynamics 365 Sales | Edge |\n| --- | --- | --- | --- | --- |\n| Reliability | 16% (20 this run) | 83 | 65 | Capsule CRM +18 |\n| Performance | 10%, pending | pending | pending | not scored in this run |\n| Schema \u0026 documentation | 13% (16.2 this run) | 48 | 81 | Microsoft Dynamics 365 Sales +33 |\n| Agent ergonomics | 13% (16.2 this run) | 59 | 86 | Microsoft Dynamics 365 Sales +27 |\n| Security \u0026 auth | 14% (17.5 this run) | 46 | 74 | Microsoft Dynamics 365 Sales +28 |\n| Payments \u0026 pricing | 10% (12.5 this run) | 30 | 25 | Capsule CRM +5 |\n| Task success | 10%, pending | pending | pending | not scored in this run |\n| Maintenance \u0026 community | 7% (8.8 this run) | 38 | 79 | Microsoft Dynamics 365 Sales +41 |\n| Transparency \u0026 trust | 7% (8.8 this run) | 75 | 75 | even |\n| Negative events | ≤15 | 0 | 0 | |\n| **Total** | | **55.7 · C** | **69.7 · B** | |\n\n## Facts side by side\n\n| Fact | Capsule CRM | Microsoft Dynamics 365 Sales |\n| --- | --- | --- |\n| Kind | HTTP API | HTTP API |\n| Vendor | Zestia Limited | Microsoft |\n| Hosted endpoint | `https://api.capsulecrm.com/api/v2` | no (local only) |\n| Transports | HTTP | HTTP, stdio |\n| Auth | OAuth or key | OAuth |\n| Pricing | Freemium | Paid |\n| x402 | no | no |\n| Licence | Proprietary service under Capsule's Customer Terms | Proprietary service under the Microsoft Product Terms. The Python SDK and the @microsoft/dataverse npm package are MIT |\n| Tools exposed | none | 15 |\n| Read-only variant documented | yes | no |\n| llms.txt | no | no |\n| Last release | 2026-09-25 | 2026-10-07 |\n| Terms last updated | no date given | no date given |\n| Privacy policy last updated | 2025-08-21 | 2026-09-01 |\n| Customer content may train models | not found in the text | yes |\n| Terms restrict automated access | not found in the text | not found in the text |\n| Terms restrict benchmarking | not found in the text | not found in the text |\n| Terms or service can change without notice | yes | not found in the text |\n| Arbitration or class-action waiver | not found in the text | not found in the text |\n| Popularity | none | 2.9k npm/wk, 11k PyPI/wk |\n\n## Verdicts\n\n**Capsule CRM.** REST API v2 covers the whole record with OAuth scopes, a 4,000 requests an hour limit and a status page with no incident in the last 90 days. There is no OpenAPI file, llms.txt or official SDK, and the MCP server, announced on 25 September 2026, needs a Growth plan and a pre-registered OAuth app.\n\n**Microsoft Dynamics 365 Sales.** Dynamics 365 Sales data sits in Dataverse, reached through the OData v4 Web API or the Dataverse MCP server with 15 tools. Service protection limits are published and 429 responses carry Retry-After. Access needs an Entra app registration and an administrator, and the public service health page showed no history to our reader.\n\n## Before you call either\n\n### Capsule CRM\n\n1. Send `Authorization: Bearer \u003ctoken\u003e` to `https://api.capsulecrm.com/api/v2`. Projects use the old name in paths, `/kases`\n2. Follow the `Link` header for the next page. `perPage` goes up to 100 and the default is 50\n3. On 429, wait until the epoch time in `X-RateLimit-Reset`. The docs suggest one second between calls\n4. Ask for the `read` scope when the task only reads. A write with a read-only token answers 403 with `insufficient_scope`\n5. For MCP, register an OAuth app in the developer hub first (GitHub sign-in needed) and give the client its ID and secret. Personal API tokens are refused\n\n### Microsoft Dynamics 365 Sales\n\n1. Send `OData-MaxVersion: 4.0`, `OData-Version: 4.0` and `Accept: application/json`, and name columns with `$select` on every read\n2. Page with `Prefer: odata.maxpagesize` (up to 5,000) and follow `@odata.nextLink`. `$skip` is not supported\n3. On 429, wait the seconds in Retry-After. The `x-ms-ratelimit-*` headers are for debugging, not pacing\n4. Use PATCH on an alternate key to upsert, and add `If-Match: *` when an update must not create a record\n5. For MCP, call `describe` for logical table and column names before `read_query`. Update any allow list that still names `describe_table`, `list_tables` or `fetch`\n\n## Questions\n\n### Which is better for AI agents, Capsule CRM or Microsoft Dynamics 365 Sales?\n\nMicrosoft Dynamics 365 Sales scores 69.7 (B) on agent readiness against Capsule CRM's 55.7 (C), and leads in 4 of 7 scored categories. Capsule CRM leads on reliability and payments \u0026 pricing.\n\n### Do Capsule CRM and Microsoft Dynamics 365 Sales need an API key?\n\nCapsule CRM takes an API key or an OAuth sign-in. Microsoft Dynamics 365 Sales uses an OAuth sign-in.\n\n### Can an agent call Capsule CRM and Microsoft Dynamics 365 Sales without installing anything?\n\nCapsule CRM has a hosted endpoint at https://api.capsulecrm.com/api/v2. Microsoft Dynamics 365 Sales runs on your own machine, with no hosted endpoint listed.\n\n\n## For agents\n\n- This comparison as JSON: https://www.anchorterminal.com/compare/capsule-crm-vs-dynamics-365-sales.json, and with the fewest tokens: https://www.anchorterminal.com/compare/capsule-crm-vs-dynamics-365-sales.min.md\n- Over MCP at https://www.anchorterminal.com/mcp (no key): `compare_tools {\"a\": \"capsule-crm\", \"b\": \"dynamics-365-sales\"}`. From a terminal: `anchor compare capsule-crm dynamics-365-sales`\n- Each listing in full: https://www.anchorterminal.com/api/v1/tools/capsule-crm.json and https://www.anchorterminal.com/api/v1/tools/dynamics-365-sales.json\n\n## Other comparisons with Capsule CRM or Microsoft Dynamics 365 Sales\n\n- [Affinity vs Capsule CRM](https://www.anchorterminal.com/compare/affinity-vs-capsule-crm.md)\n- [Affinity vs Microsoft Dynamics 365 Sales](https://www.anchorterminal.com/compare/affinity-vs-dynamics-365-sales.md)\n- [Attio API + MCP vs Capsule CRM](https://www.anchorterminal.com/compare/attio-vs-capsule-crm.md)\n- [Attio API + MCP vs Microsoft Dynamics 365 Sales](https://www.anchorterminal.com/compare/attio-vs-dynamics-365-sales.md)\n- [Capsule CRM vs Close API + MCP](https://www.anchorterminal.com/compare/capsule-crm-vs-close.md)\n- [Capsule CRM vs Copper API](https://www.anchorterminal.com/compare/capsule-crm-vs-copper.md)\n- [Capsule CRM vs folk API + MCP](https://www.anchorterminal.com/compare/capsule-crm-vs-folk.md)\n- [Capsule CRM vs Freshsales API](https://www.anchorterminal.com/compare/capsule-crm-vs-freshsales.md)\n- [Capsule CRM vs HubSpot API + MCP](https://www.anchorterminal.com/compare/capsule-crm-vs-hubspot-mcp.md)\n- [Capsule CRM vs Nutshell](https://www.anchorterminal.com/compare/capsule-crm-vs-nutshell.md)\n- [Capsule CRM vs Pipedrive API + MCP](https://www.anchorterminal.com/compare/capsule-crm-vs-pipedrive.md)\n- [Capsule CRM vs Salesforce API + MCP](https://www.anchorterminal.com/compare/capsule-crm-vs-salesforce.md)\n- [Capsule CRM vs Streak API + MCP](https://www.anchorterminal.com/compare/capsule-crm-vs-streak.md)\n- [Capsule CRM vs Twenty API + MCP](https://www.anchorterminal.com/compare/capsule-crm-vs-twenty.md)\n- [Capsule CRM vs Zoho CRM](https://www.anchorterminal.com/compare/capsule-crm-vs-zoho-crm.md)\n- [Close API + MCP vs Microsoft Dynamics 365 Sales](https://www.anchorterminal.com/compare/close-vs-dynamics-365-sales.md)\n- [Copper API vs Microsoft Dynamics 365 Sales](https://www.anchorterminal.com/compare/copper-vs-dynamics-365-sales.md)\n- [Microsoft Dynamics 365 Sales vs folk API + MCP](https://www.anchorterminal.com/compare/dynamics-365-sales-vs-folk.md)\n- [Microsoft Dynamics 365 Sales vs Freshsales API](https://www.anchorterminal.com/compare/dynamics-365-sales-vs-freshsales.md)\n- [Microsoft Dynamics 365 Sales vs HubSpot API + MCP](https://www.anchorterminal.com/compare/dynamics-365-sales-vs-hubspot-mcp.md)\n- [Microsoft Dynamics 365 Sales vs Nutshell](https://www.anchorterminal.com/compare/dynamics-365-sales-vs-nutshell.md)\n- [Microsoft Dynamics 365 Sales vs Pipedrive API + MCP](https://www.anchorterminal.com/compare/dynamics-365-sales-vs-pipedrive.md)\n- [Microsoft Dynamics 365 Sales vs Salesforce API + MCP](https://www.anchorterminal.com/compare/dynamics-365-sales-vs-salesforce.md)\n- [Microsoft Dynamics 365 Sales vs Streak API + MCP](https://www.anchorterminal.com/compare/dynamics-365-sales-vs-streak.md)\n- [Microsoft Dynamics 365 Sales vs Twenty API + MCP](https://www.anchorterminal.com/compare/dynamics-365-sales-vs-twenty.md)\n- [Microsoft Dynamics 365 Sales vs Zoho CRM](https://www.anchorterminal.com/compare/dynamics-365-sales-vs-zoho-crm.md)\n", "meta": { "attribution": "Anchor Terminal (https://www.anchorterminal.com)", "docs": "https://www.anchorterminal.com/docs/", "generatedAt": "2026-10-08", "license": "CC-BY-4.0", "method": "https://www.anchorterminal.com/benchmark/", "methodology": "0.4", "openapi": "https://www.anchorterminal.com/openapi.json", "preview": false, "run": "2026-10-01", "runLabel": "October 2026 research run" }, "page": { "breadcrumbs": [ { "name": "Home", "url": "https://www.anchorterminal.com/" }, { "name": "Compare", "url": "https://www.anchorterminal.com/compare/" }, { "name": "Capsule CRM vs Microsoft Dynamics 365 Sales", "url": "" } ], "description": "Microsoft Dynamics 365 Sales scores 69.7 (B) on agent readiness against Capsule CRM's 55.7 (C), and leads in 4 of 7 scored categories. Capsule CRM leads on reliability and payments \u0026 pricing. Both do crm records. Category scores, facts, verdicts and agent notes side by side.", "facts": [ "Capsule CRM C 55.7", "Microsoft Dynamics 365 Sales B 69.7", "scores" ], "h1": "Capsule CRM vs Microsoft Dynamics 365 Sales", "image": "https://www.anchorterminal.com/assets/og/compare-capsule-crm-vs-dynamics-365-sales.png", "path": "/compare/capsule-crm-vs-dynamics-365-sales", "published": "2026-10-01", "section": "tools", "title": "Capsule CRM vs Microsoft Dynamics 365 Sales for AI agents", "toc": null, "updated": "2026-10-08", "url": "https://www.anchorterminal.com/compare/capsule-crm-vs-dynamics-365-sales" }, "tokens": { "markdown": 2700, "slim": 730 }, "version": 1 }