create_project
Create a new project in Capsule CRM linked to a party. Specify party ID and project name; optionally set owner, stage, or custom fields.
Instructions
Create a new project (case) 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
| Name | Required | Description | Default |
|---|---|---|---|
| name | Yes | ||
| partyId | No | ID of the party linked to this project | |
| description | No | ||
| status | No | Defaults to OPEN when omitted. | |
| ownerId | No | Assign 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. | |
| teamId | No | Assign 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. | |
| stageId | No | Stage (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. | |
| expectedCloseOn | No | YYYY-MM-DD | |
| fields | No | 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. |