Integration
Connect Capsule CRM to OpenRegister
When something happens in Capsule CRM, your agent does the next thing in OpenRegister. Describe it and it is built, tested on every scenario and kept running.
What the catalog holds today. Ask for anything missing and your agent reads the API documentation and adds it.
Build solutions, not workarounds.
What do you want Capsule CRM and OpenRegister to do together?
Ask the assistant
Connect your AI client
Give your AI client this address.
https://mcp.apiant.aiAny 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.aiStart Claude Code there, approve the server, and sign in in the browser page it opens.
Claude Code guide (opens in a new tab)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)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)Zed
Open Settings, then AI, then MCP Servers, then Add Server, then Add Remote Server.
Setup guide (opens in a new tab)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)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)Example flows
What Capsule CRM can start in OpenRegister
When New case in Capsule CRM
then Find Company by Name in OpenRegister
When New opportunity in Capsule CRM
then Find Company by URL in OpenRegister
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 OpenRegister
Triggers and actions 8 triggers · 75 actions
Trigger
List projectslist projects (cases/kases), surfacing new ones over time
Trigger
List taskslist tasks, surfacing new ones over time
Trigger
New casePolls for newly created cases in Capsule CRM.
Trigger
New opportunityPolls for newly created opportunities in Capsule CRM.
Trigger
New organizationPolls for newly created organizations in Capsule CRM.
Trigger
New personPolls for newly created people in Capsule CRM.
Trigger
New taskPolls for newly created tasks in Capsule CRM.
Trigger
New userPolls for newly created user accounts in Capsule CRM.
Action
Add additional party to opportunityadd an additional party to an opportunity
Action
Add TaskAdd a task in Capsule CRM, optionally linked to a party.
Action
Complete a taskMarks a task as completed in Capsule CRM.
Action
Create a caseCreates a new case (kase) in Capsule CRM, optionally linked to a party.
Action
Create a new task for organizationThis action creates a new task for the specified organization.
Action
Create an open case for organizationThis action creates a new open case for the specified organization.
Action
Create an open case for personThis action creates a new open case for the specified person.
Action
Create an organizationCreates a new organization party in Capsule CRM.
Action
Create a noteCreates a new note (entry) attached to a party, opportunity, or case in Capsule CRM.
Action
Create a personCreates a new person party in Capsule CRM.
Action
Create a tag for organizationThis action creates a new tag for the specified organization.
Action
Create a tag for personThis action creates a new tag for the specified person.
Action
Create entrycreate an activity entry
Action
Create opportunitycreate an opportunity
Action
Create partycreate a party (person or organization)
Action
Create projectcreate a project (case)
Action
Create tagcreate a tag for an entity type
Action
Delete a partyDeletes a party by id in Capsule CRM.
Action
Delete entrydelete an activity entry
Action
Delete opportunitydelete an opportunity
Action
Delete projectdelete a project
Action
Delete tagdelete a tag
Action
Delete taskdelete a task
Action
Get PartyGet 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 opportunitylist additional parties on an opportunity
Action
List casesLists cases (kases) in Capsule CRM.
Action
List deleted opportunitieslist deleted opportunities
Action
List deleted partieslist deleted parties
Action
List deleted projectslist deleted projects
Action
List employees of partylist people employed at an organization party
Action
List entries by datelist activity entries by date
Action
List entries for entitylist activity entries for a party/opportunity/project
Action
List opportunitiesLists sales opportunities in Capsule CRM.
Action
List opportunities by partylist opportunities for a party
Action
List partiesLists parties (people and organizations) in Capsule CRM.
Action
List projects associated with opportunitylist projects associated with an opportunity
Action
List projects by partylist projects for a party
Action
List tagslist tags for an entity type
Action
List teamslist teams
Action
List tracks for entitylist tracks for an entity
Action
List userslist users
Action
Remove additional party from opportunityremove an additional party from an opportunity
Action
Run filter queryrun a saved/ad-hoc filter query for an entity
Action
Search opportunitiessearch opportunities
Action
Search partiesSearches parties by a free-text query in Capsule CRM.
Action
Search projectssearch projects
Action
Show current userget the authenticated user
Action
Show entryretrieve an activity entry by ID
Action
Show opportunityretrieve an opportunity by ID
Action
Show projectretrieve a project by ID
Action
Show site configget account/site configuration
Action
Show tagretrieve a tag by ID
Action
Show taskretrieve a task by ID
Action
Show userretrieve a user by ID
Action
Update entryupdate an activity entry
Action
Update opportunityupdate an opportunity
Action
Update partyupdate a party
Action
Update projectupdate a project
Action
Update tagupdate a tag
Action
Update taskupdate a task
Action
Update userupdate a user
Action
Upload attachmentupload an attachment
Action
Find Company by NameReturns German companies whose current or historical registered name matches the specified name.
Action
Find Company by URLFinds the German company behind a website URL and returns its company ID plus the email, phone and VAT ID found on the site.
Action
Find Insolvency ProceedingsReturns German insolvency proceedings (companies and natural persons) that match a free-text search and/or structured filters.
Action
Find People by NameReturns people from the German commercial register whose name matches the search text, optionally narrowed by city, date of birth or active status.
Action
Get Company Contact InformationRetrieve contact information for a German company: email, phone, VAT ID and the source web page.
Action
Get Company DetailsReturns the full register record of a German company by its OpenRegister ID.
Action
Get Company Historical OwnersRetrieves the full ownership history of a German company (GmbH only) across every shareholder list it has filed.
Action
Get Company HoldingsRetrieves the list of companies that a German company owns or has stakes in, including relation type and share amounts. Costs 10 OpenRegister credits per call.
Action
Get Company OwnersRetrieves the shareholders and owners of a German company, with their ownership percentages, nominal shares and register roles.
Action
Get Company UbosRetrieves the Ultimate Beneficial Owners (natural persons who ultimately own or control the company) of a German company, calculated across the full ownership chain. Costs 25 OpenRegister credits per call.
Action
Get Insolvency ProceedingRetrieve the full record of a single German insolvency proceeding, including its status, debtor, administrator, deadlines, distribution figures and complete event history.
Action
Get Person DetailsRetrieve detailed information about a person listed in the German commercial register: name, date of birth, age, city, and their current and past management positions across companies.
Action
Get Person HoldingsRetrieve the company holdings (ownership stakes) associated with a specific person by person id.
No trigger or action matches that. Ask your agent to add it: it reads the API documentation and builds what you describe.
Each app on its own
Reviews
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Questions
Capsule CRM and OpenRegister, 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 OpenRegister when something happens in Capsule CRM?
Any of OpenRegister's 13 actions, including Find Company by Name, Find Company by URL, Find Insolvency Proceedings and Find People by Name. Your agent maps the data both ways and tests every scenario before it ships.
Can it also run from OpenRegister to Capsule CRM?
OpenRegister has no triggers in the catalog today, so automations start in Capsule CRM. If you need the other direction, ask: your agent reads OpenRegister's API documentation and adds it.
Do I have to build a connector for Capsule CRM or OpenRegister?
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.
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.