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Capsule CRM

Use Capsule CRM with AI apps and agents through Vercel Connect. Follow a complete setup guide for secure runtime access.

Create Connector

  1. Install the skill

    $ npx skills add vercel/vercel-plugin --skill vercel-connect

  2. Connect to Capsule CRM

    Via CLIVercel Dashboard(opens in new tab)
    $ vercel connect create capsule-crm --name acme-capsule-crm

  3. Use its data in agents(opens in new tab) and apps(opens in new tab)

    import { getToken } from '@vercel/connect';
    

    const userId = 'user_123';
    

    const token = await getToken('capsule-crm/acme-capsule-crm', {
      subject: { type: 'user', id: userId },
    });

Use Capsule CRM in apps and agents

Manage customer relationships, sales pipelines, and tasks.

Why use Vercel Connect with Capsule CRM?

  • Credentials on demand

    Request Capsule CRM credentials only when your application or agent needs them instead of copying secrets into application code.

  • Access for the right subject

    Support both user-authorized and app-scoped Capsule CRM access from the same connection layer.

  • Centralized credential management

    Manage Capsule CRM credentials in one place and retrieve them through a consistent runtime API.

  • Vercel-native controls

    Bind connections to the projects and environments that need them while Vercel OIDC authenticates each runtime request.

Use Capsule CRM with your stack

Follow a complete setup for the Connect SDK or a supported agent framework.

Add Capsule CRM to an existing Vercel application with the Connect SDK.

  1. Install the Connect SDK

    npm install @vercel/connect

  2. Create the Capsule CRM connector

    Run these commands from the project that will use the connection.

    vercel link
    vercel connect create capsule-crm --name acme-capsule-crm
    vercel env pull

  3. Request Capsule CRM credentials

    app/api/route.ts
    import { getToken } from '@vercel/connect';
    

    const userId = 'user_123';
    

    const token = await getToken('capsule-crm/acme-capsule-crm', {
      subject: { type: 'user', id: userId },
    });

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