{ "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": 650, "ranked": true, "rankOf": 950, "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": "2026-10-10T03:53:23.144263506Z", "lastOk": true, "lastStatus": 200, "lastMs": 429, "authRequired": false, "uptime24h": 100, "uptime30d": 100, "p50ms24h": 427, "p95ms24h": 518, "samples24h": 249, "samples30d": 340, "days": [ { "date": "2026-10-08", "probes": 50, "ok": 50 }, { "date": "2026-10-09", "probes": 250, "ok": 250 }, { "date": "2026-10-10", "probes": 40, "ok": 40 } ] }, "vendorStatus": { "page": "https://status.capsulecrm.com", "indicator": "none", "summary": "All Systems Operational", "checkedAt": "2026-10-10T03:58:02.266207712Z" }, "securityTxt": { "url": "https://capsulecrm.com/.well-known/security.txt", "state": "none", "checkedAt": "2026-10-09T15:40:27.851278239Z" }, "pages": [ { "url": "https://developer.capsulecrm.com/v2/overview/announcements-and-changes", "kind": "changelog", "status": 200, "checkedAt": "2026-10-09T18:35:09.639509974Z", "changedAt": "0001-01-01T00:00:00Z", "fingerprint": "cf3181614c1e" }, { "url": "https://capsulecrm.com/privacy/", "kind": "privacy", "status": 200, "checkedAt": "2026-10-09T18:33:34.76929316Z", "changedAt": "0001-01-01T00:00:00Z", "fingerprint": "7ae9fc21d69c" }, { "url": "https://capsulecrm.com/terms/", "kind": "terms", "status": 200, "checkedAt": "2026-10-09T18:33:37.386274332Z", "changedAt": "0001-01-01T00:00:00Z", "fingerprint": "1ad51166333c" } ], "updatedAt": "2026-10-10T03:58:02.266207712Z" } }, "answer": "Capsule CRM scores 55.7 (C) on agent readiness against SugarAI (SugarCRM)'s 49.5 (D), and leads in 4 of 7 scored categories. SugarAI (SugarCRM) leads on agent ergonomics and security \u0026 auth.", "b": { "slug": "sugarcrm", "name": "SugarAI (SugarCRM)", "vendor": "SugarAI Software Inc.", "vendorUrl": "https://sugarai.com", "kind": "http-api", "category": "crm", "summary": "SugarAI, formerly SugarCRM, sells the Sugar Sell, Serve and Enterprise CRM applications, hosted on SugarCloud or installed on-site. Agents reach records through a versioned REST API (v11.27 in release 26.1) on each customer instance, with a legacy SOAP API.", "url": "https://www.anchorterminal.com/tools/sugarcrm", "markdownUrl": "https://www.anchorterminal.com/tools/sugarcrm.md", "slimMarkdownUrl": "https://www.anchorterminal.com/tools/sugarcrm.min.md", "jsonUrl": "https://www.anchorterminal.com/api/v1/tools/sugarcrm.json", "license": "Proprietary service under the SugarAI Customer Terms of Service", "transports": [ "http" ], "packages": [], "auth": "oauth", "authNotes": "Access follows a sales contract. An admin creates a Sugar user, and the caller POSTs that user's username and plaintext password to `/rest/v11_27/oauth2/token` with `grant_type` `password`. The default `client_id` is `sugar` with an empty secret, and an admin can create other OAuth keys. The token goes in the `OAuth-Token` header, lasts 60 minutes by default and is renewed with a refresh token valid for up to two weeks. The reference says there is no scope implementation, so a token has the user's roles and teams. An admin can obtain a token as another user through `/oauth2/sudo/:user_name`. SugarCloud instances must use SugarIdentity.", "pricing": "paid", "pricingNotes": "Sugar Sell costs $68 (Standard+), $98 (Advanced+) or $155 (Premier+) a user a month, billed annually. No free tier or self-serve trial was found, and the site asks visitors to book a demo or contact sales. API calls are not priced separately. Sandboxes are included on Sell Standard and above per the SugarCloud Offerings page, and are provisioned through a support case (https://sugarai.com/pricing, checked 2026-10-09).", "priceSummary": "$68 / seat-mo", "where": "local", "x402": { "level": "no", "evidence": "No x402, MPP or L402 in the Developer Guide, the Postman collection or the pricing page (checked 2026-10-09).", "endpoints": [] }, "toolCount": null, "popularity": { "githubStars": null, "npmWeekly": null, "pypiWeekly": null, "asOf": "2026-10-09" }, "docsUrl": "https://support.sugarai.com/documentation/sugar_developer/sugar_developer_guide_26.1/integration/web_services/", "capabilities": [ "crm.records", "crm.search", "crm.pipeline", "crm.activities" ], "tags": [ "hosted", "on-site", "closed-source", "oauth", "rest", "soap", "sales-led", "status-page", "soc2", "iso27001", "security-txt" ], "graded": true, "anchor": { "graded": true, "score": 49.5, "grade": "D", "agentReady": false, "rank": 793, "ranked": true, "rankOf": 950, "categoryRank": 13, "methodology": "0.4", "run": "2026-10-01", "scores": { "ergonomics": 69, "maintenance": 22, "payments": 10, "reliability": 61, "schema": 48, "security": 51, "transparency": 71 }, "pending": [ "performance", "tasks" ], "assessment": { "confidence": "medium", "date": "2026-10-09" }, "negative": 0, "verdict": "The REST reference covers 350 endpoint pages with filters, field selection, bulk calls and upsert by `sync_key`. SugarAI's AI Supplemental Terms forbid connecting a customer's or third party's AI agent or MCP connector to the APIs unless Sugar has approved it, tokens carry no scopes, and no OpenAPI file, trial or SLA was found.", "bestFor": "Companies already running Sugar Sell, Serve or Enterprise that want an agent to read and write records under a named user's roles, and that have Sugar's approval for the integration.", "strengths": [ "The 26.1 Developer Guide lists 350 REST endpoint pages, each with argument tables, a request and response example and a per-endpoint change log", "List calls take `fields`, `view`, `max_num` (default 20), `offset`, `order_by` and a filter grammar with 13 operators plus `$and` and `$or`", "`/integrate` endpoints upsert by `sync_key`, and `/bulk` runs a sequence of calls in one request with a status per call", "The Customer Terms of Service, the DPA and the security FAQ agree that customer data stays available for 120 days after termination and is then deleted", "SOC 2 Type II and ISO/IEC 27001:2022 per the trust page, a valid security.txt, and a public sub-processor list with countries" ], "weaknesses": [ "The AI Supplemental Terms forbid connecting customer-owned or third-party AI systems, agents or MCP connectors to the Services or APIs except through functionality Sugar has approved. This matters before any probe is run", "Access tokens come from an OAuth 2.0 password grant with a user's plaintext password, and the reference says there is no scope implementation", "No OpenAPI file or `llms.txt` was found. The published Postman collection holds 40 sample requests, dated 14 August 2025", "No trial signup, free tier or SLA was found. Sugar Sell starts at $68 a user a month billed annually and other products are quoted by sales", "SugarCloud may block an IP address sending more than 20 requests a second, and no 429 or Retry-After behaviour is documented", "The Customer Terms of Service forbid performing or disclosing benchmarking, availability or performance testing of the Services" ], "agentNotes": [ "Confirm that Sugar has approved the agent integration before connecting. The AI Supplemental Terms forbid unapproved AI agents and MCP connectors on the APIs", "POST to `/rest/v11_27/oauth2/token` with `grant_type` `password` and a `platform` other than `base`, `mobile` or `portal`, or the login can end the user's own session", "Send the access token in the `OAuth-Token` header. It lasts 60 minutes by default, so store the refresh token and not the password", "Stay under 20 requests a second on SugarCloud and reuse one session for batches. Over-limit traffic is blocked by IP address until support lifts it", "Page with `max_num` and `offset` until `next_offset` is -1, and pass `fields` to keep responses small", "Use `PATCH /integrate/:module/:sync_key_field_name/:sync_key_field_value` for writes that may be retried, since it inserts or updates by `sync_key`" ], "metrics": { "kind": "remote", "measured": false }, "reviewCount": 0, "avgRating": 0, "history": [ { "basis": "public evidence", "confidence": "medium", "grade": "D", "methodology": "0.4", "pending": [ "performance", "tasks" ], "run": "2026-10-01", "runLabel": "October 2026 research run", "score": 49.5 } ], "editorialScores": { "ergonomics": 69, "maintenance": 22, "payments": 10, "reliability": 61, "schema": 48, "security": 51, "transparency": 71 }, "provenanceScore": 70 }, "connect": { "http": "curl -X POST -H Cache-Control:no-cache -H \"Content-Type: application/json\" -d '{\n \"grant_type\":\"password\",\n \"client_id\":\"sugar\",\n \"client_secret\":\"\",\n \"username\":\"\u003cusername\u003e\",\n \"password\":\"\u003cpassword\u003e\",\n \"platform\":\"custom\"\n}' https://\u003csite_url\u003e/rest/\u003cversion\u003e/oauth2/token" }, "letme": { "capability": "https://letme.dev/crm.records", "tool": "https://letme.dev/sugarcrm" }, "area": "business", "unitPrices": [ { "item": "Sugar Sell Standard+", "unit": "seat-month", "usd": 68, "note": "billed annually" }, { "item": "Sugar Sell Advanced+", "unit": "seat-month", "usd": 98, "note": "billed annually" }, { "item": "Sugar Sell Premier+", "unit": "seat-month", "usd": 155, "note": "billed annually" }, { "item": "Sugar Connect+ add-on", "unit": "seat-month", "usd": 20, "note": "billed annually, on top of a Sell plan" } ], "provenance": { "legalEntity": "SugarAI Software Inc.", "domain": "sugarai.com", "domainRegistered": "2018-03-19", "endpointOnVendorDomain": false, "terms": "https://framerusercontent.com/assets/eu2GiGUMAeMAwAn8rqawpURGnP4.pdf", "privacy": "https://sugarai.com/legal/privacy-policy", "statusPage": "https://status.cloud.sugarai.com", "changelog": "", "securityTxt": "valid", "checked": "2026-10-09", "notes": [ "The Customer Terms of Service (published 7 April 2026) name the contracting entity by region. It is SugarAI Software Inc., a Delaware corporation at 548 Market Street PMB 59423, San Francisco, for all regions except Australia and New Zealand (SugarAI Australia Pty Ltd) and new UK customers (SugarAI UK Limited). California law governs outside the listed regions.", "The terms are a PDF on framerusercontent.com, the asset host of the vendor's Framer site, linked from sugarai.com/legal/customers. The same agreements on support.sugarai.com sit under a path robots.txt disallows.", "The API answers on each customer's instance at `https://\u003csite_url\u003e/rest/`. The host name of a SugarCloud instance was not established, so the endpoint is recorded as not on the vendor's domain.", "The privacy policy (effective 7 April 2026) covers the websites and the products and says Customer Data is processed under the subscription agreement.", "sugarai.com/.well-known/security.txt gives security@sugarcrm.com and expires on 1 April 2027.", "No dated API changelog or release notes page was reached. The documentation index lists its topics by script.", "RDAP gives 2018-03-19 for sugarai.com and 2004-03-05 for sugarcrm.com. The rename from SugarCRM to SugarAI was announced on 13 April 2026." ], "score": 70 }, "pageJsonUrl": "https://www.anchorterminal.com/tools/sugarcrm.json", "live": { "slug": "sugarcrm", "vendorStatus": { "page": "https://status.cloud.sugarai.com", "indicator": "unknown", "summary": "no machine-readable status found", "checkedAt": "2026-10-10T00:51:18.298826618Z" }, "pages": [ { "url": "https://sugarai.com/pricing", "kind": "pricing", "status": 200, "checkedAt": "2026-10-09T18:46:13.493112131Z", "changedAt": "0001-01-01T00:00:00Z", "fingerprint": "61ca2f4a5bc1" }, { "url": "https://sugarai.com/legal/privacy-policy", "kind": "privacy", "status": 200, "checkedAt": "2026-10-09T18:46:11.255505688Z", "changedAt": "0001-01-01T00:00:00Z", "fingerprint": "5755ea21e665" } ], "updatedAt": "2026-10-10T00:51:18.298826618Z" } }, "facts": [ { "a": "HTTP API", "b": "HTTP API", "name": "Kind" }, { "a": "Zestia Limited", "b": "SugarAI Software Inc.", "name": "Vendor" }, { "a": "https://api.capsulecrm.com/api/v2", "b": "no (local only)", "name": "Hosted endpoint" }, { "a": "HTTP", "b": "HTTP", "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 SugarAI Customer Terms of Service", "name": "Licence" }, { "a": "yes", "b": "no", "name": "Read-only variant documented" }, { "a": "no", "b": "no", "name": "llms.txt" }, { "a": "2026-09-25", "b": "none", "name": "Last release" }, { "a": "no date given", "b": "", "name": "Terms last updated" }, { "a": "2025-08-21", "b": "no date given", "name": "Privacy policy last updated" }, { "a": "not found in the text", "b": "", "name": "Customer content may train models" }, { "a": "not found in the text", "b": "", "name": "Terms restrict automated access" }, { "a": "not found in the text", "b": "", "name": "Terms restrict benchmarking" }, { "a": "yes", "b": "", "name": "Terms or service can change without notice" }, { "a": "not found in the text", "b": "", "name": "Arbitration or class-action waiver" } ], "faq": [ { "answer": "Capsule CRM scores 55.7 (C) on agent readiness against SugarAI (SugarCRM)'s 49.5 (D), and leads in 4 of 7 scored categories. SugarAI (SugarCRM) leads on agent ergonomics and security \u0026 auth.", "question": "Which is better for AI agents, Capsule CRM or SugarAI (SugarCRM)?" }, { "answer": "Capsule CRM takes an API key or an OAuth sign-in. SugarAI (SugarCRM) uses an OAuth sign-in.", "question": "Do Capsule CRM and SugarAI (SugarCRM) need an API key?" }, { "answer": "Capsule CRM has a hosted endpoint at https://api.capsulecrm.com/api/v2. No hosted endpoint is listed for SugarAI (SugarCRM).", "question": "Can an agent call Capsule CRM and SugarAI (SugarCRM) without installing anything?" } ], "goodFor": [ { "aheadOn": [ "Reliability, 83 against 61", "Payments \u0026 pricing, 30 against 10", "Maintenance \u0026 community, 38 against 22" ], "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": [ "Agent ergonomics, 69 against 59", "Security \u0026 auth, 51 against 46" ], "also": null, "goodFor": "Companies already running Sugar Sell, Serve or Enterprise that want an agent to read and write records under a named user's roles, and that have Sugar's approval for the integration.", "slug": "sugarcrm", "watchFor": "The AI Supplemental Terms forbid connecting customer-owned or third-party AI systems, agents or MCP connectors to the Services or APIs except through functionality Sugar has approved. This matters before any probe is run" } ], "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-sugarcrm.json", "title": "Affinity vs SugarAI (SugarCRM)", "url": "https://www.anchorterminal.com/compare/affinity-vs-sugarcrm" }, { "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-sugarcrm.json", "title": "Attio API + MCP vs SugarAI (SugarCRM)", "url": "https://www.anchorterminal.com/compare/attio-vs-sugarcrm" }, { "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-dynamics-365-sales.json", "title": "Capsule CRM vs Microsoft Dynamics 365 Sales", "url": "https://www.anchorterminal.com/compare/capsule-crm-vs-dynamics-365-sales" }, { "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-salesflare.json", "title": "Capsule CRM vs Salesflare", "url": "https://www.anchorterminal.com/compare/capsule-crm-vs-salesflare" }, { "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-sugarcrm.json", "title": "Close API + MCP vs SugarAI (SugarCRM)", "url": "https://www.anchorterminal.com/compare/close-vs-sugarcrm" }, { "json": "https://www.anchorterminal.com/compare/copper-vs-sugarcrm.json", "title": "Copper API vs SugarAI (SugarCRM)", "url": "https://www.anchorterminal.com/compare/copper-vs-sugarcrm" }, { "json": "https://www.anchorterminal.com/compare/dynamics-365-sales-vs-sugarcrm.json", "title": "Microsoft Dynamics 365 Sales vs SugarAI (SugarCRM)", "url": "https://www.anchorterminal.com/compare/dynamics-365-sales-vs-sugarcrm" }, { "json": "https://www.anchorterminal.com/compare/folk-vs-sugarcrm.json", "title": "folk API + MCP vs SugarAI (SugarCRM)", "url": "https://www.anchorterminal.com/compare/folk-vs-sugarcrm" }, { "json": "https://www.anchorterminal.com/compare/freshsales-vs-sugarcrm.json", "title": "Freshsales API vs SugarAI (SugarCRM)", "url": "https://www.anchorterminal.com/compare/freshsales-vs-sugarcrm" }, { "json": "https://www.anchorterminal.com/compare/hubspot-mcp-vs-sugarcrm.json", "title": "HubSpot API + MCP vs SugarAI (SugarCRM)", "url": "https://www.anchorterminal.com/compare/hubspot-mcp-vs-sugarcrm" }, { "json": "https://www.anchorterminal.com/compare/nutshell-vs-sugarcrm.json", "title": "Nutshell vs SugarAI (SugarCRM)", "url": "https://www.anchorterminal.com/compare/nutshell-vs-sugarcrm" }, { "json": "https://www.anchorterminal.com/compare/pipedrive-vs-sugarcrm.json", "title": "Pipedrive API + MCP vs SugarAI (SugarCRM)", "url": "https://www.anchorterminal.com/compare/pipedrive-vs-sugarcrm" }, { "json": "https://www.anchorterminal.com/compare/salesflare-vs-sugarcrm.json", "title": "Salesflare vs SugarAI (SugarCRM)", "url": "https://www.anchorterminal.com/compare/salesflare-vs-sugarcrm" }, { "json": "https://www.anchorterminal.com/compare/salesforce-vs-sugarcrm.json", "title": "Salesforce API + MCP vs SugarAI (SugarCRM)", "url": "https://www.anchorterminal.com/compare/salesforce-vs-sugarcrm" }, { "json": "https://www.anchorterminal.com/compare/streak-vs-sugarcrm.json", "title": "Streak API + MCP vs SugarAI (SugarCRM)", "url": "https://www.anchorterminal.com/compare/streak-vs-sugarcrm" }, { "json": "https://www.anchorterminal.com/compare/sugarcrm-vs-twenty.json", "title": "SugarAI (SugarCRM) vs Twenty API + MCP", "url": "https://www.anchorterminal.com/compare/sugarcrm-vs-twenty" }, { "json": "https://www.anchorterminal.com/compare/sugarcrm-vs-zoho-crm.json", "title": "SugarAI (SugarCRM) vs Zoho CRM", "url": "https://www.anchorterminal.com/compare/sugarcrm-vs-zoho-crm" } ], "scores": [ { "by": 22, "capsule-crm": 83, "edge": "capsule-crm", "key": "reliability", "name": "Reliability", "sugarcrm": 61, "weight": 16 }, { "key": "performance", "name": "Performance", "pending": true, "weight": 10 }, { "by": 0, "capsule-crm": 48, "edge": "", "key": "schema", "name": "Schema \u0026 documentation", "sugarcrm": 48, "weight": 13 }, { "by": 10, "capsule-crm": 59, "edge": "sugarcrm", "key": "ergonomics", "name": "Agent ergonomics", "sugarcrm": 69, "weight": 13 }, { "by": 5, "capsule-crm": 46, "edge": "sugarcrm", "key": "security", "name": "Security \u0026 auth", "sugarcrm": 51, "weight": 14 }, { "by": 20, "capsule-crm": 30, "edge": "capsule-crm", "key": "payments", "name": "Payments \u0026 pricing", "sugarcrm": 10, "weight": 10 }, { "key": "tasks", "name": "Task success", "pending": true, "weight": 10 }, { "by": 16, "capsule-crm": 38, "edge": "capsule-crm", "key": "maintenance", "name": "Maintenance \u0026 community", "sugarcrm": 22, "weight": 7 }, { "by": 4, "capsule-crm": 75, "edge": "capsule-crm", "key": "transparency", "name": "Transparency \u0026 trust", "sugarcrm": 71, "weight": 7 } ], "summary": "Capsule CRM scores 55.7 (C) on agent readiness against SugarAI (SugarCRM)'s 49.5 (D), and leads in 4 of 7 scored categories. SugarAI (SugarCRM) leads on agent ergonomics and security \u0026 auth. 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.", "sugarcrm": "The REST reference covers 350 endpoint pages with filters, field selection, bulk calls and upsert by `sync_key`. SugarAI's AI Supplemental Terms forbid connecting a customer's or third party's AI agent or MCP connector to the APIs unless Sugar has approved it, tokens carry no scopes, and no OpenAPI file, trial or SLA was found." } }, "kind": "anchor.page", "links": { "api": "https://www.anchorterminal.com/api/v1/index.json", "html": "https://www.anchorterminal.com/compare/capsule-crm-vs-sugarcrm", "json": "https://www.anchorterminal.com/compare/capsule-crm-vs-sugarcrm.json", "llms": "https://www.anchorterminal.com/llms.txt", "markdown": "https://www.anchorterminal.com/compare/capsule-crm-vs-sugarcrm.md", "slim": "https://www.anchorterminal.com/compare/capsule-crm-vs-sugarcrm.min.md" }, "markdown": "Capsule CRM scores 55.7 (C) on agent readiness against SugarAI (SugarCRM)'s 49.5 (D), and leads in 4 of 7 scored categories. SugarAI (SugarCRM) leads on agent ergonomics and security \u0026 auth. Both do crm records.\n\n- Capsule CRM: grade C, 55.7/100, rank #650 of 950. Markdown https://www.anchorterminal.com/tools/capsule-crm.md · JSON https://www.anchorterminal.com/api/v1/tools/capsule-crm.json\n- SugarAI (SugarCRM): grade D, 49.5/100, rank #793 of 950. Markdown https://www.anchorterminal.com/tools/sugarcrm.md · JSON https://www.anchorterminal.com/api/v1/tools/sugarcrm.json\n- Best CRM and customer-platform tools for AI agents: https://www.anchorterminal.com/best/crm/index.md\n- All 136 crm comparisons: https://www.anchorterminal.com/compare/crm/index.md\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 61\n- Payments \u0026 pricing, 30 against 10\n- Maintenance \u0026 community, 38 against 22\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### SugarAI (SugarCRM) (D)\n\nGood for: Companies already running Sugar Sell, Serve or Enterprise that want an agent to read and write records under a named user's roles, and that have Sugar's approval for the integration.\n\nAhead on:\n- Agent ergonomics, 69 against 59\n- Security \u0026 auth, 51 against 46\n\nWatch for: The AI Supplemental Terms forbid connecting customer-owned or third-party AI systems, agents or MCP connectors to the Services or APIs except through functionality Sugar has approved. This matters before any probe is run\n\n\n## Score by category\n\n| Category | Weight | Capsule CRM | SugarAI (SugarCRM) | Edge |\n| --- | --- | --- | --- | --- |\n| Reliability | 16% (20 this run) | 83 | 61 | Capsule CRM +22 |\n| Performance | 10%, pending | pending | pending | not scored in this run |\n| Schema \u0026 documentation | 13% (16.2 this run) | 48 | 48 | even |\n| Agent ergonomics | 13% (16.2 this run) | 59 | 69 | SugarAI (SugarCRM) +10 |\n| Security \u0026 auth | 14% (17.5 this run) | 46 | 51 | SugarAI (SugarCRM) +5 |\n| Payments \u0026 pricing | 10% (12.5 this run) | 30 | 10 | Capsule CRM +20 |\n| Task success | 10%, pending | pending | pending | not scored in this run |\n| Maintenance \u0026 community | 7% (8.8 this run) | 38 | 22 | Capsule CRM +16 |\n| Transparency \u0026 trust | 7% (8.8 this run) | 75 | 71 | Capsule CRM +4 |\n| Negative events | ≤15 | 0 | 0 | |\n| **Total** | | **55.7 · C** | **49.5 · D** | |\n\n## Facts side by side\n\n| Fact | Capsule CRM | SugarAI (SugarCRM) |\n| --- | --- | --- |\n| Kind | HTTP API | HTTP API |\n| Vendor | Zestia Limited | SugarAI Software Inc. |\n| Hosted endpoint | `https://api.capsulecrm.com/api/v2` | no (local only) |\n| Transports | HTTP | HTTP |\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 SugarAI Customer Terms of Service |\n| Read-only variant documented | yes | no |\n| llms.txt | no | no |\n| Last release | 2026-09-25 | none |\n| Terms last updated | no date given | |\n| Privacy policy last updated | 2025-08-21 | no date given |\n| Customer content may train models | not found in the text | |\n| Terms restrict automated access | not found in the text | |\n| Terms restrict benchmarking | not found in the text | |\n| Terms or service can change without notice | yes | |\n| Arbitration or class-action waiver | not found in the text | |\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**SugarAI (SugarCRM).** The REST reference covers 350 endpoint pages with filters, field selection, bulk calls and upsert by `sync_key`. SugarAI's AI Supplemental Terms forbid connecting a customer's or third party's AI agent or MCP connector to the APIs unless Sugar has approved it, tokens carry no scopes, and no OpenAPI file, trial or SLA was found.\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### SugarAI (SugarCRM)\n\n1. Confirm that Sugar has approved the agent integration before connecting. The AI Supplemental Terms forbid unapproved AI agents and MCP connectors on the APIs\n2. POST to `/rest/v11_27/oauth2/token` with `grant_type` `password` and a `platform` other than `base`, `mobile` or `portal`, or the login can end the user's own session\n3. Send the access token in the `OAuth-Token` header. It lasts 60 minutes by default, so store the refresh token and not the password\n4. Stay under 20 requests a second on SugarCloud and reuse one session for batches. Over-limit traffic is blocked by IP address until support lifts it\n5. Page with `max_num` and `offset` until `next_offset` is -1, and pass `fields` to keep responses small\n6. Use `PATCH /integrate/:module/:sync_key_field_name/:sync_key_field_value` for writes that may be retried, since it inserts or updates by `sync_key`\n\n## Questions\n\n### Which is better for AI agents, Capsule CRM or SugarAI (SugarCRM)?\n\nCapsule CRM scores 55.7 (C) on agent readiness against SugarAI (SugarCRM)'s 49.5 (D), and leads in 4 of 7 scored categories. SugarAI (SugarCRM) leads on agent ergonomics and security \u0026 auth.\n\n### Do Capsule CRM and SugarAI (SugarCRM) need an API key?\n\nCapsule CRM takes an API key or an OAuth sign-in. SugarAI (SugarCRM) uses an OAuth sign-in.\n\n### Can an agent call Capsule CRM and SugarAI (SugarCRM) without installing anything?\n\nCapsule CRM has a hosted endpoint at https://api.capsulecrm.com/api/v2. No hosted endpoint is listed for SugarAI (SugarCRM).\n\n\n## For agents\n\n- This comparison as JSON: https://www.anchorterminal.com/compare/capsule-crm-vs-sugarcrm.json, and with the fewest tokens: https://www.anchorterminal.com/compare/capsule-crm-vs-sugarcrm.min.md\n- Over MCP at https://www.anchorterminal.com/mcp (no key): `compare_tools {\"a\": \"capsule-crm\", \"b\": \"sugarcrm\"}`. From a terminal: `anchor compare capsule-crm sugarcrm`\n- Each listing in full: https://www.anchorterminal.com/api/v1/tools/capsule-crm.json and https://www.anchorterminal.com/api/v1/tools/sugarcrm.json\n\n## Other comparisons with Capsule CRM or SugarAI (SugarCRM)\n\n- [Affinity vs Capsule CRM](https://www.anchorterminal.com/compare/affinity-vs-capsule-crm.md)\n- [Affinity vs SugarAI (SugarCRM)](https://www.anchorterminal.com/compare/affinity-vs-sugarcrm.md)\n- [Attio API + MCP vs Capsule CRM](https://www.anchorterminal.com/compare/attio-vs-capsule-crm.md)\n- [Attio API + MCP vs SugarAI (SugarCRM)](https://www.anchorterminal.com/compare/attio-vs-sugarcrm.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 Microsoft Dynamics 365 Sales](https://www.anchorterminal.com/compare/capsule-crm-vs-dynamics-365-sales.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 Salesflare](https://www.anchorterminal.com/compare/capsule-crm-vs-salesflare.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 SugarAI (SugarCRM)](https://www.anchorterminal.com/compare/close-vs-sugarcrm.md)\n- [Copper API vs SugarAI (SugarCRM)](https://www.anchorterminal.com/compare/copper-vs-sugarcrm.md)\n- [Microsoft Dynamics 365 Sales vs SugarAI (SugarCRM)](https://www.anchorterminal.com/compare/dynamics-365-sales-vs-sugarcrm.md)\n- [folk API + MCP vs SugarAI (SugarCRM)](https://www.anchorterminal.com/compare/folk-vs-sugarcrm.md)\n- [Freshsales API vs SugarAI (SugarCRM)](https://www.anchorterminal.com/compare/freshsales-vs-sugarcrm.md)\n- [HubSpot API + MCP vs SugarAI (SugarCRM)](https://www.anchorterminal.com/compare/hubspot-mcp-vs-sugarcrm.md)\n- [Nutshell vs SugarAI (SugarCRM)](https://www.anchorterminal.com/compare/nutshell-vs-sugarcrm.md)\n- [Pipedrive API + MCP vs SugarAI (SugarCRM)](https://www.anchorterminal.com/compare/pipedrive-vs-sugarcrm.md)\n- [Salesflare vs SugarAI (SugarCRM)](https://www.anchorterminal.com/compare/salesflare-vs-sugarcrm.md)\n- [Salesforce API + MCP vs SugarAI (SugarCRM)](https://www.anchorterminal.com/compare/salesforce-vs-sugarcrm.md)\n- [Streak API + MCP vs SugarAI (SugarCRM)](https://www.anchorterminal.com/compare/streak-vs-sugarcrm.md)\n- [SugarAI (SugarCRM) vs Twenty API + MCP](https://www.anchorterminal.com/compare/sugarcrm-vs-twenty.md)\n- [SugarAI (SugarCRM) vs Zoho CRM](https://www.anchorterminal.com/compare/sugarcrm-vs-zoho-crm.md)\n", "meta": { "attribution": "Anchor Terminal (https://www.anchorterminal.com)", "docs": "https://www.anchorterminal.com/docs/", "generatedAt": "2026-10-10", "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 SugarAI (SugarCRM)", "url": "" } ], "description": "Capsule CRM scores 55.7 (C) to SugarAI's 49.5 (D) for crm records. Prices, MCP, x402, uptime and agent notes side by side.", "facts": [ "Capsule CRM C 55.7", "SugarAI (SugarCRM) D 49.5", "scores" ], "h1": "Capsule CRM vs SugarAI (SugarCRM)", "image": "https://www.anchorterminal.com/assets/og/compare-capsule-crm-vs-sugarcrm.png", "path": "/compare/capsule-crm-vs-sugarcrm", "published": "2026-10-01", "section": "tools", "title": "Capsule CRM vs SugarAI for AI agents in 2026: scores and prices", "toc": null, "updated": "2026-10-09", "url": "https://www.anchorterminal.com/compare/capsule-crm-vs-sugarcrm" }, "tokens": { "markdown": 2750, "slim": 680 }, "version": 1 }