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Capsa Connector Beta

Use Capsa with Claude or ChatGPT

Capsa Connector Beta connects AI workspaces 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.

Set up in ClaudeSet up in ChatGPT

Beta

The Capsa connector is in beta. It handles a focused set of workflows today, and we're shipping new ones quickly. If Capsa can't do something you need, contact Capsa support. We review every request, and your feedback shapes what we build next.

Setup in Claude

Follow these steps in Claude on the web or desktop app.

  1. 1

    Get access in Capsa

    Ask your Capsa super admin to turn on AI connector access for your user.

  2. 2

    Open Claude connectors for your plan

    On an individual plan, go to Customize → Connectors, choose +, then Add custom connector. On a Team or Enterprise plan, an owner or primary owner opens Organization settings → Connectors → Add → Custom → Web and continues with the next step. Members wait until Capsa appears under Customize → Connectors, choose Connect, and skip the next step.

  3. 3

    Add Capsa if you are setting it up

    Individual users and Team or Enterprise owners: enter https://mcp.capsaintelligence.com as the server URL and name it Capsa if asked. If Claude shows authentication options, keep Sign in now and Use Claude's published identity. Leave the optional OAuth client ID and secret blank. Choose Add. Team and Enterprise owners then return to Customize → Connectors and choose Connect for their own account.

  4. 4

    Sign in and allow access

    Sign in with your Capsa account and choose Allow on the Capsa authorization screen.

  5. 5

    Turn Capsa on in a conversation

    In a new Claude chat, open + → Connectors and turn on Capsa. If you belong to more than one Capsa organization, choose the organization by name when asked.

Claude server URL

https://mcp.capsaintelligence.com

Already connected with a manually entered OAuth client ID? That connection can stay in place. Use Claude's published identity for new connections.

Claude's current connector instructions

Setup in ChatGPT

Use ChatGPT on the web. If your workspace controls who can add custom apps, ask a workspace admin to make Capsa available. ChatGPT Pro currently limits custom apps to read-only tools; Business, Enterprise, and Edu workspaces can enable the full set of permitted Capsa tools.

  1. 1

    Get access in Capsa

    Ask your Capsa super admin to turn on AI connector access for your user.

  2. 2

    Open the ChatGPT app directory

    In ChatGPT on the web, go to Settings → Apps → Browse Directory. If Capsa is already available in your workspace, connect it and skip to the last step.

  3. 3

    Create a Capsa MCP app

    Choose Add → Create MCP App. Name it Capsa and paste https://mcp.capsaintelligence.com/mcp into the Connection field. ChatGPT should discover OAuth automatically. If it asks for a registration method, choose Client Identifier Metadata Document (CIMD). Do not enter an OAuth client ID or secret.

  4. 4

    Confirm and create

    Select “I understand and want to continue,” then choose Create.

  5. 5

    Ask Capsa what it can do

    Start a new chat and ask “@Capsa what can I do with it?” If ChatGPT asks you to connect, sign in with your Capsa account and choose Allow.

ChatGPT Connection URL

https://mcp.capsaintelligence.com/mcp
ChatGPT's custom app and workspace guidance

Want your AI to walk you through it?

Paste this into Claude or ChatGPT to ask for help one step at a time.

Help me set up the custom Capsa connector step by step. Use https://capsaintelligence.com/mcp-docs as the guide. If you cannot open the link, ask me to paste the relevant steps. First ask whether I use Claude or ChatGPT and what plan or workspace role I have. Tell me exactly what to click next, wait for me after each step, and help me troubleshoot any screen that looks different.

Review report groups and Command Center rules — in preview

Explain Sales Groups, Penetration Groups, Profitability Groups, Financial Health, Relationship Health, Property Tier, and WIP Job Health rules using your Aspire names. Authorized teammates can review a specific change and confirm it before saving. Availability depends on the capabilities shown by your connection.

Manage teammate permissions

Super admins with Manage teammate permissions enabled on their connector can review teammate access, create or edit reusable roles, and apply individually confirmed changes. Capsa shows what access will be gained or lost before saving.

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.

Explore Aspire records

With a separate administrator grant, explore current Aspire records and build your own measures across approved relationships. Compare counts, totals, and averages; calculate ratios; or find tickets with no matching visits. Capsa applies your record limits to every related resource and refuses questions it cannot answer within those limits.

Get property context

Search for properties and pull contact, relationship, production, satisfaction, sales, upcoming-visit, and drilldown context.

Review property health

Compare Financial and Relationship health, complaint evidence, recommendations, and review history. With Update property health permission, save a confirmed Financial decision or apply a current Relationship downgrade allowed by your organization’s automatic rules.

See Business Development deals and prospects

See which Business Development deals need a next step today using the same bands as the Queue, open one deal with its contacts, next steps, captured records, linked opportunities, and stage history, look up the deal and opportunity history of a company, contact, or property, and browse or search prospects.

Try these prompts

Start a conversation with Capsa enabled, then ask one of these questions.

“Help me manage my user permissions. Tell me how I can manage my user permissions in Capsa.”
“Use Capsa and tell me what I can do with this connection.”
“Find proposal follow-ups that need attention and summarize the next actions.”
“Show me upcoming visits for the next 7 days and flag anything that needs preparation.”
“Using Aspire records, show work tickets with no visit scheduled on or after [date]. Ask me which ticket statuses to include.”
“Compare ticket counts, visit hours, and hours per visit by branch for [date range]. Explain the records and dates used for each measure.”
“Find [property name] and summarize the contacts, upcoming visits, and recent account context.”
“Show me which of my Business Development deals need a next step today.”

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

  • Company settings changes require your existing Capsa editing rights and separate permission for each type of change in AI Connectors. The connector cannot grant itself that access.
  • Review the before-and-after explanation before confirming a settings change. Changed or expired previews need a new review. Sales Group renames and removals can update or archive linked sales goals.
  • Changing health or tier rules preserves your current Automatic or Review choice. Automatic rules can affect the next evaluation; Review rules change recommendations. These tools do not change personal rules, individual assessments, health modes, or Aspire records, and do not add WIP tiers.
  • Permission management requires an active connector and a separate super-admin permission. If unavailable, check your own access in AI Connectors.
  • Role assignments copy permissions once; later template edits do not change existing teammates. Each permission change requires review and confirmation. Manage your own access, other super admins, suspended access, and new invitations in the app.
  • Permission previews reflect current app access. If access changes or a preview expires, review a new preview before applying it.
  • Custom Aspire measures use the fields you choose. Existing Capsa reports remain the reference for named business metrics. A missing or zero denominator returns no ratio; Capsa does not invent a value.
  • During the beta, you add Capsa to Claude as a custom connector.
  • 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.
  • Related-record queries enforce access on every resource. A no-matching-record question is supported only when Capsa can verify complete visibility for that relationship. The current visit record has no visit status field, so Capsa will not infer one.
  • Completion is never recorded just because a draft was created.
  • Relationship health upgrades require a person to review and update the property in Command Center. The connector cannot upgrade Relationship health or change health in Aspire.
  • Property health is limited to the Branches and Account Owners your administrator allows in the connector and the properties you can access in Command Center.
  • Business Development shows the whole company’s deals, exactly as the app does. Branch, Sales Rep, and Account Owner limits set for other capabilities do not apply to it, and it is available only to teammates who can open the Business Development page in Capsa.

Need access?

Capsa connector access is managed inside the Capsa app by your Capsa super admin. Ask your super admin to open Administration, then Users & Permissions, and enable AI Connector access for your user. Then open Resources → AI Connections → Setup and usage guide. Connector-enabled teammates can open Resources → AI Connector Docs directly.

Open CapsaContact support