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Changelog

All notable changes to the CapsuleCRM MCP Extension will be documented in this file.

[1.0.0] - 2025-07-10

πŸŽ‰ Initial Release

✨ Features

  • Complete CRM Integration: Full support for CapsuleCRM parties, opportunities, tasks, and milestones
  • Natural Language Interface: Talk to your CRM using plain English commands
  • Advanced Search & Filtering: Support for 8+ operators and complex queries
  • Smart Value Calculations: Automatic probability-weighted opportunity values
  • Real-time Data Access: Direct API integration with no data storage

🎯 Core Capabilities

  • Party Management: List, create, update, search people and organizations
  • Opportunity Management: Full sales pipeline management with advanced filtering
  • Task Management: Create, track, and manage tasks across teams
  • Pipeline Insights: View milestones and track deal progress

πŸ”§ Technical Features

  • Production-Ready: Comprehensive error handling and logging
  • Bundled Dependencies: Self-contained extension with all required packages
  • MCP Protocol: Full stdio transport compliance for Claude Desktop
  • Security: Secure API token handling and validation

πŸ“š Documentation

  • Comprehensive README with usage examples
  • Detailed installation guide
  • Advanced usage patterns and filtering guide
  • Troubleshooting documentation

πŸš€ Sample Prompts

  • Customer Insights: "Show me all VIP customers from last month"
  • Sales Pipeline Review: "What's the total value of our open opportunities?"
  • Task Management: "What tasks are overdue?"
  • Advanced Filtering: Complex multi-condition searches

πŸ›‘οΈ Security & Privacy

  • No data storage - real-time API bridge only
  • Secure environment variable handling
  • User-centric design with no internal ID exposure
  • Official CapsuleCRM API integration

πŸ”— Integration

  • Claude Desktop Extension (DXT) format
  • One-click installation
  • User configuration for API key
  • Cross-platform compatibility

This release represents a complete, production-ready CRM automation solution for Claude AI users.