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Capsa Connector Alpha

Use Capsa with Claude or ChatGPT

Capsa Connector Alpha 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.

Alpha testing

Capsa is currently available as a custom connector for selected customers. Supported workflows are intentionally narrow while we refine permissions, data freshness, and workflow recipes before a broader connector listing.

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.

Claude server URL

https://mcp.capsaintelligence.com

OAuth Client ID

q48kDNhS2GtoKSsN

Setup in ChatGPT or OpenAI clients

  1. 1Ask your Capsa administrator to enable AI connector access for your user.
  2. 2Use https://mcp.capsaintelligence.com/mcp when ChatGPT or an OpenAI client asks for the MCP endpoint.
  3. 3Use OAuth Client ID q48kDNhS2GtoKSsN if the setup flow asks for a client ID.
  4. 4Sign in with your Capsa account and approve the connection.

MCP endpoint

https://mcp.capsaintelligence.com/mcp

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.

Get property context

Search for properties and pull contact, relationship, production, satisfaction, sales, upcoming-visit, and drilldown 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 Connector Alpha is available through Claude custom connector setup while we test supported workflows with customers.
  • 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 open Administration, then AI Connectors, and enable the Capsa connector for your user.

Open CapsaContact support