Awesome-claude-skills-cn capsule_crm-automation

通过 Rube MCP(Composio)自动化 Capsule CRM 任务:联系人、机会、案例、任务和销售管道管理。始终先搜索工具以获取当前架构。

install
source · Clone the upstream repo
git clone https://github.com/Athe1st3154/awesome-claude-skills-cn
Claude Code · Install into ~/.claude/skills/
T=$(mktemp -d) && git clone --depth=1 https://github.com/Athe1st3154/awesome-claude-skills-cn "$T" && mkdir -p ~/.claude/skills && cp -r "$T/composio-skills/capsule_crm-automation" ~/.claude/skills/athe1st3154-awesome-claude-skills-cn-capsule-crm-automation-a08c76 && rm -rf "$T"
manifest: composio-skills/capsule_crm-automation/SKILL.md
source content

Capsule CRM Automation via Rube MCP

Automate Capsule CRM operations through Composio's Capsule CRM toolkit via Rube MCP.

工具包文档: composio.dev/toolkits/capsule_crm

前提条件

  • Rube MCP 必须已连接(RUBE_SEARCH_TOOLS 可用)
  • 通过
    RUBE_MANAGE_CONNECTIONS
    与工具包
    capsule_crm
    建立活动 Capsule CRM 连接
  • 始终首先调用
    RUBE_SEARCH_TOOLS
    获取当前工具架构

设置

获取 Rube MCP: 在客户端配置中添加

https://rube.app/mcp
作为 MCP 服务器。 无需 API 密钥 — 只需添加端点即可使用。

  1. 通过确认
    RUBE_SEARCH_TOOLS
    响应来验证 Rube MCP 可用
  2. 使用工具包
    capsule_crm
    调用
    RUBE_MANAGE_CONNECTIONS
  3. 如果连接不是 ACTIVE 状态,按照返回的授权链接完成设置
  4. 在运行任何工作流程前确认连接状态显示为 ACTIVE

工具发现

在执行工作流程前始终发现可用工具:

RUBE_SEARCH_TOOLS: queries=[{"use_case": "contacts, opportunities, cases, tasks, and pipeline management", "known_fields": ""}]

This returns:

  • Available tool slugs for Capsule CRM
  • Recommended execution plan steps
  • Known pitfalls and edge cases
  • Input schemas for each tool

Core Workflows

1. Discover Available Capsule CRM Tools

RUBE_SEARCH_TOOLS:
  queries:
    - use_case: "list all available Capsule CRM tools and capabilities"

Review the returned tools, their descriptions, and input schemas before proceeding.

2. Execute Capsule CRM Operations

After discovering tools, execute them via:

RUBE_MULTI_EXECUTE_TOOL:
  tools:
    - tool_slug: "<discovered_tool_slug>"
      arguments: {<schema-compliant arguments>}
  memory: {}
  sync_response_to_workbench: false

3. Multi-Step Workflows

For complex workflows involving multiple Capsule CRM operations:

  1. Search for all relevant tools:
    RUBE_SEARCH_TOOLS
    with specific use case
  2. Execute prerequisite steps first (e.g., fetch before update)
  3. Pass data between steps using tool responses
  4. Use
    RUBE_REMOTE_WORKBENCH
    for bulk operations or data processing

Common Patterns

Search Before Action

Always search for existing resources before creating new ones to avoid duplicates.

Pagination

Many list operations support pagination. Check responses for

next_cursor
or
page_token
and continue fetching until exhausted.

Error Handling

  • Check tool responses for errors before proceeding
  • If a tool fails, verify the connection is still ACTIVE
  • Re-authenticate via
    RUBE_MANAGE_CONNECTIONS
    if connection expired

Batch Operations

For bulk operations, use

RUBE_REMOTE_WORKBENCH
使用
run_composio_tool()
in a loop with
ThreadPoolExecutor
for parallel execution.

已知陷阱

  • Always search tools first: Tool schemas and available operations may change. Never hardcode tool slugs without first discovering them via
    RUBE_SEARCH_TOOLS
    .
  • Check connection status: Ensure the Capsule CRM connection is ACTIVE before executing any tools. Expired OAuth tokens require re-authentication.
  • Respect rate limits: If you receive rate limit errors, reduce request frequency and implement backoff.
  • Validate schemas: Always pass strictly schema-compliant arguments. Use
    RUBE_GET_TOOL_SCHEMAS
    to load full input schemas when
    schemaRef
    is returned instead of
    input_schema
    .

快速参考

操作方法
查找工具
RUBE_SEARCH_TOOLS
with Capsule CRM-specific use case
连接
RUBE_MANAGE_CONNECTIONS
使用工具包
capsule_crm
执行
RUBE_MULTI_EXECUTE_TOOL
使用发现的工具标识符
批量操作
RUBE_REMOTE_WORKBENCH
使用
run_composio_tool()
完整架构
RUBE_GET_TOOL_SCHEMAS
用于具有
schemaRef
的工具

工具包文档: composio.dev/toolkits/capsule_crm