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capsulemcp

by soil-dev

create_project

Create a project in Capsule CRM linked to a party by providing the party ID and project name. Optionally assign status, owner, team, board stage, dates, custom fields, and tracks.

Instructions

Create a new project in Capsule CRM linked to a party. Requires partyId and name; description, status, owner, and starting board/stage are optional. To pin a project to a specific board+stage on creation, pass stageId (which uniquely identifies a stage within a board). Discover valid ids via list_boards + list_stages. Returns the created project including its assigned id.

Input Schema

TableJSON Schema
NameRequiredDescriptionDefault
nameYes
fieldsNoSet custom field values on this record. PARTIAL UPDATE: only the definitions you list are touched; any field NOT in this array is left unchanged. Discover available definitions via list_custom_fields; read current values via get_project with embed='fields'. Verified empirically in v1.6.5 wire-trace: Capsule's project create endpoint accepts the same `fields[]` shape as PUT, so callers can set custom field values on creation without a follow-up update. Project-specific: setting a field whose definition lives under a 'data tag' populates the row's internal tagId but does NOT auto-add the data tag to the project's tags array — use add_tag explicitly if you want it visible via embed=tags.
statusNoDefaults to OPEN when omitted.
teamIdNoAssign to team ID (discover via list_teams). Capsule projects must always have at least one of {owner, team} set — Capsule returns 422 'owner or team is required' otherwise. Three ownership shapes are valid: owner alone, team alone, or owner+team (the user must be a member of the team — users can belong to multiple teams; 422 'owner is not a member of the team' otherwise). Tenant-specific board automations may set the team field on project creation (e.g. 'when project enters board X, set team to T'). If you observe a team set despite omitting `teamId`, check the target board's automation rules.
ownerIdNoAssign to user ID. Defaults to the API-token owner when omitted, same as create_party / create_opportunity / create_task. NOTE: some Capsule tenants configure board-level **automation rules** that mutate `owner` (and `team`) on project creation — e.g. an automation that clears `owner` when a project enters a particular board. If you observe a project landing with unexpected `owner: null` after a create_project with `ownerId`, check the target board's automation configuration. Capsule's API itself does not drop `ownerId` when `stageId` is also supplied.
partyIdYesID of the party linked to this project
stageIdNoStage (board column) to place the project on. Discover IDs via list_stages — each stage belongs to one Board, so picking a stageId implicitly picks the board. If omitted, the project is created with no stage assignment (and won't appear on any board). NOTE: tenant-specific board automation rules may run on project creation and mutate `owner` / `team` fields. See `create_project.ownerId` / `create_project.teamId` for the automation caveat. Capsule's create endpoint itself preserves the `ownerId` / `teamId` you supply — any clearing you observe traces to board automations, not the API.
startOnNoProject start date, YYYY-MM-DD. Verified empirically (v2.0.1 wire probe): Capsule's POST /kases accepts and stores it; reads back as `startOn` on the project.
descriptionNo
expectedCloseOnNoYYYY-MM-DD
trackDefinitionIdsNoTrack definition ids to apply at creation time (creation-only shortcut; use apply_track for existing records). Discover ids via list_track_definitions. Capsule validates each definition's entity scope and returns 422 on mismatch (e.g. "track definition must be for parties"). Wire-verified: the created record carries the track instances immediately.

Schema Changelog

Changes observed during successful MCP inspections.

  1. Changed4 schema fields changedv2.3.0
    • removedInput schema / properties / fields / items / properties / value / anyOf
      Removed value: -[
      -  {
      -    "type": "string"
      -  },
      -  {
      -    "type": "number"
      -  },
      -  {
      -    "type": "boolean"
      -  },
      -  {
      -    "type": "null"
      -  }
      -]
    • addedInput schema / properties / fields / items / properties / value / type
      Added value: +[
      +  "string",
      +  "number",
      +  "boolean",
      +  "null"
      +]
    • changedInput schema / properties / fields / items / required
      Previous value: -[
      -  "value"
      -]New value: +[
      +  "definitionId",
      +  "value"
      +]
    • changedInput schema / required
      Previous value: -[
      -  "name"
      -]New value: +[
      +  "name",
      +  "partyId"
      +]
  2. Changed1 schema field changedv2.2.0
    • addedInput schema / properties / trackDefinitionIds
      Added value: +{
      +  "description": "Track definition ids to apply at creation time (creation-only shortcut; use apply_track for existing records). Discover ids via list_track_definitions. Capsule validates each definition's entity scope and returns 422 on mismatch (e.g. \"track definition must be for parties\"). Wire-verified: the created record carries the track instances immediately.",
      +  "items": {
      +    "exclusiveMinimum": 0,
      +    "maximum": 9007199254740991,
      +    "type": "integer"
      +  },
      +  "type": "array"
      +}
  3. Changed2 schema fields changedv2.1.2
    • changedInput schema / properties / fields / description
      Previous value: -"Set custom field values on this record. PARTIAL UPDATE: only the definitions you list are touched; any field NOT in this array is left unchanged. Discover available definitions via list_custom_fields; read current values via get_project with embed='fields'. Verified empirically in v1.6.5 wire-trace: Capsule's POST /kases accepts the same `fields[]` shape as PUT, so callers can set custom field values on creation without a follow-up update. Project-specific: setting a field whose definition lives under a 'data tag' populates the row's internal tagId but does NOT auto-add the data tag to the project's tags array — use add_tag explicitly if you want it visible via embed=tags."New value: +"Set custom field values on this record. PARTIAL UPDATE: only the definitions you list are touched; any field NOT in this array is left unchanged. Discover available definitions via list_custom_fields; read current values via get_project with embed='fields'. Verified empirically in v1.6.5 wire-trace: Capsule's project create endpoint accepts the same `fields[]` shape as PUT, so callers can set custom field values on creation without a follow-up update. Project-specific: setting a field whose definition lives under a 'data tag' populates the row's internal tagId but does NOT auto-add the data tag to the project's tags array — use add_tag explicitly if you want it visible via embed=tags."
    • addedInput schema / properties / startOn
      Added value: +{
      +  "description": "Project start date, YYYY-MM-DD. Verified empirically (v2.0.1 wire probe): Capsule's POST /kases accepts and stores it; reads back as `startOn` on the project.",
      +  "pattern": "^\\d{4}-\\d{2}-\\d{2}$",
      +  "type": "string"
      +}
  4. Addedv1.7.0
  5. Removedv1.6.2
  6. First observedv1.0.0

TDQS

A4/5.0
Behavior3/5

Does the description disclose side effects, auth requirements, rate limits, or destructive behavior?

Annotations already signal a non-read-only, non-destructive write. The description adds useful observable behavior by stating the return value ('Returns the created project including its assigned id') and the effect of stageId on board placement. However, it does not disclose side effects such as board automations mutating owner/team, the owner-or-team requirement, or failure modes; those live only in parameter descriptions. No contradiction with annotations.

Agents need to know what a tool does to the world before calling it. Descriptions should go beyond structured annotations to explain consequences.

Conciseness5/5

Is the description appropriately sized, front-loaded, and free of redundancy?

The description is compact and front-loaded: core creation action, required/optional inputs, conditional board-pinning behavior, ID discovery, and return value. Every sentence earns its place, and there is no padding or needless repetition of the schema.

Shorter descriptions cost fewer tokens and are easier for agents to parse. Every sentence should earn its place.

Completeness4/5

Given the tool's complexity, does the description cover enough for an agent to succeed on first attempt?

Given 11 parameters and no output schema, the description covers the high-level call contract: what is created, required inputs, optional board placement, and the returned project with its id. The schema's property descriptions provide the deeper caveats (ownership requirements, board automations, custom-field quirks). A small gap is that the description calls owner/team 'optional' without warning that at least one is required, though the schema covers this.

Complex tools with many parameters or behaviors need more documentation. Simple tools need less. This dimension scales expectations accordingly.

Parameters3/5

Does the description clarify parameter syntax, constraints, interactions, or defaults beyond what the schema provides?

Schema description coverage is high (82%), so the baseline is 3. The description largely restates information already present in the schema: 'Requires partyId and name' mirrors the required array, and 'stageId uniquely identifies a stage within a board' matches the stageId property description. It adds minimal value beyond pointing to both list_boards and list_stages for ID discovery.

Input schemas describe structure but not intent. Descriptions should explain non-obvious parameter relationships and valid value ranges.

Purpose5/5

Does the description clearly state what the tool does and how it differs from similar tools?

The description states a specific verb and resource: 'Create a new project in Capsule CRM linked to a party.' It clearly distinguishes create_project from sibling creation tools like create_party, create_opportunity, and create_task, and from update_project/get_project by framing the operation as creation with a returned project.

Agents choose between tools based on descriptions. A clear purpose with a specific verb and resource helps agents select the right tool.

Usage Guidelines4/5

Does the description explain when to use this tool, when not to, or what alternatives exist?

The description gives clear context: required parameters ('Requires partyId and name'), optional parameters, and conditional guidance for pinning to a board ('To pin a project to a specific board+stage on creation, pass stageId'). It also names discovery tools (list_boards + list_stages). It does not explicitly contrast with update_project or other create_* siblings, so it stops short of full when/when-not guidance.

Agents often have multiple tools that could apply. Explicit usage guidance like "use X instead of Y when Z" prevents misuse.

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