--- title: "Connect Bread & Butter and Capsule CRM - APIANT.ai" description: "When \"New Authentication\" fires in Bread & Butter, your agent runs \"Add Task\" in Capsule CRM." canonical: "https://apiant.ai/connect/bread-butter-to-capsule-crm" --- # Connect Bread & Butter and Capsule CRM When **New Authentication** fires in [Bread & Butter](https://apiant.ai/connections/bread-butter), your agent runs **Add Task** in [Capsule CRM](https://apiant.ai/connections/capsule-crm), or **New case** in Capsule CRM to **Add contact us submission** in Bread & Butter. Describe the whole flow and it is built, tested on every scenario and kept running. Bread & Butter **6** triggers Bread & Butter **24** actions Capsule CRM **8** triggers Capsule CRM **62** actions What the catalog holds today. Ask for anything missing and your agent reads the API documentation and adds it. ## What do you want Bread & Butter and Capsule CRM to do together? Give your AI client this address. `https://mcp.apiant.ai` One connection does both: ask your client to act in an app once, or have it build an automation that keeps running. Any client that takes a remote MCP server. Nothing to install. Create your free account, then sign in once in your browser. ### Set it up in your client ### Claude Code Run this in the directory you want to work in. `claude mcp add --transport http -s project apiant-ai https://mcp.apiant.ai` Start Claude Code there, approve the server, and sign in in the browser page it opens. [Claude Code guide (opens in a new tab)](https://apiant.ai/docs/mcp/claude-code) ### Claude, web and desktop Open Customize, then Connectors, then Add custom connector, and paste the address. On Team and Enterprise an owner adds it first. [Setup guide (opens in a new tab)](https://apiant.ai/docs/mcp) ### Cursor Add the address to your MCP configuration as a server URL. Cursor signs you in in your browser. [Setup guide (opens in a new tab)](https://apiant.ai/docs/mcp) ### Zed Open Settings, then AI, then MCP Servers, then Add Server, then Add Remote Server. [Setup guide (opens in a new tab)](https://apiant.ai/docs/mcp) ### Codex and the ChatGPT desktop app Open Settings, then MCP servers, then Add server, and choose Streamable HTTP. From the terminal, Codex takes the address with its own add command and then signs you in. [Setup guide (opens in a new tab)](https://apiant.ai/docs/mcp) ### Any other MCP client Paste the address where the client asks for a remote MCP server URL, and name the server apiant-ai where it lets you. APIANT's skills reach the client over the same connection. [Setup guide (opens in a new tab)](https://apiant.ai/docs/mcp) Example flows ## What Bread & Butter and Capsule CRM can do together ### From Bread & Butter to Capsule CRM - When **New Authentication** in Bread & Butter then **Add Task** in Capsule CRM - When **New Contact Us Submission** in Bread & Butter then **Create a new task for organization** in Capsule CRM ### From Capsule CRM to Bread & Butter - When **New case** in Capsule CRM then **Add contact us submission** in Bread & Butter - When **New opportunity** in Capsule CRM then **Add lead list** in Bread & Butter Starting points drawn from the triggers and actions in the catalog today. Describe the flow you need, at any depth, and your agent builds it and tests every scenario before it ships. Everything your agent can do with Bread & Butter and Capsule CRM ## Triggers and actions 14 triggers · 86 actions - Trigger **New Authentication** Triggers every time a user signs in. - Trigger **New Contact Us Submission** Triggers when a user submits the Contact Us tool. - Trigger **New Custom Fields** Triggers when a user submits the Custom Fields for Registration. - Trigger **New Custom User Event** Triggers when a user subscribes to custom events, selected in the triggers section below. - Trigger **New Email Captured** Triggers when a user enters their email address, or signs in with SSO for the first time. - Trigger **New Profile Verified** Triggers when a user signs in for the first time. - Action **Add contact us submission** Records a Contact Us submission from a visitor's device in a Bread & Butter app. - Action **Add event** Records an event (such as a page view or custom event code) for a device in a Bread & Butter app. - Action **Add form submission** Records a form submission from a visitor's device in a Bread & Butter app, capturing their email, name and any extra form fields. - Action **Add lead list** Creates a lead list in a Bread & Butter app from a set of leads, returning the new list with its lead count and credit quote. - Action **Add tag** Creates a new tag in a Bread & Butter app. - Action **Add user custom values** Saves custom field values (key/value pairs) for a visitor in a Bread & Butter app. - Action **Create custom event definition** Creates a custom event definition in a Bread & Butter app, which users can then trigger and which can be subscribed to. - Action **Create webhook** Subscribes a webhook URL to a Bread & Butter event so Bread & Butter posts each new occurrence to it. Returns the id of the new subscription. - Action **Delete tag** Deletes a tag from a Bread & Butter app. - Action **Get credit balance** Returns the credit balance for a Bread & Butter app, including credits used this period, the monthly allowance and pending enrichments. - Action **Get device profile** Returns the sign-in options and the visitor's profile state for one registered device. - Action **Get lead list** Returns a Bread & Butter lead list by its ID, including its processing status, lead counts and credit usage. - Action **Identify user** Identifies an anonymous visitor's device as a known person in a Bread & Butter app by attaching their email address and name. - Action **List app triggers** Returns the triggers set up in a Bread & Butter app, including webhook subscriptions, with their kind, filters and activity state. - Action **List custom event definitions** Returns the event definitions configured in a Bread & Butter app, optionally filtered to enabled or disabled ones. - Action **List Events** Returns the events recorded in a Bread & Butter app — sign-ins, page views, custom events, form submissions and more — optionally narrowed to one user or a date range. - Action **List lead lists** Returns all lead lists in a Bread & Butter app, including each list's status, lead counts and credit usage. - Action **List tags** Returns every tag defined in a Bread & Butter app, with each tag's id and name. - Action **List user events** Returns the page views and events (sign-ins, custom events, form submissions and more) a user recorded during one of their sessions in a Bread & Butter app. - Action **List users** Returns the users (visitors and leads) recorded in a Bread & Butter app, optionally narrowed to one email address or user state. - Action **List user sessions** Lists the sessions of one Bread & Butter user, newest first, with each session's ID, start time, location, device and page view count. - Action **Record external authentication** Records that a visitor signed in through your own login system, linking their device to the user with that email address. - Action **Register device** Registers a new visitor device in a Bread & Butter app and returns its device ID. - Action **Update user lead status** Updates a user's lead status in a Bread & Butter app by setting their lead status rank. - Trigger **List projects** list projects (cases/kases), surfacing new ones over time - Trigger **List tasks** list tasks, surfacing new ones over time - Trigger **New case** Polls for newly created cases in Capsule CRM. - Trigger **New opportunity** Polls for newly created opportunities in Capsule CRM. - Trigger **New organization** Polls for newly created organizations in Capsule CRM. - Trigger **New person** Polls for newly created people in Capsule CRM. - Trigger **New task** Polls for newly created tasks in Capsule CRM. - Trigger **New user** Polls for newly created user accounts in Capsule CRM. - Action **Add additional party to opportunity** add an additional party to an opportunity - Action **Add Task** Add a task in Capsule CRM, optionally linked to a party. - Action **Complete a task** Marks a task as completed in Capsule CRM. - Action **Create a case** Creates a new case (kase) in Capsule CRM, optionally linked to a party. - Action **Create a new task for organization** This action creates a new task for the specified organization. - Action **Create an open case for organization** This action creates a new open case for the specified organization. - Action **Create an open case for person** This action creates a new open case for the specified person. - Action **Create an organization** Creates a new organization party in Capsule CRM. - Action **Create a note** Creates a new note (entry) attached to a party, opportunity, or case in Capsule CRM. - Action **Create a person** Creates a new person party in Capsule CRM. - Action **Create a tag for organization** This action creates a new tag for the specified organization. - Action **Create a tag for person** This action creates a new tag for the specified person. - Action **Create entry** create an activity entry - Action **Create opportunity** create an opportunity - Action **Create party** create a party (person or organization) - Action **Create project** create a project (case) - Action **Create tag** create a tag for an entity type - Action **Delete a party** Deletes a party by id in Capsule CRM. - Action **Delete entry** delete an activity entry - Action **Delete opportunity** delete an opportunity - Action **Delete project** delete a project - Action **Delete tag** delete a tag - Action **Delete task** delete a task - Action **Get Party** Get a party (person or organization) in Capsule CRM, including its custom fields both raw and flattened by field-definition id. - Action **List additional parties for opportunity** list additional parties on an opportunity - Action **List cases** Lists cases (kases) in Capsule CRM. - Action **List deleted opportunities** list deleted opportunities - Action **List deleted parties** list deleted parties - Action **List deleted projects** list deleted projects - Action **List employees of party** list people employed at an organization party - Action **List entries by date** list activity entries by date - Action **List entries for entity** list activity entries for a party/opportunity/project - Action **List opportunities** Lists sales opportunities in Capsule CRM. - Action **List opportunities by party** list opportunities for a party - Action **List parties** Lists parties (people and organizations) in Capsule CRM. - Action **List projects associated with opportunity** list projects associated with an opportunity - Action **List projects by party** list projects for a party - Action **List tags** list tags for an entity type - Action **List teams** list teams - Action **List tracks for entity** list tracks for an entity - Action **List users** list users - Action **Remove additional party from opportunity** remove an additional party from an opportunity - Action **Run filter query** run a saved/ad-hoc filter query for an entity - Action **Search opportunities** search opportunities - Action **Search parties** Searches parties by a free-text query in Capsule CRM. - Action **Search projects** search projects - Action **Show current user** get the authenticated user - Action **Show entry** retrieve an activity entry by ID - Action **Show opportunity** retrieve an opportunity by ID - Action **Show project** retrieve a project by ID - Action **Show site config** get account/site configuration - Action **Show tag** retrieve a tag by ID - Action **Show task** retrieve a task by ID - Action **Show user** retrieve a user by ID - Action **Update entry** update an activity entry - Action **Update opportunity** update an opportunity - Action **Update party** update a party - Action **Update project** update a project - Action **Update tag** update a tag - Action **Update task** update a task - Action **Update user** update a user - Action **Upload attachment** upload an attachment ## Each app on its own - [ **Bread & Butter** Augment your lead funnel with first-party data.](https://apiant.ai/connections/bread-butter) - [ **Capsule CRM** Capsule is an online hosted CRM system for individuals, small businesses and sales teams wanting a simple...](https://apiant.ai/connections/capsule-crm) Reviews ## What our customers say ## More from Bread & Butter - [ **Bread & Butter to HubSpot** HubSpot is your all-in-one stop for all of your marketing software needs.](https://apiant.ai/connect/bread-butter-to-hubspot) - [ **Bread & Butter to Salesforce** Salesforce is a leading enterprise customer relationship management (CRM) platform.](https://apiant.ai/connect/bread-butter-to-salesforce) - [ **Bread & Butter to Slack** Slack is a messaging platform for teams. Post messages, manage channels, users, reminders, and react to...](https://apiant.ai/connect/bread-butter-to-slack) - [ **Bread & Butter to Google Sheets** Google Sheets](https://apiant.ai/connect/bread-butter-to-google-sheets) - [ **Bread & Butter to Gmail** Gmail is Google’s email service, featuring spam protection, search functions, and seamless integration with...](https://apiant.ai/connect/bread-butter-to-gmail) - [ **Bread & Butter to Google Calendar** Google Calendar is a time management tool providing scheduling features, event reminders, and integration...](https://apiant.ai/connect/bread-butter-to-google-calendar) ## More into Capsule CRM - [ **Slack to Capsule CRM** Slack is a messaging platform for teams. Post messages, manage channels, users, reminders, and react to...](https://apiant.ai/connect/slack-to-capsule-crm) - [ **ActiveCampaign to Capsule CRM** ActiveCampaign is a marketing automation, email marketing, and CRM platform.](https://apiant.ai/connect/activecampaign-to-capsule-crm) - [ **Asana to Capsule CRM** Asana is a collaborative information manager for workspace.](https://apiant.ai/connect/asana-to-capsule-crm) - [ **PagerDuty to Capsule CRM** PagerDuty is an incident management and on-call alerting platform.](https://apiant.ai/connect/pagerduty-to-capsule-crm) - [ **Beanstalk to Capsule CRM** Beanstalk is a code hosting and deployment workflow tool for Git and Subversion.](https://apiant.ai/connect/beanstalk-to-capsule-crm) - [ **BigML to Capsule CRM** BigML is a machine learning platform for building, evaluating, and running predictive models.](https://apiant.ai/connect/bigml-to-capsule-crm) Questions ## Bread & Butter and Capsule CRM, answered ### ### What can start an automation from Bread & Butter? Any of Bread & Butter's 6 triggers in the catalog, including New Authentication, New Contact Us Submission, New Custom Fields and New Custom User Event. Describe the moment in plain language and your agent picks the right one. ### ### What can your agent do in Capsule CRM when something happens in Bread & Butter? Any of Capsule CRM's 62 actions, including Create a case, Create a new task for organization, Create an open case for organization and Create an open case for person. Your agent maps the data both ways and tests every scenario before it ships. ### ### Can it also run from Capsule CRM to Bread & Butter? Yes. When something happens in Capsule CRM, your agent can act in Bread & Butter too. This page covers both directions: Capsule CRM's triggers and Bread & Butter's actions are listed here as well. ### ### Do I have to build a connector for Bread & Butter or Capsule CRM? No. Both are in the catalog with their triggers and actions. You describe the automation; your agent builds it, tests every scenario and keeps it running. ### ### Can my AI client use Bread & Butter and Capsule CRM without building an automation? Yes. With your AI client connected to APIANT, ask it to do something in either app once and it runs that action on the spot. Ask for an automation and your agent builds it, tests every scenario and keeps it running. One connection covers both. ### ### What happens when something fails? Your agent works that out for you. It plans the failure paths along with the happy path, then tests every scenario before it ships. ### ### Is there a free plan? Yes. Every plan includes the agent, including free, and building from your own AI client spends no assistant credits.