--- title: "Connect Capsule CRM and Keygen - APIANT.ai" description: "When \"New case\" fires in Capsule CRM, your agent runs \"Create User\" in Keygen, or \"License Created\" in Keygen to \"Add Task\" in Capsule CRM." canonical: "https://apiant.ai/connect/capsule-crm-to-keygen" --- # Connect Capsule CRM and Keygen When **New case** fires in [Capsule CRM](https://apiant.ai/connections/capsule-crm), your agent runs **Create User** in [Keygen](https://apiant.ai/connections/keygen), or **License Created** in Keygen 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 Keygen **13** triggers Keygen **28** 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 Keygen 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 Keygen can do together ### From Capsule CRM to Keygen - When **New case** in Capsule CRM then **Create User** in Keygen - When **New opportunity** in Capsule CRM then **Add Release** in Keygen ### From Keygen to Capsule CRM - When **License Created** in Keygen then **Add Task** in Capsule CRM - When **New Event** in Keygen 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 Keygen ## Triggers and actions 21 triggers · 90 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 **License Created** Fires when a license is created in Keygen. - Trigger **License Deleted** Triggers when a license is deleted. - Trigger **License Expired** Triggers when a license has expired. - Trigger **License Expiring** Triggers when a license is expiring soon. - Trigger **License Renewed** Triggers when a license is renewed. - Trigger **License Used** Triggers when a license's usage is incremented. - Trigger **Machine Activated** Triggers when a machine is activated. - Trigger **Machine Deactivated** Triggers when a machine is deactivated. - Trigger **New Event** Triggers when a new event like a license validation, an activation, or an expiration occurs. - Trigger **Password Reset** Triggers when a user requests a password reset. - Trigger **Release Created** Triggers when a new release is created. - Trigger **Release Published** Triggers when a release is published. - Trigger **User Created** Triggers when a new user is created. - Action **Activate Machine** Activates a new machine for a license using a known fingerprint. - Action **Add Release** creates a new release (version, channel, product relationship) for a product; fires the release.created webhook event. - Action **Checkout License** Checks out a license file. - Action **Checkout Machine** Checks out a machine file. - Action **Create License** Creates a new license according to a policy. - Action **Create Policy** Creates a license policy for a Keygen product. - Action **Create Product** Creates a product in Keygen. - Action **Create Release** /releases with version, channel and product relationship (status DRAFT): creates a draft release for a product, which Publish Release can then publish. - Action **Create Token** Creates a new API token for a license. - Action **Create User** Creates a new user. - Action **Deactivate Machine** deactivates (deletes) a machine, firing machine.deleted. - Action **Delete License** Permanently deletes a license. - Action **Find License** Finds an existing license by its license key or Keygen ID. - Action **Find User** Finds an existing user by their email address or Keygen ID. - Action **Get Token** Retrieves a single API token by its id, returning its kind, name, expiry and permissions. - Action **Increment License Usage** /v1/accounts/{account}/licenses/{id}/actions/increment-usage with optional body {"meta":{"increment":N}} — increments the license's uses count (fires license.usage.incremented). - Action **List Entitlements** Lists a license's entitlements by license key or license ID. - Action **List Policies** Lists the policies in the Keygen account. - Action **Publish Release** moves a draft release to PUBLISHED status; fires the release.published webhook event. - Action **Reinstate License** Reinstates a suspended license. - Action **Renew License** Renews a license by extending its expiration date. - Action **Request Password Reset** /v1/accounts/{account}/passwords with meta.email (and meta.deliver=false) — the Forgot Password call; issues a reset token for the user and fires the user.password-reset webhook event. - Action **Reset License Usage** Resets a license's usage counter. - Action **Suspend License** Suspends a license. - Action **Transfer License** Transfer an existing license to a different policy. - Action **Update License** Updates a license. - Action **Update Machine** Updates a machine. - Action **Update User** Updates a user. ## 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) - [ **Keygen** Keygen is a key generation service that makes it easy for businesses to license and distribute their software.](https://apiant.ai/connections/keygen) 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 Keygen - [ **HubSpot to Keygen** HubSpot is your all-in-one stop for all of your marketing software needs.](https://apiant.ai/connect/hubspot-to-keygen) - [ **Google Sheets to Keygen** Google Sheets](https://apiant.ai/connect/google-sheets-to-keygen) - [ **Gmail to Keygen** Gmail is Google’s email service, featuring spam protection, search functions, and seamless integration with...](https://apiant.ai/connect/gmail-to-keygen) - [ **Google Calendar to Keygen** Google Calendar is a time management tool providing scheduling features, event reminders, and integration...](https://apiant.ai/connect/google-calendar-to-keygen) - [ **Google Drive to Keygen** Google Drive is a cloud storage solution for uploading, sharing, and collaborating on files across devices...](https://apiant.ai/connect/google-drive-to-keygen) - [ **ActiveCampaign to Keygen** ActiveCampaign is a marketing automation, email marketing, and CRM platform.](https://apiant.ai/connect/activecampaign-to-keygen) Questions ## Capsule CRM and Keygen, 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 Keygen when something happens in Capsule CRM? Any of Keygen's 28 actions, including Create License, Create Policy, Create Product and Create Release. Your agent maps the data both ways and tests every scenario before it ships. ### ### Can it also run from Keygen to Capsule CRM? Yes. When something happens in Keygen, your agent can act in Capsule CRM too. This page covers both directions: Keygen's triggers and Capsule CRM's actions are listed here as well. ### ### Do I have to build a connector for Capsule CRM or Keygen? 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 Keygen 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.