> ## Documentation Index
> Fetch the complete documentation index at: https://squad.so/docs/llms.txt
> Use this file to discover all available pages before exploring further.

# Capsule CRM

> What agents can do in Capsule CRM with standard access, and how to connect, limit, and disconnect Capsule CRM.

Connect Capsule CRM so your agents can work in your Capsule CRM account.

## Access levels

Capsule CRM has one level. The connect window shows it as **Default** and describes it as "Standard access." Agents can use all 109 Capsule CRM actions.

You cannot choose a narrower level for Capsule CRM. You can block single agents with **No access** under **Per-agent access**.

The Capsule CRM sign-in page asks you to approve full access to your account. This is expected. Squad does not narrow the sign-in, and standard access does not limit which Capsule CRM actions agents can use.

## What agents can do

The summary below groups the Capsule CRM actions into plain tasks. The full list after it names every action, grouped by what the action works on. You do not need to name actions. Ask in plain words, and the agent searches for the matching action.

<Tip>**Find an action.** Open the list and use your browser's find (Ctrl+F, or Cmd+F on a Mac) with a word from the task or part of a slug. Or ask your agent in plain words, for example "What can you do in my Capsule CRM account?" The agent can search the Capsule CRM actions for you.</Tip>

Each action shows its name, a one-line description where the Capsule CRM action catalog has one, and its slug. The slug is the ID that agents use when they call the action.

* View, search, create, update, and delete contacts
* View, search, create, update, and delete projects
* View, search, create, update, and delete opportunities
* View, create, update, and delete entries
* View, create, update, and delete milestones
* View, create, update, and delete pipeline stages
* View, update, and delete boards
* View, create, update, and delete categories
* View, create, update, and delete tasks
* View, update, and delete tags
* View and update users
* View and update pipelines

<AccordionGroup>
  <Accordion title="All 109 Capsule CRM actions">
    <AccordionGroup>
      <Accordion title="Attachments (2)">
        | Action            | What it does                                           | Slug                            |
        | ----------------- | ------------------------------------------------------ | ------------------------------- |
        | Get attachment    | Retrieve a specific attachment by ID from Capsule CRM. | `CAPSULE_CRM_GET_ATTACHMENT`    |
        | Upload attachment | Upload an attachment to Capsule CRM.                   | `CAPSULE_CRM_UPLOAD_ATTACHMENT` |
      </Accordion>

      <Accordion title="Boards (5)">
        | Action        | What it does                                      | Slug                        |
        | ------------- | ------------------------------------------------- | --------------------------- |
        | Delete board  | Delete (archive) a specific board in Capsule CRM. | `CAPSULE_CRM_DELETE_BOARD`  |
        | Get board     | Get a specific board by ID from Capsule CRM.      | `CAPSULE_CRM_GET_BOARD`     |
        | List boards   | List all boards on the Capsule CRM account.       | `CAPSULE_CRM_LIST_BOARDS`   |
        | Restore board | Restore a deleted board in Capsule CRM.           | `CAPSULE_CRM_RESTORE_BOARD` |
        | Update board  | Update an existing board in Capsule CRM.          | `CAPSULE_CRM_UPDATE_BOARD`  |
      </Accordion>

      <Accordion title="Categories (5)">
        | Action          | What it does                                     | Slug                          |
        | --------------- | ------------------------------------------------ | ----------------------------- |
        | Create category | Create a new task category in Capsule CRM.       | `CAPSULE_CRM_CREATE_CATEGORY` |
        | Delete category | Delete a category from Capsule CRM.              | `CAPSULE_CRM_DELETE_CATEGORY` |
        | Get category    | Get a specific category by ID.                   | `CAPSULE_CRM_GET_CATEGORY`    |
        | List categories | List all task categories on the Capsule account. | `CAPSULE_CRM_LIST_CATEGORIES` |
        | Update category | Update an existing category in Capsule CRM.      | `CAPSULE_CRM_UPDATE_CATEGORY` |
      </Accordion>

      <Accordion title="Contacts (12)">
        | Action                   | What it does                                                                | Slug                                   |
        | ------------------------ | --------------------------------------------------------------------------- | -------------------------------------- |
        | Add project party        | Add a party (person or organisation) to a project in Capsule CRM.           | `CAPSULE_CRM_ADD_PROJECT_PARTY`        |
        | Create opportunity party | Add a party (person or organisation) to an opportunity in Capsule CRM.      | `CAPSULE_CRM_CREATE_OPPORTUNITY_PARTY` |
        | Create party             | Create a Party in Capsule CRM.                                              | `CAPSULE_CRM_CREATE_PARTY`             |
        | Delete opportunity party | Remove a party (person or organisation) from an opportunity in Capsule CRM. | `CAPSULE_CRM_DELETE_OPPORTUNITY_PARTY` |
        | Delete party             | Fully delete a specific party (person or organisation) from Capsule CRM.    | `CAPSULE_CRM_DELETE_PARTY`             |
        | Delete project party     | Remove a party (person or organisation) from a project in Capsule CRM.      | `CAPSULE_CRM_DELETE_PROJECT_PARTY`     |
        | List deleted parties     | Retrieve parties deleted since a given date.                                | `CAPSULE_CRM_LIST_DELETED_PARTIES`     |
        | List opportunity parties | List additional parties associated with an opportunity in Capsule CRM.      | `CAPSULE_CRM_LIST_OPPORTUNITY_PARTIES` |
        | List parties             | List all parties (contacts) on the account.                                 | `CAPSULE_CRM_LIST_PARTIES`             |
        | List project parties     | List parties associated with a specific project in Capsule CRM.             | `CAPSULE_CRM_LIST_PROJECT_PARTIES`     |
        | Search parties           | Search for parties (contacts/organisations) in Capsule CRM by query string. | `CAPSULE_CRM_SEARCH_PARTIES`           |
        | Update party             | Update an existing person or organisation (Party) in Capsule CRM.           | `CAPSULE_CRM_UPDATE_PARTY`             |
      </Accordion>

      <Accordion title="Currencies (1)">
        | Action          | What it does                                          | Slug                          |
        | --------------- | ----------------------------------------------------- | ----------------------------- |
        | List currencies | List all available currencies on the Capsule account. | `CAPSULE_CRM_LIST_CURRENCIES` |
      </Accordion>

      <Accordion title="Custom fields (5)">
        | Action                         | What it does                                                                                 | Slug                                         |
        | ------------------------------ | -------------------------------------------------------------------------------------------- | -------------------------------------------- |
        | Create custom field definition | Create a new custom field definition for parties, opportunities, or projects in Capsule CRM. | `CAPSULE_CRM_CREATE_CUSTOM_FIELD_DEFINITION` |
        | Delete custom field definition | Delete a custom field definition from an entity type in Capsule CRM.                         | `CAPSULE_CRM_DELETE_CUSTOM_FIELD_DEFINITION` |
        | Get custom field definition    | Get a specific custom field definition by ID from Capsule CRM.                               | `CAPSULE_CRM_GET_CUSTOM_FIELD_DEFINITION`    |
        | List custom field definitions  | List all custom field definitions for parties, opportunities, or projects (kases).           | `CAPSULE_CRM_LIST_CUSTOM_FIELD_DEFINITIONS`  |
        | Update custom field definition | Update an existing custom field definition in Capsule CRM.                                   | `CAPSULE_CRM_UPDATE_CUSTOM_FIELD_DEFINITION` |
      </Accordion>

      <Accordion title="Employees (1)">
        | Action             | What it does                                              | Slug                             |
        | ------------------ | --------------------------------------------------------- | -------------------------------- |
        | List org employees | List employees linked to a specific organisation (party). | `CAPSULE_CRM_LIST_ORG_EMPLOYEES` |
      </Accordion>

      <Accordion title="Entries (6)">
        | Action               | What it does                                                                       | Slug                               |
        | -------------------- | ---------------------------------------------------------------------------------- | ---------------------------------- |
        | Create entry         | Create a new note entry in Capsule CRM.                                            | `CAPSULE_CRM_CREATE_ENTRY`         |
        | Delete entry         | Delete an entry (note, email, or task) from Capsule CRM.                           | `CAPSULE_CRM_DELETE_ENTRY`         |
        | Get entry            | Retrieve a specific entry by ID.                                                   | `CAPSULE_CRM_GET_ENTRY`            |
        | List entity entries  | List entries (notes, emails, tasks) for a specific party, opportunity, or project. | `CAPSULE_CRM_LIST_ENTITY_ENTRIES`  |
        | List entries by date | List notes, emails, and completed party tasks in descending order by entry date.   | `CAPSULE_CRM_LIST_ENTRIES_BY_DATE` |
        | Update entry         | Update an existing entry (note, email, or task) in Capsule CRM.                    | `CAPSULE_CRM_UPDATE_ENTRY`         |
      </Accordion>

      <Accordion title="Goals (1)">
        | Action     | What it does                           | Slug                     |
        | ---------- | -------------------------------------- | ------------------------ |
        | List goals | List all goals on the Capsule account. | `CAPSULE_CRM_LIST_GOALS` |
      </Accordion>

      <Accordion title="Milestones (6)">
        | Action                   | What it does                                                        | Slug                                   |
        | ------------------------ | ------------------------------------------------------------------- | -------------------------------------- |
        | Create milestone         | Create a new milestone in Capsule CRM.                              | `CAPSULE_CRM_CREATE_MILESTONE`         |
        | Delete milestone         | Delete a specific milestone from Capsule CRM.                       | `CAPSULE_CRM_DELETE_MILESTONE`         |
        | Get milestone            | Get a specific milestone by ID from Capsule CRM.                    | `CAPSULE_CRM_GET_MILESTONE`            |
        | List milestones          | List all milestones on the Capsule account.                         | `CAPSULE_CRM_LIST_MILESTONES`          |
        | List pipeline milestones | List milestones associated with a specific pipeline in Capsule CRM. | `CAPSULE_CRM_LIST_PIPELINE_MILESTONES` |
        | Update milestone         | Update an existing milestone in Capsule CRM.                        | `CAPSULE_CRM_UPDATE_MILESTONE`         |
      </Accordion>

      <Accordion title="Opportunities (8)">
        | Action                     | What it does                                                            | Slug                                     |
        | -------------------------- | ----------------------------------------------------------------------- | ---------------------------------------- |
        | Create opportunity         | Create a new opportunity in Capsule CRM.                                | `CAPSULE_CRM_CREATE_OPPORTUNITY`         |
        | Delete opportunity         | Delete an opportunity from Capsule CRM.                                 | `CAPSULE_CRM_DELETE_OPPORTUNITY`         |
        | Get opportunity            | Retrieve a specific opportunity by its ID from Capsule CRM.             | `CAPSULE_CRM_GET_OPPORTUNITY`            |
        | List deleted opportunities | List opportunities deleted or restricted since a given date.            | `CAPSULE_CRM_LIST_DELETED_OPPORTUNITIES` |
        | List opportunities         | List all opportunities from Capsule CRM with pagination and filtering.  | `CAPSULE_CRM_LIST_OPPORTUNITIES`         |
        | List party opportunities   | List all opportunities associated with a specific party in Capsule CRM. | `CAPSULE_CRM_LIST_PARTY_OPPORTUNITIES`   |
        | Search opportunities       | Search for opportunities in Capsule CRM by query string.                | `CAPSULE_CRM_SEARCH_OPPORTUNITIES`       |
        | Update opportunity         | Update an existing opportunity in Capsule CRM.                          | `CAPSULE_CRM_UPDATE_OPPORTUNITY`         |
      </Accordion>

      <Accordion title="Pipeline stages (6)">
        | Action            | What it does                                         | Slug                            |
        | ----------------- | ---------------------------------------------------- | ------------------------------- |
        | Create stage      | Create a new stage in a board in Capsule CRM.        | `CAPSULE_CRM_CREATE_STAGE`      |
        | Delete stage      | Delete a specific stage from a board in Capsule CRM. | `CAPSULE_CRM_DELETE_STAGE`      |
        | Get stage         | Get a specific stage by ID from Capsule CRM.         | `CAPSULE_CRM_GET_STAGE`         |
        | List board stages | List stages associated with a board in Capsule CRM.  | `CAPSULE_CRM_LIST_BOARD_STAGES` |
        | List stages       | List all stages on the Capsule CRM account.          | `CAPSULE_CRM_LIST_STAGES`       |
        | Update stage      | Update an existing stage in Capsule CRM.             | `CAPSULE_CRM_UPDATE_STAGE`      |
      </Accordion>

      <Accordion title="Pipelines (3)">
        | Action          | What it does                                     | Slug                          |
        | --------------- | ------------------------------------------------ | ----------------------------- |
        | Get pipeline    | Get a specific pipeline by ID from Capsule CRM.  | `CAPSULE_CRM_GET_PIPELINE`    |
        | List pipelines  | List all sales pipelines on the Capsule account. | `CAPSULE_CRM_LIST_PIPELINES`  |
        | Update pipeline | Update an existing pipeline in Capsule CRM.      | `CAPSULE_CRM_UPDATE_PIPELINE` |
      </Accordion>

      <Accordion title="Projects (9)">
        | Action                    | What it does                                                                  | Slug                                    |
        | ------------------------- | ----------------------------------------------------------------------------- | --------------------------------------- |
        | Create project            | Create a new project (case) in Capsule CRM.                                   | `CAPSULE_CRM_CREATE_PROJECT`            |
        | Delete project            | Delete a project (case) from Capsule CRM.                                     | `CAPSULE_CRM_DELETE_PROJECT`            |
        | Get project               | Retrieve a specific project (case) by its ID from Capsule CRM.                | `CAPSULE_CRM_GET_PROJECT`               |
        | List deleted projects     | List projects deleted or restricted since a given date.                       | `CAPSULE_CRM_LIST_DELETED_PROJECTS`     |
        | List opportunity projects | List projects (cases) associated with a specific opportunity in Capsule CRM.  | `CAPSULE_CRM_LIST_OPPORTUNITY_PROJECTS` |
        | List party projects       | List projects associated with a specific party in Capsule CRM.                | `CAPSULE_CRM_LIST_PARTY_PROJECTS`       |
        | List projects             | List projects (cases) from Capsule CRM with pagination and filtering options. | `CAPSULE_CRM_LIST_PROJECTS`             |
        | Search projects           | Search for projects (cases) in Capsule CRM by query string.                   | `CAPSULE_CRM_SEARCH_PROJECTS`           |
        | Update project            | Update an existing project (case) in Capsule CRM.                             | `CAPSULE_CRM_UPDATE_PROJECT`            |
      </Accordion>

      <Accordion title="Queries (1)">
        | Action           | What it does                                                      | Slug                           |
        | ---------------- | ----------------------------------------------------------------- | ------------------------------ |
        | Run filter query | Run structured filter queries on parties, opportunities or kases. | `CAPSULE_CRM_RUN_FILTER_QUERY` |
      </Accordion>

      <Accordion title="Records (1)">
        | Action             | What it does                                              | Slug                             |
        | ------------------ | --------------------------------------------------------- | -------------------------------- |
        | List entity tracks | List tracks applied to a specific opportunity or project. | `CAPSULE_CRM_LIST_ENTITY_TRACKS` |
      </Accordion>

      <Accordion title="Sites (1)">
        | Action    | What it does                                                                   | Slug                    |
        | --------- | ------------------------------------------------------------------------------ | ----------------------- |
        | List site | Retrieve site (account) information for the authenticated Capsule CRM account. | `CAPSULE_CRM_LIST_SITE` |
      </Accordion>

      <Accordion title="Tags (4)">
        | Action            | What it does                                                                                        | Slug                            |
        | ----------------- | --------------------------------------------------------------------------------------------------- | ------------------------------- |
        | Delete entity tag | Delete a tag from an entity type (parties, opportunities, or kases) in Capsule CRM.                 | `CAPSULE_CRM_DELETE_ENTITY_TAG` |
        | Get entity tag    | Retrieve a specific tag by ID for an entity type (parties, opportunities, or kases) in Capsule CRM. | `CAPSULE_CRM_GET_ENTITY_TAG`    |
        | List entity tags  | List all tag definitions for a specific entity type (parties, opportunities, or kases).             | `CAPSULE_CRM_LIST_ENTITY_TAGS`  |
        | Update entity tag | Update an existing tag for an entity type (parties, opportunities, or kases) in Capsule CRM.        | `CAPSULE_CRM_UPDATE_ENTITY_TAG` |
      </Accordion>

      <Accordion title="Tasks (5)">
        | Action      | What it does                             | Slug                      |
        | ----------- | ---------------------------------------- | ------------------------- |
        | Create task | Create a new task in Capsule CRM.        | `CAPSULE_CRM_CREATE_TASK` |
        | Delete task | Delete a specific task from Capsule CRM. | `CAPSULE_CRM_DELETE_TASK` |
        | Get task    | Get a specific task by ID.               | `CAPSULE_CRM_GET_TASK`    |
        | List tasks  | List tasks on the Capsule account.       | `CAPSULE_CRM_LIST_TASKS`  |
        | Update task | Update an existing task in Capsule CRM.  | `CAPSULE_CRM_UPDATE_TASK` |
      </Accordion>

      <Accordion title="Teams (1)">
        | Action     | What it does                               | Slug                     |
        | ---------- | ------------------------------------------ | ------------------------ |
        | List teams | List all teams on the Capsule CRM account. | `CAPSULE_CRM_LIST_TEAMS` |
      </Accordion>

      <Accordion title="Types (3)">
        | Action                   | What it does                                       | Slug                                   |
        | ------------------------ | -------------------------------------------------- | -------------------------------------- |
        | Get activity type        | Get a specific activity type by ID.                | `CAPSULE_CRM_GET_ACTIVITY_TYPE`        |
        | List activity type icons | List available activity type icons in Capsule CRM. | `CAPSULE_CRM_LIST_ACTIVITY_TYPE_ICONS` |
        | List activity types      | List all activity types on the Capsule account.    | `CAPSULE_CRM_LIST_ACTIVITY_TYPES`      |
      </Accordion>

      <Accordion title="Users (4)">
        | Action           | What it does                                                                                                                                                | Slug                           |
        | ---------------- | ----------------------------------------------------------------------------------------------------------------------------------------------------------- | ------------------------------ |
        | Get current user | Retrieve the current authenticated user's details including id, username, name, locale, currency, status, timezone, lastLoginAt, and taskReminder settings. | `CAPSULE_CRM_GET_CURRENT_USER` |
        | Get user         | Get a specific user by ID.                                                                                                                                  | `CAPSULE_CRM_GET_USER`         |
        | List users       | List all users on the Capsule CRM account.                                                                                                                  | `CAPSULE_CRM_LIST_USERS`       |
        | Update user      | Update an existing user in Capsule CRM.                                                                                                                     | `CAPSULE_CRM_UPDATE_USER`      |
      </Accordion>

      <Accordion title="Webhooks (1)">
        | Action          | What it does                                                 | Slug                          |
        | --------------- | ------------------------------------------------------------ | ----------------------------- |
        | List rest hooks | List all REST hook subscriptions on the Capsule CRM account. | `CAPSULE_CRM_LIST_REST_HOOKS` |
      </Accordion>

      <Accordion title="Other actions (18)">
        | Action                  | What it does                                                                                  | Slug                                  |
        | ----------------------- | --------------------------------------------------------------------------------------------- | ------------------------------------- |
        | Create lost reason      | Create a new lost reason in Capsule CRM.                                                      | `CAPSULE_CRM_CREATE_LOST_REASON`      |
        | Create title            | Create a new custom person title in Capsule CRM.                                              | `CAPSULE_CRM_CREATE_TITLE`            |
        | Create track            | Create a new track in Capsule CRM by applying a track definition to a project or opportunity. | `CAPSULE_CRM_CREATE_TRACK`            |
        | Create track definition | Create a new track definition in Capsule CRM.                                                 | `CAPSULE_CRM_CREATE_TRACK_DEFINITION` |
        | Delete lost reason      | Delete a lost reason from Capsule CRM.                                                        | `CAPSULE_CRM_DELETE_LOST_REASON`      |
        | Delete title            | Delete a specific title from Capsule CRM.                                                     | `CAPSULE_CRM_DELETE_TITLE`            |
        | Delete track            | Delete a specific track from Capsule CRM.                                                     | `CAPSULE_CRM_DELETE_TRACK`            |
        | Delete track definition | Delete a specific track definition from Capsule CRM.                                          | `CAPSULE_CRM_DELETE_TRACK_DEFINITION` |
        | Get lost reason         | Retrieve a specific lost reason by ID from Capsule CRM.                                       | `CAPSULE_CRM_GET_LOST_REASON`         |
        | Get track               | Get a specific track by ID.                                                                   | `CAPSULE_CRM_GET_TRACK`               |
        | Get track definition    | Get a specific track definition by ID from Capsule CRM.                                       | `CAPSULE_CRM_GET_TRACK_DEFINITION`    |
        | List countries          | List all countries on the Capsule CRM account.                                                | `CAPSULE_CRM_LIST_COUNTRIES`          |
        | List lost reasons       | List all lost reasons on the Capsule account.                                                 | `CAPSULE_CRM_LIST_LOST_REASONS`       |
        | List titles             | List all custom person titles on the Capsule account.                                         | `CAPSULE_CRM_LIST_TITLES`             |
        | List track definitions  | List all track definitions on the Capsule account.                                            | `CAPSULE_CRM_LIST_TRACK_DEFINITIONS`  |
        | Update lost reason      | Update an existing lost reason in Capsule CRM.                                                | `CAPSULE_CRM_UPDATE_LOST_REASON`      |
        | Update track            | Update an existing track in Capsule CRM.                                                      | `CAPSULE_CRM_UPDATE_TRACK`            |
        | Update track definition | Update an existing track definition in Capsule CRM.                                           | `CAPSULE_CRM_UPDATE_TRACK_DEFINITION` |
      </Accordion>
    </AccordionGroup>
  </Accordion>
</AccordionGroup>

## Connect Capsule CRM

Before you start:

* You need a Capsule CRM account that you can sign in to.
* Your Squad subscription must be active. Squad does not connect apps while the subscription is not active.

<Steps>
  <Step title="Open Integrations">
    Open **Settings** > **Integrations**.
  </Step>

  <Step title="Add an integration">
    On the **Connected apps** tab, click **+ Add integration**.
  </Step>

  <Step title="Find Capsule CRM">
    Find **Capsule CRM** in the catalog and click it. You can type the name in **Search the catalog…**.
  </Step>

  <Step title="Keep the default level">
    Under **Default scope**, keep **Default**. It is the only option.
  </Step>

  <Step title="Click Connect Capsule CRM">
    Click **Connect Capsule CRM**. The Capsule CRM sign-in page opens in a new tab.
  </Step>

  <Step title="Sign in to Capsule CRM">
    Sign in to Capsule CRM and approve the request.
  </Step>
</Steps>

Check that it works: Capsule CRM shows under **YOUR CONNECTIONS**, with a row for the account and its access level.

## Set access for one agent

Every agent can use the account unless you block it.

1. Under **YOUR CONNECTIONS**, open the account menu (⋯) on the Capsule CRM account.
2. Click **Manage scope**.
3. Under **Per-agent access**, find the agent.
4. Choose **No access** to block the agent. Choose **Default (Default)** to allow it again.
5. Click **Save access**.

Changes apply from the agent's next call. An agent with **No access** does not see the account.

## Use more than one Capsule CRM account

Click **+ Account** on the Capsule CRM card to connect another account. Agents use the primary account unless they are asked to use a specific one.

* After you click **+ Account**, follow the connect steps above.
* The first account you connect becomes the primary account. It shows **★ PRIMARY**.
* To change the primary account, open the account menu (⋯) and click **Make primary**.
* To tell accounts apart, open the account menu (⋯) and click **Rename**.

## Reconnect or disconnect

Reconnect when the connection has expired, or when you need to change what the account can reach on the Capsule CRM side:

1. Open the account menu (⋯) and click **Reconnect**.
2. Click **Reauthorize on Capsule CRM**.
3. Sign in to Capsule CRM and approve the request.

Reconnect signs in to the same account again. It does not add a second connection.

Open the account menu (⋯) on the Capsule CRM account and click **Disconnect**. Agents lose access to that account at once.

<Warning>**Disconnect** acts at once, with no confirmation step. If it was the primary account, another connected Capsule CRM account becomes primary.</Warning>

## Costs

Capsule CRM actions do not use Squad credits. Connected apps never use credits. For what does use credits, see [What Squad costs](/docs/costs).

## Troubleshooting

An agent says it has no access to Capsule CRM, or it does not see the account.

* Cause: the agent is set to **No access** under **Per-agent access**, or the account is not connected.
* Fix: open **Manage scope** and change the agent's row. If the account is missing, connect it again.

Connecting or saving fails with "Your subscription isn't active."

* Cause: your Squad subscription is not active.
* Fix: resubscribe. See [Manage your subscription](/docs/billing).

An agent says the Capsule CRM connection has expired.

* Cause: the sign-in for that account is no longer valid.
* Fix: use **Reconnect** on the account.

## Common questions

<AccordionGroup>
  <Accordion title="Can I limit what agents can do in Capsule CRM?">
    You cannot choose a narrower level for Capsule CRM. You can block single agents with **No access** under **Per-agent access**.
  </Accordion>

  <Accordion title="Can I connect more than one Capsule CRM account?">
    Click **+ Account** on the Capsule CRM card to connect another account. Agents use the primary account unless they are asked to use a specific one.
  </Accordion>

  <Accordion title="How do I disconnect Capsule CRM?">
    Open the account menu (⋯) on the Capsule CRM account and click **Disconnect**. Agents lose access to that account at once.
  </Accordion>
</AccordionGroup>

## Related pages

<CardGroup cols={2}>
  <Card title="Connect apps" icon="plug" href="/docs/integrations" />

  <Card title="Add an MCP server or an API key" icon="server" href="/docs/custom-integrations">
    Use this when an action you need is not in this app.
  </Card>
</CardGroup>