--- title: "Connect Capsule CRM and Harpoon - APIANT.ai" description: "When \"New case\" fires in Capsule CRM, your agent runs \"Add Invoice\" in Harpoon, or \"New Client\" in Harpoon to \"Add Task\" in Capsule CRM." canonical: "https://apiant.ai/connect/capsule-crm-to-harpoon" --- # Connect Capsule CRM and Harpoon When **New case** fires in [Capsule CRM](https://apiant.ai/connections/capsule-crm), your agent runs **Add Invoice** in [Harpoon](https://apiant.ai/connections/harpoon), or **New Client** in Harpoon to **Add Task** in Capsule CRM. Describe the whole flow and it is built, tested on every scenario and kept running. Capsule CRM **8** triggers Capsule CRM **62** actions Harpoon **9** triggers Harpoon **46** actions What the catalog holds today. Ask for anything missing and your agent reads the API documentation and adds it. ## What do you want Capsule CRM and Harpoon 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 Capsule CRM and Harpoon can do together ### From Capsule CRM to Harpoon - When **New case** in Capsule CRM then **Add Invoice** in Harpoon - When **New opportunity** in Capsule CRM then **Add Lead Source** in Harpoon ### From Harpoon to Capsule CRM - When **New Client** in Harpoon then **Add Task** in Capsule CRM - When **New Contact** in Harpoon then **Create a new task for organization** in Capsule CRM Starting points drawn from the triggers and actions in the catalog today. Describe the flow you need, at any depth, and your agent builds it and tests every scenario before it ships. Everything your agent can do with Capsule CRM and Harpoon ## Triggers and actions 17 triggers · 108 actions - 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 - Trigger **New Client** Triggered when a new client is created in Harpoon. - Trigger **New Contact** Triggered when a new contact is created in Harpoon. - Trigger **New Expense** Triggered when a new expense is created in your Harpoon account. - Trigger **New Expense Category** Triggered when a new expense category is created in Harpoon. - Trigger **New Invoice** Triggered when a new invoice is created in Harpoon. - Trigger **New Payment** Triggered when a new payment is recorded in your Harpoon account. - Trigger **New Project** Triggered when a new project is created in Harpoon. - Trigger **New Task Category** Triggered when a new task category is added in your Harpoon account. - Trigger **New Time Entry** Triggered when a new time entry is logged in Harpoon. - Action **Add Credit Entry** Creates a new credit entry on a client's account in Harpoon, recording an amount, a date and an optional note or originating invoice. Returns the credit entry that was created. - Action **Add Invoice** Creates a new invoice in Harpoon for a client or project, with an invoice number, issue date, and optional line items. Returns the invoice that was created. - Action **Add Lead Source** Creates a new lead source in Harpoon, so new clients can be tagged with where they came from. Returns the lead source that was created. - Action **Add Note** Adds a note to a client, project or invoice in Harpoon. Returns the note that was created. - Action **Add Team** Creates a new team in your Harpoon account. Harpoon populates the new team from your account details; the API accepts no team attributes on creation. - Action **Clone Time Entry** Creates a copy of an existing time entry in Harpoon. The copy keeps the original's project, task and description, and starts with today's date and zero hours logged. - Action **Create Contact** Creates a contact person under a Harpoon client, with their name, email address, and phone number. Returns the contact that was created. - Action **Create Expense** Records a one-off expense in Harpoon with its date, amount, and vendor, optionally attributed to a client, project, or expense category. Returns the expense that was created. - Action **Create Expense Category** Creates a new expense category in your Harpoon account so expenses can be grouped under it. - Action **Create Project** Creates a project in Harpoon for a client, with its budget, rate, and start and end dates. Returns the project that was created. - Action **Create Time Entry** Logs hours worked in Harpoon for a team member on a given date, optionally against a client or project. Returns the time entry that was created. - Action **Delete Client** Deletes a client from your Harpoon account. - Action **Delete Expense** Permanently deletes an expense from your Harpoon account. - Action **Delete Invoice** Permanently removes an invoice from Harpoon. Returns Harpoon's confirmation that the invoice was deleted. - Action **Delete Note** Deletes a note from your Harpoon account. - Action **Delete Recurring Expense** Deletes a recurring expense template from Harpoon by its id, so it stops generating new expenses. - Action **Delete Recurring Invoice** Stops and removes a recurring invoice schedule in Harpoon so it no longer generates invoices. Returns Harpoon's confirmation that it was deleted. - Action **Delete Time Entry** Deletes a time entry from your Harpoon account. - Action **Get Client** Returns a single client from your Harpoon account, including its name, contact details and other stored attributes. - Action **Get Client Credits** Returns a client's credit entries in Harpoon, along with the credit still available on the account. - Action **Get Contact** Returns a single Harpoon contact, including their name, email address, phone number, and the client they belong to. - Action **Get Estimate** Returns a single estimate from your Harpoon account, including its client, line items, totals and status. - Action **Get Expense** Returns a single expense from your Harpoon account, including its amount, date, vendor, category and the client or project it is attached to. - Action **Get Expense Category** Returns a single Harpoon expense category with every detail it carries, including its name and budget settings. - Action **Get Invoice** Fetches one invoice from Harpoon by its id, with its client, line items and payment totals. An error occurs if the invoice is not found. - Action **Get Lead Source** Returns a single lead source from your Harpoon account. - Action **Get Project** Returns a single project from your Harpoon account, including its client, budget and status. - Action **Get Recurring Expense** Fetches one recurring expense template from Harpoon by its id, with its vendor, amount, frequency and schedule. An error occurs if it is not found. - Action **Get Recurring Invoice** Returns a single recurring invoice schedule from Harpoon, including its client, frequency, dates, and line items. - Action **Get Task** Returns a single task category from your Harpoon account, including its name and hourly rate. - Action **Get Team** Returns a single team from your Harpoon account, including its name, email address, phone, address, owner and whether it is active. - Action **Get Time Entry** Returns a single tracked time entry from your Harpoon account, including its date, hours, client, project and notes. - Action **List Contacts** Returns the contacts in your Harpoon account, including each contact's name, email address and phone number. - Action **List Estimates** Returns the estimates in a Harpoon account, optionally narrowed to a year, client, project, status, or search text. - Action **List Expense Categories** Returns the expense categories set up in Harpoon, each with its budget settings. - Action **List Expenses** Returns the expenses in your Harpoon account, optionally narrowed by date range, client, project, category, billing status or search text. - Action **List Invoices** Returns the invoices in your Harpoon account, optionally narrowed by year, client, project, status or a search term. - Action **List Projects** Returns the projects in a Harpoon account, with their client, budget, rate, and dates. - Action **List Teams** Returns the teams in your Harpoon account, along with the total number of teams found. - Action **List Time Entries** Returns time entries from your Harpoon account — either the timers running now or logged history for a date range — optionally narrowed by client, project, task, team member or billing status. - Action **Update Expense** Updates an existing expense in your Harpoon account. Only the values you supply are changed. - Action **Update Invoice** Updates an existing invoice in your Harpoon account. Only the values you supply are changed. - Action **Update Project** Updates an existing project in Harpoon — its name, client, billing type, status, dates, budget and task rates. Returns the updated project. - Action **Update Recurring Expense** Updates a recurring expense in Harpoon — its vendor, amount, frequency, category, dates, and status. Anything left blank keeps its current value. Returns the updated recurring expense. - Action **Update Recurring Invoice** Updates an existing recurring invoice template in your Harpoon account. Only the values you supply are changed. - Action **Update Time Entry** Updates an existing time entry in Harpoon — its date, hours, description, project, task or billing state. ## Each app on its own - [ **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) - [ **Harpoon** Harpoon is a financial planning, scheduling, time-tracking, invoicing, and budgeting platform for...](https://apiant.ai/connections/harpoon) Reviews ## What our customers say ## More from Capsule CRM - [ **Capsule CRM to HubSpot** HubSpot is your all-in-one stop for all of your marketing software needs.](https://apiant.ai/connect/capsule-crm-to-hubspot) - [ **Capsule CRM to Salesforce** Salesforce is a leading enterprise customer relationship management (CRM) platform.](https://apiant.ai/connect/capsule-crm-to-salesforce) - [ **Capsule CRM to Gmail** Gmail is Google’s email service, featuring spam protection, search functions, and seamless integration with...](https://apiant.ai/connect/capsule-crm-to-gmail) - [ **Capsule CRM to Mailchimp** Mailchimp marketing automation and email platform.](https://apiant.ai/connect/capsule-crm-to-mailchimp) - [ **Capsule CRM to Stripe** Stripe is a payment processing platform for online businesses.](https://apiant.ai/connect/capsule-crm-to-stripe) - [ **Capsule CRM to Shopify** Shopify is a commerce platform for online stores and retail point-of-sale.](https://apiant.ai/connect/capsule-crm-to-shopify) ## More into Harpoon - [ **Google Calendar to Harpoon** Google Calendar is a time management tool providing scheduling features, event reminders, and integration...](https://apiant.ai/connect/google-calendar-to-harpoon) - [ **ActiveCampaign to Harpoon** ActiveCampaign is a marketing automation, email marketing, and CRM platform.](https://apiant.ai/connect/activecampaign-to-harpoon) - [ **Notion to Harpoon** A new tool that blends your everyday work apps into one. It's the all-in-one workspace for you and your team.](https://apiant.ai/connect/notion-to-harpoon) - [ **Airtable to Harpoon** Organize anything with Airtable, a modern database created for everyone.](https://apiant.ai/connect/airtable-to-harpoon) - [ **Asana to Harpoon** Asana is a collaborative information manager for workspace.](https://apiant.ai/connect/asana-to-harpoon) - [ **ClickUp to Harpoon** ClickUp is an all-in-one app to plan, track, and manage your work in a beautifully intuitive environment.](https://apiant.ai/connect/clickup-to-harpoon) Questions ## Capsule CRM and Harpoon, answered ### ### What can start an automation from Capsule CRM? Any of Capsule CRM's 8 triggers in the catalog, including New case, New opportunity, New organization and New person. Describe the moment in plain language and your agent picks the right one. ### ### What can your agent do in Harpoon when something happens in Capsule CRM? Any of Harpoon's 46 actions, including Create Contact, Create Expense, Create Expense Category and Create Project. Your agent maps the data both ways and tests every scenario before it ships. ### ### Can it also run from Harpoon to Capsule CRM? Yes. When something happens in Harpoon, your agent can act in Capsule CRM too. This page covers both directions: Harpoon's triggers and Capsule CRM's actions are listed here as well. ### ### Do I have to build a connector for Capsule CRM or Harpoon? No. Both are in the catalog with their triggers and actions. You describe the automation; your agent builds it, tests every scenario and keeps it running. ### ### Can my AI client use Capsule CRM and Harpoon 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.