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Capsa connector

Use Capsa with Claude

Capsa connects Claude to approved Aspire workflows so your team can find follow-ups, prepare customer context, and work through operational tasks with clear review and action boundaries.

Setup in Claude

  1. 1Open Claude settings and go to Connectors.
  2. 2Choose Add custom connector.
  3. 3Name the connector Capsa.
  4. 4Use https://mcp.capsaintelligence.com as the server URL.
  5. 5In advanced settings, enter OAuth Client ID q48kDNhS2GtoKSsN and leave Client Secret blank.
  6. 6Sign in with your Capsa account and approve the connection.
  7. 7In a conversation, enable Capsa from the tools or connectors menu.

Server URL

https://mcp.capsaintelligence.com

OAuth Client ID

q48kDNhS2GtoKSsN

Find proposal follow-ups

Surface outstanding customer follow-up actions with opportunity context, due dates, and customer contact candidates.

Record completed follow-ups

Mark follow-ups complete only after an email provider confirms a send or the user explicitly confirms the follow-up happened.

Find upcoming scheduled visits

Pull scheduled visits with Branch, Account Owner, Division, Service Type, Service, property, and contact context.

Workflow recipes

The Capsa connector provides approved data and action tools. Workflow recipes show agents how to combine Capsa with email, documents, calendars, and user review steps.

Open the Capsa agent cookbook

Safe action boundaries

  • Capsa does not send email. Use a connected email provider after review and confirmation.
  • Capsa data may be up to 24 hours old, so same-day operational decisions should be verified.
  • Your Capsa administrator controls which connector capabilities are available to each teammate.
  • Completion is never recorded just because a draft was created.

Need access?

Capsa connector access is managed inside the Capsa app by your company administrator. Ask your administrator to enable the Capsa connector for your user, then return to Claude and connect.

Open CapsaContact support