# Capsule CRM (slim)

> 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.

- Full: https://www.anchorterminal.com/tools/capsule-crm.md (~7,450 tokens) · this version ~1,780 tokens · JSON https://www.anchorterminal.com/tools/capsule-crm.json · canonical https://www.anchorterminal.com/tools/capsule-crm
- Index: https://www.anchorterminal.com/llms.txt · API: https://www.anchorterminal.com/api/v1/index.json · Updated: 2026-10-08

**C · 55.7/100 · rank #504 of 722 · #11 in CRM & customer platforms · not agent-ready · confidence medium**


Assessment: 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.

## Facts

- Kind: HTTP API · vendor: Zestia Limited · category: CRM & customer platforms · legal entity: Zestia Limited · provenance 86/100
- Endpoint: `https://api.capsulecrm.com/api/v2` (HTTP)
- Auth: OAuth or key · pricing: Freemium · x402: no · licence: Proprietary service under Capsule's Customer Terms
- Probe metrics: not measured yet (probes haven't run)
- API: REST API v2 at `https://api.capsulecrm.com/api/v2`, JSON, 132 documented operations across 25 resources (parties, opportunities, projects, tasks, entries, tracks, pipelines, milestones, boards, stages, tags, custom fields, users, teams, goals, REST hooks and others)
- MCP server: Hosted at `https://mcp-server.capsulecrm.com/mcp`, announced 25 September 2026, Growth plan and above. OAuth with a pre-registered client ID and secret. No dynamic client registration and no API tokens. 37 tools in the published reference
- Credentials: OAuth 2 authorisation code grant with scopes `read`, `read write` and `read write user_preference`, access tokens of about seven days (`expires_in` 604799 in the example), refresh tokens and a revocation endpoint. Personal bearer tokens from My Preferences, API Authentication Tokens
- Rate limits: 4,000 requests an hour per user. `X-RateLimit-Limit`, `X-RateLimit-Remaining` and `X-RateLimit-Reset` on successful responses, 429 with `{"error":"rate limit reached"}` once exceeded
- Pagination and search: `page` and `perPage` (1 to 100, default 50) with a `Link` header, `since` on list endpoints, `/search` endpoints with `q`, structured filters at `/api/v2/{entity}/filters/results`, and lists of deleted records
- Errors: JSON bodies for 400, 401, 403, 422 and 429. A 422 names the resource and field that failed, and 401 and 403 carry a `WWW-Authenticate` header
- Webhooks: REST hooks for party, kase, opportunity, task and user events. 20 subscriptions an account, managed by an administrator through a registered OAuth app. Five retries over about 36 minutes, then the hook is removed
- Plans: Free (2 users, 250 contacts), Starter (30,000 contacts), Growth (60,000), Advanced (120,000), Ultimate. 14-day trial of paid plans with no card
- Hosting: Amazon Web Services in the United States, per the GDPR page and the sub-processor list
- Data deletion: A cancelled account can be restored for 14 days, then is deleted, with partial data in backups for up to 50 days. Deleted contacts sit in the trash for 30 days
- Status: status.capsulecrm.com on Statuspage, two components (Capsule, Drop Box). Last incidents 6 to 8 July 2026 (minor, reports and dashboards delays) and 27 March 2026 (major, about 15 hours, unable to access Capsule)
- SDKs: None official. The docs list third-party wrappers (Ampersand, Merge, Truto) and say Capsule has not fully reviewed them
- Prices: Starter $18 per seat per month; Ultimate $72 per seat per month

- Scores: Reliability 83, Performance pending, Schema & documentation 48, Agent ergonomics 59, Security & auth 46, Payments & pricing 30, Task success pending, Maintenance & community 38, Transparency & trust 75 · total over the 7 assessed categories
- Why: Reliability, Graded on REST API v2, with the hosted lines. · Schema & documentation, No OpenAPI or other machine-readable contract was found. · Agent ergonomics, Lists return a default record and take `embed` to add tags, custom fields and related data, with `perPage` from 1 to 100. There is no field… · Security & auth, OAuth 2 authorisation code grant with scopes `read`, `write` and `user_preference`, access tokens of about seven days, refresh tokens, a rev… · Payments & pricing, No x402, MPP or L402 (0). · Maintenance & community, Last change on 25 September 2026, the hosted MCP server, 13 days before the check (30). · Transparency & trust, Closed service with Customer Terms naming Zestia Limited, registered in England (15).
- Sources: 23, open questions: 8, both in the full twin
- Capabilities: crm.records, crm.pipeline, crm.activities, crm.search, crm.webhooks
- JSON: https://www.anchorterminal.com/api/v1/tools/capsule-crm.json
- Verify (for the vendor): the badge `https://www.anchorterminal.com/badges/capsule-crm.svg` or a link to https://www.anchorterminal.com/tools/capsule-crm from a page on capsulecrm.com or one of its subdomains, then `POST https://www.anchorterminal.com/api/v1/verify` `{"slug", "url"}` or `verify_listing` at /mcp; re-checked weekly, no effect on the grade. Snippets in the full twin.

## Before you call it

1. Send `Authorization: Bearer <token>` to `https://api.capsulecrm.com/api/v2`. Projects use the old name in paths, `/kases`
2. Follow the `Link` header for the next page. `perPage` goes up to 100 and the default is 50
3. On 429, wait until the epoch time in `X-RateLimit-Reset`. The docs suggest one second between calls
4. Ask for the `read` scope when the task only reads. A write with a read-only token answers 403 with `insufficient_scope`
5. 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

## Connect

```bash
curl -H "Authorization: Bearer $CAPSULE_TOKEN" -H "Accept: application/json" https://api.capsulecrm.com/api/v2/parties
```
Full config and headless snippets are in the full page. Through letme (picks today, calling later): https://letme.dev/capsule-crm

## Similar tools

| Tool | Grade | Score | Shared capabilities | Slim |
| --- | --- | --- | --- | --- |
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| Zoho CRM | BB | 70.8 | crm.records, crm.pipeline, crm.activities, crm.search, crm.webhooks | https://www.anchorterminal.com/tools/zoho-crm.min.md |
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| Twenty API + MCP | B | 65.9 | crm.records, crm.pipeline, crm.activities, crm.search, crm.webhooks | https://www.anchorterminal.com/tools/twenty.min.md |


## Panel reviews (0, desk reviews from public material, no calls made)